✨ Through your account settings on your Webtool, you can establish default order preferences that apply to all customers, as well as specific order preferences for individual customers.
How to customise your order preferences for all your customers
Open your Choco Webtool on your browser, and navigate to the Settings tab on the left-side menu.
Select Order preferences
Once inside Order preferences you'll be able to customize delivery days, cutoff times, minimum order value and exceptions
Once done, press Save in the bottom right
Minimum order value: this is the minimum amount of money your customer should spend to place an order with you. This information will appear in your customers’ Choco app whenever they are placing orders with you.
Delivery cost: This is the amount you are charging for each delivery.
Delivery Days: The days your company delivers to customers.
Cutoff time: The time after which your customers will not be able to place an order to you for the following day. For example, a cutoff time at 6pm, means that any orders after 6pm won't be delivered on the following day. Here you have the option to make it strict (your customers won't be able to place the order for the following day) or flexible (placing the order will be possible with a warning that the delivery date might not be met).
Adding Exceptions to Delivery Days
You can override your default delivery dates and cutoff times for specific dates. This can be particulary useful on bank holidays, peak season or specific circumstances your business might encounter.
In the Delivery days & cutoff settings, click on the Exceptions tab next to Regular Schedule.
Click on Add Exception
Select the date you want to make an exception for
Choose the exception type - Delivery or No Delivery
Should you choose Delivery, you can choose to set a cutoff time
Once done, click Save
⚠️ This will be applied to all customers as long as no different setting was applied on a customer specific level.
How to add customer specific order preferences
Open your Choco on your browser, and navigate to the 'Customers' tab.
Look for the customer you would like to update and click on it
Once in the customer details page, you'll find all the order preference fields to modify:
Minimum order value
Catalogue settings
Delivery days (regular & exceptions)
Select Enable customer specific delivery days & cutoff settings to personalised it for this specific customer.
Cutoff times
For further guidance, check the section above in this article.
Click on Save
💡 This change will apply only to the customer you selected.
How you ERP Integration affect your order preferences
When using Choco, it's important to note that delivery days and cutoff times, may be affected by the ERP integration in place. Once the integration is in place, these settings will be overwritten once the integration executes (often multiple times a day). The system will sync data between Choco and the ERP, and changes made in Choco may not take effect until after the integration is completed. If you're unsure about how these settings might be impacted, feel free to reach out to Support for further clarification.