In this article, you can find the steps to update your order preferences on Choco web as a vendor.
Updating your order preferences allows you to receive orders within your set-up terms such as minimum order value, delivery days or cut off times. Keeping this information up-to-date helps you and your customers manage orders more efficiently.
You can set up this information for all your customers, as well as for individuals or groups.
How to update order preferences for all your customers
Here’s how it works:
Select Settings from the side menu
Select Order preferences
Edit the Minimum order value by selecting the currency and typing the price (note: your customers will see this information while ordering but can still place orders under this value)
Edit the Delivery cost by typing the price
Edit the Default catalogue to select your main catalogue (All products) or other catalogues
Edit the Delivery days to make this option Optional or Mandatory for your customers and choose your delivery days
Edit the Cutoff times to make this option Strict or Flexible and choose a time and timezone
Select Save
These changes apply to all your customers in the Choco app.
How to update customer specific order preferences
Select Customers from the side menu
Select the customer you would like to update
Edit the Customer Information : how their name displays, delivery address, customer number, order minimum
Choose if they have access to the Default Catalog or Selected Catalogs
Check the box to Enable customer specific delivery days & cutoff settings
Select if they have No cutoff, Strict, or Flexible cutoff times
Check which Delivery days are available
Edit the Cutoff day
Edit the Cutoff times
Select Save
This change will apply only to the customer you selected.
Explanation of order preferences’ fields
Minimum order value | 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.
Your customers can still send an order under the minimum order value.
We recommend adding prices to your products to help your customers reach the minimum order value. |
Delivery cost | The amount you are charging for each delivery. |
Default catalogue | The product list that is visible by default to your customers. |
Delivery days | The days your customers can receive deliveries from you.
By making this option mandatory, your customers must indicate a delivery day to place an order.
|
Cutoff times | The time after which your customers will not be able to place an order with you.
After Strict cutoff times, customers can’t choose next day delivery.
After Flexible cutoff times, customers can still choose next day delivery with a warning. |
Where your customers see your order preferences in the Choco app
Here’s how it works for your customers to see your order preferences:
Select Suppliers in the bottom tab
Select the supplier
Select the Settings option (⚙️)
Select your supplier’s name on the top tab
What to know when using an ERP integration
Using an ERP integration with Choco enables you to sync information about orders and deliveries across platforms and avoid manual information entry.
To ensure optimal order transmission, we recommend:
Adding the customer number to Choco and making sure that it matches the one in your ERP system
Adding the product ID to products in your catalogue on Choco and making sure that it matches the one in your ERP system
Editing customer information or product information directly in your ERP system
Editing delivery preferences such as delivery days and cutoff times on Choco. This information may or may not be synced depending on the type of ERP system or your setup preferences in it