In this article, you can find the steps to view and edit your customer information and order preferences on Choco web as a vendor.
Keeping this information up-to-date is one of the best practices to manage relationships with your clients, cut costs and avoid ordering mistakes.
How to view customer information
You can view your customers’ information by accessing the Customers tab in the side menu.
Here’s how it works:
Select Customers from the side menu
Here you can view their name, customer number and label
Select View from the customer’s tab to see the order details
Here you can view the full information about the customer including their name, address, customer number, catalogues settings, cutoff times and delivery days
Explanation of customer information fields
Customer name | The name of your customer. |
Address | The address of your customer’s business. |
Customer number | The unique code associated with your customer.
|
Catalogue | The list of your products that is visible to your customer. |
Cutoff time and type | After Strict cutoff times, customers cannot choose next day delivery. |
Delivery preferences time | The time after which your customers will not be able to place an order with you. |
Delivery days | The days that you deliver to customers.
Customers can only request these days when submitting orders. |
How to edit the customer number
Keeping this information up-to-date is one of the best practices to avoid ordering mistakes through Choco.
Note: if you have ERP integration to sync your catalogues, we recommend including the Customer number on Choco to ensure correct order transmission. |
Here’s how it works:
Select Customers from the side menu
Select View from the customer’s tab you want to edit information about
Select the Customer number option in the Customers information card
Type the new customer number
Select Save
This change will be visible to your customers and they might be able to edit it.
How to edit catalogues settings for a specific customer
Editing the catalogue settings for a specific customer is possible only when you already have a main catalogue and an additional catalogue.
Choco allows you to create a narrower version of your main catalogue containing only the products that you want to display to a specific single or group of customers. This way, you have the option to offer exclusive products or display only the products that are relevant to your customers.
To upload catalogues, please contact our Customer Support.
Here’s how it works:
Select Customers from the side menu
Select View from the customer’s tab you want to edit information about
Select the Catalogue option in the Catalogue settings card
Select the catalogue
Select Save
How to edit cutoff times for a specific customer
This information may or may not be synced to your ERP depending on your settings.
Keeping this information up-to-date is one of the best practices to manage customer relationships thanks to Choco.
Here’s how it works:
Select Customers from the side menu
Select View from the customer’s tab you want to edit information about
Scroll down to the Delivery preference type card
Check the box to Enable customer-specific cutoff times
Select Strict or Flexible and the time
With flexible cutoff times, customers can still choose next-day delivery with a warning
Select Save
How to edit delivery days for a specific customer
If you are using an ERP integration, this information may or may not be synced to your ERP depending on your settings.
Keeping this information up-to-date is one of the best practices to manage customer relationships thanks to Choco.
Here’s how it works:
Select Customers from the side menu
Select View from the customer’s tab you want to edit information about
Scroll down to the Delivery days override card
Check the box to Enable customer specific delivery days
Select the delivery days
Days labeled with Default delivery day are the ones indicated in your delivery preferences
Select Save
How to add labels for your customers
Adding labels is one of the best customer management practices on Choco web. You can create any label and apply more labels per customer.
This information is only visible to you and your team, and not to your customers.
You can also use labels as audiences to send broadcast messages.
Here’s how it works:
Select Customers from the side menu
Check the boxes to select the customers
Select Bulk edit labels
Type in the label and select Create to add a new one or check the box to assign an existing label
Uncheck the box to unassign a label
Examples of labels
Here are some recommendations on how to optimize the labelling of your customers:
Add labels of team members’ names to oversee ordering from multiple sales reps
Add labels of your customers’ type of business to send targeted promotions
Add labels of your customers’ delivery zone to send targeted promotions
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 their 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