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How to add/remove products without a supplier catalog
How to add/remove products without a supplier catalog

This article will guide you how to add and remove products to/from an order guide on Choco when your supplier doesn't have a catalog.

Stephanie Nolte avatar
Written by Stephanie Nolte
Updated over a week ago

Note: Make sure you add suppliers to your Choco account first. Then, you can manage the order guides and add all your products, prices and product codes. If your supplier has a catalog, see this article about adding/remove products when a catalog is available.

CONTENTS

  1. How to add products to a chat (with no supplier catalog)

  2. How to remove products from a chat (with no supplier catalog)

  3. How to add custom products on Choco Web

  4. Remove products on Choco Web

  1. How to add products to a chat (with no supplier catalog)

You can add custom products to your order guides when you know your supplier sells that item.

Note: adding custom products is only possible if the supplier has enabled this option.

Here’s how it works:

  1. Open the mobile app

  2. If you have multiple restaurants on Choco, choose which restaurant you are managing

  3. Select Suppliers in the bottom tab

  4. Select the supplier in question

  5. Select Start Order

If there are no products in the order guide:

  • Select Start Order

    • If you would like to upload a photo or file containing your product list, select Upload a past invoice or stock-take sheet, and follow the instructions

    • If you would like to add your products manually, select Manually add products and then provide the requested product details

  • Type the product information

  • Product name and unit are mandatory

  • Product ID is recommended to avoid mistakes

If there are already products in the order guide:

  • Select Start Order

  • Select Add Product

    • If you would like to upload a photo or file containing your product list, select Upload a past invoice or stock-take sheet

    • If you would like to add your products manually, select Manually add products

  • Type the product information

  • Product name and unit are mandatory

  • Product ID is recommended to avoid mistakes

2. How to remove products from a chat (with no supplier catalog)

Custom products can be edited and removed anytime by selecting them from your order guides

Here’s how it works:

  1. Open the mobile app

  2. If you have multiple restaurants on Choco, choose which restaurant you are managing

  3. Select Suppliers in the bottom tab

  4. Select the supplier in question

  5. Select Start Order

  6. Select the three small dots in the top right corner

  7. Select Edit List

OR

  1. Select a product and hold for 2 seconds

  2. Select the products that you would like to remove

  3. Select the “Delete” icon in the top right

  4. Confirm your choice

3. How to add custom products on Choco Web

You can also add a catalog or custom product to your order guide using Choco Web.

Note: adding custom products is only possible if your supplier has enabled this option.

  1. Open your browser and go to choco.com

  2. Select Log In on the top right of the website banner

  3. If you have multiple restaurants on Choco, choose which restaurant you are managing

  4. Select the supplier in question

  5. Select the Edit Order Guide option on the top right

  6. Select the Add Product option on the top right

  7. Search/browse your suppliers catalog and select the Add Custom Product option on the bottom left

  8. Type the product information (product name and unit are mandatory, product ID is recommended to avoid mistakes)

  9. Before confirming, select the Add Another option if you wish to keep adding custom products

  10. Select Create

Note: You will have to refresh the page to see the item in your order guide

4. Remove Products on Choco Web

  1. Follow steps 1-6 for Add Products on Choco Web

  2. Click on the three vertical dots next to the product you wish to remove and select Delete Product

  3. If you want to update many products at once, you can edit an Excel version of the order guide

    • Click on the three vertical dots next to Add Product

    • Select Export .xlsx to download an editable copy of your order guide

    • Once you’ve completed your updates, select Get Help in the bottom left of Choco Web to send along a message with the revised list to Choco Support for Choco to upload for you

  4. If you want to delete your entire order guide, select Delete product list from the vertical dots next to Add Product

Caution! Delete product list is final and cannot be undone. At least export a copy of your order guide first just in case!

Your order guide is now updated!

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