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If you have an integration your orders can be edited on your ERP. If you don't have an integration with our system then you can edit the quantities, and add…

How to edit orders

If you have an integration, your orders will go through your ERP without the need to be confirmed. If you don't have an integration with our system this article will…

How to confirm orders

This step-by-step guide will show you how place orders on behalf of your restaurants from your account.

How to place an order for a customer

If you don't have an integration with our system, this article will explain how you can export orders on Choco.

How to export orders

Orders

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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