Support

Get started with Choco as a Distributor

Customer support for Distributors

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Iana Lebourdais

Sorenza Hossay

Christopher Dubec

For Distributors

Your company profile is what your customers will first see from your business on Choco. Make sure you have a complete and professional profile to improve your visibility and image…

Set up your company profile

Easily manage your team in Choco by controlling user access, customer visibility, and permissions.

Manage your team and permissions

How to change your phone number

Managing delivery days, cutoff times, minimum order value and exceptions

Manage your order preferences

How to manage your account settings on Choco Web and Choco App

Manage your account settings

In this article, you can find the steps to add and invite your customers to Choco.

How to add your customers

This step-by-step guide will show you how to add or remove a user of your customer to their buyer account.

How to add a new user for your customer

This article explains how you can access, add or remove products from the Order Guide of a buyer.

How to edit an Order Guide for a customer

How to add negotiated prices with customers

You can easily add or update the Customer Number of your customers on both the Choco webtool and mobile app.

How to update a Customer Number

How to create Customer Labels

The AI Insights feature is a valuable tool for sales reps keep track of ordering trends of their customers.

How to check customer AI Insights

The customer import allows you to upload a csv template to add multiple customers in one go.  You’ll receive an email summary once the processing has finished with an overview.

How to bulk create customers

Assign a teammate as the account owner for any customer. Use this to make follow‑ups clear and keep your pipeline organised.

How to assign an account owner to a customer

In this article, you will find out how you can easily delete your customers and archive chats.

How to delete customers

How to manage your customers on Choco Web and Choco App

Manage your customers

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

How to manage your orders on Choco Web and Choco App

Manage your orders 

In this article you will see how to update a product in your integrated or non-integrated catalog

How to create and edit catalog products

This step-by-step guide will show you how to perform changes in your custom catalogs and assign them to your customers.

How to manage your custom catalog

This step-by-step guide will walk you through the process of adding picture to a catalog product.

How to add or edit picture to a catalog product

How to manage your catalog on Choco Web and Choco App

Manage your catalog 

In this article, you can find the steps to send promotions and upsell your products on Choco Web.

Manage Promotional Campaigns

This article deep-dives into how to read the analytics for your campaigns on Choco.

Marketing Analytics

How to manage your marketing tools on Choco Web and Choco App

Manage your PromoHub

Get started with OrderAgent

This guide will walk you through the steps to access and manage your orders effectively.

How to review OrderAgent orders

This step-by-step guide will teach you how to merge orders for the same buyer with Order Agent.

How to merge orders with OrderAgent

How to manage orders on autopilot via Choco Web

Manage your OrderAgent

Find answers and get help from Intercom Support and Community Experts

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