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Get started with Choco as a Distributor

In this article, you will find the steps to log in to and out of Choco.

Log in and log out

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

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

Manage your order preferences

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

Manage your team and permissions

Choco integrates directly with QuickBooks Online (QBO) and QuickBooks Desktop (QBD) so that orders placed through Choco are automatically sent to your ERP system. This article explains the most common…

Troubleshooting Your QuickBooks Integration with Choco

Customer support for Distributors

Manage your account settings as a Supplier

Account Settings

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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.

Prototype integrations answer

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

Prototype invite-team answer

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.