Allow customers to receive order notifications and set general order parameters that will apply to all customer orders.
You have access to many global settings that will keep customers informed on the status of their order and help you control some key order parameters and data you'd like to collect regarding orders and customers.
Delivery Days
These settings allow you to set restrictions around when order cut offs occur, how much notice is required to place an order and how far in advance an order can be placed. These settings will be applied to all users of the Customer Order Portal.
Blackout Days
You can also set blackout days for days that no customers can schedule an order. Set as many as you need and change them as often as required.
Minimum Order Amount
This feature allows you to set a minimum amount the customers need to place when using the Customer Order Portal. This will be applied globally to all customers, with the option to override the amount on an individual customer level within their customer profile settings.
Standing Order Schedule Time
When customers have standing orders that automatically recur, you can set a time for when you want these standing orders to be created in the system, allowing you to control how much lead time is needed to pick the order and optimize the route.
Notifications
Order notifications allow you to keep customers up to date throughout more of their order status. There are four notifications that a customer can receive:
- Order confirmation when an order is created
- Order schedule updates
- Order reminders the day before delivery
- Order delivery upon completion
Globally, you can choose which notifications you would like to be available to your customers. For all those that you turn on, customers can then choose which ones they would like to receive. You can set which contacts receive the notifications and whether they get them by email or SMS.
Next Invoice Identifier
The Next Invoice Identifier is a helpful tool that allows you to determine what number you would like your invoices to start at. This is beneficial if you have integrated your financial system to the platform and can not repeat invoice numbers. Simply type in the number you would like your invoices to start at and hit save.
