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A recurring problem for RBI is the cancellation of orders due to user errors, such as:
Fake orders
Customer was not at the delivery location
Incorrect address
Payment issues
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Adjust permission to change the cash limitation
To open the User board, chose choose the Roles tab, and after edit editing some role:
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To add permission to Edit and View on Payment Methods role:
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To open the Restaurant board, chose the Restaurant or Groups tab and after Edit Restaurants > Edit Payment Methods:
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To active activate rules and define the cash limitation, in case some rule is active the user can’t pay with cash or voucher, only online payment is able, such as Credit Card, Debit Card, etc.
Rule Order Limit for New Customers:
Chose the cash limit to first purchase with Home Delivery of user
Rule Order Limit for All Customers:
Chose the cash limit of second purchase onwards with Home Delivery of user
Rule to Prevent Repeated Failures With Physical Methods:
Active this rule and the user can’t purchase in case your last purchase was canceled, and the user tried to pay with offline payment (Cash or Voucher)
Motive cancel that block the online payment:
Fake order
Wrong Address
Problems with payments
Customer was not there
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To add rules to many restaurants
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Is It is the same logic, but here we need to chose choose which rules we want, for example, we need to activate the checkbox to each rule, to confirm we will change this to all restaurants
In this case below, we will change just the first rule to first purchase.
The rules that not are checked with the checkbox field, will be ignored.
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When save the cash limitation, the system ask if we have sure about the change, and inform how many restaurants will be impacted with this change.
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Database
The value of these rules are is saved on Sanity. More details here.
Whitelabel-app
In case someone one of these rules are is active, the Whitelabel-app hide hides the payments offline. More details here.
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