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CONTEXT
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
This situation worsens when the customer chooses to pay at the time of delivery. In these cases, if the order is not delivered, the customer does not make the payment, resulting in a loss for RBI, which loses both the product and the driver's delivery time.
IMPLEMENTED SOLUTIONS
To minimize these problems, some solutions have been developed based on three rules.
When activated, these rules will prevent the customer from making physical payments (cash or voucher):
First Purchase: For the customer's first delivery order, there will be a limit of value for cash payments.
Second Purchase Onwards: From the second purchase onwards, the customer will have a limit of value for cash payments.
Cancellation History: If the last “Home Delivery” order was canceled for any of the mentioned reasons and the chosen payment method was cash, the customer will not be able to pay in cash for the next delivery order.
Below are more details on how to activate each rule and what they are.
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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 choose the Restaurant or Groups tab and after Edit Restaurants > Edit Payment Methods:
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To active activate rules and to define the cash limitation, in case some rule . When any of these rules is active, the user can’t pay with cash or voucher, ; only online payment is ablemethods are available, such as Credit Card, Debit Card, etc.
Rule Order Limit for New Customers:
Chose Choose the cash limit to for the customer’s first purchase with Home Delivery of user
Rule Order Limit for All Customers:
Chose Choose the cash limit from the of customer’s second purchase and onwards with Home Delivery of user
Rule to Prevent Repeated Failures With Physical Payment Methods:
Active this rule and the user can’t purchase in case your last if the last delivery purchase was canceledcancelled, and the user customer tried to pay with offline payment method (Cash or Voucher)
Motive cancel Cancelation reasons, that block the online offline 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 to apply. For example, for example we need to activate the checkbox to for each rule, to confirm we will change this to for all restaurants
In this the case below, we will change just only the first rule to for the first purchase.
The rules that not are checked with the checkbox field, will be ignored.
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When save saving the cash limitation, the system will ask if we have the Fz user is sure about the change, and it will also inform how many restaurants will be impacted with by 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 payment methods (cash and voucher). More details here.
Feature Flag
Intl Tech - Guest App (Whitelabel)
enable-cash-limitation
FZ Portal (DOP)
enable-cash-limitation
Intl Tech - Plataform
enable-new-order-statuses
This flag must be active to enable the reasons for the cancellation of delivery orders