CONTEXT
A recurring problem for RBI is the cancellation of orders due to user errors, such as:
Fake orders
Customer 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.
\uD83D\uDCD8 Instructions
Adjust permission to change the cash limitation
To open the User board, chose the Roles tab and after edit some role:
To add permission to Edit and View on Payment Methods role:
Adjust Cash Limitation
To open the Restaurant board, chose the Restaurant or Groups tab and after Edit Restaurants > Edit Payment Methods:
To active 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, 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 from the second purchase 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
To add rules to many restaurants
Is the same logic, but here we need to chose 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 checkbox field, will be ignored.
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.
Database
The value these rules are saved on Sanity. More details here.
Whitelabel-app
In case someone of these rules are active, the Whitelabel-app hide the payments offline. More details here.