Cash Limitation

Owned by Goncalves, Felipe
Last updated: Sept 19, 2024
3 min read

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):

  1. First Purchase: For the customer's first delivery order, there will be a limit of value for cash payments.

  2. Second Purchase Onwards: From the second purchase onwards, the customer will have a limit of value for cash payments.

  3. 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.

 Instructions

  1. Adjust permission to change the cash limitation

  • To open the User board, choose the Roles tab, and after editing some role:

image-20240702-181726.png
User Board

  • To add permission to Edit and View on Payment Methods role:

image-20240702-182058.png
Change Permission

 

  1. Adjust Cash Limitation

  • To open the Restaurant board, choose the Restaurant or Groups tab and after Edit Restaurants > Edit Payment Methods:

  • To activate rules and to define the cash limitation. When any of these rules is active, the user can’t pay with cash or voucher; only online payment methods are available, such as Credit Card, Debit Card, etc.

    • Rule Order Limit for New Customers:

      • Choose the cash limit for the customer’s first purchase with Home Delivery

    • Rule Order Limit for All Customers:

      • Choose the cash limit of customer’s second purchase and onwards with Home Delivery

    • Rule to Prevent Repeated Failures With Physical Payment Methods:

      • Active this if the last delivery purchase was cancelled, and the customer tried to pay with offline payment method (Cash or Voucher)

      • Cancelation reasons, that block the offline payment:

        • Fake order

        • Wrong Address

        • Problems with payments

        • Customer was not there

  • To add rules to many restaurants

  • It is the same logic, but here we need to choose which rules we want to apply. For example, we need to activate the checkbox for each rule, to confirm we will change this for all restaurants

  • In the case below, we will change only the first rule for the first purchase.

  • The rules that not are checked with the checkbox field, will be ignored.

  • When saving the cash limitation, the system will ask if the Fz user is sure about the change, and it will also inform how many restaurants will be impacted by this change.

Database

The value of these rules is saved on Sanity. More details here.

Whitelabel-app

In case one of these rules is active, the Whitelabel-app hides the 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