Cash limitation is a solution developed to avoid possible unwanted cancellations that result in loss of revenue, for example a customer who places an order for Home Delivery and wants to pay in cash, but gives the wrong address, so the order is not delivered and the product and the money are lost.
With this solution, we can create some rules to avoid problems.
All these rules when activated will prevent the user from being able to make payments when receiving their order at their address, this will make the user pay for the order before purchasing through the app.
These rules are only for the home delivery flow.
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.