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***WIP***

Instructions

  1. Adjust permission to change the cash limitation

  • To open the User board, chose the Roles tab and after edit some role:

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

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  1. Adjust Cash Limitation

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

image-20240702-181851.png
  • 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

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  • To add rules to many restaurants

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  • 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.

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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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