Order

the order settings section allows you to control how customers place orders, what options they see at checkout, and how charges, tips, and instructions are applied these settings directly impact the checkout experience and order flow how to configure admin general settings? on the admin panel, click on "settings " then click on the "order" tab order scheduling apart from instant orders, the order scheduling feature empowers customers to choose a specific date and time for their orders during checkout this is based on the availability set by merchants or service providers using their merchant panel note it is essential to enable this feature when using the platform for service merchants order tips enabling tips during customer checkout to support delivery staff or service personnel based on your business model tip requirement you can make the tip optional or mandatory, and accordingly, the users will be able to proceed at checkout based on the settings you configure optional customers may choose to tip or skip required customers must select a tip amount to proceed select preferred language this feature allows you to input information in the customer's preferred language for example, if a customer selects spanish, all added information will be displayed in spanish utilize language settings https //help hyperzod com/language to add or remove language options order tip description add a brief, compelling description or message to encourage more customers to provide tips fixed or percentage decide whether tips should be collected as a fixed amount or a percentage based on the order subtotal default tip selection provide default tip amounts for customers to easily select during checkout choose which tip option is pre selected at checkout order control accept / temporarily halt orders the "accept orders" feature provides admins control over order acceptance in high order volume scenarios or other issues, admins can temporarily disable order acceptance the "custom message" field allows the display of a prominent message to inform customers about the temporary unavailability of order placement, providing necessary instructions or updates delivery instructions enable delivery instructions and showcase the specified guidelines to drivers during order drop off you can predefine delivery instructions, which users can select at checkout these instructions will be forwarded to the driver app while they are on delivery select the instruction language choose the language from the select language dropdown to ensure the instruction is shown correctly for customers using different languages edit and customise the delivery instructions you can customise delivery instructions anytime to update the image or icon, and also modify the instruction text, image, or language specific content order types this feature enables you to customise default order types, such as "delivery" and "pickup," or add a new one by renaming the "custom" order type you can also modify their icons for customer checkout for instance, businesses dealing with service stores can rename "delivery" to "home booking" and "pickup" to "service at location " edit and customise the order types you can customise existing order types by editing their name, description, and image the description you add will be shown at checkout under the delivery type section once the customer selects that order type you can also update language specific content and modify these details anytime using the edit option order verification code a verification code adds an additional layer of confirmation during order fulfilment to ensure secure and accurate handovers once enabled for an order type such as delivery or pickup, the verification code will be required during order completion, depending on the order flow this helps ensure delivery confirmation accuracy and secure pickups and deliveries of the orders how to enable verification code within the order types section, open the required order type and enable the verification code toggle once enabled, the verification code will automatically apply to orders placed using that order type verification code process for delivery orders for delivery orders, the verification code is sent in two stages pickup verification at merchant store once the customer places the order, the merchant can review the verification code to be shared when the driver arrives at the merchant location the merchant provides the code to the driver, which is visible once they click on the order in the merchant panel the driver enters the code in the driver app the order is then marked as picked up delivery verification at customer location when the driver reaches the customer the customer provides the one time verification code to the driver, which is present on the order details page the driver enters the code in the driver app the order is marked as completed verification code process for pickup orders for pickup orders, the flow is different since the customer personally visits the merchant location to collect the order pickup order verification process the customer arrives at the merchant's store the customer shares the code with the merchant the merchant verifies the verification code, and then the order is marked as completed checkout custom fields (global) customise your store's checkout process by adding extra fields for example, for a business dealing with liquor stores, you can add fields like id upload for age verification select the order type in which these extra fields should appear "select preferred languages" to tailor this information to customer choices drag and drop the type of field enter basic info such as required whether it should be mandatory for customers to fill in during checkout label heading of the field placeholder any note added under the heading similarly, you can add the same for more fields and click save custom charges utilise this feature to seamlessly create and apply various external fees to customers during checkout whether it's a service fee, packaging fee, global product tax, surge charge during rush hours, or a temporary rain fee during inclement weather, you have the flexibility to customise charges to meet specific needs how to create a custom charge a custom charge can be applied globally to all merchants, or applied individually at the merchant level charge name enter the name for the charge to be displayed to customers during checkout charge description provide a brief description for internal reference, as it won't be visible to customers applicable to merchant or admin decide whether the charge should be configured by the admin or enabled/configured by merchants in their general settings https //help hyperzod com/general for instance, a packaging fee is typically determined by individual stores and may vary from one store to another set rules charge type select whether the charge should be fixed or a percentage based on the order subtotal enter value input the specific value for the charge conditional logic enable conditional logic if the charge should apply only when certain conditions are met you can define the condition based on the order subtotal and choose how the value should be evaluated such as greater than , l ess than , greater than or equal to , or less than or equal to a specified amount for example, if the subtotal is less than €30 , a fixed custom charge of €3 will be automatically applied to the order select order type select the order type in which this extra charge should be added select payment mode apply the charge only for specific payment methods (e g , cod, online payment) restrict custom charges to customer segments this feature lets you control which customers see and are charged specific fees at checkout by linking custom charges to customer segments instead of applying every charge to every customer, you can now target fees precisely, for example, charging a handling fee only to wholesale buyers or waiving a surcharge for your vip members note leave the segments field blank on any charge to keep it applying to all customers without any change to existing behaviour note customer segments are managed separately in your segments settings https //help hyperzod com/segmentation#navigating to the segmentation page if you do not see the segment you need in the dropdown, make sure it has been created and that customers have been assigned to it before setting up your charge restriction finally, save the charge and toggle the switch to enable, initiating its application lastly, click "save," and the order settings are successfully configured frequently asked questions (faqs) how can i enable the order scheduling feature? to enable order scheduling, navigate to admin panel > settings > order and turn on the order scheduling toggle then, once you have enabled the toggle, it can be configured for the merchants within their merchant panel how can i temporarily disable the ordering system wide? go to admin panel > order settings > accept orders and disable this option you can also add a custom message to inform customers why orders are currently not being accepted can i customize the delivery instructions? to customize delivery instructions, navigate to admin panel > settings > order > delivery instructions from there, you can edit the instruction text and update the icon as needed once configured, customers can select these instructions at checkout, and the selected instructions will be forwarded to the driver app during delivery how can i change the names of order types? navigate to admin panel > settings > order > order types and click on the three dot to edit the required order type, and also you can update the description field for the associated order type the text you add in the description field will be shown to customers at checkout under the selected order type, helping set clear expectations before they place the order how can i collect additional information before allowing users to place an order? you can create custom checkout fields for different order types that appear on the checkout page please navigate to order settings > checkout custom fields you can make these fields mandatory to prevent users from skipping them and, accordingly, gather the information from the users before they place an order if you want to create this for a specific merchant , navigate to the admin panel > merchants , edit the required merchant, and scroll to the bottom to add custom fields that will apply only to that merchant how can i set a default tip selection during checkout? you can set a default tip option by navigating to admin panel > settings > order > order tip in the admin panel from there, choose the tip amount you want to be automatically selected for customers during checkout