Order form, order IDs, box types and pricing
Choose what the merchant sees on Create Order, how their order IDs work, their own box types, and where their prices come from.
- Your role has the Edit merchant settings permission. Opening Rates needs access to Rates.
Switch features on for this merchant
In Settings › Order form, each merchant follows the company default until you change it.
Order form
- Item detail. Lets the merchant describe what is inside each order on Create Order.
- Multi-box. Gives this merchant the boxes table and Bill by on Create Order.
- International. Lets this merchant create international orders, with the Customs section.
- Default HS code. Shown when International is on. It is filled in on the customs lines of every international order. The contents, declared value, currency and origin are entered on each order.
- Delivery OTP is greyed for now. It comes in a later release.
- Company default / Reset to default. A switch says “Company default” while it follows Settings › Order form. Once you change it for this merchant it says “Reset to default”, which takes it back.
Set a restaurant’s default service
Restaurants have a few differences.
Order form
- Default service (restaurants only, first in the card). The service that is filled in on this restaurant’s orders, in Create Order and in its portal. It can be changed on each order. The Overview shows it as “Restaurant · default service Express”.
- No Multi-box or Item detail. A restaurant’s orders use the items from its menu. The restaurant manages that menu in its own portal. You only see it when picking items in Create Order.
- International. Works as for any other merchant.
Choose how order IDs work
Decide whether the merchant uses their own order IDs.
Order form
- Use their own order IDs. On: the merchant’s own reference becomes the order ID, and duplicates are refused. Off: Fleetics creates the IDs, and a repeated reference is only flagged.
- Prefix. Optional. It is put in front of the merchant’s reference, for example NP-1042.
Add the merchant’s own box types
Give a merchant box types of their own, on top of the company ones.
Box types
| Name | L × W × H (cm) | Default weight (kg) | |
|---|---|---|---|
| Date gift box | 30 × 20 × 8 | 1.0 | ✕ |
| Tray box | 40 × 30 × 10 | 2.5 | ✕ |
Box types · a merchant with none
2None. They use the company box types.- The merchant’s own box types. Each has a name (required), a size in cm and a default weight in kg. They appear on Create Order together with your company box types. Every box type needs a name.
- No own box types. A merchant with none uses the company box types.
Manage the merchant’s prices
Prices are not set on the merchant.
Pricing
- How merchants are priced. Package rules in Rates can name this merchant. Those rules come first, then the general rules. Changing a rule affects new orders only, and the merchant portal shows the merchant the rates that apply to them.
- Manage in Rates opens Rates filtered to the rules that name this merchant, plus the general rules. It needs access to Rates.
Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.
Common questions
Where is the company default for these switches?
In Settings › Order form. A merchant follows it until you change the switch for that merchant.
A merchant needs several boxes per order.
Switch on Multi-box for the merchant. Create Order then shows the boxes table and Bill by.
Can I edit a restaurant’s menu?
No. The restaurant manages its menu in its own portal.
Do price changes affect old orders?
No. Changing a package rule affects new orders only.