This guide is designed to help a user new to CRM.COM explore all of the setup they’ll need in place before launching an online ordering platform for their business. The guide is set up around a fictitious coffee shop that offers online ordering for delivery and pickup via its mobile app.
Setting up the venues
The business sets up its venues (i.e., shops/outlets) by providing contact as well as industry details.
The supported delivery and pickup hours are provided.
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🔧 For more information on how to set up your Venues click here.
Setting up the product catalog
The business sets up its product catalog including product images and pricing information.
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The products are set up and are immediately reflected on the mobile app ordering menu complete with its images, components, pricing etc.
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🔧 For more information on how to set up your Products click here.
Adding a reward offer
Reward offers provide incentives to customers to improve their engagement with the business such as performing more frequent purchases or of higher value. Each offer defines a goal that customers must reach in order to be awarded.
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🔧 For more information on how to set up your Reward Offers click here.
Setting up the accepted payment options
The business selects the methods of payment accepted when a customer submits an online order (i.e., card, cash, eWallet etc.)
🔧 For more information on how to set up your Payment Methods click here.
Setting up other ordering policies
The business has the option to set up the policies around online ordering for delivery and pickup and specify the different rules that apply for each option such as minimum cart amount, delivery charge etc.
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🔧 For more information on how to set up your Fulfillment Policies click here.
Enabling orders via the mobile
The business enables the online ordering option so as to be available to customers via the mobile app.
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🔧 For more information on how to set up your Applications click here.
Fulfilling the orders
There are multiple ways to accept and fulfill an order. Either the order goes directly to the POS, or is printed on a printing machine, is sent via email to a person in charge or it’s accessed via the CRM.COM backend orders page. The order acceptance as well as the rest of the order lifecycle can be communicated to the customer via the mobile app.
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🔧 For more information on how to use Orders click here.
Ready to launch
The business is now ready to accept online orders via the mobile app.
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