Wholesale Handler
An order profile is a reusable bundle of ordering rules that you assign to customers. One profile sets the delivery days, ordering cutoff, maximum lead time, minimum spend and delivery charge for every customer on it. Update the profile once and all of them follow. Every merchant starts with a single Default profile, so if all your customers order the same way you never have to think about profiles at all.
What is an order profile?
An order profile groups the rules that decide when and on what terms a customer can order:
- Which days of the week you deliver on
- The ordering cutoff - how much warning you need before each delivery day
- The maximum lead time - how far ahead a customer can order
- The minimum spend before an order is allowed
- The delivery charge, and whether it's waived once the minimum spend is met
Each customer is assigned to exactly one profile, and those rules come from it whenever they place an order. The profile is the single place you set them - they no longer live in your global Settings.
Why would I create more than one profile?
Because not every customer fits the same schedule. A customer two hours away might only sit on a Wednesday/Thursday delivery run, while everyone local orders Monday to Friday. Put the far-flung customers on a "Far North - Wed/Thu only" profile and leave the rest on the Default.
The same applies to commercial terms. A profile can carry its own delivery charge and minimum spend, so a group of customers on a longer round can pay a higher charge without you editing each customer one at a time.
The point of a profile is reuse. When the Wednesday/Thursday run changes, you update the one profile and every customer on it follows - you never edit customers individually.
What settings live on a profile?
Open a profile to see its cards.
The Ordering card holds the rules that govern when a customer can order:
- Delivery days - the weekdays you accept deliveries on. Customers can only pick a delivery date that falls on one of them. A profile with no delivery days set can't take orders.
- Cutoff - how much warning you need before a delivery day. Set one for the whole profile or a different one per day (see below). Past the cutoff, that delivery day stops accepting new orders.
- Maximum lead time - how far ahead a customer can request delivery, so orders aren't placed months in advance.
- Minimum spend - the order value a customer has to reach before they can place an order.
The Delivery charge card holds what delivery costs:
- Delivery charge - a flat charge added to the order. Set it to zero for free delivery.
- Delivery charge waiver - whether the charge is dropped once the order meets the minimum spend, or always applied.
How does the ordering cutoff work?
The ordering cutoff is the point each delivery day stops taking new orders and locks. You set it the way you'd say it out loud - a time of day plus how many days before delivery - so "order by noon the day before" reads itself.
By default one cutoff applies to every delivery day - for example Order by 2pm the day before. But different days often have different production runs, so a switch on the cutoff control lets you choose Same for all days or Different per day. Pick "Different per day" and each delivery day gets its own row, so a Saturday run can close to new orders Friday lunchtime while the Monday run stays open until Sunday evening.
Whichever you choose, the customer's order page and your public storefront only let them pick a delivery date that's still before its cutoff - the locking happens automatically, per day.
How do I create an order profile?
Open Order profiles and click Create.... Give the profile a name, set its delivery days, cutoff, maximum lead time, minimum spend and delivery charge, and save. The new profile starts with no customers assigned.
You can have up to 20 profiles. The count on the Order profiles page shows how many you've used.
How do I assign customers to a profile?
Two ways:
- From the Order profiles page, use Move customers... to move one or several customers onto a profile at once.
- From a profile's own page, the assigned-customers card shows who's on it and lets you move customers across.
A customer is always on exactly one profile. Moving them onto a new profile takes them off their old one - there's no double assignment to keep in sync.
What is the Default profile?
Every merchant starts with one Default profile, and it's the fallback for any customer you haven't deliberately moved. New customers join it automatically.
You can rename the Default profile and change its settings like any other. You can't delete it or leave it empty of the fallback role - it's the profile a customer lands on when they're not assigned anywhere else.
What happens when I change a profile?
The change applies to every customer on that profile straight away. Edit the cutoff on a profile and all its customers order against the new cutoff from then on. Existing orders that are already placed keep the terms they were placed under.
Can a customer be on more than one profile?
No. One profile per customer, many customers per profile. This keeps things predictable - there's never a question of which profile's cutoff or delivery charge applies to a given customer, because there's only ever one.
How Wholesale Handler handles order profiles
The Order profiles page lists every profile in one table, with its name, accepted delivery days, cutoff and how many customers are on it. The Default profile is badged so it's easy to find.
Each profile's own page splits the rules across cards - Ordering, Delivery charge, and the customers assigned to it - so you can change one thing without wading through the rest. Move customers between profiles from either the list or the profile page, and the customer's orders pick up their new profile's rules from the next order they place.
