Wholesale Handler
An order profile is a reusable bundle of ordering rules that you assign to customers. One profile sets the delivery days, cut-off time, lead times, 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 cut-off time for placing an order
- The minimum and maximum lead days
- 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.
- Cut-off time - the time of day after which "today" stops counting for ordering.
- Lead time - the minimum and maximum days ahead a customer can request delivery.
- 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 do I create an order profile?
Open Order profiles and click Create.... Give the profile a name, set its delivery days, cut-off, lead time, minimum spend and delivery charge, and save. The new profile starts with no customers assigned.
You can have up to 10 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 cut-off on a profile and all its customers order against the new cut-off 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 cut-off 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, cut-off, lead time 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.
