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Customer & Subscription Management
Onboard customers, create multi-plan subscriptions, set wallet thresholds, and manage delivery routes and pickup options.
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All Categories
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Getting Started & Account Setup
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Menu & Meal Plan Setup
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Customer & Subscription Management
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Wallet & Billing
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Hold Rules & Pausing Deliveries
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Kitchen Operations
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Delivery Routes & Driver App
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On-Demand Orders (Customer Portal)
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Expense Tracking & Profit Analytics
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Vendor Portal Customizer
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Customer Portal Guide
Adding a new customer and creating their first subscription
Create a customer subscription with inline customer onboarding, plan assignment, and schedule settings.
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Understanding subscription delivery types: Home Delivery vs Store Pickup
How delivery_method routes orders to driver route stop lists versus the kitchen pickup console.
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Assigning multiple meal plans to a single customer (Lunch + Dinner)
Attach multiple meal plans (e.g., Lunch and Dinner) to a single customer subscription.
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Setting customer wallet minimum balance and negative credit limits
Configure min_wallet_balance on customer subscriptions to control order generation cutoff thresholds.
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Viewing and filtering active, expiring, and expired subscriptions
Filter subscriptions by active, expiring soon, expired, on hold, branch, and meal plan.
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