Managing supplier chargeback information for your orders just got a lot easier...
You can now enter and submit supplier information for your order directly in hyble’s checkout!
At the checkout for any self-serve or custom order, simply fill out the additional fields at the Delivery & Billing stage.
Once you've successfully placed your order, a confirmation email will be sent to you, including all the additional fields you provided during the ordering process.
How to use it
How you use this feature and where you can add/edit details will depend on your permissions settings based on the approval system
- Users that need to send their order for approval
- Approvers
- Self-approvers
1. Users needing to send their orders for approval
Once a user creates an order, they can edit the order funding details until it is sent for manager approval. Users can easily find orders eligible for editing by clicking the 'order funding can be added' button. Others with access to orders in the same marketplace can also edit based on their permissions. Any changes made will update the order and reflect in menu maker for the approver's view.
2. Approvers
Once an order is sent for approval, the approver receives an email to check the order in menu maker. They can approve/reject and edit order funding details until the order ships, with changes reflected in both menu maker and hyble. If the approver has hyble access, they can edit the order directly from the 'orders' page. Other users with access to the same marketplace can also edit order funding details based on their permissions.
3. Self-Approvers
Once a self-approver places an order, it's automatically approved. They can edit their own details in hyble or menu maker until the order ships. Other users with access to orders in the same marketplace can also edit order funding details based on their permissions
- All fields are optional.
- All fields are free type with a maximum character count of 250.
- There is no limit to how many sets of details are added – you can add as many or as few as you like.
- An audit trail with all changes to order can be provided if required.
Please note, hyble calculate chargeback based on the state and supplier rules we have been provided. However, if an order requires specific instruction such as an agreed amount the supplier is paying this field can be used to provide specific directions to the hyble team when calculating the chargeback or include in the invoice for the supplier's reference. We encourage you to work closely with your SGWS sales and commercial leadership to understand any market level requirements around the utilization of this feature.