FAQs Order Settings – Configure

Here are some most common FAQs related to Order Settings.

Orders Faq’s

  1. How to add the Ratings & Reviews feature in Yelo?
    Go to the configure section click on orders and in the last you can turn on the Ratings & Reviews option.
  2. How to enable order editing?
    Go to the configure section and click on orders. You can turn on the edit order option from there.
  3. Is it possible to turn off the COD option for any customer?
    Yes, you can turn on OR off COD status for any customer by going under the customer section and then search by customer’s email address or name or by customer ID. and click on the ID. You can turn on OR off the Cod status.

Checkout Faq’s

  1. How to allow merchants to define side order products/categories?
    Go to the configure section and click on the checkout option. You can enable the Side order toggle to enable merchants to define side order products/categories.
  2. How to enable or disable the COD option from the checkout page?
    You can enable or disable the COD option by going to configure section -checkout enable or disable the COD status in Payment Option
  3. How to add custom information with an order that the customer can fill during checkout?
    Go to the Configure section click on the checkout option and click on enable Checkout Template. You need to enter a field name – field type and value.
  4. Is it possible to make associate custom information mandatory while checkout?
    Yes, you can make associate custom information mandatory. By going under configure-order settings-checkout and click on the check box next to the checkout template

Cancellation Policy Faqs

  1. How to enter pre-defined cancellation reasons?
  • Click on configure on the left side >> Order Settings >> Choose Cancellation.
  • Move toggle from custom to predefined.
  • Type reasons of cancellations.
  • Click Add.

      2. How to add a cancellation policy?

  • Click on configure on the left side >> Order Settings >> Choose Cancellation.
  • Click on add a new policy.

      3. Can the admin allow merchants to define their cancellation policy? – YES

  • Click on configure on the left side >> Order Settings >> Choose Cancellation.
  • Under Cancellation Policies enable the toggle to allow merchants.

     4. Can we allow an auto refund on cancellations made by admin/merchants? –YES

  • Configure
  • General Setting
  • Preference
  • Enable Auto Refund (Allow auto refund when order is canceled by the Admin/Restaurants/Manager)

     5. How can a customer view a cancellation policy?

  • Enter customer website.
  • Click on profile name on top right
  • Go to Orders
  • Click *Cancellation Policy on each order.
  • A pop up will show the criteria

     6. How to enter pre-defined cancellation reasons?

  • Click on configure on the left side.
  • Click Order Settings,
  • Click Cancellation.
  • Move toggle from custom to predefined.
  • Type reasons for cancellations.
  • Click Add.

     7. How to add a cancellation policy?

  • Click on configure on the left side.
  • Click Order Settings.
  • Click Cancellation.
  • Click on add a new policy.

     8. Can admin allow merchants to define their cancellation policy? – YES

  • Click on configure on the left side.
  • Click Order Settings.
  • Click Cancellation.
  • Under Cancellation Policies enable the toggle to allow merchants.

     9. Can we allow an auto refund on cancellations made by admin/merchants? –YES

  • Configure
  • General Setting
  • Preference
  • Enable Auto Refund (Allow auto refund when order is canceled by the Admin/Restaurants/Manager)

     10. How can customers view cancellation policies?

  • Enter a customer website.
  • Click on profile name on top right
  • Go to Orders
  • Click *Cancellation Policy on each order.
  • A pop up will show the criteria

11. Request For “Order Cancellation Reason Option “

  • We would like to inform you that, for turning ORDER cancellation option, you need to go to your Admin Dashboard >> Configure >> Order settings >> Cancellation >> You can turn on the toggle. The order cancellation option will be turned on by the toggle.

12. How to add a pre-defined cancellation policy?

  • To add a predefined cancellation policy, you first need to enable Cancellation in
  • Configure >> Order Settings >> Cancellations >> Enable toggle >> Move the toggle from Custom to Pre-defined and enter the reasons >> Click Add

Taxes Fees & Charges Faqs

  1. Can we set a marketplace tax on all or multiple merchants? –YES
  • Configure
  • Order Setting
  • Taxes Fees & Charges
  • Click add on Marketplace  Level Taxes
  • Choose Tax to be applied on Product, Marketplace, or Delivery
  • Enter Tax details and assign merchant/s 

     2. How to enable a tax on stores?

  • Configure
  • Order Setting
  • Taxes Fees & Charges
  • Click add on merchant Level Taxes
  • Choose merchant from the dropdown
  • Fill in tax details and tax applied on.
  • Click Submit & ensure it’s enabled.

      3.  Can we allow merchants to set their own taxes, fees, and charges?

  • Configure
  • Order Setting
  • Taxes Fees & Charges
  • Enable the toggle under Restaurant Level  Taxes asking to allow restaurants to set their own taxes, fees, and charges

      4. How to enable additional charges on stores/marketplace?

  • Configure
  • Order Setting
  • Taxes Fees & Charges
  • Click Add on Additional charges.
  • Fill details and choose tax applicable on total or subtotal.
  • Click Submit.

      5. How to set a tax on products?

  • Head to Configure on the left sidebar of your dashboard and select Order Settings from the dropdown menu.
  • Scroll down to select Taxes, Fees & Charges under Order Settings.
  • A new window will appear. Click on Service from the drop-down menu besides Multi Merchant Level Taxes.
  • Click on Add, and you will see a new dialogue box. Fill in all the required tax details and click on Submit.
  • Head to Multimerchant on the left sidebar of your dashboard again and click on the merchant store name you selected earlier.
  • Now, click on Catalogue.
  • Choose the product that you want to edit by clicking the three dots.
  • A new dialogue box will appear. Here, fill in the details in the taxes, bar and click on Save.

     6. Can we set a marketplace tax on all or multiple merchants? –YES

  • Configure
  • Order Setting
  • Taxes Fees & Charges
  • Click add on Marketplace  Level Taxes
  • Choose Tax to be applied on Product, Marketplace, or Delivery
  • Enter Tax details and assign merchant/s

     7. How to enable a tax on restaurants?

  • Configure
  • Order Setting
  • Taxes Fees & Charges
  • Click add on merchant Level Taxes
  • Choose merchant from the dropdown
  • Fill in tax details and tax applied on.
  • Click Submit & ensure it’s enabled.

     8. Can we allow restaurants to set their own taxes, fees, and charges?

  • Configure
  • Order Setting
  • Taxes Fees & Charges
  • Enable the toggle under Restaurant Level  Taxes asking to allow restaurants to set their own taxes, fees, and charges?

     9. How to enable additional charges on stores/marketplace?

  • Configure
  • Order Setting
  • Taxes Fees & Charges
  • Click Add on Additional charges.
  • Fill in details and choose tax applicable on total or subtotal.
  • Click Submit.

     10. How to set a tax on products?

  • Head to Configure on the left sidebar of your dashboard and select Order Settings from the dropdown menu.
  • Scroll down to select Taxes, Fees & Charges under Order Settings.
  •  A new window will appear. Click on Service from the drop-down menu besides Multi Merchant Level Taxes.
  • Click on Add, and you will see a new dialogue box. Fill in all the required tax details and click on Submit.
  • Head to Multimerchant on the left sidebar of your dashboard again and click on the merchant store name you selected earlier.
  • Now, click on Catalogue.
  • Choose the product that you want to edit by clicking the three dots.
  • A new dialogue box will appear. Here, fill in the details in the taxes, bar and click on Save.

Catalog/delivery FAQ

  1. How to show category image?Need to add at least two subcategories to show the image of the category.
  1. How to show or hide product?

    Click on three dots on the product to access the options of enable or disable.
    This way you can show or hide a product.
  1. How to edit CSV?Click on the import/export option in a product, and download the required CSV.
    Now edit the file in your system and import it on the same page from where you downloaded it.
  1. How to enable the menu feature?

    Enable the toggle available in configure->order settings->catalog.
    Now when you visit your product catalog, you will have an option to add a menu.
  1. Is it possible to remove zero pricing from a product?Yes, it can be done from the backend. You may raise a ticket from your dashboard to our support team.
  1. How to delete the catalog?

    It can be deleted using the option “clear all” or from the CSV file.
  1. Is it possible to give tips to both agent and merchant?

    No, as of now this workflow is not possible

  2. Change slider and categories in the marketplace

    You may refer to the points/steps/video given below for the issue resolution.

    https://help.jungleworks.com/yelo/order-settings/business-category/

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