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Food and specialist retail: Customer portal for cheesemongers

A customer portal for cheesemongers where regulars and business customers see their box selections, collection notices and past orders, and repeat a familiar order themselves.

Customer portal for cheesemongers. A customer portal with documents, status and a decision point. Example with demonstration data.

What customers of cheesemongers want to see.

Cheesemongers have many regulars: a restaurant collecting the same cheeses each week, a company ordering tasting boxes every quarter and households wanting the same cheese board every Christmas. Those customers call again and again to place their order, and the shop digs through old tickets to see what they had last time. A restaurant wants to know whether the order is ready before the chef cycles over. A company wants to see last year's selection and order a few extra boxes. Without one place where that lives, every repeat order is a fresh conversation, and agreements about substitutes or weight get lost among the notes.

Customer portal for cheesemongers

Example
  1. 1

    Access per regular customer

    Done

    Regulars and business customers get their own login.

  2. 2

    Show orders and collection notices

    In progress

    The portal shows current and past orders with contents, weight and status.

  3. 3

    Repeat and respond

    Next

    The customer can take a previous order as a starting point, adjust quantities and pick a collection time.

From invitation to approval.

Access per regular customer

Regulars and business customers get their own login. They only see their own orders and agreements, such as the standard contents of their box or the cheeses a restaurant takes weekly. At a company, several colleagues can have access, with one person confirming orders.

Show orders and collection notices

The portal shows current and past orders with contents, weight and status. As soon as an order is ready, the customer receives a collection notice with the actual weight and price. A restaurant can see whether the cheese is waiting before anyone heads to the shop.

Repeat and respond

The customer can take a previous order as a starting point, adjust quantities and pick a collection time. Comments such as a bit younger this time, or a guest who avoids cow's milk, are added to the order. The shop confirms and sees the full history in one place.

Less email, the same records.

Standing orders often live on a list by the till or in the owner's head. The portal reads orders from the order system and job cards, and collection notices from the order status. The customer owns their wishes and quantities; the shop owns the selection, weight and price. Invoices for business customers keep coming from the accounting package and can be shown in the portal.

Portal for everyone or regulars only

For a one-off order a login is a hurdle; a confirmation email is enough. For restaurants and businesses that order regularly, a portal saves a lot of phone calls. Start with the customers who call most often, then see whether households want it too. The portal grows with demand.

Free ordering or from a fixed list

A restaurant that can pick freely from the whole range sometimes orders cheeses that are not available. A fixed list of the cheeses the shop keeps for that customer avoids this. A field for an extra wish gives room without the list getting out of hand.

Collection notice automatic or after a check

An automatic notice as soon as the order is marked ready is quick. A notice after a staff check prevents a customer arriving for an order that is still missing something. Automatic is fine for individual orders; for large business orders a check is wiser.

What customers find in the portal.

Regular and business customers log in to the client portal and see current and past orders, collection messages with the actual weight and a button to repeat an order. With you we replay a restaurant that orders the same cheeses every week, and a company that wants to repeat last year's Christmas boxes with extra boxes and one cheese fewer. Invoices in the portal and standing order schedules can be switched on later.

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Can a restaurant receive the same order automatically every week?

That is possible as a standing schedule, but letting the customer repeat an order with a few clicks often works better. They keep choosing consciously, which suits changing maturity and kitchen demand. A fixed schedule can be switched on when a customer asks for it.

Does the customer see the price upfront or after cutting?

They see an estimate based on the ordered weight, and the actual price once the cheese has been cut and weighed. The collection notice states the actual amount, so there are no surprises at the counter. The customer pays the weighed amount.

What if a cheese on the fixed list is temporarily unavailable?

The portal shows that against the cheese, with a suggested similar variety. The customer decides whether to take the substitute or skip that cheese this time. The choice is stored with the order. Nothing is swapped without their say.

Can all colleagues at a company place orders?

Yes, if you allow it. It is often useful for everyone to view and suggest, with one person confirming the order. That way the shop does not receive duplicate orders from the same company. You record who may confirm for each business.

One place for your customers.

Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.

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Your intakeCustomer portal for cheesemongers Being filled in Ready for the call
What you want

Customer portal for cheesemongers: regulars and business customers see box selections, collection notices and past orders, and repeat an order themselves.

Parts
  • Access per regular customer
  • Show orders and collection notices
  • Repeat and respond
What happens next
Intakenow, a few minutes
Call and demoafter our reply
Setuptogether with you
Liveonce everything is ready
Price Investment and licenceA one-off investment in your software and a fixed monthly licence for hosting, updates and support. You hear the amounts in the call.

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