How to Use Tiffin CRM - TiffinCRM

How to Setup Tiffin CRM?

Setup Tiffin CRM & Organise your Tiffin service business.

Must Read: How to Use tiffin Crm

1. Add Customers

Add Your existing customers to start using Tiffin CRM

General Info

  1. Go To customer section & cllck on + icon to add customer
  2. Only Name & Phone number is required.
Best Practices
    1. Divide all the customers by landmarks and use those landmarks as zones.
    2. Use tags to make groups of customers for easy navigation later.
    3. Utilize customer notes that provide details helpful for delivery or preparation.
    4. Set the account status of lost customers as blocked, so they cannot resume deliveries or access imeals.in.

2. Add Orders

You can add repeat or one time orders for every customers by going to customer profile and clicking on add order button.

Understand Input Fields

  1. Items:In repeating orders, if you're delivering the same item every day, you can directly enter that.

    However, if some or all items are changing every day, like sabji or any other item, you can write them as Sabji 1, Sabji 2, or Extra Item 1.

    You can always put the quantity as a prefix for any item to get more accurate information on the the home screen.

    For example, if customer wants 6 Rotis, 2 Sabjis, and some curd,then we will write it like this: "6 Roti, Sabji 1, Sabji 2, curd."

    And if another customer wants 2 Rotis, 3 Sabjis, and Milk, we will write it as "2 Roti, Sabji 1, Sabji 2, Sabji 3, Milk.

    Note: Items without any numeric digit as prefix counted as single serving or piece
  2. Price:Enter the Price to specify how much amount to deduct for this order everytime.
  3. Time:Use the timing for the meal from options breakfast, lunch or dinner.
  4. Type:Use the order type as repeat if customer wants it daily or use one_time if he want that for once only.
  5. Frequency:Use Daily or choose customer and select days to repeat on.
Best Practices
  1. Set Default Order Items from “Sidebar” and you will get all the fields prefilled with that. which make your work super fast.

3. Add/Deduct Balance

Add or Deduct Customer Balance

General Info

  1. Go to Customer & Click on Add Transaction
  2. Entered Note will be visible to customer on imeals.in as well.
  3. Use Minus Symbol to deduct the balance.
Best Practices
  1. InCase of Customer reached their credit limit means balance in minus you can block the customer until he pays the previous pending balance.