¿How to manage Organizations, Customers, and Agreements?

In this guide, we will see how to organize our sales to organizations where they reserve a certain amount of food for their employees, students, or general customers. You will be able to assign them different consumption types so that users have credit available to purchase your products.

An organization can be a company, a university, or simply a group of users who share a characteristic in relation to your establishment. For example, you can create the "influencers" group.

To start with this configuration, we will go to the CUSTOMERS tab, "ORGANIZATIONS". We will select it there.

When we are inside, we will go to NEW where a window to complete will appear:

When we are in that window, we will fill in the spaces.

Once the "ORGANIZATION" tab is completed, we will go to "PURCHASE TYPES" where we will add a purchase type. Specifically:

• Wallet: This is a virtual wallet where each organization can give credit to each employee/student to use at the establishment. This credit is not lost if unused. Each employee/student will have their personal wallet. It can also be enabled for the user to load their own credit via credit card.
• Current Account : The user consumes and the balance is settled at the end of the month or the desired period; no prior credit is required.
• Current Account with Limit : This is similar to the previous case but with a maximum consumption limit.
• Board/Allowance : This accounts for a certain number of people where the establishment provides an X quantity of daily/weekly/monthly products. It does not accumulate; if unused, it is lost.
• Daily Consumption: A certain amount of credit is given per day. It does not accumulate; if unused, it is lost at the end of the day.

When we finish filling out these fields, we will press SAVE and the following saved information will appear:

In the 3 marked dots (or "three-dot menu"), we can see a list of items:

Members

In this option, we will be able to start adding the members of that establishment/organization. We will go to NEW in the upper right corner and enter all the person's data.

NOTE: Where the word "código" (code) appears, we will put a reference for that person. This could be an office number, a room number, etc. We will also ask them for an email and a password so that they can log in through the app and have their consumption (usage/charges) appear immediately.

Usage and Balance

In this section, you will see the different members and the consumption (usage/charges) made within that organization.

Settle accounts

Here, a window will open where we can set an estimated date for the account settlement. Upon pressing Settle, a summary of movements will be generated, and the consumption type will be reset.

Delete

Selecting this option will allow us to delete the establishment we have created.

IMPORTANT: Within each member, we will have the same options to modify it individually.

That's it! You can now enjoy offering your gastronomic service to Organizations that require this type of implementation.

Updated on: 17/11/2025