Check Out The Tutorial Below!
Creating a Client Profile in the Online Store
How to Begin
Navigate to TPP Sales > Accounts > Contacts to access your catering contact profiles.
A new filter at the top of the contacts list allows you to view clients by whether or not they are registered for a TPP Order account. Use this to quickly identify which clients have created an online ordering profile.
Select the contact you want to configure. Under their Accounting settings, you will find a new Pay Later toggle. This controls whether that specific client is offered the Pay Later option at checkout.
- Toggle ON to allow the client to pay later rather than at time of checkout.
- Toggle OFF to require payment by credit card at checkout (default behavior).
Click Save after making your selection.
The Client Ordering Experience
When a registered client visits your TPP Order store and is ready to check out, they log in using the email address on their contact profile. Login does not require a password — a six-digit MFA code is sent to the client each time they want to log in.
Once logged in, the client browses and adds items to their cart as normal. At checkout, clients enabled for Pay Later will see two options:
- Pay now — complete the purchase with a credit card at time of checkout.
- Pay later — submit the order without immediate payment.
After submitting, the client receives a standard order confirmation.
Managing Pay Later Orders
Submitted orders appear in TPP Order > Order Review under the Pending tab, awaiting your approval or declination — the same workflow as standard orders.
Important Notes
- Pay Later eligibility is set per client — you control who has access to this option.