Managing Your Preferences
Customize how you interact with Cup Source. From delivery windows and default cup sizes to notification settings and billing defaults, your preferences ensure every reorder matches your operational needs.
Accessing Your Preference Settings
How to navigate to Preferences
- Log in to your Cup Source Business Portal.
- Click your profile icon in the top-right corner and select Account Settings.
- In the left sidebar, click Preferences (located under the Account section).
- Use the tabs to switch between Delivery, Product, Notifications, and Billing settings.
Changes are saved automatically, but you can also click Ctrl + S or Cmd + S to force a sync across all your logged-in devices.
Delivery & Shipping Preferences
Set default delivery instructions to streamline warehouse processing and ensure your shipments arrive exactly when and where you need them.
Default Delivery Location
Select a primary address from your saved locations. You can add loading dock instructions, gate codes, or specific receiving hours here.
Pro Tip: Enable Flexible Delivery Windows if your receiving team works staggered shifts. Our logistics partner will SMS the 2-hour arrival window 12 hours before dispatch.
Packaging & Handling
Choose default pallet configurations (e.g., shrink-wrapped, shrink + stretch wrap, or loose carton) and specify if fragile handling is required for glass or ceramic premium lines.
Product & Customization Defaults
Save time on repeat orders by setting your go-to specifications. These defaults will auto-populate when you create a new quote or order.
- Material Type: Standard PE-coated, PLA compostable, or heavy-duty double-wall
- Default Sizes: Set primary (e.g., 12oz) and secondary (e.g., 16oz) volumes
- Printing Specs: Save your approved Pantone colors, logo placement, and wrap-around guidelines
- Lid & Sleeve Pairings: Lock in compatible lid types (flat, domed, vented) and sleeve materials
Changes here affect future orders only. Existing active quotes will retain their original specs.
Notifications & Communication
Control how and when Cup Source reaches out to you. Keep your team informed without cluttering inboxes.
| Event | SMS | Portal Alert | |
|---|---|---|---|
| Order Confirmed | ✅ | ✅ | ✅ |
| Shipment Dispatched | ✅ | ⬜ | ✅ |
| Inventory Low | ✅ | ⬜ | ✅ |
| Promotional Updates | ⬜ | ⬜ | ✅ |
Toggle switches are available under the Communication Channel tab. All notifications can be filtered by location or user role.
Billing & Invoicing Defaults
Streamline your accounts payable workflow by setting default payment terms and invoice routing.
Recommended Setup
- Set Net Terms to your standard (Net 15, Net 30, or Net 45).
- Assign a primary PO Number Prefix for automatic line-item matching.
- Add your accounting team to the Invoice CC List.
- Enable Auto-Pay for recurring monthly replenishment orders.
Billing preferences require verification by your assigned account manager to prevent unauthorized payment changes.
Quick FAQ
Can I save multiple preference profiles?
Yes. If you operate multiple cafés or food trucks, create Location Profiles. Switch between them in under 3 clicks during checkout.
Do preference changes apply to active orders?
No. Preferences only affect new orders and quotes created after saving. Active shipments will follow the original specifications.
How do I reset everything to default?
Scroll to the bottom of the Preferences page and click Restore System Defaults. Confirm the prompt to clear custom settings.