Farmigo Basics > Customizable Deliveries > Prefilled Editable Store Orders
How can members customize a prescribed box?
If you would like to give you members the option to edit the contents of their box, you can configure your Farmigo system to offer prefilled editable store orders. With this model, you can prefill your members' store orders and then they can log in to edit their order through the web store.
What are the required settings for this model?
If you are interested in managing this type of customizable share, please set up an appointment with a Farmigo Support (click here), to make sure that your settings are compatible with this model
How does this model work?
A variation on the traditional CSA model, customizable shares provide ultimate flexibility for customers. Rather than picking up a standard box of veggies and local products each week, a member gets to choose what goes in their box. For each delivery, you will set up a default store order for your members based on the share size that they selected during signup. The default order is then managed by the member via their shopping cart in the web store. The member will then have the option to remove and add items to their store order; if they do not edit their order, they will be scheduled to receive the default order that you have defined. Here's how it works step-by-step...
STEP 1 - Member signs up, choosing their share and payment plan
When the member signs up to your program, they will select their share and their payment plan.
You may offer your members different box types by creating shares based on the default contents, such as meat and/or vegetables, or based on size. These box types will define the default box that members will receive if they don't customize their order for a specific delivery. Because members will be charged for their store orders, share prices are set to zero dollars so that members are not charged for both their store order and share. Support can work with you to define the unique payment plans and pricing for your program.
You may offer your members different box types by creating shares based on the default contents, such as meat and/or vegetables, or based on size. These box types will define the default box that members will receive if they don't customize their order for a specific delivery. Because members will be charged for their store orders, share prices are set to zero dollars so that members are not charged for both their store order and share. Support can work with you to define the unique payment plans and pricing for your program.
After selecting their share, members may choose a payment plan to determine how they would like to manage payment for their deliveries, the following payment plans are recommended, but you can work with Support to configure your system with most payment plan types:
- Prepaid Credit - Members will put a certain amount of credit on account with you. Each delivery will be deducted from their balance on account.
- Debit on Delivery - Members will be charged for each order on the night of delivery or you can pre-charge by a set number of days in advance of the delivery.
STEP 2 - Create the member's default box contents
Each week, before the store opens, you will set up your members' default box contents by creating their web store order. These are the contents that they will receive unless they make changes to their order or put their delivery on hold. To create these orders:
A. You may create orders up to 6 days in advance of a specific delivery date. The orders will be filled immediately upon click "create orders".
B. Or schedule the orders to be automatically created once the store is open for that delivery date. This option can be used if you need to schedule the system to create orders over the weekend or a day you won't be in the office.
* If you schedule the orders, you cannot unschedule them, contact support if a scheduled order needs to be removed.
In both options:
- Go to Logistics --> Subscriptions --> Box Builder
- Select the delivery date
- Add contents to each box type (click here to learn more about how Box Builder works)
- Save changes
- Click the Create Orders button and click Ok to turn the box contents into a store order
A. You may create orders up to 6 days in advance of a specific delivery date. The orders will be filled immediately upon click "create orders".
B. Or schedule the orders to be automatically created once the store is open for that delivery date. This option can be used if you need to schedule the system to create orders over the weekend or a day you won't be in the office.
* If you schedule the orders, you cannot unschedule them, contact support if a scheduled order needs to be removed.
In both options:
- Once the create orders has been completed or scheduled, any changes to the box builder won't be reflected in member's orders. For example, if you create orders for the example below, then remove artichokes from the box builder, the members will still have artichokes in their order.
- If a member already has an order in their shopping cart for this delivery date, the system will skip their order.
Once you have created the orders, email your members to remind them that it is time to edit their order:
- Create an email template to use regularly (click here to learn more)
- Go to Members --> Subscriptions and set any relevant filters to email the correct group
- Click the Email button in the upper right corner
- Select the template and send
STEP 3 - Members edit their box contents in the web store
To edit their orders, members log into the web store through their account and the direct url.
STEP 4 - Deliver the store orders
What you need Harvest/Source: To know how much of each item you need to harvest or source, use the Distribution report or the Upcoming Store Orders report.
What you need to Pack per Member: To know what to pack for each member's order, use the following reports:
What you need to Pack per Member: To know what to pack for each member's order, use the following reports:
- Distribution report where Breakdown by = Member (try deselecting "Include location total")
- Labels report where Label Content = Member's order per label and Download CSV
- Member Pick-up Details report
What if I also offer shares and options that are not customizable?
If you also manage shares and options that are not customizable, take the following steps in order to generate an accurate Sourcing Breakdown report that will help you to know what to harvest and source for all shares and options.
- Follow Step 2 above to create the default store orders for your members' customizable shares. In this step, ONLY enter the contents in the Box Builder for the shares that you want to convert to store orders, i.e. for the customizable shares only.
- After the customizable store orders are created, remove the contents from all boxes in the Box Builder.
- Now define the contents in the Box Builder for the shares and options that are not customizable.
- Once the order window has ended for members to edit their store order, download the Sourcing Breakdown report.