Manage
In depth guides on how to run your day to day admin
Planning and inventory
Box builder
Plan box contents, forecast your ordering and harvesting needs, manage margin
What are box swaps and how does this work?
Give your customers more choice and convenience with swaps
Stock management
Learn about the different types of inventory management and how to stay in control
Quick product editing
Change key product info from our quick edit table
Quick inventory management
How to use the inventory management table
Example box contents
Make sure new customers always see what to expect in a veg box with example contents
Live baskets
Closely track your basket data in the lead-up to order deadline
Importing and exporting products
Easily import and export products for batch updating
Order management
Manually create, change and cancel orders
How to create, edit and cancel orders once order deadline has passed
Manually processing orders
Choose to manually trigger order generation at a time to suit your workflow
Finance dashboard
Helping you quickly action payment issues and understand what you have been charged for
Product settings
Time sensitive product settings
Need to close orders for a certain product before the main order deadline? No problem!
Limiting products by distribution method
Control which products are available to be shopped by delivery round
Product packing fee
What is a packing fee and why might I need it?
Product availability by week
Limit the shopping of certain items to specific weeks
Managing doorstep items
Handle products packed ‘on the doorstep’, separately to your veg boxes
Product search and adding search keys
How do product search keys work and why you should use them. Includes how to batch update search keys across all products
Product badges
Adding a product badge
Store management
Holiday donations
Allow your customers to make a charitable donation instead of receiving their veg bag or box
Delivery breaks
Close your store for a week or more with a delivery break
Collection points
How to set up a collection point and and how they behave differently to doorstep delivery
Managing Christmas
How one-off settings can be applied at Christmas to help manage the admin burden
Discount codes
Create custom discount codes
Customer management
Customer report
Segment, filter and report on just about any data stored against a customer
Removing a customer
How to delete a customer, what it means for your data and GDPR
Customer holiday booking
How to book holidays on the store and via the admin (needs updating)
Customer tags
Segment and report on customers with bespoke tags
Reminders
Set a reminder to perform an action tagged against a customer
Customer preferences
Allow customers tell you what veg they’d like to avoid
Bulk credit importing
Refund customers in bulk using a credit import
