Seasonal Shop Review: Returning Farms

This article is for farms who have set-up GrownBy in the past. If you're a new farm on GrownBy, this checklist/SOP is for you.

Note: The below list focuses on updates and changes needed seasonally rather than a full account review.

Farm Profile

• Update any changed farm information (contact info, etc.)
• Refresh photos if you have new imagery for the season

Account Settings

• Cart minimum: Does your cart minimum need adjustment for the new season?
  
• Offline Payment message: Double check that this is still accurate.
• Taxes and fees: Have any tax rates or fee structures changed?

Locations

• Review delivery zones for any zip code additions or fee changes
• Confirm pickup locations are still accurate (any new or discontinued locations?)

Schedules

• Create new schedules for the upcoming season with correct dates OR update dates on last year's schedules
• Double check start dates, end dates, and order cutoff windows

CSA Groups

• Update automated messages if needed:
  • New order message
  • Missed pickup message
• Confirm schedule and location switching settings still match your preferences

Products

• For existing shares:
  • Update product descriptions if offerings have changed
  • Update schedules to reference your new season schedules; update product availability
  • Verify number of distributions matches your season length
  • Update final installment dates
  • Review and adjust deposit amounts if needed
• For new shares: Set up completely and verify all settings (schedule, pricing, distributions, deposits)
• For weekly veggie boxes: Confirm future ordering is still enabled (only allow next date purchasing turned off) and schedule is updated
• Verify taxes and fees are still correctly applied (Product export makes it easy to see this in one place)
• If using early bird pricing, update promotion end dates

Promotions

• Set up new early bird promotions with current season dates, if applicable
• If offering site coordinator/volunteer/staff shares, and using promotions to do so, verify coupons and promotions are correctly set-up

EBT

• If offering EBT, confirm your EBT share is updated for the new season with correct schedule and pricing

Final Check

• Test the customer shopping experience by viewing your public shop
• Verify all dates display correctly from a customer's perspective