Shop Review SOP: Pre-Launch Checklist

If you are a new farm on GrownBy, use this checklist to complete a thorough review of your farm's account before opening your shop for the first time this season or when launching new products. If you're a returning farm transitioning seasons, use the SOP at this link.

Farm Profile

• Review all farm information for accuracy
• Check that photos display well in your public shop

Account Settings

• Payments: Is ACH enabled?
  
• If using offline payments, verify your offline payment message is filled out and accurate
  
• Customer options: Confirm tip and fee coverage settings match your preferences
• Cart minimum: Decide if you want to require a minimum order amount
• Taxes and fees:
  • Verify taxes and fees are configured if needed
  • Confirm they're associated with the correct products (Note: Pull a product export to see these associations easily in one place)

Locations

• Review all community and farm locations for accuracy
• Check delivery zones for correct fees and zip codes
• Verify shipping zone settings

Schedules

• Confirm there's a schedule set up for each location
• Review schedule details:
  • Do dates look correct?
  • Are start times set to your standard times?
• If offering biweekly products, verify they have dedicated schedules (give these extra attention)
• Review order cutoff windows

CSA Groups

• Review automated messages:
  • New order message
  • Missed pickup message (highly recommended!)
• Important: Customizable shares must have their own CSA Group if you offer other share types
• Determine if any CSA groups should be set to private

Products

• Using the product export or products page, verify the correct schedules are associated with each product
• For shares:
  • Confirm the number of distributions is not less than the number of weeks shown in product availability for each schedule (this can affect proration calculations)
  • Review final installment dates
  • Verify deposit amounts
• If you're using templates, make sure all products that should be designated a "child" share are correctly set. 
• For standard products, verify "allow next-day ordering" settings
• Confirm taxes and fees are applied correctly (the easiest way to see which taxes and fees are applied to which products is in a products export)

Promotions

• Review all active promotions for accuracy

EBT

• If EBT is enabled, confirm you have EBT products available
• If offering CSA with EBT, verify the EBT share is configured according so that they meet USDA requirements