My Store

Getting set up to sell in your store is quick and easy. You can have your first product ready to sell in under 5 minutes.

Before you can start selling, you’ll need to get set up with Stripe Connect, which allows you to accept credit card payments in your store and transfer the funds to your bank account. If you operate a market or food hub, you can also choose to automatically distribute funds to your vendors using Stripe Connect.

Once you’re set up with Stripe Connect, there are just a few steps to start selling:

  1. Complete the initial configuration of your store
  2. Set up your fulfillment option(s), i.e. pickup and delivery options
  3. Add product categories
  4. Add your products

Stripe Connect

As soon as you navigate to any of the “My Store” pages of your dashboard, you’ll be prompted to create a Stripe Connect account if you haven’t done so already. Click on the link, which will direct you to a Stripe walkthrough to get set up. You’ll just need basic information, including…

  • Your personal information, such as name, date of birth, address
  • Your business’ information, such as name, address, business number
  • Your bank account information that you’d like your credit card payment funds to be distributed to – this includes your transit number, institution number, and account number

Once you complete the setup, you’ll be directed back to the Farmer’s Harvest dashboard. You’ll see a “Stripe Connect Dashboard” tab in the sidebar under “My Store”. You can click on this link any time to be directed to your Stripe dashboard which allows you to see your available funds, transfer history, and set how often your funds are transferred to your bank account (e.g. daily, weekly, monthly).

Configuration

Configuring your store should only take a minute, and normally only needs to be once. Go to the Configuration tab under My Store.

  • The “Store enabled” toggle allows you to easily open or close your store
  • Set your timezone
  • Enter your “From email address” – i.e. when someone replies to an email sent from your store, who should it be delivered to?
  • Tax amount – what percent tax should be charged if they purchase a taxable item
  • Accept offline payments – enable this option if you’d like to be able to accept and track payments like eTransfers, cash, and cheques
  • Offline payment instructions – Include information about what kinds of payment methods you accept and how they should be remitted
  • All products available at all fulfillment options – select this if you will have multiple fulfillment options and all of your products are available through all of them. This saves you having to check off all fulfillment options when creating your products.

Creating Fulfillment Options

Fulfillment options are the ways in which you get your products to your customers. Farmer’s Harvest supports local delivery and pickup options, as well as various scheduling options to fit your needs.

To get started, go to the Fulfillment Options section and click on “Create a fulfillment option”.

  • Enter a name for your fulfilmlent option – this should make sense to customers, e.g. “Downtown pickup – Thursdays”, or “Wednesday local delivery”
  • Enter a description, which should also be descriptive to customers
  • Enter a surcharge if you’d like to charge for this fulfillment option (e.g. a $5.00 delivery charge) – for no surcharge, leave this as 0
  • Enter the fulfillment instructions, which should describe how pickup or delivery works, e.g. “Please leave a cooler on your front porch.”, or “Pickup will be near the fountain at city hall. Free parking is available nearby.”

Fulfillment Type

Delivery

Delivery orders are for local deliveries only – this is not intended for orders that can be shipped as Farmer’s Harvest does not offer shipping calculations and scheduling.

The delivery option allows you to select one or more delivery boundaries using a map and a drawing tool – this helps ensure that whomever is ordering using this option lives within your delivery boundary.

Click on “Delivery” under “Fulfillment Type” to select this option. Use the plus button in the bottom right hand corner of the map, and click and drag to pan across the map to zoom into your location. Then, click the “draw” tool in the top center of the map to select the drawing tool. Click on a starting point, then click on the next point, and so on, until you click on your starting point again to complete your boundary. You may draw multiple boundaries if necessary. If you need to re-orient the map between each boundary drawing, click on the hand icon next to where you selected the draw tool. If you need to start over, click on the “Clear Map” button above the map.

Pickup

Simply enter the street address (or nearest street address) of where customers will need to pick up their order. This will need to be a valid street address that is recognized by Google Maps.

If you select Pickup as the fulfillment type, you will also have the option to force customers to select a pickup time when they place an order. To do so, enable the “Require Scheduling a Pickup Time” option, select the scheduling increment (e.g. every 15 minutes) and select how many customers per period (e.g. 10). In this case, 10 customers can schedule to pick up their orders every 15 minutes. The times available for customers to schedule a pickup will depend on the schedule types you set up in the next step.

Schedule Type

The type of scheduling you choose will inform your store’s opening hours and when customers are able to pickup or receive their deliveries.

One-Off

The one-off schedule type is for businesses with more erratic schedules, for example if you offer a pickup day at a location every so often, or require that your store is only open for orders during certain times of the week/month.

If you select this option you will be able to set up order “periods” once you finish creating the fulfillment option. Each period contains the following scheduling information:

  • Store opens – when the store opens for orders
  • Send incomplete order reminders – remind customers who have added items to their carts but not checked out that they need to complete their orders
  • Store closes – when the store closes for orders and allows you some time to pack/prepare orders
  • Send order reminders – e.g. order will be delivered tomorrow email
  • Fulfillment starts – when your pickup/delivery period begins
  • Fulfillment ends – when your pickup-delivery period ends (should be on the same day fulfillment starts)

Recurring

The recurring schedule type is for businesses with more standard business hours (e.g. open Monday through Saturday) and allows you to set your hours for each opening day. This option has less precise control over when your store is open, and it is assumed that deliveries or pickups are done as soon as soon as is possible. An email notification is sent to the customer when you have marked the order ready to go notifying them that it is ready for pickup or soon to be delivered.

Market

This option is only available to farmers’ markets and food hubs. This option is similar to the “One-Off” schedule. type, but is assumed to be recurring in nature, e.g. weekly, every two weeks, or monthly. After creating the first period, a new period will automatically be created as each period ends.

The market option also includes scheduling pick tickets, which sends an email to each vendor containing the products they need to deliver to your market / food hub for that period. You will be promted to schedule your first period while you create the fulfillment option, which includes:

  • Store opens – when the store opens for orders
  • Send incomplete order reminders – remind customers who have added items to their carts but not checked out that they need to complete their orders
  • Store closes – when the store closes for orders and allows you some time to pack/prepare orders
  • Send pick tickets – sends an email to each vendor including information of what products they need to provide for each order
  • Send order reminders – e.g. order will be delivered tomorrow email
  • Fulfillment starts – when your pickup/delivery period begins
  • Fulfillment ends – when your pickup-delivery period ends (should be on the same day fulfillment starts)

You will also be promted to enter the aggregation location (this must be a street address recognized by Google Maps), as well as aggregation instructions (e.g. Please bring your products to this location no later than Thursday at 10am before each fulfillment day, and separate products by order.).

Creating Product Categories

Product categories provide an easy way for your customers to find what they’re looking for in your store. You may have a single tier of categories, or multiple tiers (e.g. Vegetables as a top-level category, and Root Vegetables and Leafy Greens as sub-categories of Vegetables).

To create your product categories, go to the Product Categories tab and click “Create a product category”. Enter the category name (e.g. Vegetables). If you have already added one or more product categories, you’ll be given the option to set the parent category, e.g. when adding Root Vegetables you can select Vegetables as the parent category which makes Root Vegetables a sub-category of Vegetables.

Creating Products

Now, on to the “meat and potatoes” – you can now add your products to your store. There are two components to a product…

  • Product – This contains the primary information for each product like the product name, its category, a description, and other configuration options. An example of a product is “Strawberries”.
  • Product Options – This is a specific offering of a product and contains a price, a quantity and units, and stock (depending on how stock is managed for the product). An example of a product option is a “Pint of strawberries”, or a “Quart of strawberries”.

Go to the Products tab and click the “Create a product” button. The page you’ll see is to create a Product – you’ll be able to create product options for this product once it has been created. Enter the following information:

  • Product Name – The name of the product as seen by customers, e.g. “Strawberries”
  • Image – Click on “Browse…” and select an image to use for this product
  • Categories – Select one or more categories for this product. If you select a sub-category, the top-level category will automatically be selected as well.
  • Fulfillment Options – If you did not select “All products available at all fulfillment options” in your store configuration you will see this field and can select which fulfillment option(s) this product is available through. This is useful if a product is available for pickup but not for delivery.
  • Description – The general description of the product, shown to customers.
  • Pooled stock – Select this option if the stock of your product options will draw from a single pool of stock, meaning that total stock is managed from the main product, and stock of each product option is calculated based on its weight/volume.
    • Base Units – The units used to manage stock, e.g. kilograms, grams, pounds, litres, etc.
    • Stock – The total stock you have in the units you input, e.g. 50 litres.
  • By Weight – Select this option if the product must be weighed before a purchase is completed. When a “by weight” item is in an order, the customer won’t be charged for their order until the actual weight(s) of the item(s) they will actually receive are input to their order. This is most commonly used for meat.
  • Taxable – Select this option if the customer should be charged tax for this item. Set your tax rate on the Configuration page.
  • Active – Select if the product should be listed in your store. If unselected, the product will not be visible in your store.

Creating Product Options

Now that we’ve created a product, it’s time to create its product options. When you create a product, you will be taken to the admin view of the product page. In the Product Options section of the product page, select Create a Product Option.

This page will look different depending on whether you selected “pooled stock” on the main product.

  • Product Option Name – The name of the product option (e.g. Pint, 5 pound bag, etc.).
  • Image – A photo of the product option.
  • Price – The price for this option
  • Quantity – The quantity of this product option. If the product is managed using pooled stock, the units of the quantity was set in the main product.
  • Units – The unit of measure of the quantity. If the product is pooled stock, this field will not be visible as the units were set in the main product.
  • Stock – How many of this product option you have in stock. If the product is pooled stock, this field will not be visible as the stock is calculated based on this options size/weight and the main products stock.
  • Description – A brief description about this product option.
  • Enabled – Select this option if the product option should be visible in your store and available to purchase.