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Setting up your CSA shares.

Add a Share

Begin by creating an initial CSA Share. Click on the “Add Subscription & Product Info” under the #3, or click on Shares & Products / CSA Shares / Add a Share. You are taken to the “New CSA Share” page, where you will fill in the information requested on the screen. Please be sure to click the Save button several times while working on this and all pages in your set-up. If you navigate away from the page, your work may be lost.

1. Type a Share Name in the first box. To help distinguish your shares over time, we suggest you identify the share by the year and season, e.g. “2016 Summer.”

2. Share Type: There are four alternatives in the Share Type drop down list, described below.

Fixed Selection: This option is used for a traditional CSA share, where the farmer determines the contents of the box. Our experience is that 99% of the traditional CSA shares will be identified as “Fixed Selection.”

Customizable: The farmer determines a “default” box and can add member flexibility (e.g. more cauliflower and less broccoli, etc.) Decide if your members will be able to customize by count OR by price.

Choice Style: This would be used where members are actually picking up their own boxes, on a first-come, first-served basis. There is no pre-order customization by members on this; choices are made at the time of pickup. The farmer would decide that the members could have either “carrots or beets,” “onions or garlic,” “blueberries or raspberries,” . . .

Empty Box: The empty box is filled with member-chosen add-ons. It is used instead of a fixed- selection box. The empty box designation tells CSAware that the member has a subscription, which gives the member a spot on the delivery schedule. The member is taken to the add-ons section to select options like “milk every other week”, or “eggs once a month,” or “carrots bi-weekly.” This share type shows “what’s available this week” and current inventory.

3. ‘Period’ shows the length of your share season.

Set dates: If your CSA makes deliveries on a set seasonal schedule, click in the first box to select the beginning date from a pop-up calendar. Do the same for the end-date of your season in the second box.
Open ended: If your CSA runs year-round, leave these two date fields blank

NOTE: Farms using the “open ended” period have three payment options available to them. Farms using the “set dates” period have five payment options available for their members. These are described in the Product Listings section below.

 

4. Sizes: Enter the name of the different share sizes you offer. Between one and four sizes can be designated per share. (Most farms offer one or two sizes.)

Price, Items, Cost/Box: Then enter the retail value of one box.

You may leave the next two columns blank unless you track them for your bookkeeping records. This information will not be made visible to the public. The “Items” field indicates the target number of items per box. Similarly, the “Cost/Box” is the projected internal production cost for each box. This information is used when designing a box in the Harvest section of CSAware.

  1. Status: Leave as “active”.

  2. Level: Some farms sell multiple types of products as “shares” (egg shares, root vegetable shares, fruit shares, etc.). One share should be designated as ‘primary’ (typically the veggie share), so that when a member purchases multiple shares in a single order, all subsequent add-on purchases will be added on to the “primary” share.

  3. Click on Save Share.

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