jdeck88 / ffcsa_scripts Goto Github PK

I'm filing the following as a bug.

Attached is a screenshot of order 2922280 which shows it placed on May 8th.
It shows the salad mix belonging to Little Wings Farm in the invoice view.

However, when i download data for this fulfillment date as a CSV file (also attached) it shows the product as belonging
to Small is Beautiful Farm. Search for order 2922280.
John
orders_list_view_full_farm_csa_10_May_2024 (2).csv

Sent email on March 26:
Can you introduce an option to "Delete" a subscription plan?   
We have several folks with multiple subscriptions and we ended up cancelling the duplicate plan(s).  However, when we run reports for Cancelled subscriptions people with active subscriptions still show up which is confusing.  it would be useful for our reporting to remove old and unused subscriptions entirely.

Updating customers who can to use ACH payments (1% fee).
We need to discuss this.

Customers would like to be able to pull up a credit log. show a history of credits along with memos attached to these credits. The issue here relates generally to checking to see if they have received jar credits, for example... or, some customers receive credits for delivery based on their subscription level

LL2-1158

Need to clarify how to onboard SNAP people.

1. Update notion SOP for SNAP subscription
2. Cool if we can have this process clear on website itself.

1. schedule orders on a 1 month schedule (instead of every 30 days).
2. new members submit docusign on sign-up (no option for this now)
3. Streamline the sign-up process (currently its quite convoluted)
4. There are about 10% of customers each month that have payment issues which are hard to track down.... need better reporting still.
5. subscriber credits do not have memos.
6. we don't have an automated method for adding people to the correct pricelist... this is still manual.
7. I think if we change certain aspects of the subscription setup, e.g. the payment method or the fulfillment strategy the subscription will stop working.... there are some internal entailments which are hard to track in Local Line

We can easily setup an independent subscription system outside of localline that would solve pretty much all of the above problems, but would need to use a combination of localpay and the localline API to manage orders and connect payment methods. Thats the tricky part!

This is a list of guest orders--- people that order from us who are not subscribers....
Need a monthly list of these people as they would be good to reach out to and have join CSA.

Question: What is the best way to change many product categories.... seems involved?

Answer
1/26 from allison: Goto Edit Price Lists; Edit Products for a pricelist; then goto products and bulk select/updates products in pricelist. This has to be done for each pricelist

From Allison 1/26: If paid with Store Credit; we can change order for them.
Alison will follow up on this.

I'm not sure the above really answers the question since we want the customer to change the order

Is there a date for when a subscription is cancelled? I looked at the "Export" CSV file for subscriptions and it shows a subscription order date but it would be extremely useful to have a subscription cancelled date.

Is there any way for me to determine when a subscription has been cancelled?

On the notes and description for the price lists (Guest, Herd Share, and CSA Members) update the storefront message to input descriptive messaging on the basket.

Let Laura and Rebecca know when this is done.

Run subscriptions at 8pm instead of 9pm so we can add credits the next day and work-around possible time-zone bug

Generate a Weekly report that lists enhanced member benefits and those who were charged delivery fees that need to be credited.

New Customers have alot of questions about our platform and how it works.
Two videos (or maybe one?)

1. Here is how our CSA works
   2.THIS PART IS DONE!! go over the sign up process.

I want to do price adjustments on most of our products that are in three different price lists... can you give me help on how to bulk update pricelists, for example by download a particular spreadsheet and then updating those prices?

Email that goes out is curt regarding when an item is out only says “your account has been credited”… can this explain more what you are being credited for. Request here is that when you add a store credit to add a NOTE to the store credit.

See LL2-916
This related to #3

Add 1 month frequency to subscriptions. Current system allows weekly or daily intervals but not monthly.

We want to enable product search in the Orders tab

Local Line issue number: LL2-1381

Customer notes - ability to add "delivery instructions" in one place that then displays on every order/invoice. Chris B. from LL is adding a feature for a persistent note for customer.

See LL2-2412

Records Outstanding Member Balances -- send email on the 1st of the month to records this

Ok one more request - could you compile a file that has sales by product and vendor for the last 12 months? I think it would be really helpful in weeding out products that the CSA shouldn't offer any more if they're not selling - particularly if it's inventory you hold. Let me know if you have any questions. Thanks!

We want to expose a history of subscription payments available in the back office as well as customer view. Currently in the Subscriptions window we only display the next cycle. We want to discover what happened with subscription activities in the past. -- bad Credit card? customer skipped? system error?

Allison 1/26: this is in the design phase.

How to handle customer notes on ORDER?
currently they are attached to order and visible when printed... however, we want some email alert to these notes so we can take action on them

Remember a members fulfillment preference (LL2-519). (members typically do not alter dropsite prefs)

Is there an API to the payment gateway?
Purpose here is to load and track member credits through third party front-end.

... to localpay 2.0 ....
LL team is helping with this.