- Weekly ordering cycle with a cut-off time
- Customers can create their own recurring list of items with the ability to skip items and or replace items.
- In addition to subscriptions, customers can shop for addons at any time.
- Calendar widget on the website with the ability to order or edit existing orders for specific delivery dates.
- Automatically generate weekly orders and send out notifications.
- Ability to track Bottle deposits and bottle returns.
- Ability to charge or the bottles and credit when returned.
- Restrict accepting orders by Zip Code or by radius on the map.
- Automatically assign new customers to routes based on their delivery address.
- Ability to sell products in bulk quantities such as weight, gallons, and as packs.
- Set certain products to be available for certain dates only.
- Holiday settings to prevent orders on some days.
- Track customer’s delivery instructions such as the cooler location.
- Visualize your customers on maps.
- Assign orders to routes by drawing shapes on maps.
- Sort stops based on the fastest or shortest route.
- Generate truckload sheets.
- Print packing labels.
- Estimate the driving time to each stop.
- Calculate delivery fees based on order total or distance.
- Driver app for getting directions, track bottle returns and send notifications.
Features exclusive for Dairy Delivery
All Features
Website
- Shopping cart with different purchasing frequency such as One Time, Weekly, Every Other Week, and Monthly.
- Add new items, update the quantity, remove an item, and skip items from the recurring list at any time.
- Define product quantities on the cart page and display quantities in a custom series.
- SEO optimized categories and products page
- Fast product search and quickly add products to the cart.
- Filter products by vendor or category and easily paginate through the products.
- Sort products in Alphabetical order or by Featured, by Newness, by Popularity, and by Price
- Add detailed product info such as product photos, nutritional facts etc.
- Approve, edit, or cancel weekly recurring order.
- Label icons on products and cart to represent, bottled products, or product sold in bulk quantity.
- Integration with Google Maps Autocomplete for delivery addresses verification.
- Tag products as Featured and as New release
- Integration with Authorize.net, Stripe, and Paypal for receiving payments from customers.
- Set vacation dates and automatically skip orders during that period.
- Offer Free delivery based on order total.
- Customers can view their order history and download invoices.
- Ability to set the sale prices for products.
- Can set minimum and maximum order qty for any product.
Customer Management
- Bulk import customers from the back-end.
- View and manage the recurring orders of the customers from the back-end.
- Create customer lists based on criteria such as recurring order total, the number of deliveries. customers who did not order the last 90 days, etc.
- Store customer specific notes and reminders.
- Bulk change customers default delivery day.
- Manage customer’s newsletter subscription.
- Manage customer’s credit card on file.
- Correct the auto-generated longitude and latitude of the customer’s location if required.
- View customer’s balance and In-Store credit.
- View customer’s purchase history.
- Filter the first order from a new customer if you would like to print a Welcome letter or add FREE items to their box.
Mass Communication
- Send bulk emails to your customer list prepared using various parameters.
- Send emails immediately or schedule them for a future date
- Send out weekly order cut-off reminders automatically.
- Send out email announcements such as changes in your delivery schedule, new product launch, when a product is not available when you want to do a survey, etc. with a click of a button.
- Email template builder with drag and drop features that can build responsive HTML emails
- Make use of beauty looking email templates for all your announcement.
- Integration with Amazon Simple Email Service (Amazon SES) to help drive higher deliverability.
Product Management
- Bulk import products to the system
- Product image management
- Generate purchase history report for individual products and view who have subscribed it or purchased it.
- Auto-generate part code
Order Management and POS
- Full-fledged sale order system with the ability to add, edit, or remove products from the order until delivery.
- Customers can edit the orders from the website and the business can edit the order from the back-end.
- Customer order approval process so that every automatically generated recurring order is approved by customers before sending it for dispatch.
- Multiple order statuses such as undelivered, delivered, canceled, approved, etc to match the order fulfillment workflow.
- Save internal order comments or view the comments posted by the customer during the time of order
- Point of Sale (POS) for farm stores and for taking phone orders
- Quick keys for the POS to quickly add frequently purchased products to the order
- Generate invoice automatically after delivery.
- Return delivered products partially or in full. Replace delivered products with a new product
- Accept returns and save the amount equivalent to the customer’s store credit account.
- Supported payment methods – Credit Card, Check, Store Credit, and Cash.
- Built-in House Accounts feature for customer intended to pay later but still tracked using Account Receivables (AR) balance
- Print invoices or email PDF invoices to customers.
- Void invoice and make edits to Sale orders if required
- Change the order delivery date
Route Planner
- Bult-in route planner and optimization tool
- Automatically assign new customers to routes based on their delivery address.
- Easily move customers to a different delivery or to different truck
- Assign orders to routes by drawing shapes on map.
- Sort stops based on fastest route, shortest route and or custom sequence
- Load sharing capabilities with multiple vehicles and multiple drivers
- Adjust routes at any time and also add breaks during route
- Dispatch planned routes to print delivery manifests
- Get accurate ETA’s with the Timeline view
- Quick search, sort and filter based on customer or order
Reports
- Top sellers
- Non Sellers
- Most profit
- Sales by Category
- Cost of Goods Sold
- Product Purchase history