TapRoot CSA Management with HarvestHand Software

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To make it easier for CSA farms to become more efficient and profitable using HarvestHand CSA Software,  we interviewed Teri Jenkins CSA and Communications Manager at TapRoot Farms to compile her daily workflow. If you are visiting our website for the first time, HarvestHand Software Platform was created at TapRoot Farms because Patricia Bishop (Co-owner of Taproot) needed an affordable software platform that could integrate membership management (database, reporting, communications), e-commerce (online ordering, payments) and marketing (website, newsletter, social media). Prior to launch, HarvestHand was successfully tested for 3 years with 4 farms, each of them reaching or exceeding their goals. As of January 2014, HarvestHand CSA Software is now available for all farms and open for sign-up.

Taproot Farm Overview

TapRoot Farms is now a 500+ member CSA in Port Williams, Nova Scotia.  Taproot has 3-4 delivery days per week and 6 different share types (veggie, fruit, meat etc.).

Taproot farms has grown from 50 to 500 members using HarvestHand - Patricia Bishop

Introducing Teri Jenkins

Teri Jenkins Taproot Farms

Teri’s Daily Tasks

  • Email- respond to emails needing same day response, file others.

  • Write blog posts (http://taprootfarms.ca/blog)

  • Post on Facebook about farm

  • Print all invoices and put into one of three drawers:

    • Share Invoices

    • Add-On Products Invoices

    • Don’t match records Invoices

Teri’s Week Workflow

TapRoot Farms Office Teri and Jon

Monday

 

  • Handle emails relevant to delivery.

    • Example 1: Member is new and hasn’t figured out how to add additional products to their shares. Teri refers them to the Taproot membership guide

    • Example 2: Member emails that they cannot pick up their share this week. Teri has a work around where she has an product add-on called “Donation/Vacation Week” so that when the delivery reports print, her team can see people who are not receiving

  • Print the Delivery Report (in HarvestHand go to Products>Deliveries>Reports>select report> Print) for Monday’s deliveries

  • Pack share boxes using delivery report (a.k.a- the packing list)  Here's a handy how to manage a CSA share delivery video:

  • For add-on products with price/weight, Teri enters the weight on a customer invoice and “finalizes the invoice.” Note: once Teri finalizes the invoice for a member an email is automatically sent to the customer to notify them of the updated total invoice

  • Taproot van leaves for deliveries

  • Van returns, Teri collects cash and cheque payments and marks invoices as paid in HarvestHand (in HarvestHand go Customers>Invoices>View>Mark Invoice as Paid by Cash or Cheque)

Tuesday

  • Assembles the Taproot email newsletter in HarvestHand and tests it a few times by sending it to herself

  • Write and or publish blog posts (many of which are added as excerpts in the newsletter)

  • Publishes other team members blog posts

  • Post to Facebook and Twitter (Teri does not use HarvestHand’s autopost to Facebook and Twitter because she assembles all her blog posts on one day)

  • When season begins, Teri export’s the customer list (Customers>View under customers>click down arrow beside “Add”>click “Export as CSV”) and sort by email in Microsoft Excel to find people who didn’t enter an email account at signup. Then call those customers to ask for emails. It saves time and paper by managing a members payments and communications via email in HarvestHand.

Wednesday (Multi-Location Delivery Day)

  • Print Delivery Reports for different locations(a.k.a packing list)

  • Collect weekly purchased add-on products (honey, preserves, meat, bread, eggs etc.)

  • Collect share items (fruit, flowers, veggies etc.)

  • Pack share boxes and add products

  • Pack boxes into van

  • Drive to make deliveries

Thursday (1 delivery day)

  • Print delivery report

  • Collect weekly purchased add-on products (honey, preserves, meat, bread, eggs etc.)

  • Collect share items (fruit, flowers, veggies etc.)

  • Pack share boxes and add products

  • Collect cheques and cash from returned van

  • Van returns, Teri collects cash and cheque payments and marks invoices as paid in HarvestHand (Customers>Invoices>View>Mark Invoice as Paid by Cash or Cheque)

Friday

  • Go into cooler storage and decide what will be in next-week’s share (this is done at least 2 weeks prior if shares require produce from other farms)

  • Enter share box items (Carrots, beets etc.) in HarvestHand under “Products>New Delivery” (make sure to enable it and save it) It will visible to customers on the website under http://taprootfarms.ca/shares and under a customer’s account. View video of Making Share Deliveries

  • Enter new products into HarvestHand, enable or disable products already saved in HarvestHand, update inventory numbers

Big thank you to Teri for taking the time to help us compile this.


Read more about CSA farm management with HarvestHand


 

 


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