OFN User Guide
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Order Cycles (for Hubs)
Visit this page, if you registered as a 'Producer Shop' and want to set up an order cycle for your shop front.
You open your shop by creating an Order Cycle. When you create an order cycle you select when your shop is open (from and until), which products will go into the shop, and any fees that you'll apply.
Why Order Cycles?
Some hubs may wish to have an online store which is perpetually open, and to fulfil orders on a one by one basis, as they are received. However, many hubs operate on a periodic ordering system, which allows them to process orders in bulk, making their production, packing and distribution activities more efficient (and reducing associated overhead costs).
For example, an order cycle might be open for two weeks. At the end of the fortnight, all orders will be packed and delivered at the same time on the following Wednesday. Once this batch of orders has been delivered, a new order cycle may reopen.
A quick demonstration of setting up a new order cycle:
Viewing Order Cycles
You can create an order cycle, and view previous order cycles by clicking on Manage Order Cycles on your dashboard.
Or from the horizontal menu at the top of the page.
Create a New Order Cycle
The first step is to select a coordinator for your order cycle. Only the enterprise who coordinates an order cycle have permission to modify and manage all aspects of the sales cycle.
Other enterprises involved in an order cycle (as suppliers or distributors only) will have restricted access.
For more information on cross-enterprise management in the context of order cycles, click here.
Once the order cycle coordinator has been chosen, the process of setting up is divided into three steps:
1) General Settings
Name (required): Give the order cycle a name which is meaningful to you. We recommend that you follow a consistent naming protocol e.g FoodHub_Week27_2014. We also recommend that you include the name of your hub in the order cycle name, so that OFN support can identify your order cycles if you need assistance.
Orders Open at: This is the date and time at when your OFN store will be open, visible and start to accept orders from customers.
Orders Close: This is the date (and time) when your OFN store will close and stop accepting orders. If you intend to have an order cycle which is continuously open, select a close date which is well into the future.
Add Coordinator Fee: As a hub, the coordinator is most likely you. Here you can apply your Enterprise Fee which acts as the markup. The fee will be calculated according to the calculator selected in Enterprise Fees. You can only apply an enterprise fee which has previously been created.
2) Incoming Products
On this page you can select the producers, and their produce, which will be available in this order cycle. In the dropdown menu you will see all producers who have granted you permission to add their produce to your order cycle (See Enterprise Permissions section).
After selecting a supplier and clicking Add Supplier all of the products associated with that supplier will be visible. Check those products you wish to add to the store, or click select all.
Products which are out of stock (ie their 'in stock' value is zero) are included in this list. If added to an order cycle they will not appear on our shop front. It is always good to double check stock levels.
The Receival Details field is optional. Information added to this field will automatically added to any email sent to producers at the end of an order cycle (after clicking 'Notify Producers'). It might be a good idea to include an exact delivery address for produce prior to distribution to customers here.
The Add Fee button in this section, at the end of each producer's entry in the table, allows you to add different enterprise fees to different suppliers. For example, transporting flour or heavy goods to customers may be more expensive for a hub than salad. Hence, a hub can, in a transparent manner, add a slightly higher enterprise fee to all goods supplied by the flour miller than the salad farmer.
Select the name of the enterprise in the first dropdown box, then click the name of the enterprise fee in the second dropdown box. In the example below, an enterprise fee named OrderAdmin is applied to the Producer of Fruit.
Apply enterprise fee to incoming supplier
This fee will be applied to all of the Producer of Fruit’s products which are purchased. The fee is calculated according to the fee calculator which was selected when the Enterprise Fee was created.
3) Outgoing Products
Here you can select one or more hub-distributors. All hubs chosen to be a distributor in this order cycle will have an open shop front for the duration of the order cycle.
In a simple model, only one hub is listed as the sole distributor for the order cycle. Select the hub, and check the box 'Select all' to add all incoming products to the shop front.
For more flexibility, the same order cycle may have multiple hub distributors. In this case you may wish to select a different subset of the available incoming products for each distributor, and/or, add different delivery dates for each.
The tags column is where you can tag your order cycles to customise whether they are visible/invisible to certain customers. See tags and tag rules for more information.
The ‘ready for (ie Date/Time)’ (required): This box tells the customer when their order will be ready for either collection or delivery. If your order cycle is a perpetual one, which fulfils orders on an individual basis rather then in bulk, you should enter something like ‘Two days after order is received’. The example below shows how a customer can toggle between different order cycles to select the date which suites them best.
If operate with a continuously open shop front (ie. you set your order cycle close date for more than 3 months in advance) then the text blue 'Ready For' box on your shop front will read 'Orders are currently open'
The note is also shown at check out, when the customer selects their shipping method (see below) and is included in the order confirmation email.
The Pick-Up Instructions message will be included in the customer’s order confirmation email, below the message that corresponds to their chosen shipping method (see below). This note is designed to only be visible to customers, so you can include more sensitive information like addresses, or phone numbers etc. See below for an example of the order confirmation email.
collection details message
Add Fee: Again, a previously created enterprise fee can be assigned to this distributor. For simple models (with one hub distributor, who also is the coordinator of the order cycle) adding a fee at this stage is the same as adding a 'Coordinator Fee' (it will apply to all products).
For complex models, the coordinator may wish to add different fees to all products sold though each distributor. The best place to implement this functionality is here.
Open the shopfront
Click Save to schedule the order cycle. If the opening date has already passed, your shop is instantly open! If you are not ready to open right away, enter dates in the future, which you can change later.
For periodic, repetitive order cycles, you can copy an existing order cycle and change the dates, to make the process quicker. See below.
Order cycles will display as green when they are active, yellow when scheduled for a future date, and grey when they have closed. When an order cycle close over one month ago, it will no longer display on this list. To view all of your past order cycles click ‘show more’ at the top of the list.
‘Notify Producers’ Button
By using this button at the top of the page, all the Producers linked to the order cycle will receive an email containing a list of the products ordered for that particular order cycle thus far.
When the Notify Producers button is selected there will be a confirmation prompt. Once confirmed, an email will be automatically sent to all relevant Producers. The email will include Delivery instructions (if this field is completed in the incoming products section) as well as the following product information:
- SKUs (if relevant)
- Name of Supplier
- Product name
- Quantity ordered
- Price per unit
- Subtotal per product
- Included Tax (if relevant)
Setting up automatic producer notifications
If you would like the producer emails to be automatically sent when an order cycle closes, you can do this from the 'Advanced settings' menu in the edit order cycle screen:
From the menu that appears, select the checkbox for 'automatic notifications' and click 'save and reload page' to save your changes:
To also show customer names in these reports, for example to help your producers to pack items by customer, ensure you have the setting 'customer names in reports' enabled from the shop preferences menu of your enterprise settings:
By default, 'customer names in reports' is disabled. Ensure you have this enabled for your producers if you would like them to receive reports grouped by customer to help them pack their orders.
Once you have the automatic notifications set up for an order cycle, your producers will automatically be sent an email after the order cycle closes. Enabling 'customer names in reports' will help them to pack the orders by customer.
Producer / Supplier Reports
If your Order Cycle includes products from linked Producers / Suppliers they will be able to log in to their OFN account and view reports about the Order Cycle. By default they will not be able to see any Customer Details in these reports. If you would like your suppliers to access Customer Names in their reports, you can adjust these settings in Shop Preferences in your Enterprise Settings.
Last modified 3mo ago