Daily Market Operations

Morning Tasks

• Open the market (if you're not using automated scheduling)
  • Go to /admin and click the "Market Manager" tab
  • Find the "Market Status" card and click "Open Market"
  • Verify the status now shows "Open" with "Accepting new orders"
  • Test that customers can add items to cart
• Check for issues from previous week
  • Click "View Orders" in the Quick Actions bar
  • Look for any unresolved customer complaints
  • Check if any refunds or credits are needed
• Review grower availability
  • Expand the "Grower Management" section on your dashboard
  • Check the Active Products count for each grower
  • Look for any growers in "Vacation Mode" (shown with a badge)
  • Check for any products that might sell out quickly
• Send opening announcement (optional)
  • Expand the "Communications" section
  • Click "Compose Email" in the "Email Open Orders" card
  • Or post to social media: "Market is open! Order by Wednesday 6pm"

Throughout the Day

• Monitor for customer questions or support requests
• Check that orders are coming in normally

Daily Check-ins

• Monitor order volume
  • Is it typical for a Tuesday?
  • Any growers approaching sellout?
• Respond to inquiries
  • Customer questions about products
  • Technical support issues
  • New grower applications
• Check grower activity
  • Are growers updating inventory as needed?
  • Any products that should be marked unavailable?

Optional Marketing

• Send mid-week reminder email
• Highlight featured products or new items
• Share grower stories on social media

Morning/Midday

• Send deadline reminder
  • Expand the "Communications" section in your admin panel
  • Click "Compose Email" to send to customers with open orders
  • Message: "Last chance to order! Market closes tonight at 6pm"
  • Or post to social media
• Monitor for unusual activity
  • Check the "Orders Ready" stat card for unusual volumes
  • Large last-minute orders
  • Products selling out unexpectedly
• Be available for customer support (busiest ordering day)

Evening: Closing Time

• Close the market (6pm in this example)
  • Go to /admin, "Market Manager" tab
  • Click "Close Market" on the "Market Status" card
  • Verify the status now shows "Closed" with "Not accepting orders"
• Review final orders
  • Click "View Orders" from Quick Actions or the Orders stat card
  • Check for any obviously problematic orders
  • Look for duplicate orders (same customer, multiple times)
  • Note any unusually large orders to follow up on
• Generate reports
  • Expand "Market Operations" section, scroll to "PDF Reports"
  • Click "Sales PDF" for total sales report
  • Click "Generate PDF" under "Packing Report" for order packing info
  • For pickup locations: Click "By Location" buttons in the PDF Reports section
  • Or use "Export Data" section for CSV downloads
• Notify growers
  • Click "Send Harvest Emails" in the Quick Actions bar
  • Or expand "Communications" and use "Email Your Growers"
  • Remind about fulfillment deadline

Manager Tasks

• Monitor grower progress
  • Are growers packing their orders?
  • Any growers reporting problems?
• Handle substitutions and changes
  • Grower can't fulfill an item (crop failure, etc.)
  • Process refunds or substitutions as needed
  • Notify affected customers promptly
• Answer customer questions
  • "Can I change my order?" (Usually no, but you can help)
  • "When will my order be ready?"
  • "Where do I pick up?"
• Prepare for pickup
  • Confirm pickup location details
  • Coordinate with volunteers if you use them
  • Ensure growers know delivery/dropoff procedures

Common Issues to Watch For

• Growers contacting you about items they can't fulfill
• Orders with all products removed (customer has nothing to pick up)
• Customers asking to modify their locked orders
• Weather concerns that might affect pickup

Before Pickup Starts

• Use the grower check-in page (highly recommended)
  • Go to /orders/checkin to track grower deliveries
  • Mark products as delivered as growers arrive
  • Identify any missing items before packing customer orders
  • See Pickup Management Guide for details
• Verify everything is ready
  • Growers have delivered to pickup location (if applicable)
  • Volunteers are in place (if applicable)
  • Pickup area is organized

During Pickup

• Use the customer checkout page (highly recommended)
  • Go to /orders/checkout to pack and track orders
  • Pack customer orders item by item, clicking "✓ Pack One" for each
  • Handle missing items with "Missing + Refund" if needed
  • Mark orders complete when customers pick up (this processes payment)
  • See Pickup Management Guide for details
• Be available (or have a volunteer available)
  • Help customers find their orders
  • Answer questions
  • Handle problems on the spot
• Address issues immediately
  • Missing items: Use checkout page to refund or adjust
  • Quality concerns: Document and resolve
  • Wrong order: Fix on the spot if possible

After Pickup Ends

• Handle unclaimed orders
  • Contact customers who didn't pick up
  • Decide on policy: hold until next week? Refund?
  • Deal with perishables appropriately
• Collect feedback
  • Talk to customers about their experience
  • Note any recurring issues
  • Thank volunteers and growers

Wrap-Up Tasks

• Resolve outstanding issues
  • Process any needed refunds
  • Follow up on unclaimed orders
  • Address customer complaints
• Review the week
  • What went well?
  • What problems occurred?
  • Any patterns to address?
• Financial housekeeping
  • Verify payment processing worked correctly
  • Review grower payouts (if this is your week to pay)
  • Reconcile any refunds or credits

Planning Ahead

• Check calendar for upcoming holidays or schedule changes
• Plan any marketing or communications for next week
• Address any grower or customer requests
• Rest! You've earned it.