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Smart FDS Features

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Top Features
  • Weekly ordering cycle with a cut-off time – keeps farm operations predictable and reduces waste.
  • Customer self-service portal – customers can manage weekly orders and recurring items themselves.
  • Memberships & Subscriptions – enforce memberships for website access and run CSA/box subscription programs.
  • Inventory & Stock tracking – manage stock, set reorder levels, create purchase orders, and enforce weekly limits.
  • Route & Delivery management – schedule pickups and deliveries, optimize routes, and track delivery activity.
  • Communication tools – run email/SMS campaigns, send reminders, and keep customers notified.
  • Integrated payment support – supports credit cards, Venmo, PayPal, and in-store credits.
  • Taxes & Compliance – automated tax calculations and ready-to-use reports.
  • Accounting integration – connect seamlessly with QuickBooks and other third-party tools.
  • Tipping support – accept and track customer tips across online and delivery orders.
  • Built-in POS – handle in-person and phone orders sales with the same system used for deliveries.
  • Route sheets & truckload sheets – generate printable or digital sheets to manage routes and vehicle loads.
  • Driver app – drivers can view delivery manifests, track bottle returns, take notes, and send delivery notifications.
  • Bulk product sales – sell by weight, gallons, or packs in addition to unit quantities.
  • Track your Milk Bottles & Crates – track deposits, returns, and balances for bottles & crates.
Full Feature List
Website
  • Customers can view their order history and download invoices.
  • Detailed Payment History/ accounts statement of what the customers were billed for
  • Enforce Membership before checkout. Require customers to purchase a membership before creating an account, ensuring exclusive access and maintaining a premium customer base.
  • Cash on Delivery (COD) / Pay later payment method
  • Integration with Authorize.net, Stripe, and PayPal for receiving payments from customers.
  • Badges – Dynamically add badges such as USDA, Non-GMO, etc
  • Bulletin Board – Make announcements or post important information to the customers using the bulletin board feature
  • Label icons on products and cart to represent, bottled products, or product sold in bulk quantity.
  • Show a special welcome message to customers placing their first order.
  • Enforce customer’s to Accept terms and conditions and control the terms and conditions from the back-end
  • Invite a group of customers to join – Send Invitation for account activation
  • Referral Tracking
  • Alter different delivery fees or completely free delivery fees based on order total, Delivery location or Customer Type.
  • Define product quantities on the cart page and display quantities in a custom series.
  • Membership only products
  • Can set the sale prices for products.
  • Force customers with expired or declining credit cards to update payment details before saving orders.
  • Store Credit – Allow customers to apply their available store credit toward their purchase during checkout, providing a seamless and flexible payment experience.
  • Pre-orders – Allow pre-ordering a product and also accept a deposit
  • Previously Ordered – Section for customers to quickly reorder previously purchased products.
  • Price levels – Set different price for different customer type
  • Add detailed product info such as product photos, nutritional facts etc. Display of nutrition and additional info tabs on product pages.
  • Can set minimum and maximum order qty for any product.
  • List the same products in multiple categories. Assign products to multiple categories for better visibility.
  • Manually sort products order on website.
  • Organize product categories in your preferred order.
  • Restrict products for specific routes
  • SEO optimized categories and products page
  • Show or hide QTY on Hand in Storefront
  • Tag products as On Sale, Featured and as New Arrivals
  • Automatically disable “New Products” tag after a set number of days.
  • Filter products by vendor or category and easily paginate through the products.
  • Producers profile – Clickable producer/manufacturer link on product pages leading to manufacturer profile.
  • Quick view products – Clicking a product image/title in grid view, opens full product description.
  • Fast product search and quickly add products to the cart.
  • Add new items, update the quantity, remove an item, and skip items from the recurring list at any time.
  • Approve, edit, or cancel weekly recurring order.
  • Hide specific products from certain customer types.
  • Prevention of recurring setup for certain products on the website.
  • Set vacation dates and automatically skip orders during that period.
  • Shopping cart with different purchasing frequency such as One Time, Weekly, Every Other Week, and Monthly.
  • Tracking of user behavior with Google Analytics Integration
  • Display out-of-stock products with a Soldout Message
  • Restrict Ordering – Prevent customers order products that are soldout
  • Integration with Google Maps Autocomplete for delivery addresses verification.
  • Tips – Enable driver tipping module. Customer’s can setup a fixed or percentage based recurring tips for their home deliveries.
  • Similar products and Frequently Bought Together.
  • Responsiveness
  • Sort products in Alphabetical order or by Featured, by Newness, by Popularity, and by Price
Customer Management
  • View the email logs to a customer
  • Manage customer’s newsletter subscription.
  • Customer’s Order history
  • View customer’s purchase history.
  • Manage customer’s credit card on file.
  • View and manage the recurring orders of the customers from the back-end.
  • Various customer statuses like Dormant, Disabled, New, Active, Deleted, Never Signed-In and Waitlisted
  • View customer’s balance and In-Store credit.
  • View a Customer’s activity on the website
  • Filter the first order from a new customer if you would like to print a Welcome letter or add FREE items to their box.
  • Integration with Klaviyo
  • Coupons – Support for coupon codes directly in the shopping cart.
  • Bulk import customers from the back-end.
  • Download all customer data in spreadsheet-friendly format.
  • Impersonate customers – Can view the customers website account and see what they see to provide support
  • Track customers LTV (Life Time Value)
  • Unique Customer Identification Number
  • Customer Types to segregate Retail, Wholesale and Commercial
  • Correct the auto-generated longitude and latitude of the customer’s location if required.
  • Membership – Sell membership to customers and set recurring product rules according to memberships
  • Subscription Box explicitly for CSA/produce/meat/seafood
  • Store customer specific notes and reminders.
  • View Customer’s Favorite products
  • Set different preferred payment option for different customers
  • Customer’s upcoming deliveries and its order particulars
  • 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.
  • Maintain a waitlisting for Non-serviceable area so that your expansion is predictable.
  • Mark customers as tax-exempt where applicable.
Mass Communication
  • Upload professionally designed Template – Simple to upload and send custom HTML content through the Composer email tool for personalized and branded communication.
  • Custom Template Builder – email template builder with drag and drop features that can build responsive HTML emails
  • Pre-built templates – Make use of beautiful email templates for all your announcement.
  • Send bulk emails to your customer list prepared using various parameters.
  • Send emails immediately or schedule them for a future date
  • 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.
  • Integration with Generic SMTP, Amazon Simple email Service (Amazon SES), Google Workspace and Microsoft 365 to help drive higher deliverability.
  • Automatic Messages: emails or texts are sent out on their own when something important happens (like an order placed or delivery coming up).
  • Internal notification system to keep users updated/reminded.
  • Notification sent to employees when customers leave order comments on the storefront.
  • Send out weekly order cut-off reminders automatically.
  • Targeted: Messages can go only to certain customer types (retail, wholesale, or commercial) or based on their pickup/delivery preference.
  • SMS Notifications
Product Management
  • Product Segregation – Manage bagged items during delivery.
  • Inventory Forecasting – Generate reports to forecast future demand.
  • Manage product visibility on the website at the product level and category level
  • Product image management
  • Generate purchase history report for individual products and view who have subscribed it or purchased it. Listing all customers who ordered a specific product.
  • Warehouse management
  • Auto-generate part code – Unique product part codes are generated automatically.
  • Bulk import products to the system
  • Clone products
  • Miscellaneous Item – Disposable product that can be sold as anything from the POS. Very useful to charge customers for services and special expenses.
  • Purchase Order System – Add/Edit and Download email PO’s to Vendors.
  • Can update product prices for open orders or only for new orders.
  • Multiple price levels such as Retail, Wholesale, Commercial, Preferred Customer, Family & Friends.
  • On Sales Price – Toggle to mark products as “On Sale.”
  • Supplier, Producer/Brand for Every product
  • Adjust Stock Levels
  • Advanced Inventory Tracking
  • Detail Inventory Ledger
  • For recurring orders, auto-increase product quantity from 0 to desired quantity when stock is replenished via purchase orders.
  • Keep track of Reorder Quantity, Preferred Stock Level and Reorder Level
  • Mark a certain product as out of stock – Can set stock quantity to zero for all open orders.
  • Set Stock Reduction Timing
  • Special orders when out of stock
  • Stock keeping
  • Inventory transfers between Warehouses
  • Sell by count even for weight-based product listings.
  • Option to apply new price only to future orders; open orders keep the original price.
Order Management and POS
  • Built-in House Accounts feature for customer intended to pay later but still tracked using Account Receivables (AR) balance
  • Order Activity / audit trail to know who has changed what
  • Can charge or the bottles and credit when returned.
  • Can track Bottle deposits and bottle returns.
  • Calculate delivery fees based on order total or distance.
  • Offer free delivery to selected customers.
  • Sales order Deposit
  • Assign a Minimum Order Value per customer type. Set a minimum order value for each customer/product.
  • Save internal order comments or view the comments posted by the customer during the time of order
  • Change the order delivery date
  • Customers can edit the orders from the website and the business can edit the order from the back-end.
  • Multiple order statuses such as approved, undelivered, delivered, canceled, closed, etc to match the order fulfillment workflow.
  • 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
  • Return delivered products partially or in full. Replace delivered products with a new product
  • Supported payment methods – Credit Card, Check, Store Credit, Venmo, PayPal and Cash.
  • Generate invoice and charge automatically after delivery or return back to the warehouse, make adjustments/order edits and then charge the customers
  • Print invoices or email PDF invoices to customers.
  • Void invoice and make edits to Sale orders if required
  • Automatic Re-Orders – accept recurring orders. Orders are automatically generated based on the frequency your customers have set.
  • Customer order approval process so that every automatically generated recurring order is approved by customers before sending it for dispatch.
  • 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.
  • Set a future delivery date for recurring orders
  • Full-fledged Sales order system with the ability to add, edit, or remove products from the order until delivery.
  • Accept returns and save the amount equivalent to the customer’s store credit account.
  • Apply taxes automatically during checkout.
  • Can sell products in bulk quantities such as weight, gallons, and as packs.
  • Filtering orders with weight-based products for easier tracking.
Routes, Pickups, Schedules and Delivery Management
  • Manage Vehicles – Add/Edit Vans/Trucks and assign them to the respective Drivers and routes
  • Automatically assign new customers to routes based on their ZIP codes or geo-coordinates.
  • Delivery Map Explorer – Visualize your customers on maps. View customer locations visually on an interactive map.
  • Import delivery routes using KML files.
  • Auto-assign customers to routes or pickup locations.
  • Flexibility of having swaping between Home Delivery and Pickup/Drop-off location
  • Restrict availability of certain products to certain routes.
  • Route-level order totals to keep a tab on the route revenue performance
  • Allow ordering for week only after a specified day/date – Validation of order start date in addition to cutoff logic.
  • Holiday settings to prevent customers placing orders on some days or assign a different delivery date.
  • Weekly ordering cycle with a cut-off time. Configure delivery cut-off time for each delivery day.
  • Send bulk order confirmation emails directly from the Delivery Management (DM) .
  • Driver app for viewing the delivery manifest, track bottle returns, to take notes and send delivery notifications.
  • Generate truck loading sheets.
  • Track customer’s delivery instructions such as the cooler location.
  • Advance filtering features on the Delivery Master – Route, Product Segregation, Category, Events, Vendors, Customer Type, Order Status, Delivery date, Route
  • Print packing labels.
  • Customizable Route Sheets
  • Simplified and customizable Delivery Settings
  • Delivery Manifest – Detailed View, Adjust Quantity of weighted items, Inventory Totals (Load sheet)
Route Planner
  • Adjust routes at any time and also add breaks during route
  • Assign orders to routes by drawing shapes on map.
  • Automatic Route Planning
  • Built-in route planner and optimization tool
  • Dispatch planned routes to print delivery manifests
  • Estimate the driving time to each stop.
  • Get accurate ETAs with the Timeline view
  • Load sharing capabilities with multiple vehicles and multiple drivers
  • Sort stops based on fastest route, shortest route and or custom sequence
  • Simple to move customers to a different delivery or to different truck
  • Quick search, sort and filter based on customer or order
Accounting & Payments
  • Detailed Account Receivables statement with option to send reminders and to retry processing the declined cards. Easy reconciliation of previous balances.
  • Transaction logs to view the reason for the card decline
  • End of the Day Report to reconcile the daily totals
  • Generate detailed billing statements, providing clear summaries of charges, payments, and outstanding balances.
  • Integration with Quickbooks
  • Support for popular payment processors such as Authorize.net and Stripe
  • Bulk process payments after adjustments and order edits
  • Can bill customers upfront or after delivery
  • Charge tax based on customer’s address or billing address
  • Jurisdiction-based taxes: Set different tax rates according to products or zones
  • Multi-tax support: Set multiple taxes for the same product
  • Zones based on ZIP code, Cities, or Street
Reports
  • Comprehensive dashboard for quick operational insights.
  • Customer Balance Report
  • Delivery Fee Summary
  • End of the Day Report
  • Sales Activity Report
  • Tax Report
  • Tips Report
  • Bottle Return
  • Cost of Goods Sold
  • Most Profit
  • Non Sellers
  • Sales By Month
  • Top Sellers
  • Sales by Category
  • Active recurring subscriptions – View customers currently subscribed to recurring items.
Other
  • Simple to create and manage static pages via CMS.
  • Management of employees records and roles efficiently.
  • Hide vendor profiles from the public ‘Our Partners’ page.
  • Intuitive Back-end design with various shortcuts for faster navigation and task execution.
  • Highly secure environment to prevent any exposure of customer’s personal information and payment methods.
  • Add/Edit Delete Employees. Assign roles such as Driver, Packer, Warehouse manager, etc.