Products & Planner
Create products, choose an ordering strategy, and manage schedules, locations, and inventory.
Articles
Choose the guide that matches the task.
20 practical articles in Products & Planner.
Build product choices with worked pricing examples
Configure a six-cookie box, different box sizes, paid extras, and a linked-product menu, then check the expected totals.
Updated Sep 12, 2026
Create a form and connect it to your storefront
Choose the right form purpose, add questions, and connect the saved form to a product, checkout, or page.
Updated Sep 12, 2026
Create product choices, extras, and build-your-own boxes
Configure customer choices, review price and selection rules, and publish the saved option draft.
Updated Sep 12, 2026
Find why a product or choice cannot be ordered
Check visibility, schedules, fulfillment, sizes, choice rules, and stock in a consistent order.
Updated Sep 17, 2026
Move existing form choices into Product Options
Review eligible choices, retained questions, recipe mappings, and blockers before publishing a form conversion.
Updated Sep 13, 2026
Sell a quantity menu or a collection of existing products
Let customers choose quantities of independently priced items, with direct choices or linked catalog products.
Updated Sep 12, 2026
Planner overview: when, where, and how much
Use Planner as the calendar-first home for schedules, drops, locations, blocked dates, products, and inventory.
Updated Sep 17, 2026
Products: create items customers can order
Learn how products, storefront visibility, fulfillment strategy, pricing, and inventory work together.
Updated Sep 12, 2026
Attach a form to a product order
Collect item-specific answers such as inscriptions and inspiration photos, and distinguish ordering questions from product choices.
Updated Sep 12, 2026
Choose Weekly Schedule or Specific Dates/Drops
A practical decision guide for choosing the right product fulfillment strategy before you start taking orders.
Updated Sep 30, 2026
Create your first physical product
Use the product wizard to create a physical item with clear details, pricing, photos, and an ordering strategy.
Updated Sep 28, 2026
Create a drop with multiple dates and pickup locations
Create one or recurring drops with multiple date/time blocks, location choices, and a shared menu and inventory pool.
Updated Sep 17, 2026
Set up variants, pack sizes, and inventory
Set pack prices, recipe quantities, and inventory limits; pack stock does not share a per-item balance.
Updated Sep 30, 2026
Sell digital products and downloads
Use the separate digital-product workflow for recipes, templates, guides, eBooks, and other downloadable files.
Updated Aug 21, 2026
Set up Weekly Schedule for pickup or delivery
Configure repeating days, times, products, inventory, and alerts for ongoing availability.
Updated Sep 19, 2026
Attach products to a Specific Date/Drop
Use the drop management sheet to choose products, handle occurrence exceptions, and share the correct customer link.
Updated Sep 17, 2026
Set order opening, cutoff, and lead-time rules
Set ordering times, stop or reopen one drop edition, and change its cutoff without changing existing orders or pickups.
Updated Sep 17, 2026
Add and manage pickup or delivery locations
Create location records, set delivery origins, and understand how location limits affect Planner.
Updated Oct 2, 2026
Block holidays, vacations, and product-specific dates
Prevent orders on dates you are closed without deleting your regular schedule or products.
Updated Sep 17, 2026
Manage inventory for drops and weekly products
Know when to use global stock, variant stock, occurrence caps, category caps, and low-stock alerts.
Updated Sep 17, 2026