Products & Planner
Create products, choose an ordering strategy, and manage schedules, locations, and inventory.
Articles
Choose the guide that matches the task.
14 practical articles in Products & Planner.
Planner overview: when, where, and how much
Use Planner as the calendar-first home for schedules, drops, locations, blocked dates, products, and inventory.
Updated Aug 21, 2026
Products: create items customers can order
Learn how products, storefront visibility, fulfillment strategy, pricing, and inventory work together.
Updated Aug 21, 2026
Attach a form to a product order
Add product-specific questions and choices to the ordering flow without duplicating products.
Updated Aug 21, 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 Aug 21, 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 Aug 21, 2026
Create a Specific Date/Drop
Create a one-time or recurring drop, set its fulfillment window, and continue directly into product and inventory setup.
Updated Aug 21, 2026
Set up variants, pack sizes, and inventory
Use variants for sizes and packs, then connect their quantities to the correct cost and stock behavior.
Updated Aug 21, 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 Aug 21, 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 Aug 21, 2026
Set order opening, cutoff, and lead-time rules
Make the customer ordering window match your preparation time and fulfillment schedule.
Updated Aug 21, 2026
Add and manage pickup or delivery locations
Create location records, set delivery origins, and understand how location limits affect Planner.
Updated Aug 21, 2026
Block holidays, vacations, and product-specific dates
Prevent orders on dates you are closed without deleting your regular schedule or products.
Updated Aug 21, 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 Aug 21, 2026