Selling to shoppers at a market or in your shop? Use your Price List instead. It shows every product at its shop price, bought on Local Pass.
What it costs
Buyers pay no fee. Local Pass keeps **5% of each order, at most $25, plus tax on that fee** (GST and PST). On a $300 order, the fee is $15.00 plus $1.80 tax, and you receive $283.20 when the buyer pays. The money goes to your Local Pass balance and is paid out with your other sales.Make a sheet
Go to Wholesale → Order sheets and press New sheet. The sheet saves itself as you type. On a live sheet, buyers see a change straight away.- Name: for example “Restaurants”, “Grocers” or “This week’s harvest”. Add a Note for buyers if you like, such as “Prices for October. Quantities depend on the harvest.”
- Products and prices: press Add products and tick them. Each starts at its bulk price if it has one, otherwise its shop price. Set your wholesale price for one unit and what a unit is: a pound, a dozen, a case of 12. Set all prices from your shop prices sets every price to a percentage below your shop price. Switch a product to Not available this week when you don’t have it; its price is kept. CSA boxes can’t go on a sheet.
- Pickup and delivery: offer Pickup on chosen days, with Where (leave it empty to use your store address), and I deliver on chosen days. Buyers pick one of these dates when they order. Set Order at least a number of days ahead, and an optional Smallest order.
- Payment: when you confirm an order, the buyer gets an invoice Due in 7 days, Due in 15 days (standard) or Due in 30 days.
- Who can see it:
- Anyone with the link: good for a sheet you hand out at markets or post on your website.
- Only buyers with the password: nothing on the sheet, not even which products, shows until the password is entered. A password is made for you; you can change it. Use at least 6 characters, and don’t use your Local Pass password, since you’ll share it with buyers. Changing it locks out anyone using the old one.
Switch it on and share it
Turn the switch at the top on. It reads Live: buyers can order from this sheet. If something is missing, it reads Switched on, but not finished and lists what to fix.- Copy invite for buyers copies the link, the password if there is one, and how ordering works, ready to paste into an email or text.
- Copy link copies just the link.
- Print or PDF prints the sheet.
- Send availability emails the sheet to your wholesale customers. See Wholesale customers.
- Duplicate copies the sheet, for example to make a second price tier.
What buyers see
The buyer opens your link. If the sheet has a password, they see “This sheet has a password”. Without it, they can ask you for access with their business name and a message; it arrives as a message in your Inbox. On the sheet they see your products, units and prices. They set quantities, add a note to any item, and see the Estimated total. If you set a smallest order, they see how much more they need. Then they choose Pickup or delivery, a date from your days, and fill in their business name, their name, and optionally a phone number, PO number and notes. They sign in to send, “so the invoice has somewhere to go”, and press Send request. They see Request sent: you’ll check what you can supply and confirm, and they’ll get the invoice by email then. Nothing has been charged. The request is also in their orders on Local Pass. Next time, Your last order offers Fill in the same quantities.Confirm a request
A new request shows as a number beside Wholesale in the sidebar and under “requests are waiting for you” on the Order sheets page. Open it. Under Confirm what you can supply, change any quantity or price you need to. 0 removes a line. You see the Invoice total, the Local Pass fee and its tax, and You receive when they pay.- Confirm and send invoice (or Confirm changes and send invoice): the buyer gets the invoice by email, due on the sheet’s terms.
- Decline request: add a reason if you like. It’s sent to the buyer. Nothing was charged.
Invoices and payment
The order’s Payment shows where the invoice stands: Invoice sent, Paid, Payment failed, Action required, Overdue or Cancelled, invoice void.- Resend invoice sends it again. An overdue invoice can be resent too: order sheets are on payment terms and are never cancelled for being late.
- Cancel order voids the invoice. The buyer is told there’s nothing to pay.
Paid by cheque, e-transfer or cash
If a buyer pays you directly, press Mark paid (cheque, e-transfer, cash) on the order. Choose How did they pay? (Cheque, E-transfer, Cash or Other), add a note such as a cheque number, and press Mark paid.- The invoice is closed, so the buyer stops getting payment reminders.
- The order reads, for example, “Paid by cheque on Oct 22”.
- The money went to you directly, so nothing is added to your balance. Local Pass’s fee (5%, at most $25) and its tax come out of your next payout.