Glossary of terms for 1.0

Be in the know with Local Line terminology!

Buyer
Retail stores, grocery stores, household consumers, etc.

Catalog
A catalog is an itemized list of products. You can create different catalogs for different types of customers with unique prices and product availability.

Catalog Schedule

Save time and remind customers to place orders by creating automated catalog schedules. Set the time and frequency and add a message and your Buyers will be emailed based on the criteria you have selected. This feature increases the average order by 53.1%. 

Dashboard/Home
An information management tool that is used to track your monthly orders, sales information and customer activity.

Delivery Plans

You can dictate how, where, and when your customers receive their orders. You can choose what cities you deliver to. Any of your Buyers with an address in a specified city can choose delivery as an option at checkout. If a Buyer does not live in one of your delivery cities, they can choose to pickup their order if you have a pickup location. 

Hub
A centrally located facility with a business management structure facilitating the aggregation, storage, processing, distribution and/or marketing of locally/regionally produced food products. 

Messaging
Send and receive communication from your customers. The recipient will always receive a notification in their email.

Notes
A private note for you and your “users” on/about your customers/accounts.

Payment Options

You can customize payment options that your Buyers can choose from at checkout. You can select from 3 pre-named payment options (Cash, Check, E-transfer) or define your own. The payment option your Buyer selects at checkout is logged in the following places

Payment Terms

Payment terms are the number of days until your Buyer is required to pay for their order. The terms you set take effect following the delivery or pickup date. For example, if you have payment terms set for 2 days and you deliver an order on March 10th, the Invoice will indicate that payment is due on March 12th.

If you want customers to pay at checkout, set payment terms to 0 days. 

Permissions
Manage what your roles can and cannot see.

Pick Up Location

You can dictate how, where, and when your customers receive their orders. You can choose what locations your Buyers can pickup up their orders at.  Pickup locations are always offered to customers no matter their city.

Private Catalog

Customers that belong to a private catalog must log in to see your product list and prices. Typically wholesale customers belong to a private catalog. 

Product List
A hub where all of your products are visible.

Public Catalog

Make a catalog visible to all Buyers who visit your online store or website. Buyers do not need to login to see your products. Typically retail/household Buyers belong to a Public catalog. You can only have one Public catalog. 

Reports
Learn more about your business with the Customer Analytics and Location Analytics Reports. 

Role
When assigning your team members/employees to you Local Line account, you add a “Role” for each job you want to assign. Common Roles are: Accountant, Sales Representative, Operations Manager, etc. 

Each Role can be assigned unique permissions. 

i.e. you may only want your Operations Manager to have access to updating your catalogs or only have your accountant view your “reports.”

Square

Another easy online payment system used by Local Line. 

https://squareup.com/ca/en

Store Credit

Use the store credit feature to manage your CSA, issue refunds or to offer promotional incentives to your Buyers.

The store credit feature is used in many ways:

• CSA (buy-down model) or farm credit
• Pre-paid orders
• Gift cards
• Refunds, or to compensate for an issue
• Promotions
• Buyer referral incentives

Storefront
A description about your business and your product(s). It’s important to be detailed when filling out this information so your existing and new customers have adequate information to make informed decisions. 

Stripe
The easy online payment system used by Local Line. 
https://stripe.com/

Supplier
A party that supplies goods for sale. In Local Line’s case, suppliers/sellers are usually growers, farmers, producers of local packaged goods.

Toggle
To switch between two options (“On” and “Off”) by pressing a single button.
User 
Once you have assigned all of the “roles” required, you assign the “User” (your employee) to the applicable role.

Wholesale
 A wholesaler is a liaison in the distribution channel that buys in bulk and sells to resellers rather than to consumers. In its simplest form, a distributor performs a similar role but often provides more complex services. Distributors and wholesalers often work together as channel partners.