CSA farm software: shares, box changes and delivery — buying checklist
From: https://www.iwantmywebsitenow.com/industry/food/farm/csa/
Workflow sources checked: 2026-10-02. Prices have separate capture dates.

Use this with a vendor or a builder. These are proposed evaluation tests, not claims that any product passed them.

YOUR BUSINESS
Current software:
What must work differently:
Records to bring across:
Budget and timing:

QUESTIONS TO TEST
1. Share enrollment and capacity
Ask: Can share type, season dates, pickup group, add-ons and capacity be controlled separately?
Demonstrate: Create weekly and biweekly shares with a limited number of spots. Try to exceed capacity and add an add-on without a primary share.
Observed result:
Follow-up:

2. A member change after signup
Ask: What do skip, swap, vacation and pickup-change actions do to the member's balance and box?
Demonstrate: Swap an item, skip a week and move the pickup location before and after the weekly cutoff. Compare credit and pack output.
Observed result:
Follow-up:

3. Harvest-aware packing
Ask: Do available harvest quantities constrain member choices and the final pack list?
Demonstrate: Reduce the stock of one item after members choose their boxes. Check substitutions, stock allocation and route-sorted packing list.
Observed result:
Follow-up:

4. Seasonal payment reconciliation
Ask: Do deposits, installments, skipped distributions and credits reconcile to the share total?
Demonstrate: Add a seasonal deposit and installment plan, then apply a vacation credit. Reconcile collected, outstanding and credited balances.
Observed result:
Follow-up:

DEMO SCENARIO (SYNTHETIC)
Run one fictional CSA week from signup to pickup
1. Set up a weekly fixed share and a biweekly member-choice share, each with a pickup location and capacity.
2. Let a member swap produce and another claim a vacation week before the cutoff. Review credits and available stock.
3. Reduce harvest quantity for one selected item. Generate the pack list and inspect substitutions, pickup grouping and labels.
4. Apply a deposit, installment payment and vacation credit. Reconcile member balances with the weekly delivery list.

MIGRATION
Move member choices, credits and future distributions together
Request exports of member accounts, share types, schedules, future distributions, per-week product choices, skip/vacation credits, pickup and delivery locations, add-ons, inventory, deposits, installment plans, payments and refunds. Preserve stable member/share IDs and confirm each future box maps to its distribution and pickup point. Reconcile outstanding balances and credit ledgers separately from sales totals. Ask whether notes, preference history and email consent transfer.

A POSSIBLE FIRST BUILD
A custom farm storefront or pickup-location finder may complement a CSA platform. Subscription billing, harvest constraints, per-member box choices, seasonal credits and weekly pack generation are operational records; keep them in a tested farm system until a replacement proves the full weekly cycle.

SOURCES
CSAware: features for CSA farms
https://www.csaware.com/features.html
Documents member box choices, pickup changes, subscription holds, delivery rescheduling, route planning and exportable farm data.

Local Line: CSA software
https://www.localline.co/customers/csa-software
Describes subscriptions, box swaps, skip/pause options, route-sorted pack lists, pickup locations and shared add-on inventory.

GrownBy: adding a CSA share
https://support.grownby.com/en/csa/adding-a-share
Explains share schedules, pickup counts, vacation weeks, inventory, deposits and installment settings.

CSAware: farm and wholesale platform
https://csaware.com/
Describes exportable member, order and delivery data and customized subscriptions.

Research by Don, I Want My Website Now.
A product description is not hands-on testing. Verify the plan, current price and export access before committing.