Everything ShelfStep does, in the order you’ll meet it
Each line is a path through ShelfStep that its own tests walk, start to finish, every night. A new line appears when a new path is walked.
Before you sign up
- Check your product before signing up
Label, price, cost, shelf life, home selling and what is on file, carried in.
Starts on the cost check - Book your first launch with Marco
Sittings beside you, from your recipe to a labelled batch on a shelf.
Starts on the done-with-you page
Your first minute
- Start your first launch
Name your product and do its first step, one question at a time.
Starts on the sign-up page - Get your plan written
A bar shows your plan being written, then it opens on your first step.
In your workspace - Put your steps in your order
Add a step or move a due date and every list and printout follows.
In your workspace - Add the products you already sell
Drop a Shopify export and each product you sell becomes a launch.
In your workspace - Fill in what you already sell
Three short asks put your label, batch size and first lot on record.
In your workspace - Start a step over, then undo
One press empties a step and Undo puts every answer back.
In your workspace - See your product’s picture grow up
A press on the picture replays each version of it in order.
In your workspace
Your recipe and the rules
- Write your recipe straight in
Each step opens on its first box, with your written recipe one press away.
In your workspace - Find your recipe on your product
Products lists each food with its recipe one press away.
In your workspace - Finish your recipe, count it later
One press says you are not sure yet what a batch makes.
In your workspace - See a rough cost per unit
Two numbers you know give a rough ingredient cost before the recipe.
In your workspace - Pack the same recipe two ways
Make the same thing in more than one pack, starting from your recipe.
In your workspace - See it before you make it
See what it could look like before you decide how to pack it.
In your workspace - Find out first
Starting from a recipe, find the answers before the questions that need them.
In your workspace - Take any food to its label
Any food goes from sign-up to a label draft in its maker’s words.
In your workspace - Start with just one thing
Put the label, the packet or a buyer’s sheet before the whole launch.
In your workspace - Keep every version of your recipes
Keep your recipes, with every version, yours to download.
In your workspace - See your ingredients drawn
Each ingredient you type appears as a small picture beside the recipe.
In your workspace - Pick names you have used
Under an ingredient, supplier or market box, ShelfStep suggests names you have used.
In your workspace - Work through the safety rules
Your pH reading is explained, with the final call left to a Process Authority.
In your workspace - Keep every document on file
File a lab report, estimate the nutrition or ask a lab for a price.
In your workspace - Choose whether ShelfStep uses AI
An admin turns AI off and every box still works by hand.
In your workspace
Making it
- Work out how to pack it
Compare six packs in your numbers before you have to know.
In your workspace - Ask co-packers for a quote
Co-packers answer from an emailed link and you pick one side by side.
In your workspace - Track every batch to its buyers
Each lot keeps a printed record and a recall page naming who bought it.
In your workspace - Fix a lot without losing history
Every edit keeps the old reading beside the new one.
In your workspace - Plan your next production day
Plan production around stock, sales and promised orders.
In your workspace - Count your supplies
Count supplies as deliveries arrive and batches use them.
In your workspace - Print your traceability plan
Print a traceability draft from the records you have kept.
In your workspace
Label, barcode and price
- Write your label’s words
Ingredients heaviest first and an allergen line checked against your recipe.
In your workspace - Get a barcode that scans
A mistyped digit or a number already on another product is refused.
In your workspace - Set your store and shelf prices
Both prices are worked out from what one unit costs you to make.
In your workspace
Money for the launch
- See what each cost will be
Your next cost and what each step typically costs, from the first day.
In your workspace - Find money for this launch
Grants and loans matched to your state, with a packet for each application.
In your workspace - See offers from ShelfStep’s partners
Offers sit on the step they lower, each saying whether ShelfStep is paid.
In your workspace - See what an order costs you
What a store’s order costs to make and when the store pays you.
In your workspace
Selling
- Log a market day by phone
Takings and the lot you chose reach your records, even with no signal.
In your workspace - List your product for wholesale
Publish its price and case pack on a page any store buyer can open.
In your workspace - Send your products to Faire
Download the spreadsheet Faire’s bulk upload asks for, with any gaps named.
In your workspace - Sell packets to a restaurant
Give a kitchen its case price, delivery day and its own sheet.
In your workspace - Accept a store’s first order
Accept it on Orders and you’re asked once to invite a maker you know.
In your workspace - Record a phone or email order
Write down a store’s phone or email order without sending the store anything.
In your workspace - See who opened your reorder link
Your order counts each open by kind of reader, never by name.
In your workspace - Plan your market season
Plan market dates and compare takings after booth fees.
In your workspace - Check your supplier statement
Check recorded purchases and payments for one supplier.
In your workspace - Show a buyer your progress
Share your product’s progress through a link you can withdraw.
In your workspace - Send a buyer’s account statement
Prepare a buyer’s statement from recorded orders and payments.
In your workspace - Send your wholesale line sheet
Prepare a wholesale line sheet with your products and prices.
In your workspace
Being found
- Show your own maker page
Your name, city, story and products, shown only while you switch it on.
In your workspace - Get found on the makers’ wall
Anyone can filter makers by state and kind and open their pages.
Starts on the makers’ wall
Programs
- Sign up with your association’s code
Joining sets your state and puts the association’s rules on your dashboard.
In your workspace - Count a program’s outcomes for funders
Progress counts only while a maker is a member and has agreed to share.
In your workspace
Your workspace
- Choose what ShelfStep sends you
The morning digest and each group of alerts have their own switch.
In your workspace - Keep hearing what needs you
After the plan, the morning email still names invoices, reorders and buyers to chase.
In your workspace - See when your trial ends
The last week tells you once a day that you keep everything you made.
In your workspace - Fix a payment that failed
Plan and billing shows the amount, the next try and a way to pay.
In your workspace - See what ShelfStep remembers about you
Your products’ names, how you work and when, each with its own Clear.
In your workspace - Finish a launch to start another
With every step done, one press frees its place for your next product.
In your workspace - Keep a deleted launch’s history
Type its name to delete it and the activity log still shows what happened.
In your workspace - Read what happens to your recipe
Who can see it, how AI turns off and how it is backed up.
Starts on the trust page
Operator and admin
- Record a provider referral fee
The operator records confirmed referrals with the fee disclosed on the provider’s card.
In your workspace - Record an institutional contract
The operator records agreed fees and external payments without charging a card.
In your workspace
Each night, one test walks a single maker from sign-up to a store’s reorder.
Start free
Everything above begins with the name of your product.