The template checklist
Use a blank, current processor sheet as your reference. Keep a copy of its version or date. Before translating it into a form, identify these fields and ask the processor about anything missing.
| Part of the form | Include |
|---|---|
| Processor | Name, contact, delivery email, instruction deadline, and sheet version. |
| Reservation | Farm, customer, contact details, and quarter/half/whole share. |
| Steaks | Available cuts, thickness, packaging, and any either/or selections. |
| Roasts and other cuts | Available choices, preferred roast size, and keep-or-grind options. |
| Ground beef | Package sizes, patty options, and the shop’s restrictions. |
| Optional items | Bones, fat, organs, or other items the processor actually offers. |
| Charges | Amount, unit, who collects it, and which choice triggers it. |
| Final review | Customer confirmation, signature, date, and the people receiving the final copy. |
This is a setup checklist, not a universal processing order. Leave out unavailable options, and keep the processor’s instructions authoritative.
Write one decision at a time
A question such as “How would you like your loin cut?” is easier to answer than a row of unfamiliar abbreviations. Give each answer a short explanation. Keep thickness, package quantity, and cut style separate when the processor allows them to vary independently.
“How many steaks would you like in each package?”
Explanation: “Choose the amount you normally cook at once. Use one of the package sizes offered by this processor.”
Do not silently fill gaps in the PDF. If the sheet says “standard,” ask what that means and whether the customer needs to see the definition.
Add charges and rules only where they help
Mark two choices incompatible when they cannot be fulfilled together. Test the rule in both directions. Selecting the first choice should explain why the second is unavailable, whichever one the customer chooses first.
Keep a fixed charge separate from a charge based on a weight you will learn later. Bulk Beef supports fixed surcharges per share. A processor’s per-pound processing bill should not be converted into an invented fixed fee. Confirm who will bill it and explain that separately.
Preview, review, then publish
In Bulk Beef, template setup has three steps: processor details, cuts and choices, then preview and finish. Start with the common beef questions and edit only what your processor needs. You can save a draft while you resolve the details.
- Walk through the form as a customer on a phone.
- Try every optional charge and every incompatible pair.
- Generate a sample signed PDF and review it with the processor.
- Confirm the farm, customer, and processor receive the intended copy.
- Publish the approved template for new reservations.
Keep signed customer instructions intact when a template changes. In Bulk Beef, existing customer sheets retain their original template. For the first conversion, the US$99 guided pilot includes setup for one farm and one processor.
Put it to work
Your processor’s sheet. Your farm’s store.
Bulk Beef connects deposits, digital cutting instructions, hanging weight, and balance invoices in WooCommerce. The guided pilot includes setup for one farm and one processor. US$99 once, with a 30-day refund window.
See the guided pilot Try the demo first