Packing wholesale orders is no different than packing GrownBy retail orders. Here we will walk you through the same steps, but from the perspective of a wholesale seller.

Harvest & Reports

The first step to distribution is reviewing what needs to be packed. The Distributions tab offers various views of this information. Here is a rundown:

1. Daily Summary report

You may want to start with your Daily Summary, found on Distributions - Daily Summary. Be sure to navigate to the correct dates. This report will give you an aggregate view of all of the products needed for the selected days and locations. You may also export this report to quickly print via PDF or export to .csv with the following fields: SKU; Product Name; Product Type; Category; Producer; Buying Option; Qty; Units Each; Base Unit; Total Base Units; Product Subtotal.

Daily Summary report showing aggregated product totals by date and location

2. Location Summary

This report provides the same information as the Daily Summary, but all of the data is sorted by location. You may also download this as a PDF for quick printing or export to .csv with the following fields: Distribution Date; Locaiton; Product; SKU; Product Type; Category; Producer; Buying Option; Base Units; Units Ea; Qty.

Location Summary report sorted by distribution location

3. Sign-in

The Sign-in report is optimized for deliveries or customer pickups. By leading with the customer name and then summary of each customer's order, you can easily facilitate distributions. There are several features here:

  • Start Sign-in: This brings you to the sign-in sheet (see App-based sign-in)
  • Generate Emails: Creates list of all customer emails to quickly copy over to email marketing platform
  • Export to CSV: Exports all customers and order information
  • Export to PDF: Exports a formatted PDF with a list of customer names and orders to easily check names off of the list.
Sign-in report with options to start sign-in, generate emails, and export

Generate emails

Generate emails dialog listing customer email addresses

Sign-in app

App-based sign-in screen showing the customer list for a distribution

Box labels

For wholesale, we strongly recommend using labels for your cases of product for the following reasons: it is easier for the people receiving your product; it is helpful for packing the truck correctly; it can be extremely helpful to ensure everything that was ordered is packed; it looks more professional.

To export labels for wholesale, we generally recommend 1 label per item. If more than one product will go in a case, then use multiple labels or adjust the Items per label to suit. For instance, a whole case of lettuce would get 1 label with 1 item. On the other hand, a box of cuts of meat might have 1 label with 6 Items printed on the label.

Label export dialog showing items per label setting

On the label you will find the date and location of delivery; location abbreviation; order number; customer name; and item(s)

Sample printed wholesale box label with date, location, order number, and items

Delivery or Pickup

As you are making deliveries or facilitating pickups, we recommend that you use the app-based Sign-in sheet. This will help you keep track of your delivery route and who has received their products. You may also create notes on the delivery app that will be emailed to the Farm Admin after completion.

When a delivery is marked received, the customer will get an email notification and the received status will be reflected on the Sign-in sheet report:

Customer email notification confirming wholesale order received Sign-in sheet report showing received status for completed deliveries

Alternatively, you can export the .csv or print the PDF and mark each name off of the list as orders are received.