You can view a printable SOP in Google Docs.

Get orders on the truck/ready at the farm

  • Login to GrownBy
  • Navigate to Fulfillment using the admin dashboard menu
  • Under "Select a Report" choose Pick List. Review and export, as necessary, the Pick List report. The pick list includes all the items that are needed to fulfill orders for that day. The list can be narrowed by date or location, default is the next 7 days. Reports may take longer to generate with a larger date range. If you only have one location, skip the next step.
  • Optionally, select Location Summary in the dropdown if you need to track how many or which products are going to a specific location. Review and export, as necessary, your Location Summary report. This report will verify where boxes/products need to go.
  • Optionally, select the Packing Sheets report to see per-order packing details. Use the Export Labels option from the Export dropdown to print order labels if needed.

Export customer list for in-person distribution

  • In Fulfillment Reports, select Sign-in Sheets from the "Select a Report" dropdown.
  • Click Export, then Export as PDF. This is your sign-in sheet for the distributions. The first page is a summary; the following pages include what each customer is picking up at that day, location, and time. See more about that report here.
  • If you need payment information, click Export, then Export as CSV. This sheet will give you the amount due of the most recent invoice per customer. There are additional fields on this page that may be useful for your distribution.
  • Optionally, click Customer Emails. If you'd like to send a customized email to the group, GrownBy offers a list of emails to copy into Mailchimp for newsletters and the like.

What GrownBy does

  • Sends customers a reminder email 24 hours before the start of distribution
  • Sends app push notifications to customers before scheduled pick up