Creating Orders for your Customers

Creating Orders for your Customers



You might want to create an Order for you Customer if:

  • They are not able to access the website or do not use the internet

  • You are documenting an order that has already been picked up or was made in person and you want to track it in GrownBy

  • It is more efficient to do it yourself

  • You are fixing an order that is incorrect – ie canceling and recreating an order

  • You are adding an order during a closed-window time when your customer cannot



The Order Creator in GrownBy can help you in all of these situations. You can also mark an existing order as paid, and/or put in payment information and charge a customer’s credit card. If you are offering a CSA/subscription, you can even create a payment schedule which will automatically charge the customer’s card on a set schedule. 


Getting Started


Note: There are two ways to access this feature. Either on the Customer Detail page (where the customer is already selected) or on the Orders page (where you first add a Product, then the Order Summary sidebar appears, and then you add a customer). 


Customer detail Page: 


Orders page: 

The Order Creator looks like this:


 



To begin to create an order, first, sort the page by the type of Product you’d like to add first: Standard, Subscription, or Digital. 


Note: One order can contain any combination of Product types. Next, select the products you’d like to include. 


If the Product you are adding is a Subscription, you must select “Schedule @ Location” and a CSA Group before you can add the Product to the Order.


Note: If the Product you wish to add has been hidden (perhaps it is a subscription that you are no longer accepting signups for through your website), you will need to first go to Products, toggle the "Show Hidden" selector, and then unhide the product. If the Product is closed, you will still be able to add it to an Order. 

When you select the first product, if there are multiple pickup options, a pop-up will appear that says, Please Select Pickup. 


Once you’ve selected the Pickup, simply select the date(s) you want and click OK. 


If the Order is for Delivery, select Delivery and put in the Customer’s address. If your farm has a Delivery Zone in GrownBy that matches the zip code of the Customer’s address, it will become selectrable. Select the zone. You will then be prompted  to choose delivery date(s). Select the date(s) and click Next. 


In both cases, once you have added your first product, an Order Summary sidebar will appear on the right side of your screen. You can continue to build the order and when you are done adding Products, move on to the bottom of the sidebar to select payment options. 



Payment 


Once your order is ready, the next step is to choose your billing/payment option from three options. First, you can simply send an invoice to your customer. The customer will receive an email notification which contains a Pay Now button.


Second, you can mark the order as already paid and send your customer a receipt. You can use this option if you are tracking an already completed order within the software. 


Third, you can choose a credit card that is already on file in the system or enter a new credit card. Click Choose Payment Method. A pop-up will appear. Select or add a card. When you’re adding a new card, there is a check box that says “Update all future invoices to this card.” By selecting this box, you can assign that card as the payment method for future invoices that have not yet been processed.


When you’re done, just click Place Order! 




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