GrownBy Marketplace Order Editing
Marketplace orders can now be edited by the farmer prior to fulfillment of the order. This is a setting that farms can opt to turn off and on across their shop -- if it's on, farmers may choose to edit or decline orders. If farmers do nothing, the order will be automatically fulfilled on the distribution date. Please read more below.
Common Reasons to Edit an Order
1. Selling meat, cheese or other items with variable weight
When selling certain items, the actual weight of the item may not be known until fulfillment. With order editing, you can edit the weight (and price) of the product when the product is being packed.
2. Low inventory items
When inventory may be low or unknown, a farmer may need to physically review existing inventory before the order can be finalized. For instance, you might sell 100 pints of blueberries but only have 90 available after harvest. In this case, you can remove items from orders when they become unavailable.
3. Customer preferences and changes
Customers change their minds and make special requests, "Can you add this to my order?" With order editing, you can add or remove or swap items per customer requests after they've placed their order online.
How to turn on Order Editing
Please note that Order Editing is always enabled for orders placed on GrownBy Wholesale.
Go to Farmer Dashboard --> Account Settings --> Marketplace --> Enable Order Editing toggle.
Words to Know
Fulfillment
This is an order status change that occurs when the farmer manually clicks "fulfill" -- or automatically on the distribution date.
Distribution or pickup
When a customer receives their order(s)
The Order Editing Flow
When enabled, Marketplace orders may be declined or edited by the farmer. Importantly, any order that is not declined or manually fulfilled, will automatically change to order status "Fulfilled" on it's distribution date.
As a note, order editing is different in Wholesale. In Marketplace, there is simply an editing and fulfillment step. There is not an approval step in Marketplace.
Marketplace Order Editing Steps
- Customer places order
- Farmer notified that an order is placed
- Farmer finds order on the Orders tab and clicks Fulfill. From here, the farmer can optionally edit the order. If the farmer does nothing, the order will be automatically fulfilled and customer will be billed at the time of distribution.
Orders that can be edited and need to be fulfilled will have Fulfill in blue under the Action column
Opening Fulfillment will open the order detail page. From here, the order can be fulfilled and charged; edited; or declined.
In the order editing screen, the farmer can decline the order; edit line items; edit delivery addresses; and add items. If there are multiple locations on the order, these can be edited later in the customers pickups on the customer detail page.
The farmer must click Save and Update Customer Schedule to complete the editing action.
How to edit variable weights
One of the most useful aspects of Order editing is variable weights. To edit a variable weight, the farmer should:
- Click Fulfill Order on Orders tab
- Click Edit Order
- Find the product/s in question on the right hand side of the screen
- Click Edit Variable Weight
- Adjust the weight of the product being sold
Fulfilling the Order
After clicking "Save" the farmer is returned to the order detail screen. If the order is ready to be charged, click "fulfill". At this point, the customer will be charged or they will receive notice that an invoice is now due.
When customer selects an offline payment (available for farms with the Offline, CSA, Wholesale or plus plans), the customer will be sent an invoice when the order is fulfilled.
What if the farmer does not fulfill the order?
In Marketplace, if order editing is enabled, the farmer has the option to edit, decline, or simply fulfill the order. If the farmer does nothing, the order will be automatically fulfilled at the end of the customer's distribution. The downside to not taking action in this case is that payment will not be made until the order is received (or perhaps afterwards, if an offline payment).
Still have questions?
We have answers. Email GrownBy support directly at [email protected], or schedule a one-on-one call with one of our team members. A real human with farming experience will get back to you as soon as possible!
Related Articles
Order Notes
Order notes are a simple way for a customer to provide some additional information when they place their order. What are some uses for Order Notes? We've seen customers use order notes for the following: To specify a size range when placing a meat ...Refunds in GrownBy
You can issue refunds for an order in GrownBy on your dashboard through invoices, orders, or customers. We suggest using the order details page when you also need to cancel the order or item. In addition to full refunds, you can also issue partial ...The Invoices Page on GrownBy
One of the most important parts of GrownBy is the ability to view and manage your customers’ invoices. This article will show you how to: View past and future invoices Adjust an invoice Check for and encourage customers to pay past due invoices ...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 ...Partial Refunds
You can issue partial refunds through GrownBy. You may want to do this because: There was an item in an order/invoice that was unsatisfactory or missing and you need to make it up to your customer You are selling meat, cheese, or another product that ...