Help Articles
How to Manage Sales Tax
Sales tax is a complicated subject! Depending on the state, county, or even municipality your farm business is located in, you might be subject to different tax regulations. Sales tax can also be affected by where you are making the sale so shipping ...
Bulk Editing - Products
It is possible to edit multiple products at once in the GrownBy dashboard. You may want to take advantage of this feature to speed up your workflows when editing, hiding, or deleting products. You can edit the following fields through bulk editing: ...
Rolling/Unending Subscriptions
GrownBy can support an unending subscription. This article will help you learn how to set up and manage such a subscription. We will walk through some of the foundational decisions that you have to make to determine how best to set it up in GrownBy. ...
Financial Reports
GrownBy provides many ways to look at your farm’s financials. This article explains the figures on your dashboard and exports so you will know exactly how they are calculated. Further, you may be attempting to compare your GrownBy numbers to your ...
Transitioning Your CSA from One Season to the Next
You may ask yourself: What do I do at the end of a year? How do I transition my GrownBy set-up from one season to another? How does the way I set up my GrownBy influence the data I can get from GrownBy in the future? How do I track retention rates ...
How to Reach GrownBy Support
GrownBy Support is here to help you with the software! Our support team is made up of farmers like you. We make every effort to be available when you need us and respond quickly to your requests. Availability We are most available from 9 am to 5 pm ...
App-Based Sign-In and Managing Distributions
Managing Distributions When it’s time to deliver your products, GrownBy has many options to help you keep tabs on the process. GrownBy offers a couple of different options for managing Sign-in sheets/record keeping during your distributions. Our ...
3.5 Release Notes
Version 3.5 is here Welcome to 3.5! We included many new features and bug fixes in this release, and more articles will be made available to dig into those features. Here is a summary of what changes you can expect to see: Farm Shop Our goal with ...
Admin Roles and Inviting a New Admin to Your Farm
GrownBy allows multiple administrator accounts with different logins. This allows a farm to share info on GrownBy with collaborators without sharing some info that might be more sensitive (like your distribution volunteers don’t need to see your ...
Invoicing Your Customers
Adding an Invoice In GrownBy, you can create invoices or orders for customers. It is important to understand the difference between adding an invoice (which is not connected to Products) and an order (which has specific products attached to it). You ...
Partial Refunds
You can issue partial refunds through GrownBy. You may want to do this because: You are selling meat, cheese, or another product that is listed in your shop with a preliminary price and you need to adjust the final price down (Read more about ...
Create a CSA Group
GrownBy is built to support CSA groups and subscription sales. Currently, all shares or subscriptions MUST be associated with a CSA group. Before creating subscriptions through shares, please set up a CSA group. A Product can only be associated with ...
How to use GrownBy for different CSA types, including Custom
Community Supported Agriculture (CSA) share types have evolved significantly over the years and we see many innovations. Farmers use the phrase “CSA” and its framework to describe all kinds of selling strategies. With this chart, we aim to help you ...
The Invoices Tab 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 Check for and encourage customers to pay past due invoices Export your invoice ...
How to Customize and Print Packing Sheets/Labels
GrownBy allows for CSV or PDF exports of packing sheets, in addition to simply displaying the packing information in the distributions tab on the site/app. The PDF gives you one order/ per page but you may wish to print your orders in a different ...
Claiming a Vacation Week
In GrownBy, you can claim a vacation week from a subscription and receive farm credit to be used towards a future purchase. Your farm may have specific policies about how many vacation weeks you can claim, when and for what products you are allowed ...
How to Pay an Invoice as a Customer
Your farmer may invoice you if they entered your order into GrownBy. Or, you may have an outstanding invoice from an order you placed, but did not pay for. Or perhaps you have a failed payment because of an issue with a credit card. In any case, this ...
Product Inventory Management
Inventory is a required field for standard products and shares. The inventory is automatically adjusted down when a product is sold or up when an order is canceled. You set the original inventory when you're creating the product/share, but you can ...
How to Create an Account and Order as a Customer
As a customer shopping with farms on GrownBy, you will need to create an account. You can create an account during your first purchase (recommended if you already know what farm you’d like to purchase through). The first step is to navigate to ...
Selling Wholesale on GrownBy
You can sell wholesale on GrownBy! Depending on your farm’s needs, there are a couple of different ways to set it up and this article will walk you through the options. We’ve broken it down with some questions that will help you decide how you want ...
Offer SNAP Online as a Payment Method for CSA Shares
We know that farmers want to easily accept SNAP benefits for CSA shares and to sell food directly to consumers. Customers also welcome this option. However, due to USDA regulations and the practical difficulty of using SNAP benefits to pay for a ...
Information and Materials Needed to Set-up GrownBy
Grab all of the documentation that you'll need to make the process of setting up your farm in GrownBy proceed quickly! Administrative Your EIN (or social security number if that’s what you use for your farm’s taxes) Your Stripe account login (if you ...
Distributions Menu
The distributions menu gives you all of the information you need to get your products to the customers who ordered them. This article explains what is available on the distributions menu with information about the: Daily Summary, Location Summary, ...
Making a Private Shop on GrownBy
On GrownBy, you can create a “Private CSA Group” any time you want to offer certain products/prices to certain customers. The group or shop is only accessible via a specific link and is not visible to the general public. This might be for the ...
Adding Customers to Your Farm on GrownBy
A farm admin can add customers through their GrownBy dashboard. You might want to do this if: You are moving from another platform or system to GrownBy and you want to get everyone started You have customers who are having trouble getting started ...
Buy in Advance
On GrownBy, the Farm Admin can turn on an option to allow customers to buy from your farm in advance. This feature can be used for any order that you’d like to be more flexible than a subscription, such as CSA boxes, maple syrup, eggs, milk, etc. ...
Refunds in GrownBy
You can issue refunds for an order in GrownBy on your dashboard through invoices, orders, or customers. The order details page is the best place to refund from because you can issue a full or partial (for only some products of a multi-product order, ...
Digital Products
On GrownBy, there are three types of Products: Standard, Subscription, and Digital. There is also a specific Digital Product for Farm Credit. This article covers Digital Products and their uses. You might want to use a Digital Product if: You want ...
First Steps to Troubleshoot GrownBy
When encountering issues with GrownBy, performing some basic web troubleshooting steps can often resolve the problem. Five essential actions to consider are: Use GrownBy in only one tab or window at a time. Reloading the page with a hard refresh and ...
Selling Meat or Cheese on GrownBy
GrownBy works for selling Meat, Cheese, or other products that are pre-packaged and sold by weight. In this article, we cover a few different ways a Farmer might sell Meat or Cheese on GrownBy, and our suggestions for how to handle different ...
Hiding and Closing Products and Schedules
In GrownBy, the Hiding and Closing actions have different, specific meanings and uses for your farm. This article will explain these features and when you might want to use them to manage your Products and Schedules. You can access these features in ...
Create a Farmer Account on GrownBy
Creating an account is the first step for a farmer using the GrownBy platform. To get started, visit grownby.app. Click the drop down with the account icon at the top right of the screen and then click Sign in: For farmers, we strongly recommend that ...
Cart Options at Checkout
Cart Options are available so you can customize the checkout experience for your Customers. Enabling this feature can help reduce your GrownBy transaction costs by inviting your Customers to cover them for you! During check out, customers can choose ...
Share Templates
How to use share templates. Share templates are a way to group together similar types of shares for CSA farmers. They allow you to offer a variety of shares but streamline how shares appear in reports. Templates must be created BEFORE creating the ...
Setting Up Delivery in GrownBy
GrownBy has features to help make delivery of your products and shares go as smoothly as possible. Delivery is linked to geographic Delivery Zones, which you define through zip codes. Once you set up Delivery Zone(s), they will only be ...
Canceling, Refunding, and Resubscribing
Canceling, Refunding, and Resubscribing You might want to cancel, refund, and resubscribe a customer if: You have a customer whose biweekly share week you need to change Canceling First, go to Customers and find the person. In their Customer Detail ...
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 ...
Promotions and Discounts
This article covers how to quickly and easily set up custom Promotions and discounts. What are Promotions? Just like many other online sales platforms, GrownBy uses Coupons and Promo Codes to provide discounts to customers. Setting up these discounts ...
Create an EBT/SNAP-Eligible Product
If you are not yet certified to accept SNAP Online, please read this article to learn about the certification process and to get started! Your customers will only be able to purchase products that are listed as SNAP-eligible. The option to use EBT as ...
Vacation Weeks
What is a vacation week? Vacation weeks are a very popular feature for consumers on GrownBy. When a customer claims a vacation week, they will be given credit to your farm for a future purchase or invoice. If customers have installment payments ...
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