How to balance bi-weekly or other shares that need to be balanced by location

If you offer bi-weekly shares, you may find yourself wanting to balance them to keep distribution numbers equal. Here are some steps in that process.

Check to see sales per site

  • Go to your Farmer Dashboard in GrownBy
  • Go to Fulfillment in the left hand menu
  • Choose Location Summary from the report dropdown
  • Edit the dates in the filter menu to be the window you need to look for: first two weeks (if balancing biweekly) or the first four weeks if looking at every 4 week shares
  • View the sales in this span of time by location in the HTML view (on this page)
  • View the sales in this span of time in a .csv export. That export gives you the following columns:
    • Date of distribution
    • Location name
    • Product name
    • SKU
    • Product Type (like primary share, add on share, standard product)
    • Category
    • Producer
    • Buying Option
    • Base unit
    • Unit Each
    • Quantity

Hide schedules to balance sites

For farmers that have only one distribution site or only want to balance by shares sold (not by the more granular level of distribution location) they can hide the product that is the biweekly share. So if you have bi-weekly A and bi-weekly B, you could just hide the bi-weekly B product until sales leveled. To do this:

  • Go to Products
  • Find the share that you need to hide
  • Choose Hide from the three-dot menu on the right-hand side of the row
  • When shares feel balanced, turn on the Show hidden switch above the table to reveal hidden products, then choose Unhide from the three-dot menu next to the hidden product

For a farm with more granular need to balance by location, the farmer will need to hide and unhide the Schedule that is associated with the share. You can do that by going to:

  • Schedules from the sidebar menu
  • Find the schedule associated with the share
  • On the far right of that row, choose Hide from the menu with the three dots
  • When shares feel balanced, click the Show hidden switch at the top of the table. On the far right of the schedule row, choose Show from the menu with the three dots

Cancel shares and resubscribe the customer to a different schedule. There are situations in which you may need to cancel a share and resubscribe a customer to another share. This video covers that process.