Balancing shares in GrownBy 3.0

Balancing shares in GrownBy 3.0

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 distributions in the left hand menu

  • Choose Locations summary

  • Edit the dates in the filter menu to be the window you need to looks 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 biweekly a and bi weekly b, you could just hide the biweekly b product until sales leveled. To do this:
  1. Go to Products
  2. Find the share that you need to hide
  3. Click on "hide" from the card view or from the three dot menu on the right hand side of the list view

  4. When shares feel balanced, unhide or show the schedule again. In list view: on the far right, choose “show” from the menu with the three dot, in the card view: click on “Hidden”


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. You may find it easiest to choose “list view” as opposed to “card view” from the two icons at that top, depending on the number of schedules you have.

  • Hide the schedule:

    • In list view: on the far right, choose “hide” from the menu with the three dots

    • In card view: click on “Hide”

  • When shares feel balanced, unhide or show the schedule again :

    • In list view: on the far right, choose “show” from the menu with the three dots

    • In card view: click on “Hidden”




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.



    • Related Articles

    • Biweekly Shares

      Note: Biweeklies can be complicated to set up in GrownBy! Please reach out to us so that we can talk this through with you! Many farms distribute biweekly, or every other month, either as a means of providing a “smaller” share size to customers, to ...

    • How Customized Shares Work in GrownBy

      Custom Shares GrownBy offers customizable shares for shoppers. A custom shares plan is necessary to offer customized shares. You may also be interested in a different type of custom share system (such as a spend-down CSA). You can read more about ...

    • The Custom Shares Dashboard

      The Custom Shares Dashboard If you are running a customizable CSA on GrownBy, the Custom Shares page of your dashboard is the place to go for settings and information related to that customization. It’s also the place to go to set your customization ...

    • SOP for Custom Shares Weekly Tasks

      Here's an SOP with tasks for custom share that you can duplicate and edit to suit your needs. SOP Opening Custom Shares GrownBy

    • 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 ...