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
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
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.