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

    • 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 ...
    • Exporting Emails in GrownBy

      Many farms will email customers with updates, share information, newsletters and more. There are many ways to pull emails from GrownBy, depending on your needs. Generate Email button: In Distributions > Sign In sheets, you can apply whatever filters ...
    • Getting started on GrownBy

      GrownBy is a direct marketing software (on desktop and mobile app) that is owned by farmers, like you. Using it, you can sell products via an online shop or sell shares and manage CSA customers. If you would like to start off by scheduling a call or ...
    • Adding Customers in GrownBy 3.0

      You may want to add a customer to your customer page. You may want to do this because they're uninterested or unable to use an app or website or because they're having a bit of trouble logging on. Here is a video showing how to add customers and ...
    • 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 ...