There are two ways to add a new customer in Farmshare depending on where you are in your workflow. Both create the same customer record and give you the same fields to fill in.
Option 1: From the Customers Page
This is the best approach when you want to build out your customer list proactively — for example, before the season starts or when onboarding a new producer.
In the left sidebar, click Customers > All Customers, then click + Add Customer in the upper right corner.
Fill in the following fields:
Customer Type (required) — select Producer, Buyer, or Buyer & Producer
First and Last Name (required)
Phone and/or Email (at least one is required)
Company — farm or ranch name (optional but recommended)
Address Information — click to expand if you'd like to add a mailing address
Click Save when done. The customer will now appear in your customer list and will be searchable when scheduling jobs or assigning splits.Adding a New
Option 2: On the Fly During Scheduling
You don't have to add customers ahead of time. If you're scheduling a new job and the producer isn't in Farmshare yet, you can add them right from the scheduling wizard without losing your place.
During the Select Producer step of the scheduling flow, if the producer doesn't appear in the search dropdown, click + Add New Producer. The same contact form will appear — fill in their details and save.
They'll be added to your customer list and automatically assigned to the job you're scheduling.
This also works when assigning splits — if a buyer for a particular portion isn't in Farmshare yet, you can add them as a new contact directly from the split assignment screen. See Assigning Splits for more information!
Tip: During your Farmshare onboarding, your existing customer list will already be imported for you. If you pick up a new producer or buyer after that, use either method above to add them. There's no limit to how many customers you can have in the system.