Objective
This SOP explains how to manage an existing cutsheet in FarmShare, including editing a cutsheet already attached to a split, changing to a different cutsheet, and maintaining cutsheet records in the library. Follow these steps to update customer-specific cutsheets accurately and keep records organized.
Key Steps
1. Open the existing cutsheet you want to update 0:00
Navigate to the relevant split or customer record in FarmShare.
Locate the existing cutsheet attached to the split.
Confirm you are viewing the correct cutsheet before making changes.
2. Edit the cutsheet already attached to the split 0:18
Select Edit if you only need to modify the cutsheet currently attached.
Update the fields you want to change.
Save your changes to keep the cutsheet linked to the same record.
3. Save and refill the edited cutsheet 0:24
You can reselect the cuts you want, and add notes in each primal section, including the Trim.
After editing, click Save.
Refill or update the cutsheet details as needed.
Example: enter a new preferred name or selection, then save it to the buyer cutsheet record.
On mobile, this is what it looks like:
Open the cutsheet
Click Advanced View on the first screen
Then make your edits, and add notes:
4. Use Change to start over with a different cutsheet 0:34
Select Change if you want to replace the current cutsheet entirely.
Use this option when you want to start over or choose a different preselected cutsheet.
This is different from Edit, which only modifies the existing attached cutsheet.
5. Choose the source for the new cutsheet 0:43
When using Change, select the appropriate source:
Processor cutsheets
Buyer’s own cutsheets
Producer cutsheets
Your own saved cutsheets (Processor)
Choose the option that matches the cutsheet you want to apply.
6. Create or upload a new cutsheet if needed 1:01
If no existing cutsheet fits, you can:
Upload a filled cutsheet
Fill out a new cutsheet
Look up legacy cutsheets from FarmShare version 1
Use the method that best matches the available information.
7. Find the cutsheet in the cutsheet library 1:20
Go to the Cutsheet Library.
Open Custom Cutsheets.
Search by customer name or cutsheet name to locate the record you want to manage.
8. Delete an unwanted cutsheet record 1:20
If a cutsheet should no longer be saved, click the red trash can icon.
Confirm deletion only if you are sure the record is no longer needed.
Use this to remove outdated or unnecessary cutsheets from the library.
9. Reassign a cutsheet to a different customer 1:34
Click the arrows icon to reassign the cutsheet to a new customer.
Search for and select the correct customer name.
Save the reassignment so the cutsheet is linked to the correct record.
10. Duplicate a cutsheet for another customer 1:44
Click the duplicate icon if you want to copy the cutsheet to another customer.
Use this when you need the same cutsheet on multiple customer records.
Duplicating keeps the original cutsheet in place while creating a copy elsewhere.
11. Preview or download the cutsheet 1:54
Click the preview icon to review the cutsheet before taking action.
Click the download icon to export a filled-out version of the cutsheet.
The downloaded version will not include producer or cutsheet header information.
12. Delete the cutsheet permanently if needed 2:05
Use the red trash can icon to permanently delete the cutsheet.
Only delete when you do not want the cutsheet saved anywhere.
Verify the record is no longer needed before removing it.
13. View the Cutsheet form as a Customer would
Go the form you want to view in Cutsheet Builder
Click the eyeball Preview button to walkthrough the cutsheet as a customer would
Cautionary Notes
Edit changes the cutsheet already attached to the split; Change replaces it with a different cutsheet.
Deleting a cutsheet is permanent, so confirm before clicking the trash can.
Reassigning moves the cutsheet to a new customer record, while duplicating creates an additional copy.
Downloaded cutsheets do not include producer or cutsheet header information.
Make sure you are working in the correct customer or split record before saving changes.
Tips for Efficiency
Use Edit for quick corrections instead of starting over.
Use Change when the entire cutsheet needs to be replaced.
Search the cutsheet library by customer name to find records faster.
Preview before downloading or deleting to avoid mistakes.
Duplicate a cutsheet when multiple customers need the same setup, rather than recreating it manually.