Review the latest Farmshare release so you understand what is already live in the tool.

Confirm the team is aligned on new features before using them in production.

If questions come up, use Chat with RIP first as the initial support path.

If RIP cannot resolve the issue, escalate to the Farmshare team for help.

Confirm the new Cutsheets are live in production.

Schedule time with Wyatt to configure your account if you have not already done so.

Verify that:

Make sure the printed artifact matches what your team expects to hand to customers.

Open a customer profile.

Locate the two Cutsheet options:

Open the legacy Cutsheet you want to migrate.

Click the Action button.

Select Convert to New Format.

Review the conversion results:

Fix any mismatched options that do not have a one-to-one equivalent in the new format.

If a legacy option does not exist in the new format, treat it as a required review item.

Update the new Cutsheet configuration so the customer’s selections are represented correctly.

Reach out for support if the mapping does not behave as expected.

Use the converted Cutsheet only after confirming the important selections are accurate.

Open the job's Cutsheet. Find the 3 dots.

Select Add Yield.

Enter the yield details for each item the customer selected.

Capture the following where applicable:

Use the box identifier to track where the product is stored in your facility or freezer.

Save the yield details once all values are entered.

After yield is entered, open the Packing Slip option.

Download the packing slip for the customer’s job.

Use the packing slip to show:

Provide the packing slip along with the invoice when needed.

Enter total weight for each item so it can feed into invoicing.

Use quantity and packs as supporting details when needed.

Do not worry about individual package weights in the yield screen.

Understand that the yield screen is designed to support the next step: invoice generation.

Open the new invoice screen for the job.

Review the invoices associated with the job.

Assign invoices to the correct party:

Enter the relevant weights and item details.

Mark whether the invoice is:

Generate the invoices once the details are complete.

Go to the Invoices tab.

Confirm the invoices are in Draft status.

From draft status, you can:

Use the draft stage to verify accuracy before sending.

If only part of a job is ready, generate an invoice for that portion only.

Leave the remaining portion uninvoiced until it is ready.

The system will show which splits have already been invoiced.

The job will not move to invoicing status until all invoices for the job are completed.

For split jobs, invoice each side when it is ready.

Example workflow:

Use the invoice screen to select only the split that should be billed at that time.

Confirm the system marks already invoiced splits so you do not duplicate billing.

Open a customer account to view the full activity tracker.

Review the customer’s paper trail, including:

Use the tracker to understand the full relationship history with the customer.

Open a specific job to view its activity timeline.

Review the end-to-end story of the job from scheduling through pickup.

Look for milestones such as:

Use this timeline to verify progress and troubleshoot issues.

Check the calendar for pending requests.

Recognize unscheduled requests by their low-opacity calendar appearance.

Use the calendar as the main workspace instead of switching between multiple pages.

Treat the calendar as the operational home page for daily work.

Open calendar settings from the top-right controls.

Toggle event types to show only the work you need.

Toggle species filters to narrow the view, such as showing only beef.

Use filters to reduce clutter and focus on the jobs you need to manage.

Review the weekly progress bars on the right side of the calendar.

Use the bars to understand how full each week is.

Hover over a week to see how booked out that week is.

Use this view to plan throughput and avoid overbooking.

Watch for warning or yield indicators on calendar jobs.

Hover over the indicator and click Fix.

Update the job from the linked page without leaving the calendar workflow.

Use this shortcut when a job is missing required information, such as a buyer assignment.

Open a specific day from the calendar.

Add a calendar note for staffing or operational changes.

Close the day if no work should be scheduled.

Add extra capacity for a species when needed.

Save changes so the calendar reflects the updated day status.

Click View Day to open the sidecar for that date.

Use bulk actions to complete multiple tasks at once:

Use this view to avoid opening each job individually.

When downloading Cutsheets for a day, use the bulk download option.

The system generates one PDF with each Cutsheet on a new page.

Use the single PDF for easier printing and screen viewing.

This is especially useful when displaying Cutsheets on a tablet or TV.

From the day view, update job statuses without opening each job record.

Use the calendar to move jobs through the workflow.

Enter weights, mark drop-offs, and download documents from one place.

Use this process to save time during busy production days.

If your facility uses QR codes or screen displays, use the bulk PDF workflow to support that process.

Consider reordering or regenerating files if your workflow depends on a specific sequence.

Use carcass tags and QR codes to quickly open the correct animal or Cutsheet on screen.

Coordinate with Farmshare if you need a more advanced display workflow.

If your current labeling or scale system is unreliable, review alternatives.

Consider systems mentioned by users such as DigiScale, Toast, Tempack, or VistaTrac.

Match the system to your use case:

Confirm compatibility with your facility before switching systems.

Add custom fields when Farmshare’s default fields do not match your facility’s needs.

Define the field name and what it applies to:

Choose the field type, such as single select.

Add the values you need, such as:

Mark whether the field is required and when it should be captured.

Add custom fields to the documents and views that matter to your workflow.

Configure the following display areas:

Remove fields you do not use and keep only the information your team needs.

Preview each document after saving to confirm the layout is correct.

Save a preferred hang time to a customer profile when they consistently request the same aging period.

Use the saved preference as the default for future bookings.

Offer alternate hang times during booking when needed.

Add any extra cost for longer hang times so it appears on the final invoice.

If a customer needs different hang times by quarter, review whether your current workflow supports that.

If quarter-specific tags are not available, use a manual workaround such as printing multiple tags.

Keep track of which quarters need different aging periods.

Revisit the workflow if the product team releases quarter-tag support later.

Update your Farmshare landing page to better represent your business.

Add key business details such as:

Add supporting content such as:

Use the landing page to help customers book directly and understand your process.

Use a QR code or scheduling page to help fair buyers book and submit Cutsheets.

Consider assigning the fair board or fair organization as a producer to simplify customer intake.

Offer standard Cutsheet options to reduce manual follow-up.

Use text and email communication to reach buyers faster during fair season.

Schedule time with Farmshare to plan fair-specific workflows before the season starts.

Do not assume legacy Cutsheets will map perfectly; always review flagged issues after conversion.

Verify yield entries carefully because weight data feeds invoicing.

When invoicing split jobs, avoid billing the same split twice.

Bulk actions from the calendar affect multiple jobs at once, so confirm the selected day before saving.

Custom fields should be configured carefully so they appear on the correct documents and at the correct capture stage.

Quarter-specific hang time workflows may require a manual workaround until native support is available.

Use Chat with RIP first for quick answers before escalating.

Schedule a setup session with Wyatt to avoid configuration delays.

Use the calendar as your main operating screen to reduce navigation time.

Use bulk day actions to mark drop-offs, enter weights, and download documents in one pass.

Use one PDF bulk downloads for easier printing and screen display.

Save customer-specific hang times to reduce repetitive data entry.

Build standard fair Cutsheets ahead of time to reduce manual work during busy seasons.