Objective
This SOP explains how a producer can review jobs in Farmshare, identify missing split types or buyers, and complete or correct assignments. It also covers when to assign an existing customer versus creating a new buyer and how to handle cutsheet notifications.
Key Steps
1. Log in and open your jobs list 0:00
Sign in to your Farmshare account.
Navigate to Your Jobs.
Review the job categories shown:
Scheduled Jobs
In Progress Jobs
Pending Approvals
Identify any jobs showing missing information, such as missing buyers or split types.
2. Review missing split types or buyers and use the Fix option 0:16
Open the job that shows missing details.
Look for indicators that a buyer or split type is missing.
Select Fix to correct the assignment.
If needed, divide the animal by split type.
Choose the appropriate split format, such as:
Half/Whole
Quarters
Confirm the job is now assigned correctly.
3. Fill in the cutsheet for an assigned animal 0:30
After the animal is assigned to you, open the job details.
Complete the cutsheet if you are responsible for entering the cut preferences.
Save the cutsheet so the information is stored with the job.
Verify the assignment reflects the correct owner or producer.
4. Assign missing jobs to an existing job or create a new buyer 0:41
For jobs with missing assignments altogether, select the option to assign the animal as a whole if appropriate.
Choose whether to link the animal to an existing job/customer or create a new customer.
If the customer has worked with you before, select the existing customer record.
If this is a new buyer, enter the new customer information and add the buyer.
5. Decide whether to send a cutsheet reminder or complete the cutsheet yourself 0:57
If you assign the job to an existing customer, Farmshare will send a cutsheet reminder automatically.
If you prefer, you can complete the cutsheet on the customer’s behalf.
If a cutsheet has already been saved, it will appear in the job record.
Choose the workflow that best fits your process:
Customer completes cutsheet via notification
Producer completes cutsheet directly in Farmshare
6. Resolve all remaining missing split types and buyer assignments 1:19
Review the job list for any remaining issues.
Identify entries where the buyer is not assigned.
Identify entries where the split type is missing.
Set all required split types first.
Assign the correct buyers after split types are configured.
Confirm every animal/job has both:
A valid split type
An assigned buyer
Cautionary Notes
Do not leave jobs with missing split types or missing buyers unresolved.
Make sure the split type selected matches the actual arrangement (for example, half/whole or quarters).
If assigning to an existing customer, verify the customer record is correct before saving.
If creating a new buyer, enter accurate customer details to avoid duplicate or incorrect records.
Confirm whether you or the customer is responsible for completing the cutsheet before proceeding.
Tips for Efficiency
Review all jobs in one pass to catch missing assignments early.
Use existing customer records whenever possible to reduce data entry.
Standardize split type selection for common arrangements like half/whole and quarters.
Save cutsheets immediately after completion to avoid rework.
Check for buyer and split-type gaps before finalizing the job to prevent delays.