What it is
Retrieve a list of held/skipped share deliveries. This works for the past as well as the future. Commonly used when you are approaching the end of a season and wish to identify who might have held share deliveries remaining in the earlier parts of the season.
"share" and "share delivery", informally, are often inter-changeable. But there is a technical distinction to point out, as this report really deals with "share deliveries" as opposed to "shares". A "share delivery" is a particular instance of a share that a member will receive: the vegetable share delivery that I got last week is a separate thing from the share delivery that I will get this week, even if they are both part of my subscription to the Vegetable Share. A "share", formally speaking, is the basic type of a share, like the Vegetable Share, or the Egg Share: these come in one or more sizes, called the "share size".
Parameters
Start Date: Selects the starting date for the date range in which to look for held shares.
End Date: Selects the ending date for the date range in which to look for held shares.
Output
The output will be a XLSX (excel) file with the following columns.
- user_id - the unique id of the user to which the share belongs. This cell is also a link to view the member's share deliveries in Harvie
- first_name - the first name of the user
- last_name - the last name of the user
- email - the email of the user
- phone - the phone of the user
- order_id - the unique id of the order to which the share delivery belongs. This cell is also a link to view the order in Harvie
- order_type - the type of the order, commonly: "SIGNUP" if the order was placed on the signup page, and "FARM_STAND" if the order was placed on the Farm Stand or Shop page
- order_status - the current status of the order
- total_price - the total price of the order
- total_adjustments - the total value of all adjustments applied to the order
- adjusted_order_total - the sum of total_price and total_adjustments
- total_paid - the current sum of payments and balance usage towards the shares on this order
- share_delivery_id - the unique id of the share delivery which is held. See note above about the distinction between "share delivery" and "share".
- share - the name of the share. This cell is also a link to view the share in Harvie
- share_size - the name of the share size. This cell is also a link to view the share size in Harvie
- status - the current status of the share delivery
- location - the name of the location where the share delivery is currently set for distribution
- delivery_date - the date of delivery/pickup for the share delivery
- quantity - the quantity of the share delivery. A single share would be 1, double would be 2, etc.
- item_price - the price of the share as recorded on the order. Generally, this should not change even if the price of a share size is changed (though that is a rare thing to change)
- adjusted_share_delivery_price - this is item_price multiplied by (adjusted_order_total / total_price). This is meant to be a way to think about the price of the share after any discounts or other adjustments have been applied
- amount_due - this is the amount that is currently set to be paid on the share delivery towards the share(s) on the order.
Interpretation
The two most common scenarios that gave rise to this report are:
- At the approaching end of the season, a farm wants to know who has past held share deliveries so that they can help to get them rescheduled in the remainder of the season (getting the full value of their share instead of having some go unused).
- A farm wants to look ahead and get a sense of how many of their upcoming share deliveries have been held.
In these cases, this report provides the necessary information. It also helps to provide a gauge of the revenue towards order's shares that was held, along with the composition by share, size, or location.