Co-op Management Documentation¶

Menu Location: Settings > Co-ops (admin-edit.php?table=coops)

Access Level: Manager / Administrator

Last Updated: 2026-03-01

Overview¶

Co-ops are group pickup locations where multiple customers receive deliveries at a single address. Manage co-op sites, track membership, and organize grouped deliveries.

Primary Functions:

Create and manage co-op pickup locations
Assign customers to co-ops
Track co-op order volumes
Set co-op-specific settings
Monitor co-op payment status

Co-op Configuration¶

Creating a Co-op¶

Required Fields:

Name: Co-op location name
Address: Pickup address
Route: Delivery route/day
Contact: Primary contact person
Status: Active/Inactive

Optional Fields:

Notes: Special instructions
Capacity: Maximum customers
Payment Method: How co-op pays (if applicable)

Co-op Types¶

Community Co-ops: Neighborhood pickup points Workplace Co-ops: Office delivery locations Organization Co-ops: Schools, churches, etc. Private Co-ops: Private group pickups

Customer Assignment¶

Adding Customers to Co-op¶

Method 1: From Customer Account

Open customer info
Edit subscription
Select co-op from dropdown
Save changes

Method 2: Bulk Assignment

Filter customers
Select multiple
Bulk action: Assign to co-op

Co-op Membership¶

View co-op members:

Go to Customers page
Filter by co-op
See all members at location

Delivery Management¶

Co-op Orders¶

Orders for co-op members:

Grouped by co-op location
Delivered to single address
Individual customer labeling
Member responsible for distribution

Co-op Route Integration¶

Co-ops assigned to specific routes based on:

Geographic location
Delivery day preference
Route capacity

Common Use Cases¶

Use Case 1: Create Office Co-op¶

Goal: Set up workplace pickup location

Steps:

Go to Settings > Co-ops
Click "Add New"
Name: "Acme Corp Office"
Address: Office location
Contact: Office coordinator name/phone
Select appropriate route
Save co-op
Assign employees to co-op

Use Case 2: Monitor Co-op Performance¶

Goal: Track order volume at co-op