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Admin’s guide


Welcome to the administrator’s guide for the CoopCycle platform.

Our software is a complete logistics and e-commerce system allowing the delivery of a product from A to B. Our platform is dedicated to bicycle delivery and its license is designed to reserve the use for worker owned co-operatives only.

The platform is composed of two components:

Logistics

Pickup and dropoff management organised into a task system (two tasks form a delivery) allowing the following user actions:

  • The administrator:
    • can assign tasks or task lists to a courier.
    • can track the position of a courier in real time from the dispatch (dashboard) screen; assigning tasks can be done the day before or in real time.
    • can manage pricing for stores (by weight, distance, zone, type of bike).
  • The courier:

    • will receive the tasks on their smartphone (iOS and Android).
    • can mark a task as completed or failed and can add a comment.
  • The customer:
    • can place an order on the platform and pay (price calculation is automated and secured through Stripe).

E-commerce

Management of restaurants and shops, allowing the following user actions:

  • The customer:

    • can place an order via the platform (website) or via the smartphone application.
    • can place an order from a restaurant, by inputing their address and selecting a delivery time.
  • The business:

    • receives the order in real time, they can then accept or reject it.
    • can mark the order as ready, in this case the courier is notified.
    • can manage their menu online.

Admin access

Having admin access means your local coop has an instance on the CoopCycle platform (e.g.: https://awesomecoop.coopcycle.org)

If you have admin access it means your user account on your CoopCycle instance has been given admin privileges by the developer.

Admin privileges

Admin privileges means you have full control over your CoopCycle instance.

Check the sub-categories under Admin to learn more about your instance.

Key concepts


Tasks and Orders

Tasks

A task is the smallest unit of a delivery order.

A task is a To-Do unit under a specific address and a set timeframe.

There are two types of tasks:

  • Pickup or Collection
  • Dropoff or Delivery

Each order consists of a minimum of two tasks that a dispatcher assigns to a courier.

Pickup and Dropoff

The following information must be completed by the dispatcher for each task:

  • Address
  • Time range
  • Commentary

The following information is used to track the progress of a task in the delivery process:

  • Status
  • History The courier must pick up merchandise at an address and bring it to another address.

Orders

Assign two or more tasks to a delivery person creating a delivery. When the Retrieve and Drop tasks are created, the dispatcher assigns these tasks manually in the most optimal order that they judge. The creation of a delivery is materialized on the map by means of a GPS track which is proposed to the courier for delivery.