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Members

Members are the farmers of your cooperative. This screen is where you register them, keep their details up to date, and download their season statements.

Permission required: MEMBER_READ (view), MEMBER_CREATE / MEMBER_UPDATE / MEMBER_DELETE, MEMBER_IMPORT.

The members screen

Adding a member

  1. Select Add member.
  2. Enter the member's number, name, phone and any other details your factory captures.
  3. Save. The member is registered under the active factory.

Editing and removing members

Use the row actions to edit a member's details or remove a member. Members are scoped to your factory and cooperative — you won't see members from other factories unless your role grants cross-factory access.

Importing members

If you're moving from spreadsheets, use Import (MEMBER_IMPORT) to bring in many members at once rather than typing them individually. Ask your administrator or CherryLedger support for the import template.

Downloading a statement

Each member row has a Statement action. Pick a season and download a PDF member statement showing their priced deliveries, advances, deductions and net payable. This requires the REPORT_VIEW permission.

Tip

Members can also see their own statements themselves through the Farmer portal.