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• Downstream: When chaining is going in the direction of the operational workflow. Chaining happens from pickup to delivery. 

• Upstream: When chaining is happening in the opposite direction of the operational workflow. This is the chaining required for integrations. 

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• Automated chaining: Once set up in the Operations App no further actions are needed.

• Manual chaining, or pairing: Set up by the driver when scanning a parcel.

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Automated Example 1

You have a scheduled route with multiple pickups and one delivery.

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See How to Pair a Parcel in the Driver App.

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Upstream Chaining

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Delivery stops are imported into the Operations App, then the parcels on the delivery stops are linked to the load stops. Load stops can also be linked to receive stops, if appropriate for the operational workflow of the integration.

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How to Set Up

1. Go to X Route > Planning.

2. Select the route you would like to configure.

3. Chain the delivery stop to the load stop.

   • Option 1

     • Double click to open the load stop.

     • Use the Load Stop Options pull-down menu to select the load stop type.

       • Global Load Stop: Any delivery stop parcel chains up to the load stop. Ideal for routes with delivery stops for multiple customers. Sequence field color will be dark blue.  See Planning.

       • Customer Load Stop: Delivery stop and load stop must have the same customer ID. Ideal for reporting on OS&D and for integration exports. Sequence field color will be green.  See Planning.

   •  Option 2

     • Right click on the load stop.

     • Select Mark as "Load Stop" for Route.

     • Select load stop type and click OK. 

       • Global Load Stop: Any delivery stop parcel chains up to the load stop. Ideal for routes with delivery stops for multiple customers. Sequence field color will be dark blue.  SeePlanning.

       • Customer Load Stop: Delivery stop and load stop must have the same customer ID. Ideal for reporting on OS&D and for integration exports. Sequence field color will be green.  SeePlanning.
         

4. Chain the load stop to the receive stop.

   • Double click on the load stop to edit.

   • In the Stop Chaining section enter the Load From Stop, which is the previous stop in the operational workflow.

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