Contract Stops - New / Edit Contract Stops

The contract stop form contains the information required to bill the customer, pay the driver (if pay needs to be overridden from the route level), and manage the stop of a contract.  

Newly created contract stops must:

How to Add a New Contract Stop

  1. Go to X Route > Contracts.

  2. Double-click the customer associated with the contract. 

  3. Double-click the contract you would like to add the stop to.

  4. Click the AddStop button  at the top of the contract stop form.

Quick Tip: You can clone a stop from the Edit Stop form by clicking the clone button in the toolbar. See Top toolbar below.

How to Clone a Contract Stop

From Route Planning

  1. Go to X Route > Contracts.

  2. Right-click on the stop you would like to clone on the right in the stops pane.

  3. Select Clone Contract Stop.

From the Contract Form

  1. Under Stops, right click on the contract stop you would like to clone.

  2. Select Clone Contract Stop.

From Contracts

  1. Under Customers, click on the customer associated with the contract stop you would like to clone.

  2. Click the contract with the contract stop you would like to clone.

  3. Under Contract stops, right click the contract stop you would like to clone.

  4. Select Clone Contract Stop.

How to Edit a Contract Stop

From the Classic Operations App

Use the search field in the top right under the toolbar.

From Scheduled Contracts

  1. Double-click the customer associated with the contract.

  2. Double-click the contract with the stop you would like to edit. 

  3. Double click the contract stop you would like to edit.

Alternate steps

  1. Double-click the customer associated with the contract.

  2. Click the contract with the stop you would like to edit.

  3. In the Contract Stops section on the right, double click the contract stop you would like to edit.

From Route Planning

  1. Double-click the group folder if applicable.

  2. Click the route.

  3. Click the plus sign next to the route name.

  4. Double-click the stop.

How to Deactivate a Contract Stop

  1. From the contract stop form, click Action > Schedule, or click Schedule in the toolbar.

  2. In the Recurring Schedule form, select End on under Range of Recurrence.

  3. Select the date you would like the contract stop to be deactivated.

How to Delete a Contract Stop

From the contract stop form, click Action > Delete at the top of the form.

Stop Form

Top toolbar

The top toolbar contains icons representing actions that can be taken in regard to the contract stop.

Icon

Field Name

Description

Icon

Field Name

Description

Save and Close

Saves contract stop changes and closes the form.

Save and Keep Open

Save changes to the current contract stop and keep the form open.

Close

Close the form without saving any changes.

Schedule

Opens recurrence schedule window.

Generate Label

Generate a barcode label with information about the parcel that can be copied and used in another application in order to print out a label for the parcel.

Quick Tip: You can also generate a label by going to Action > Generate Label in the top of the parcel form.

Parcels

Displays parcels assigned to the contract stop.

Clone

Creates a new contract stop by copying current stop information onto a new stop.  The original stop is saved and closed.

Miscellaneous Data

Display Miscellaneous Data. Miscellaneous Data is used during integration imports if needed for the integration.

Customer Billing 

Field Name

Description

Field Name

Description

Contract ID

Shows ID of the contract to which stop is assigned. This field is an auto-populated display only field and cannot be edited.

Billing Group/
Cost Center

Enter a new billing group/cost center, or select from the list. Billing groups are maintained in the customer record's "Reference" tab. See Customers - New/Edit Customer

This is an optional field to attach information such as a department or cost center to be billed for delivery service. Invoices can be sorted and subtotaled by this field.

Rate

The rate customer is billed each time this stop is posted unless a multiplier is used. This field is active only on stop rate and stop rate multiplier billing type. 

Multiplier

The rate multiplier for the stop and used with the contract schedule used when Billing on the contract is set to "Stop Rate * Multiplier".

Example

If the contract stop schedule is set to post 5 days a week, but the contract schedule is set to post 2 days a week, the invoiced amount would be the Multiplier value, multiplied by the Rate value, multiplied by the 2 days in the contract schedule.

Calculated Rate 
X Multiplier

The product of the previous two fields: Rate and Multiplier.  If used, the customer is charged this amount when the contract is invoiced instead of the Rate multiplied by the number of days the stop is posted during the billing period. This field is active only on stop rate and stop rate multiplier billing type. 

Surcharge
Adjustment %

Surcharge adjustment for contract stop. This field adjusts the surcharge based on global settings (in Options > X Route). 

 This field is active only on stop rate and stops rate multiplier billing type. 

Description

Description of the stop. This will not appear on the customer's invoice.

Driver Pay

Field Name

Description

Field Name

Description

Override Settlement

If checked, the pay defined on the route level is overridden by the value entered in the text box. 

Address

Field Name

Description

Field Name

Description

Name

Name of company, person, etc., for contract stop.  Not required but it should generally be used.  The first few characters of an existing address point can be entered to find saved points.

Address

The complete street address for the stop.  Not required but it should generally be used (is required for successful route optimization).  Address information is accessed by clicking on the "Address" button  to the left of this field.  Once the "Address" button is clicked, address information can be edited, a new address point can be added, or address points can be deleted.

Phone

The phone number for the stop.  This field is alphanumeric so both digits and formatting characters are saved.

Contact

Contact name information.

Long Remarks

Detailed information about the stop.  This information is sent to the driver's mobile device.

Short Remarks

Summarized information about the stop.  This information appears on the manifest and is sent to the driver's mobile device.

Driver Notes

General notes about the contract stop.

Displayed in the Driver App on the Stop Info screen and in X Internet it is displayed under Short Remarks column with the Current Day's Short Remarks in Route Tracking. If the stop is consolidated in the Driver App, only the Remarks of the first consolidated will be displayed.

Email/SMS Text Alerts

Email address(es) and/or phone number(s) that will automatically receive status update notifications for the posted contract stop. Separate multiple entries with a semicolon ";".

Arrived / ETA / Completed

These checkboxes determine which emails will be sent during the pickup or delivery process. If a checkbox is grayed and you are unable to check it, this means that the status event is not set up with a message format in the customer record for the customer on the order. 

  • Arrived - A message is sent when a route stop is marked with the "Arrived" time stamp.

  • ETA - A message is sent when a route stop's ETA is updated with more than a 10 minute change.

  • Completed - A message is sent when a route stop is marked with the "Completed" time stamp.

Labels

Label(s) for the customer to be used for reporting purposes. See Labels (Classic Operations App).

Tabbed Section

This is the tabbed section of the form.

Route Info

The Route Info tab contains important information about the stop.

Field Name

Description

Field Name

Description

Stop Type

Specify stop type by selecting from these options: Start, Pickup, Delivery, Exchange, Meet, Flight, and End. Required.

Additional stop types can be used, as needed.  See Stop Types (Classic Operations App).

Depot

Set Depot for the contract stop.  See Depots (Classic Operations App).

Route

Shows route to which contract stop will post.

Reference 1

This value will automatically be entered into the "Reference 1" field on the posted route stop form.

Reference 2

This value will automatically be entered into the "Reference 2" field on the posted route stop form.

Parcel Info

Parcel Type

Sets default parcel type for the contract stop.

Weight

Sets default weight for the contract stop.

Clicking  opens the Dimensional Weight Calculator. See Dimensional Weight Calculator

Pieces

Sets default number of pieces.

Stop Sequence and Time Window

Sequence

Sequence this contract stop will have when it posts.

Override time windows

Overrides the global Options > X Route "Stop Time Settings". See Global Options.