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:
Have their own recurring schedule. See How to Edit Weekly Stop Schedules for Contract Stops in X Route.
Be posted to activate them on the dispatch board. See Post Recurring Orders or Routes.
How to Add a New Contract Stop
Go to X Route > Contracts.
Double-click the customer associated with the contract.
Double-click the contract you would like to add the stop to.
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
Go to X Route > Contracts.
Right-click on the stop you would like to clone on the right in the stops pane.
Select Clone Contract Stop.
From the Contract Form
Under Stops, right click on the contract stop you would like to clone.
Select Clone Contract Stop.
From Contracts
Under Customers, click on the customer associated with the contract stop you would like to clone.
Click the contract with the contract stop you would like to clone.
Under Contract stops, right click the contract stop you would like to clone.
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
Double-click the customer associated with the contract.
Double-click the contract with the stop you would like to edit.
Double click the contract stop you would like to edit.
Alternate steps
Double-click the customer associated with the contract.
Click the contract with the stop you would like to edit.
In the Contract Stops section on the right, double click the contract stop you would like to edit.
From Route Planning
Double-click the group folder if applicable.
Click the route.
Click the plus sign next to the route name.
Double-click the stop.
How to Deactivate a Contract Stop
From the contract stop form, click Action > Schedule, or click Schedule in the toolbar.
In the Recurring Schedule form, select End on under Range of Recurrence.
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 |
|---|---|---|
| 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. |