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Dispatch - New / Edit Posted Route Stop

Dispatch - New / Edit Posted Route Stop

Owned by Michelle Cabaya (Unlicensed)
Last updated: Jun 21, 2024 by Christy Cocchia-Barbaree
15 min read

The route stop form allows you to edit information for a posted route stop or to add a new stop to a posted route. 

How to Add a New Route Stop 

From the Classic Operations App

  1. Click the down arrow next to the New button in the toolbar.

  2. Click Route Stop.

From X Route Dispatch Board

Click the New button  in the toolbar.

From Route Manifest

Click the New Stop button  at the top.

From Editing a Stop

In the toolbar, click Save and New to create a new stop on the current route, or click Save and Clone to create a new stop on the current route with the same information, except the Location, of the current stop. 

How to Clone a Posted Route Stop

You can clone a posted route stop. 

  1. Open a posted route stop. 

  2. Click Save and Clone.

Basic Information

  • Customer ID

  • Driver ID

  • Date

  • Route ID

  • Active checkbox setting

Location Tab

  • Name

  • Address

    • Address 2

    • City

    • State

    • Zip/Postal Code

  • Stop Type

  • Sequence (This will be one number higher than the original stop)

Required Driver Input Tab

  • Required Driver Input

  • Event

Notes/remarks/action buttons

  • Email/Fax Alerts

Basic Information

  • Parent Stop checkbox

  • Parent Stop drop-down menu

  • Force Location Scan drop-down menu

  • Notes

  • Current Day's Short Remarks

  • Current Day's Long Remarks

Rates Container

  • Pieces

  • Weight

  • Accessorial Item 1

  • Accessorial Item 2

Location Tab

  • Reference 1

  • Reference 2

User Tab

  • User Field 1

  • User Field 2

  • User Field 3

  • User Field 4

  • User Field 5

  • User Field 6

Times Tab

  • Override Time Windows checkbox

  • Min

  • Preferred

  • Max

Misc Tab

  • Secondary Lookup

  • Customer Route ID

  • Customer Stop ID

  • Customer Account ID

  • Override Settlement checkbox AND value

  • Override GL Account

  • Rate Chart Lookup

  • BOL

  • AFL1

  • AFL2

  • Send Parcel Scans Immediately checkbox

How to Edit a Posted Route Stop

From the Classic Operations App

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

From the Route Manifest

Double-click on any column of the stop you would like to edit, except for the "Name Address Signature" column. 

Clicking on the "Name Address Signature" column will open a web browser with a map showing the address.

How to Delete/Deactivate a Posted Route Stop 

Once a route stop has action taken on it, it cannot be deleted. It can only be deactivated.

Stop Form

Top toolbar

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

Icon

Field Name

Description

Icon

Field Name

Description

Save and Close

Save changes to the route stop and close the form.

Save and New

Save changes to the current route stop and create a new route stop to the current route.

Save and Keep Open

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

Save and Clone

Save changes to the current route stop and create a new route stop with the information, except for the Location, of the current stop.

Close 

Close the form without saving any changes.

Delete

Delete the current route stop.

Parcels 



Display the parcels form for contract stop parcels. Custom work is required for this functionality to be enabled.

The parcels icon is only displayed if enabled by CXT Software through custom work.

Distribution Parcels

Display the Parcel Manifest. See Parcel Manifest. 

Miscellaneous Data

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

Insert File

Insert a file attachment from your computer to the route stop.

View Scan History

Generates and displays a scan history report for this stop it in the default web browser. 

Basic Information

This section of the form contains basic information about the route stop.

Field Name

Description

Field Name

Description

Scan Barcode

The PKID of the posted route stop, an associated stamp, or an on demand order ID.

Quick Tips

When creating a new route stop use one of the following methods to populate this field:

  • To associate the route stop with a customer type the letter C and customer ID. See Customers - New/Edit Customer for more information on customers.

  • To create a route stop based on an on demand order type the letter D and the on demand order ID. See Orders for more information on on demand orders.

  • To assign a stamp to the route stop type the letter S and the stamp ID. See X Route - Stamps for more information on stamps.

View Audit Trail...

Opens the audit trail allowing you to view all the changes made to the stop form.

View Scan History...

Generates and displays a scan history report for this stop it in the default web browser. 

Driver ID

 The ID of the driver assigned to the route.  This field is read-only.  

Date

Date the stop was posted on or assigned if creating a new stop. 

Contract ID / Stop ID

Contract ID and Contract Stop ID of the Contract Stop from which the route stop was posted.  This field is read-only. Both will read "None" if the stop was manually added/created from an on demand order, or imported.  

Route ID

The ID of the route that the stop is currently assigned. Use the drop-down box to select a different route.

Billing Group/Center

The billing group/center for the stop. If the stop is from a contract stop, the originating contract stop’s billing group value will be defaulted into this field. Changes made on this form will act as an override for this stop.

Active

Mark the stop as active or inactive. Inactive stops will post as inactive.  

Parent Stop

Mark the stop as a parent stop for other stops. If this checkbox is checked, this stop will show up in the "Parent Stop" drop-down for other stops on this route. 

This parent/child relationship can be used for activating or deactivating posted routes on the dispatch board.  If the parent is marked as inactive, any children will also be marked inactive - and visa versa, if the parent is marked as active, all of the associated children stops will be activated. 

Arrived

Time and date the driver arrived at the stop. 

Completed

Time and date the stop was completed. 

POD

POD information for the stop, if available. If a signature was captured, the  button will be active, and clicking it will display the signature in a new window.

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