Dispatch - New / Edit Posted Route Stop
- 1 How to Add a New Route Stop
- 2 How to Clone a Posted Route Stop
- 3 How to Edit a Posted Route Stop
- 4 How to Delete/Deactivate a Posted Route Stop
- 5 Stop Form
- 5.1 Top toolbar
- 5.2 Basic Information
- 5.3 Tabbed Section
- 5.4 Location Tab
- 5.5 User Tab
- 5.6 Times Tab
- 5.7 Parcels Tab
- 5.8 Notes Tab
- 5.9 Misc Tab
- 5.10 Status Codes Tab
- 5.11 Required Input Tab
- 5.12 Attachments Tab
- 5.13 Rates
- 5.14 Notes/remarks/action buttons
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
Click the down arrow next to the New button in the toolbar.
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.
Open a posted route stop.
Click Save and Clone.
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 |
---|---|---|
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 |
---|---|
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:
|
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 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. |