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How to import and manage stops

Learn how to add, edit and move stops between routes

Chloe Ammonds-Nutt avatar
Written by Chloe Ammonds-Nutt
Updated over a month ago

How to import stops

When you log in, you will automatically land on the Stops list view. Here, you can bulk upload, edit, and move stops.

A stop can be uploaded directly to the Stops list or moved from a route it was previously assigned to back to the Stops list.

You can upload stops by:

Once you have imported your stops, they will appear as a list that displays information on the stop address, assigned depot, how it was added, the date when it was added, and more.


How to add custom stop properties

If you would like to add and import a custom property for a stop that is not already included in the available spreadsheet fields above, you can create a custom property.

  • Go to > Settings > Operations > Route and stops

  • Under Custom properties, click > Add custom property

  • Name your custom property eg Order Number

  • Select if you want this custom property to be visible to Recipients on their tracking page and/or to Drivers in their stop details on the driver app

If you are importing data using a spreadsheet, add your custom properties in a new row when you next upload your delivery data.

If you are importing data using Spoke’s Public API, you will now be able to include custom stop properties in your API integration. Click here for API documentation.


How to make changes to unassigned stops

To make changes to an unassigned stop, you can:

  • Click on an individual stop, and the stop details will appear.
    Edit any of the stop details and your changes will be automatically saved


    OR

  • Select multiple stops from the list and the bulk edit bar will appear.
    Click edit to make and apply a change to all the stops you have selected


How to filter, search, and sort the Stops list

At the top of the Stops page, select the status of stops you want to see in the list.
You can select all/any of the following stop statuses:

  • All stops

  • Unassigned

  • Scheduled

  • In progress

  • Completed

  • Failed

  • Unattempted

At the top of the Stops list click > Add Filter

You can filter the stops list by:

  • Status - unassigned/scheduled/in progress/completed/failed/unattempted

  • Type - pickup or delivery

  • Place in route - Start, Anywhere, End

  • Driver

  • Added from - The method used to add the stop to the list eg spreadsheet

To search the stops list enter information about the stop you want to find into the search box at the top of the page.

To specify a date range click the date range drop down in the top right of the list and select a date range or create a custom date range

To sort the stops list, click the sort icon at the top right of the list.

You can sort the stops list by time or alphabetically using :

  • Address

  • Recipient

  • Creation time

  • Earliest first

  • Latest first


How to use barcode scanning with stops

Unassigned stops with a Barcode ID can be automatically moved from the stops list to a route created by a Driver.

How drivers can scan barcodes to add stops to their route

  • The Dispatcher uploads stop data containing Barcode IDs via spreadsheet or via an API integration

  • The Barcode ID label is attached to the physical package

  • The Driver creates a route on their driver app, and they have the option to add a stop by scanning the barcode label on the package

  • The Driver scans the barcode label on the package. That stop is then automatically moved from the stops list and added to their route

How drivers can scan barcodes when loading their vehicle

Stops with a barcode ID attached can be scanned by a driver when they are loading their vehicle to record proof of custody.

This permission is off by default.

To turn it on, go to > Settings > Operations > Driver settings > Barcode scanning

  • Tick the box to allow barcode scanning for drivers before loading their vehicles

  • Inform drivers that this barcode scanning option is now turned on

  • On the driver app, after optimizing their route, drivers can tap > Load vehicle

  • The barcode scanning viewfinder will appear

  • Drivers can scan the barcodes on the packages as they load them into their vehicles

How drivers can scan barcodes when attempting delivery

Stops with a barcode ID attached can be scanned at the point of delivery by a driver to mark that delivery as completed.

This permission is on by default.

To turn it off, go to > Operations > Driver settings

  • The Driver arrives at the stop and taps > Delivered

  • The barcode scanner is automatically triggered

  • It displays the stop address and barcode ID to scan

  • Scan the barcode on the package

  • Collect proof of delivery if required


How to move stops between routes

On the Dispatcher dashboard to move stops to a route:

  • Select the stops you want to add to a route from the list

  • Click > Assign to route

  • Select a route from the calendar or create a new route to add them to

To move stops from a route back to the stops list:

  • Go to the route that contains the stops you want to move

  • At the top of the page click the dropdown arrow box

  • Select > Move stops

  • This will take you to the Move Stops view

  • On the From dropdown menu select the route and then stops you want to move

  • On the To dropdown select Unassigned stops

  • Click > Move stops

Click here to read more about how to use Spoke's Move Stops feature.


Read next...

Click here to find out how to create a route.


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