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How to import and manage stops

Learn how to add, edit, barcode scan and move stops between routes

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Written by Ana Lopatina

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 > Controls > 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 create and assign delivery services to stops

Services help you create reusable delivery service types (eg same day delivery, next day delivery) which you can then apply to a stop.

Services are available on all plans, with the following limits:

  • Starter: 1 service

  • Premium: 3 services

  • Expert: unlimited services

Step 1. Create a delivery service

To create a service, go to Controls > Services and click > Create service

Fill out the service details:

  • Service name

  • Service identifier

  • Price per stop that you will charge for this service

Next, you need to complete the service level agreement for that service and set the:

  • Service completion deadline

  • Service cutoff time

  • Service days

  • Service availability by depot

  • Service operating area

Finally, set up your service preferences and features by selecting:

  • The stop type this service is available for eg pickup/delivery/both

  • What POD is required for this service

  • What recipient notifications are required for this service

  • If cash on delivery is possible for this service

Your service has now been created and is ready to be assigned to stops.

Step 2. Assign a delivery service to a stop

You can manually assign a delivery service to a single stop by clicking on a stop and editing its details.

To assign a service to multiple stops, you can:

  • Go to > Stops

  • Select the stops you want to update

  • Use the bulk edit option to assign a service to that selection of stops

To import stops with assigned services, add service details to your spreadsheet when importing into Dispatch, or add them to your API integration.


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 depot you want to see stops from, and 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 > Filter by route to see stops from a specific route.

You can add more filters to narrow down the list by stop:

  • 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

  • Client

  • Warning

  • Custom properties

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 link a pickup and delivery

You can link a pickup and a delivery so that the pickup stop is placed before the delivery stop on a route.

You can link pickups and deliveries manually, or when importing a spreadsheet.

  • When importing a spreadsheet, add your stop type to the Type column

  • Add a new column called Linked Pickup

  • Mark the stop type as Pickup for the collection stop

  • Enter the pickup's row number in the Linked Pickup column for all the relevant deliveries

  • A single pickup can link to multiple deliveries

(In this example, the delivery in row 2 is linked to the pickup stop in row 1)

You can link pickups and deliveries manually:

  • Click on the stop details to edit it

  • Go to > Linked pickup

  • Click > Set linked pickup

  • Select one of the pickup stops from the drop down

On the driver app and dispatcher dashboard, pickups are marked with an arrow.

Drivers can see which pickup is associated with each delivery by clicking on a stop.

How linked pickups and deliveries behave

Reordering stops won't break the link. A pickup will always be placed before its delivery.

If the packages from one pickup exceed the vehicle's capacity, the pickup stop is repeated on the route, so the driver can return for more items.

Package count is visible in the driver app stop details. You can edit the number of packages on the delivery, and the pickup number will automatically update.

How to unassign linked pickups

Unassign only the pickup

linked deliveries stay in the route, but no longer linked to a pickup

Unassign the whole group

Moves deliveries and pickup together to unassigned, with link intact

Unassign part of the group

Link breaks for each unassigned stop


How to set a depot as the default pickup point

You can set a depot as the default pickup point, making it the first stop on every route.

  • Go to > Controls > Depots

  • Select a depot, turn on > Use this depot as a default pickup location

  • Set Estimated time at depot (minutes)

Once enabled, the depot pickup stop is added automatically to any route with assigned deliveries.


How to use barcode/QR code scanning with stops

If you use barcode or QR codes on your shipping labels, you can import this information into Spoke Dispatch by adding it to the stop details field > Barcode ID.

If you have clients that import their own stops via Spoke Connect then barcode shipping labels will automatically be generated for them and will appear in the stop details field as > Spoke Barcode ID.

Read more about how your clients can generate barcode shipping labels.

Enable barcode scanning in your account, and you can choose which delivery milestones in a route will require the driver to scan a package's barcode/QR code.

Choose to enable barcode scanning when:

How drivers can scan barcodes/QR codes to add stops to their route

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

  • Go to > Controls > Barcode scanning

  • Enable barcode scanning

  • Choose to enable Scan to import stops

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

  • The Barcode/QR code 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/QR code label on the package. That stop is then automatically moved from the stops list and added to their route

How drivers can scan barcodes/QR codes when loading their vehicle

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

  • Go to > Controls > Barcode scanning

  • Enable barcode scanning

  • Choose to enable Scan to load vehicle

  • Tick the box to allow barcode scanning for Scan to load vehicle

  • Inform drivers that this barcode/QR code 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/QR codes on the packages as they load them into their vehicles

How drivers can scan barcodes/QR codes when attempting delivery

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

  • Go to > Controls > Barcode scanning

  • Enable barcode scanning

  • Choose to enable Scan to confirm delivery attempt

  • 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/QR code 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:

  • Click on the map view

  • Top right on the map click the dotted square 'select area' icon

  • A hexagonal grid pattern will be overlaid on the map view

  • Click to select the hexagon sections which contain the stop or stops you want to move

  • Using the toolbar at the top of the stops list click > Move

  • This will open a Move Stops pop-up, where you can move stops to any route or back to the Stops list

Use the options on the Move Stops pop-up if you want to:

  • Choose which stop properties to include

  • Keep a copy of the stops in the original route

  • Select where you want to move those stops to: an existing route, a new route, or the Stops list

  • Click the blue Move Stops button

  • The stops you selected have now been moved

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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