How do I add a custom stop to a route?
EasyRoutes allows you to add custom stops to any of your routes for maximum flexibility when planning delivery routes.
Click either link below for further details specific to the EasyRoutes product you're using:
EasyRoutes for Shopify
- Click on the "Additional actions" (three dots icon) button located underneath the map and click the Add stop menu, before selecting Custom stop:
- Fill out the form to add your stop, ensuring a valid address is entered
- Click the "Add" button at the top of the page to add it to your route
- Click the "Save" button to save your changes.
Address Book:
If there are custom stops that you deliver to frequently, or anticipate delivering to again in the future, the Address Book feature allows you to save a stop's customer, address, and contact details, as well as time window, stop time, and stop note preferences.
From a Route or Route Group page, access the Add orders tab, and click the Address book button shown below:
Within the address book dialog, you can manually add entries using the New address button:
- Use the checkboxes on the left-hand side of any entry to select stops. Click "Add" once you've selected all required entries and they will be added as pins to the map.
- Frequently used entries can be pinned to the top of the address book by clicking the star icon to the left of any entry's name.
- To edit the details of any entry, click the Actions (three dots icon) button on the right-hand side of the entry, and select Edit address. Click "Update" once you're finished making changes.
Stops that have already been added to a route can also be edited/updated to replace certain stop details with those saved in the address book - for example, to include a preferred geolocation or stop note based on previous experience delivering to a specific customer:
- From any route page, access the Edit stop menu for the stop you'd like to update from the additional actions (three dots icon) menu as shown below:
- Use the Search bar or Browse button within the Address Book card to find the saved address you'd like to use for this stop:
- Select the desired saved address, and click the Add button:
- You'll be prompted to select which stop details to use from the address book for this stop:
- Click the Update button at the top of the screen to return to your route; click the Save button at the top of the page to save stop changes to the route.
EasyRoutes for Web
- Click on the "Additional actions" (three dots icon) button located underneath the map and click the Add stop menu, before selecting Custom stop:
- Fill out the form to add your stop, ensuring a valid address is entered
- Click the "Add" button at the top of the page to add it to your route
- Click the "Save" button to save your changes.
Address Book:
If there are custom stops that you deliver to frequently, or anticipate delivering to again in the future, the Address Book feature allows you to save a stop's customer, address, and contact details, as well as time window, stop time, and stop note preferences.
When viewing any already created route, access the Actions menu (three dots icon) below the map, and select Open address book:
Within the address book dialog, you can manually add entries using the New address button:
- Use the checkboxes on the left-hand side of any entry to select stops. Click "Add" once you've selected all required entries and they will be added as pins to the map.
- Frequently used entries can be pinned to the top of the address book by clicking the star icon to the left of any entry's name.
- To edit the details of any entry, click the Actions (three dots icon) button on the right-hand side of the entry, and select Edit address. Click "Update" once you're finished making changes.
Stops that have already been added to a route can also be edited/updated to replace certain stop details with those saved in the address book - for example, to include a preferred geolocation or stop note based on previous experience delivering to a specific customer:
- From any route page, access the Edit stop menu for the stop you'd like to update from the additional actions (three dots icon) menu as shown below:
- Use the Search bar or Browse button within the Address Book card to find the saved address you'd like to use for this stop:
- Select the desired saved address, and click the Add button:
- You'll be prompted to select which stop details to use from the address book for this stop - enable/disable desired options and click the Replace button:
- Click the Update button at the top of the screen to return to your route; click the Save button at the top of the page to save stop changes to the route.