Add package information to stops
Attach parcel details to any stop in Upper — parcel count, where to load it in the vehicle, and a reference photo — so drivers load and deliver faster.
Upper lets you attach parcel details to a stop: how many parcels it has, where to load them in the vehicle, and a reference photo. The driver/technician sees this before they arrive, so they can load in order and pull the right items without searching the vehicle.
Where parcel details live
Each stop has its own parcel details on the Parcel Info tab of the stop editor. The Parcel Info tab holds three things:
| Setting | What it does |
|---|---|
| Parcel Count | The number of parcels at this stop, set with a stepper (− / value / +). |
| Place in Vehicle | Where to load the parcel, chosen from selectors: Front / Middle / Back, Left / Right, and Floor / Shelf. |
| Upload Picture | A reference photo of the parcel, uploaded from your computer. |
A workspace can be set up to use Technician and Service labels instead of Driver and Delivery. The Parcel Info tab and its settings work the same either way.
Add parcel details to a stop
Open the route
Go to Route Plan and open the route that has the stop.
Open the stop editor
In the stop list, open the Action (…) menu for the stop and choose Edit Stop. The stop editor opens as a panel on the right.
Go to the Parcel Info tab
In the stop editor, select the Parcel Info tab.
Enter the parcel details
Set the Parcel Count with the stepper, choose where to load it under Place in Vehicle (Front/Middle/Back, Left/Right, Floor/Shelf), and use Upload Picture to add a reference photo from your computer.
Save
Click the blue Done button to save the stop.
Set the parcel count during an import
When you import stops from a spreadsheet, you can fill in the parcel count for every stop in one pass. Add a column with the parcel count to your file, then map it to the Parcel Count field on the Review & Import step of the import.
Add a parcel-count column to your file
Add a column to your CSV or Excel file holding the number of parcels for each row.
Map it during import
Start an import (the Import with Preview wizard is recommended). On the Review & Import step, map your parcel column to the Parcel Count field in the column-mapping list.
Review and import
Check the preview grid and finish the import. Every stop is created with its parcel count filled in.
Upper remembers your column mapping. If you keep the same headers in the same order next time, the parcel-count mapping is reused automatically.
How parcel details are used
| Where it shows up | What it does |
|---|---|
| Driver/technician app | Shows the parcel count and where to load it, so the driver can load in order and pull the right items |
| Vehicle capacity | If you've set up capacity fields, parcel volume can factor into capacity-aware optimization (Optimize and Enterprise plans) |
| Reference photo | Gives the driver and dispatcher a visual of the parcel for the stop |
Parcel count and vehicle capacity are separate. Parcel count is informational on its own. To have the optimizer respect how much a vehicle can hold, define Capacity Fields under Settings → Customization and set capacity per stop and per vehicle. Capacity-aware optimization is available on the Optimize and Enterprise plans.
Troubleshooting
Related
Add multiple time windows to a stop
Give a customer two acceptable delivery periods on a single stop in Upper. Add both windows during import or in the stop editor so the optimizer fits whichever works best.
Add special instructions to a stop
Add a Notes field to any stop in Upper for gate codes, leave-at-back-door directions, and access details — manually on the stop or in bulk through your import.