Specify details for multiple parcels at the same stop
A stop with several parcels in Upper? Set the parcel count, choose where to load it in the vehicle, and add a reference photo so drivers load and hand off the right items.
Some stops have more than one parcel. In Upper, each stop carries its own parcel details: 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 delivery order and hand over the right items without searching the vehicle.
A workspace can be set up to use Technician and Service labels instead of Driver and Delivery. The parcel settings work the same either way.
What you can set for a stop's parcels
Each stop has a Parcel Info tab in the stop editor. It holds three settings:
| Setting | What it does |
|---|---|
| Parcel Count | The total number of parcels at this stop, set with a stepper (− / value / +). |
| Place in Vehicle | Where to load the parcels, chosen from selectors: Front / Middle / Back, Left / Right, and Floor / Shelf. |
| Upload Picture | A reference photo of the parcels, uploaded from your computer. |
Set the details on 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 to match the number of parcels at this stop. Choose where to load them 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.
For a dense route where many boxes look alike, the Place in Vehicle selectors turn the load into a known layout. "Back, left, shelf" is the difference between a quick handoff and a hunt through the vehicle.
Set the parcel count for many stops at once 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 during 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 parcels 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
Required import fields
Upper needs only one mapped field to import stops: the address. Everything else is optional. Use a full address, separate columns, or GPS coordinates.
Specify pickup vs. delivery for a stop
Mark each stop as Delivery, Pickup, or None in Upper. Stop type shows in the driver app, can be added as a column, and clarifies the action at each location.