Customer Information Page Overview: Stops

Before You Use This Article

• Access needed: Load Manager login and permission to use this screen, report, setting, or workflow.
• Best starting path: Start from Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services based on your company type.
• If this is not your setup: If this is not your company type, choose Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services.

Use the Stops area on a customer profile to save repeat pickup and delivery locations for that customer. Saved stops make load entry faster because users can search for the stop name on the load screen and pull in the saved address, contact, phone, email, instructions, and notes.

Open the Customer Stops Page

1. Go to Customers.
2. Open the customer profile you want to update.
3. Select the Stops tab to review existing stops.
4. Select Add Stops or Add New to create a new stop for that customer.

What the Stops List Shows

The Stops tab lists the saved locations connected to the customer. The list can show details such as:

• Stop Name: The location name users will search for on a load.
• Address: The saved street address or location details.
• Contact Person: The main contact for that stop.
• Contact No.: The phone number saved for the stop.
• Email: The email address saved for the stop.
• Customer: The customer profile the stop belongs to.

Add a New Stop

1. From the customer profile, click Add Stops or Add New.
2. Enter the required stop details: Stop Name, Address, City, State, and Zip.
3. Add optional contact details such as Contact Person, Phone, Ext, Fax, and Email.
4. Confirm the correct Customer is selected.
5. Add Instructions for load instructions that should follow the stop.
6. Add Internal Notes for notes your team needs to see internally.
7. Click Save Stop.

Edit or Delete a Stop

From the Stops list, click the stop name or row to open the stop record.

• Update the stop fields and click Save Stop to keep your changes.
• Use Delete only when the stop should be removed and is not needed for future loads.

Use a Saved Stop on a Load

Saved customer stops are available from the load screen when users search in pickup or delivery name fields. When a saved stop is selected, Load Manager can populate the saved location and contact details into the load stop section.

Use clear stop names, such as a warehouse, plant, distribution center, or store name, so dispatchers can quickly tell which location they are selecting.

Tips for Clean Stop Records

• Use a stop name that is specific enough to identify the location.
• Keep the address, city, state, and zip accurate so load documents show the correct location.
• Put driver-facing pickup or delivery directions in Instructions.
• Put team-only comments in Internal Notes.
• Review duplicate stops before adding a new record for the same location.

If a Stop Does Not Appear on a Load

If you cannot find a saved stop while entering a load, check the following items:

• The stop is saved under the correct customer.
• The stop name is spelled the way you are searching for it.
• The customer and stop are available to your office or user permissions.
• The stop record was saved successfully after it was added or edited.

Related Articles

• Customer Information Page Overview
• Import Customers, Leads, and Stops from a CSV File
• Add a New Load
• All Loads Screen Overview