How to Use the Stop Manager Tool
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Users have two options for viewing stops: Choosing Show Customers with Misaligned Stops and/or using the many customer and route filters available.
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1. Using Universal Search, navigate to the Stop Manager dashboard.
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2. Select Show Customers with Misaligned Stops.
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​3. Click Show Stops.
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a. Here are the customer with misaligned stops.
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b. Click the Plus icon on a customer to view the stops.
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Green Stops: If a stop is green, this means the Stop Manager was able to find a correlated delivery stop for a presell stop or the stop does not require a correlated stop.
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Yellow Stops: If a stop is yellow, this indicates that the Stop Manager was not able to find a correlated stop for a stop that should be tied to a related stop. Yellow indicates that action may need to be taken.
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4. Editing stops from within the Stop Manager is possible by clicking on the Pencil icon on each stop.
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a. After editing and clicking save, users will be returned to the same view of Stop Manager that they were previously viewing.
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5. Click Add Stops and this will take users to the Add Stops tool.
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a. By clicking the Add Stops, select the Activity of the Stop they are creating.
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b. Select Work Day.
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c. Click Show when ready.
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d. This will bring users to a view similar to Mapped Routing.
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e. Select a route that users want to add the stop to.
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f. Select a Product Group, if needed, by clicking the product group drop-down menu.
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g. Select a Phase by clicking the phase drop-down menu.
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h. Determine a Sequence by dragging and dropping the stop into the list of the stops for the route.
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6. Click Save Changes when ready.
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7. Click Stops Manager when complete to refresh and return to the Stops Manager tool. The new stop should now be reflected.
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8. Users can search by using any of the other customer and route filters. Uncheck Show Customers with Misaligned Stops.
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a. There is no limit to how many customers users can view at a time.
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b. Route version is not required. If a route version is not selected, the stops for the customer across all route versions will be displayed.
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9. Click Show Stops.
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a. Here are all the customers with stops.
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b. This view will show aligned and misaligned stops.