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Create Pickup, Dropoff, and Service Orders with Excel or CSV

Last Updated: Nov 22, 2016 06:00PM CET
For more information on the proper formatting of your Excel or CSV, please see What is the Correct Format for my Excel File?

First, figure out what you are doing at each address you go to. Are you picking something up, dropping something off, both, or visiting for another reason entirely?

 
Then, you can define different types of Orders in WorkWave Route Manager by using different column names in your Excel or CSV. These column names are not required, but can be helpful when mapping your fields. Excel Templates are included for your convenience at the bottom of this article. 

Pickup

A Pickup occurs whenever you are going somewhere and putting something on your truck. If you’re defining a series of Pickups in your Excel/CSV file you can call them “Pickup”:
 
Name
Pickup Full Address
Pickup Service Time
Pickup Time Window Start
Pickup Time Window End
James Smith
12 Ex St, NJ, USA
20
11:00
13:00
  

Dropoff

A Dropoff occurs whenever you are going somewhere and taking something off of your truck. If you’re defining a series of Dropoffs in your Excel/CSV file you can call them “Dropoff”:
 
Name
Dropoff Full Address
Dropoff Service Time
Dropoff Time Window Start
Dropoff Time Window End
James Smith
12 Ex St, NJ, USA
20
11:00
13:00
  

Service

A Service occurs whenever you are going somewhere and nothing is being put on or taken off of your Vehicle (example: a sales call). If you’re defining a series of Services in your Excel/CSV file you can call them “Service”:

 
Name
Service Full Address
Service Service Time
Service Time Window Start
Service Time Window End
James Smith
12 Ex St, NJ, USA
20
11:00
13:00
  

Pickup & Dropoff

You can even combine Pickup & Dropoff if you need to set an origin (the Pickup)  and a destination  (the Dropoff) for your Load Capacities. Put both types of columns into your Excel sheet:

 
Name
Pickup Full Address
Dropoff Full Address
Pickup Notes
Dropoff Notes
James Smith
12 Ex St, NJ, USA
20 Smith St, NJ, USA
Front entrance
Rear entrance
  
If your business is based on picking up and delivering back to your Depot (or even the opposite), you can do that too:
 
Name
Pickup Full Address
Dropoff Depot
Pickup Notes
Dropoff Notes
James Smith
12 Ex St, NJ, USA
Depot Name
Front entrance
Rear entrance




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