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Assign Cargo to Stops

Link cargo to the pickup, handoff and delivery tasks it moves with.

Cargo records describe what is moving. Linking a cargo item to a stop tells the order which items each pickup, handoff or delivery handles. You can link cargo from two places: the order’s Cargo tab, which works across the whole route, and a stop’s details on the Timeline, which works one stop at a time. Both change the same saved link.

Before you start

  • Select the provider organization that owns the order and open the order’s workspace. If the link controls are read-only, your role or the order’s state doesn’t allow changes. Ask your organization’s administrator rather than working around it.
  • Make sure the order has cargo and stops. Use Add cargo on the Cargo tab to enter the items, and add the pickup, handoff and delivery stops on the Timeline.

Use this route when one item moves with several stops, or when you want to link a whole segment or route at once.

  1. Open the order and choose Cargo.

  2. Under Task associations, open Select cargo items… 1 and choose the item to link 2.

    The Cargo tab with the Select cargo items picker open under Task associations, with numbers 1 and 2 on the picker and the cargo item it lists.

    The Cargo tab with the cargo picker open under Task associations. 1 Select cargo items…, 2 cargo item.

  3. In the list of steps, turn on the toggle for each task the item moves with, for example Pickup and Deliver. The toggle next to a segment 1 links every task in that segment, and the toggle at the top of the list 2 links the entire route. When an item is linked to only some segments, the route toggle shows a dash.

    Task associations with one item selected, Segment 1 turned on, Segment 2 turned off and the route toggle showing a dash; numbers 1 and 2 mark the Segment 1 toggle and the route toggle.

    Task associations with one item selected and linked to one segment. 1 Segment 1 toggle, 2 route toggle.

    When the item is linked to every task, the route toggle 1 and each task toggle, such as Pickup 2, are fully on.

    Task associations with every task turned on; numbers 1 and 2 mark the route toggle and the Pickup toggle.

    Task associations with the item linked to every task. 1 route toggle, 2 Pickup toggle.

  4. Wait for the change to save. A toggle shows a dash when only some of the tasks beneath it are linked.

Use this route when you are planning a single stop and want to see or change its cargo without leaving the Timeline.

  1. Open the order’s Timeline and choose View details under the stop.

  2. In the stop’s details, scroll to Cargo. The heading shows how many items are linked, for example 1 item.

  3. To link cargo, open the cargo picker 1 and choose the item. The picker lists the order’s cargo and ticks the items already linked to the stop. When the stop has no cargo, the section reads No cargo associated with this stop.

    Stop details with the cargo picker open under Cargo, with number 1 on the picker.

    A stop’s details with the cargo picker open. 1 cargo picker.

  4. The Cargo heading counts the linked items, for example 1 item 1. To remove an item from this stop, choose × (Unlink cargo from stop) 2 on its row. The other stops keep their cargo. Below the table, a footer counts the items and pieces linked to the stop.

    Stop details showing the Cargo section with one linked item, with numbers 1 and 2 on the item count and the unlink control.

    A stop’s details after linking: the item count and the unlink control. 1 1 item, 2 × unlink.

  5. Choose Edit cargo to open the order’s Cargo tab and work with the whole route.

Which route to use

GoalUse
Link one item to several stops, a segment or the whole routeCargo tab > Task associations
Check or change the cargo at one stop while planning the routeTimeline > stop details > Cargo
Remove an item from a single stopTimeline > stop details > ×

How to know it worked

Reopen the Timeline. Each stop shows an item count next to its name, such as 1 item. Open the stop’s details to see which items are linked. You can also reload the Cargo tab, select the item again and confirm the toggles match what you set. A link you can see after a reload is saved.

If something looks different

What you seeWhat to do
Select a cargo before changing assignments.Choose an item in Select cargo items… first.
Add cargo before associating it with route tasks.The order has no cargo yet. Use Add cargo on the Cargo tab.
Add route tasks before associating cargo.The order has no stops yet. Add them on the Timeline.
Cargo associations are read-only.Your role or the order’s state doesn’t allow changes. Ask your organization’s administrator.
Wait for the current cargo update to finish.A change is still saving. Wait, then try again.
A toggle is unavailable and says This cargo is already assigned to another matching pickup or delivery stop.Unlink the item from the other stop first, or choose a different item.
Could not update cargo associations.Reload the order and check what saved before trying again.