Edit order
The Edit order form for drafts, orders awaiting approval and pending orders: every section and field, what can and can't change, and when you must confirm a new price.
On this page
Edit order changes an order before it is dispatched. Open it from an order's ⋯ menu (Edit order) or Complete draft in What's next?. It needs orders:write (Dispatcher, Operations Manager, Admin). After a driver is assigned, use Edit details on the order page instead (see Order detail page).
When you can edit
| Order status | What you can change |
|---|---|
| Draft | Everything below, including the packages. Required fields can stay empty until you confirm the draft. |
| Awaiting approval, Pending | Everything except the packages. Required fields must be filled. |
| Any other status | Nothing here: the page says "This order can no longer be edited" with Back to order. Duplicate the order to start a new request. |
The customer can't be changed (the header says so); duplicate the order to book it for another customer.
At a glance
| Area | What it does |
|---|---|
| Header | Breadcrumb Orders › ORD-… › Edit, Cancel (back to the order) and Save changes (disabled with "Nothing to save yet" until something changed; a dot and "Unsaved changes" show beside it once you edit). It stays under the top bar while you scroll. |
| Order details | How it came in, reference, priority. |
| Custom fields | Your order custom fields, when you have any. |
| Contact person | Who ordered. |
| Route & schedule | Depot, delivery address, windows, service, vehicle class, instructions, extra stops. |
| Packages | The package lines. |
| Notes | Delivery, internal and customer notes. |
Order details
| Field | What to enter | Required | Notes |
|---|---|---|---|
| How did this order come in? | Phone, email, portal, API, CSV import, replacement or other. | Yes (not on a draft) | |
| Reference number | The customer's PO or reference. | No | A customer that requires PO numbers refuses an empty one. |
| Priority | Standard, High, Urgent. | No |
Custom fields
The same fields as on the create form. Required ones (*) may stay empty only while the order is a draft.
Contact person
Name, Email and Phone: required once the order is not a draft.
Route & schedule
| Field | What to enter | Required | Notes |
|---|---|---|---|
| Pickup depot | The depot. | Yes | A direct job (collected at the customer's pickup address, no depot) says so here. |
| Delivery address | One of the customer's shipping addresses. | Yes | |
| Pickup, From, Until | Pickup day, earliest time, optional latest time. | Day and From yes | Times in your company time zone. |
| Delivery, From, By | Deadline day, optional earliest time, latest time. | Day and By yes | By must be on or after the pickup. |
| Appointment reference | Dock or booking reference. | No | |
| Service type | The price set. | Yes | Changing it re-prices the order. |
| Vehicle class | A class, or the service default (shown in the hint). | No | A change re-prices the order. |
| Pickup instructions | Notes for the pickup. | No | |
| Extra stops | Add stop / Add return, as on the create form. | No | Stops a driver already worked keep their state and address. |
Packages
Each line: Package n (description), Package type, Qty., Weight each, Volume, Declared value (per package), Handling and Shipper barcodes (optional). Add package adds a line (up to 50); the bin removes one. The section reminds you that packages can only change while the order is a draft; the server refuses package changes on any other status.
Notes
| Field | Who sees it |
|---|---|
| Delivery instructions | The driver. |
| Internal notes | Only your team. |
| Customer notes | From the customer's request. |
Saving and the price
On a draft the price is simply recalculated. On a submitted order the price is locked: if your changes (service, vehicle class, addresses, stops) move the price, Confirm the new price shows the old and new totals; Save at $… saves and locks the new price; Keep editing goes back to the form. If the order is already invoiced or its money is locked, price changes are refused.
Good to know
- Leaving with unsaved changes asks Discard unsaved changes? (Keep editing / Discard changes).
- Server checks return their messages next to the fields; anything else shows in "The order couldn't be saved".
- Every saved change is in the order's History tab, and once the order is submitted the customer gets the "order edited" email when a field they can see changes.
Related articles
- How-toWork on an orderAssign a driver, change the status, edit the order, add notes and files, share tracking, print documents, cancel or complete it.
- Page guideCreate orderEvery section and field of the Create order form: customer, route and extra stops, packages, schedule and service, order details, custom fields, dispatch, and the live price.
- ConceptOrder statuses and lifecycleEvery order status, how an order moves from one to the next, who or what moves it, and what each status means for the price and the invoice.
- How-toBook a multi-stop jobAdd extra pickups, drops and a return to an order, check the distance and price, save it and give it to a driver.
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