This page explains how to edit an individual booking and also how to edit multiple bookings at one time
Individual Booking Edit
In List View, to edit on an individual booking, click on the eye to the right of the screen,
In Explore View, click on the 3 dots, then click Edit.
Doing this opens the booking detail which allows the dispatcher to make changes to the address, commit dates/times, item details or container information (if applicable)
Once a change has been made, select Save & Continue to proceed.
A message will appear if you have access to our finance module, select the option that best fits.
In situations where changes are required on more than one booking, Bulk Edit gives the dispatcher a faster and flexible way to edit one or more specific task requirements. Here's how:
Step 1: Select tasks to edit
- Go to List View
- Switch to View to TASKS
(Addresses, timing, or contact information are stored on a task level in Yojee.)
- Use the filtering function to narrow down on the tasks you're trying to edit.
Step 2: Bulk Edit
- Select all tasks by selecting the checkbox above all the other checkboxes.
- From the toolbar, click on the Edit button.
- Choose the fields that you want to edit, and click NEXT.
- Provide the system with new values to update the selected tasks.
CAUTION: A field that is selected for editing will be updated to the new values even if left blank on this step
Step 3: Review and confirm the editing plan
Review the number of edits to be done, and the intended change, then click CONFIRM.
Time window related validations
For an edit to be successful, the following time window criteria has to be observed.
Date From must always be before Date To
Dates for preceding legs must be before the selected times. Similarly dates for the later legs must be after the selected times. System allows overlapping pickup and drop offs. However drop off cannot be before the pickup