Editing bookings
You can edit any booking. Some changes can be made only to in-progress bookings, while others can be made to POD bookings up until they are invoiced. No changes can be made once a topbox invoice has been created against the booking.
Instructions
Locate the booking in topbox via the Control or Search Bookings screens.
Do one of the following:
If viewing the Control screen click the action menu > Edit Booking.
If viewing the Search Bookings screen click the pencil icon.
If viewing the booking summary click Edit.
The following may be edited:
Edit | Change to in-progress bookings only? | Change to POD bookings until invoicing |
|---|---|---|
Customer | No | No |
Pricing. See Hand-pricing a booking. | Yes | Yes |
Service | Yes | Yes |
Customer contact details | Yes | Yes |
Collection or delivery recipient contact details | Yes | Yes |
Collection or delivery addresses. | Yes (if the stop has not been completed by the driver) | No |
Collection and delivery Ready At Dates and Times. | Yes (if the stop has not been completed by the driver) | No |
Notes | Yes | Yes |
Adding or removing additional collection and delivery addresses. | Yes (as long as they appear after any completed collection or delivery stops) | No |
Wait and Returns | No (only at Booked status) | No |
References | Yes | Yes |
Re-ordering stops. See Re-ordering stops. | Yes (only after any completed collection or delivery stops) | No |
Unallocate a driver. See Unallocating a driver. | Yes (only if the initial collection has not been completed) | No |
Make required changes and click Save Booking.
Result
The booking has been updated.
If changes are made to any in-progress booking assigned to a mobile driver, that driver receives a 'job updated' app notification and the new details display in the app.