How to edit a Journey

Edit Journeys


Journeys is available to use now. Journey Editing is a feature of journeys that is in a closed Beta. Please reach out to the support team to find out more. 

Editing a Journey from the View Journey page

You can adjust a journey's pickup location, depot and delivery location straight from the visual journey bar, update a leg's details and routes from its leg card, and edit item details from the items section.

This guide covers each of these editing points, what they look like, and what they let you change.

Before you start:

A Journey must already exist before you can view or edit it.

Info
Permissions: to edit journeys the user needs the Multi-Carrier Journeys access  under the Consignments permission set.
Journey Editing Overview

Go to  Create / Manage > Journeys and select the journey from the grid that you would like to view/edit. The View Journey page supports editing directly on the page, without needing to jump into a separate screen. 

From the View Journey page there are three different entry points for editing the various parts of a journey

1. Visual journey: Click the pickup, depot or delivery location to edit that location.


2. Leg cards: Click Edit on a leg to change its despatch date, time, requirements and re-generate routes.


3. Items: Click Edit Items from the journey cog in the top right corner of the form to change item details.

Edits that invalidate routes 

Most edits invalidate routes, meaning that routes need to be regenerated or re-routed for the change to take effect.
Changing a location, despatch date/time, shipping requirements or item details all trigger routes being regenerated.
Select and save the new route you would like to use for the selected leg and the changes you have made will be applied immediately.



Editing the pickup or delivery location

Click the pickup or delivery step in the visual journey to open the Edit location panel. From here you can update the location name, contact name, phone and email, and the full address (address lines and suburb). Fields outlined in orange are required.

Select Save to apply the change to the journey, or Cancel to close the panel without saving.



Note: Editing a pickup or delivery location requires the pickup / delivery leg to be re-routed.

Changing the Depot

Click Change depot under the Depot step to open the Edit depot panel. It lists the depots near the receiver, each with its address, phone number and opening hours, and lets you search by suburb.

Select the depot you want and choose Save — the toggle in the top-right also switches between a List View and a Map View of the same depots.


Note: Editing a depot requires both the inbound and outbound legs to be re-routed, back-to-back, as part of the workflow of changing the depot. 

Editing a leg card

Each leg card shows its own Edit link next to the despatch date. Selecting it opens the Edit details panel for that leg, where you can change the desired despatch date and time, and select any questions that might apply to that leg e.g. residential delivery. 

Note: Changing any of these details will require the leg to be re-routed.


Editing items on the Journey

The Edit Items button, found behind the journey cog in the top right corner, opens an editing mode specifically for editing the item details. While in this mode the visual journey is locked and all leg cards are available for editing.

Selecting Save applies all changes made in this view at once; Cancel discards them.

Note: Editing item details requires all legs in the journey to be rerouted.