Editing waybills

Waybills can be edited from the Reports view as well as directly on the waybill itself. 

Note: Waybill corrections can only be made by the relevant party and only while the waybill is active. Different parties have different permissions.

Reports view: 

From the reports view, you can change the transport company, driver, vehicle and cadastral number on the selected waybills and link the waybill to a specific order. 

To do this, filter out and select the waybills you want to modify and click the "Bulk edit" button.

Select the transport company, driver and the vehicle or order to which you want to link the waybill to. The order list will display all the orders that have been created for you by the Sender company. If the list is long, you can search the order by destination name. 

If the setup has been done previously and the driver is added as a subcontractor, it is also possible to correct a missing subcontracting. To do this, select the main contractor as the transport company, the subcontractor driver as the driver (see also "How to configure the subcontractor") and the subcontractor company's vehicle as the vehicle. 

The cadastral number can also be changed.

Confirm the changes by clicking on the "Save changes" button.

If the waybill and the order are linked, the order number will also be displayed on the waybill. Also the total order amount and the remaining order amount will change by the amount of each linked waybill.

On the Waybill

If the waybill is in Confirmed status, the confirming / receiving party must withdraw the confirmation in order to make changes. Manual: "Waybill confirmation reversal". 

Amount/assortment: 

• Sender (issuing party): can click "Click to change" on the “Dispatched assortment” row to select a different assortment or adjust the quantity. To save the changes, click “Save” — this will update both dispatched and received assortment and/or quantity (the updates are visible after refreshing the page).
  • Note: Before changing the assortment, make sure the desired assortment is added to the origin. If the assortment has not been added to the origin, it will not appear in the selection list. The assortment can be added by the origin’s owner/creator by clicking “Edit” next to the origin, adding the assortment under the “Assortments” section, and then clicking “Save.”
• Receiver (receiving party): can click "Click to change" on the “Accepted assortment” row to select a different assortment or adjust the quantity. To save the changes, click “Save” — this will update only the received assortment and/or quantity (the updates will be visible after refreshing the page).
  • Note: If the shipped quantity also needs to be changed, the correction must be made by the Sender. 

If the waybill confirmation was withdrawn and the changes have been made, the receiver can confirm the waybill again by clicking “Confirm waybill”.