Editing an Existing Booking in LoadIQ

Key Steps

Step 1: Navigate to the Existing Booking

• Quick edit is available through drag and drop.

  • Click a job and drag to a different time.

  • For recurring bookings, you can update this booking or all future bookings.

• For more complex edits, use the search SAP Order ID functionality to find the booking.

• Alternatively, on the calendar view click on the exact job you wish to edit.

Step 2: Open the Existing Booking

• Locate the section(s) you want to edit - each section (Client, Job Details, Transport, Schedule, Checklists) can be edited independently.

• Click on the down arrow to expand the section(s).

Step 3: Make Changes to the Job 

• Input the necessary changes (e.g., adding a client, adding a transportation company name and vehicle registration #).

• Ensure all required fields are filled out.

Step 4: Save Changes

 

• When you begin editing fields within each section, an option to click “Save” should appear in each section.

• Click on “Save”.

• Alternatively, instead of clicking on each “Save” button within each section you can also click on “Update Job” at the bottom to finalise the edits across multiple sections.

Step 5: Confirm Changes 

• Verify that the job information reflects the updated booking changes.

Cautionary Notes

• Ensure all fields are filled out correctly to avoid errors.

• Double-check the client or transportation company selected from the drop-down list to ensure accuracy.

Tips for Efficiency

• Familiarise yourself with the search functionality to quickly locate bookings.

• Use keyboard shortcuts where possible to speed up the editing process.