Edit a draft or pre-dispatch job
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Correct operational details before assignment.
Where to goAdmin Area → Courier & Logistics → Jobs → Open job → Edit
What this guide helps you do
Correct operational details before assignment. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.
Follow these steps
- Go to the job.
- Verify the current status permits operational editing.
- Correct route, receiver, windows, load or commercial values.
- Save.
- Reopen stops and margin.
Fields and options
This action uses the values already stored on the selected source record. Review that record before continuing.
Rules and limits
- Correct the record before dispatch rather than relying on notes to contradict structured fields.
- After provider import, retain external identifiers needed for reconciliation.
Check it worked
- The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.
Security, audit and operational checks
- Use the exact record and least-privilege role before changing any state.
- Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
- Use protected document and image routes rather than exposing server filesystem paths.
- Keep customer, driver, provider, financial and credential data within the authorised workflow.
- For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.
Do not bypass the code flowDo not force database values, invent a status, mark a job completed without signed POD evidence, or expose encrypted credentials to make a screen appear successful.
Related guides
Was this guide useful?Your response is stored only in this browser.