Edit an open Delivery Note
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Correct delivery details before the recipient signs.
Where to goAdmin Area → Delivery Note → View note → Edit
What this guide helps you do
Correct delivery details before the recipient signs. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.
Follow these steps
- Go to the target note and confirm status Open.
- Select Edit.
- Amend only the delivery fields that require correction.
- Check the invoice snapshot for context.
- Select Save Delivery Note.
- Return to the detail page and verify the Updated event.
Fields and options
- Delivery Date
- Delivery Method
- Delivered By
- Tracking / Vehicle / Job Reference
- Recipient Name
- Recipient Email
- Delivery Address
- Delivery Notes
Rules and limits
- The controller blocks edit when status is signed.
- The model also refuses an update to a signed note.
- Editing does not rewrite the source invoice, client or item snapshot.
- A successful update records `updated_at` and an `updated` event.
Check it worked
- The open note reflects the corrected delivery details while preserving its original reference, token and snapshot.
Safety checks and troubleshooting
- After changing Recipient Email, the supplied code does not automatically resend the dispatch message.
Stay within the supported flowDo not force database values, expose secure tokens, bypass permission checks, replace a stored signature or invent a status or interface that the supplied code does not implement.
Related guides
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