Changing the Dates on an Order
Once an Order has been created, you can edit the Order header to change key details, including dates.
If you need to adjust dates and apply those changes to all Order Items at once, this guide shows you how to do that quickly and safely.
Open the Edit Order Screen
You can access the Edit Order screen from either the Order list view or directly within an Order, depending on where you are working.
View and edit Order dates
The Order header will open, displaying the dates that were set when the Order was created or last edited.
The date fields available depend on whether the Order is Open Ended or has a Planned End.
Order Type | Available Date Fields |
Open Ended | Delivery Date, Charging Start Date |
Planned End | Delivery Date, Charging Start Date, Charging End Date, Collection Date |
Updating dates for all Order Items
Each date field includes a tick box that lets you apply your changes down to all Order Items on the Order, so you do not have to update them one by one.
Update dates using the calendar icon or by typing directly into the field
Select the relevant tick boxes to copy the updated dates to all Order Items
Click save to apply
⚠️ If no tick boxes are selected, only the Order header dates will change. Order Items will remain unchanged.
Updating Items That Are Already On Rent
There is an additional option that controls whether items that are already on rent should be updated.
This option is turned off by default
You must explicitly enable it to apply date changes to On Rent items
When is this useful?
Bulk updating Order Item dates is especially helpful when:
A customer changes delivery or collection dates and you need to update many items at once. This will also update related movements if items have already been dispatched
You want to extend planned end dates to adjust future availability
The Charging Start Date was set incorrectly and no invoices have been raised yet
Important Notes
You can only change the Charging Start Date if the items have not yet been invoiced
The system will display a warning if a change is not allowed, with an explanation of why the action cannot be completed
Summary
Editing Order dates from the Order header gives you control over timelines without having to touch each item individually. Using the tick boxes keeps dates consistent across large Orders, prevents manual errors, and ensures availability and charging stay accurate throughout the rental.
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