HOW TO BULK UPDATE ORDER DATES
Navigate to the Orders screen
From the main navigation, click on Orders
The orders list displays all your orders with key details like order
number, customer, pickup date, delivery date, and statusEnsure you're viewing the orders you want to update (use filters if
needed to narrow down the list)
Select the orders you want to update
Click the checkbox next to each order you want to update, or use the
"Select All" checkbox at the top of the table to select all visible ordersThe selected orders are highlighted to show they're active
You can select orders across multiple pages if needed
A count of selected orders appears at the top or bottom of the table
Access the bulk update action
With orders selected, look for the bulk actions toolbar that appears
Click the "Update Dates" or "Update Pickup/Delivery Dates" button in the
bulk actions menuA modal or side panel opens displaying the date update form
4. Set the new pickup date and time
In the date update form, locate the Pickup Date field
Click the date picker to select the new pickup date
Use the time picker to set the pickup time if specific timing is required
The date and time you enter will apply to all selected orders
Note: This updates the planned/scheduled pickup date, not the actual
pickup date
6.Set the new delivery date and time
Below the pickup date, locate the Delivery Date field
Click the date picker to select the new delivery date
Set the delivery time using the time picker
Ensure the delivery date is after the pickup date to maintain logical
order flowThe system may validate that delivery date comes after pickup date
7. Review and confirm the updates
Review the selected orders list shown in the modal to ensure you're
updating the correct ordersCheck that both pickup and delivery dates are correct
Click "Update" or "Apply Changes" to apply the new dates to all selected
ordersA progress indicator appears if updating many orders
A success message confirms when the update is complete
8. Verify the updated orders
The modal closes and you return to the orders list
The orders table refreshes to show the new pickup and delivery dates
Review the updated orders to confirm the changes were applied correctly
If needed, you can select and update additional orders using the same
process
IMPORTANT NOTES
Planned vs Actual Dates: This bulk update changes the planned or scheduled
pickup and delivery dates, not the actual dates. Actual dates are recorded when
pickups and deliveries occur in real-time.
Date Logic Validation: The system validates that delivery dates occur after
pickup dates. If you enter an invalid combination, you'll receive an error
message before the update is applied.
Order Selection Limits: While you can select many orders at once, be mindful
that very large bulk updates (hundreds of orders) may take longer to process.
Consider breaking very large updates into smaller batches.
Order Status Considerations: Depending on your company's configuration, certain
order statuses may prevent date updates. Completed or cancelled orders
typically cannot have their dates modified.
TIPS & BEST PRACTICES
Filter before selecting: Use the orders list filters to narrow down to the
specific orders you need to update before selecting them, reducing the risk of
accidentally updating wrong orders.
Double-check selections: Before clicking the bulk update button, review the
count of selected orders and scan the list to ensure you haven't inadvertently
selected orders that shouldn't be updated.
Start with small batches: If you're new to the bulk update feature, start with
a small group of orders (5-10) to familiarize yourself with the process before
updating larger batches.
Communicate changes: After updating order dates, inform relevant stakeholders
(carriers, customers, warehouse teams) about the schedule changes to avoid
confusion or missed pickups.
Use filters to verify: After completing the bulk update, use the date range
filter to display orders with the new dates and confirm the updates were
applied correctly.