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The following article describes how to Edit a Shipment in the IDS 2 Shipping Portal.

Info

Not all shipments can be edited. For example shipments that have been (dispatched for most clients) picked up, delivered or invoiced cant be edited. The purpose of this screen is to allow you to edit shipments that you just entered into IDS without having to phone your Delivery Provider. 

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  1. Click on the "Edit Active Trips" tab
  2. You will now see this screen:
  3. To ensure you are seeing the latest Shipments, please click on the "Refresh Trip List" button located on the bottom of the screen:
  4. You should always click the  "Refresh Trip List" button if you have left the Shipping Portal open for a long period of time.
  5. Across the bottom of the screen, you will see shipments are are eligible for editing.


    Info

    Not all shipments can be edited. For example shipments that have been (dispatched for most clients) picked up, delivered or invoiced can't be edited. The purpose of this screen is to allow you to edit shipments that you just entered into IDS without having to phone your Delivery Provider. 


  6. You can see all shipments and their columns by:
    1. Using the scrollbars 
    2. Or by maximizing the screen.
  7. You can fitler filter the list of editable shipments by typing into the "Filter" field.


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  1. When you see the shipment you want to edit, you can:
    1. Double Click the shipment.
    2. Or right click the shipment and select "edit trip":
  2. You will now see your shipment has populated at the top of the screen:
  3. Simply change the shipment as needed, then click the "Ship Now" button:
  4. Since your shipment has changed, your waybill details have also changed, so on the next screen, you will be see your updated waybill:
  5. Click the "Print" button:
  6. Then when When you have successfully printed your updated waybill, click the "Close" button:

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  1. When you see the shipment you wish to delete, you can:
    1. Double Click the shipment.
    2. Or right click the shipment and select edit
  2. You will now see your shipment has populated at the top of the screen:
  3. Then click the "Delete' Button.
  4. Then click "Yes"
  5. The shipment is now deleted.

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