Change event dates

An order has three dates: Going out (the delivery), Event and Coming back (the pickup). Change them on the order and everything that depends on them follows.

Steps

1. Open the order from Sales, Orders.
2. In Event details, change Event to the new date.
3. Check Going out and Coming back. Moving the event puts both back on the new event date, so set them to the days you really want.
4. Look at the Items tab. Each line checks its stock again for the new days.

What happens when you move the event

• The delivery and pickup go to the new event date, unless that same change set them too.
• Any other task on the order that has not started yet (a setup visit, a second truck) moves to the new date as well.
• A task that moves to a new day leaves its truck, so Dispatch can route it again.
• A task that is already on its way, started or done stays where it is. If the delivery has started, Going out is left alone too.

Good to know

• Changing Going out moves the delivery task; changing Coming back moves the pickup. It works the other way too: drag a delivery to another day on Dispatch and the order's Going out changes.
• Some orders have a range instead of one day: Delivery from and Delivery to, Pickup from and Pickup to. Until a leg is on a truck, the stock is held for the whole range and Dispatch may pick any day inside it. The default ranges are set under Settings, Sales, Quotes.
• Moving the dates can leave an item short on the new days. The inventory conflicts badge in the top bar will show it.
• If something on the order is sub-rented and the vendor had confirmed, the sub-rental is flagged Needs re-confirming and the people who handle sub-rentals are told.
• Whether the client gets a message about the new day depends on your notifications. See Notification center.

If something goes wrong

• The new delivery day is refused. It is outside the order's delivery range. Widen Delivery from and Delivery to on the order first, then move the day.
• The delivery did not move with the event. The delivery had already started, so it stays as history. Make a new task on Dispatch if one is still needed.