Modify an Outgoing Transfer

These tips and tricks cover the things that can be modified on an existing Transfer, and the things that can be modified only by recreating a Transfer.


How to Modify Transfer Manifest Details

  1. From the Dashboard select Sales. B2B-Sales::Outgoing-Modify01
  2. Select a B2B Sales ID for a transfer that needs a modification. B2B-Sales::Outgoing-Modify02
  3. The following items can be changed on a Transfer without needing to recreate with a new B2B Sales ID.
    • Email / Phone
    • Depart / Arrive Time
    • Driver / Vehicle (Pickup Manifest only)
    • Sales Contact
    • Price
    • Adjustment / Discount
  4. The following items can be changed only by recreating a transfer.
    • Driver / Vehicle ()
    • Modifier
    • Shipping Quantity B2B-Sales::Outgoing-Modify03