đ„ Video walkthrough: watch this step on YouTube. A short recorded demo of exactly these steps.
1. Find the shipment
You have three options:
From the dashboard: scroll or usesearch and filterto find the shipment, then click anywhere on its row
Global search: type the shipment ID, PO number, or other identifier in the search bar at the top of any polt.ai page
Direct link: if you have the shipment URL (from an email, note, etc.), open it directly
2. Review the shipment in the Overview tab
The shipment opens in the Overview tab by default. This shows all shipment details at a glance: General, Freight details, Freight requirements, Stops (with map), Carrier, Vehicle & ELD, Reference numbers, Timestamps, Instructions, and Integrations.
The header shows the shipment ID, status, customer, carrier, origin, and destination. Use the left-side menu to jump between sections.
3. Edit the shipment
You have two ways to make changes:
Edit one section at a time (faster for small changes): hover over any section card in the Overview tab and click the pencil icon in the top-right of that card. The section opens in edit mode. Make your changes and save.
Edit the full shipment (better for multiple changes): click the green Edit button at the top right. This opens the shipment in the same form layout as the New Shipment page, with every section editable.
4. Save your changes
Click Save and close to save and exit, or Save to save and keep editing. If any required fields are missing, polt.ai shows an "issues detected" panel â click Go to error to jump to and fix each one.
Note: If a shipment is locked (e.g., after release for billing), you may not be able to edit certain fields.