POD view in Opter Driver

The proof of delivery (POD view) is displayed in Opter Driver at the following times:

• When the driver changes the status of a shipment and has to register a proof of delivery.

• When the driver presses the menu item Proof of delivery or the POD-type name, for example Nobody home, in the detail view. For more information, see Setting the POD-type as a quick selection in the Opter Driver menu.

The fields and buttons that are displayed and those that are mandatory to fill in can be defined. Users who are logged in to Opter Driver when the changes are saved in Opter must log out and then log back in to the app to see the changes. For example, the POD view might look like this.

In the image above, the driver selects the proof of delivery type (1), enters the consignee's name (2), adds the signature (3), remark (4), possible comment (5), image (6), deviation (7), possible Price items (8) and loose items (9) and then saves the proof of delivery (10). For more information, see Pods (POD) in Opter Driver.

Preparation

Many of the settings below will be made in the same window in Opter. So you can choose to do in one of the following ways:

• Follow the instructions below, thereby making the settings for one field at a time (and jumping between the windows).

• Open one window at a time and make all the settings there, then move on to the next window. Follow the instructions below to find out which settings can be made. The following window contains various settings for the POD view:

  • Settings > Mobile data > Settings mobile data. For more information, see Mobile data settings (window) and below.

  • Settings > Proof of Delivery (POD) > Proof of delivery types. For more information, see Proof of delivery types (window) and below.

  • Register > Customers, Proof of Delivery (POD) tab. (To make exceptions for certain customers).

Options on the menu in the detail view

The option Proof of delivery is always displayed by default on the menu in the detail view (1). If you want to hide it, set the Mobile data settings ProofOfDeliveryPermission to "false". You can also add shortcuts to common POD-types directly on the menu by selecting Display on the menu in Opter Driver on that POD-type (2).

Desired features of the app	What settings need to be made?
Menyalternativet Proof of delivery Shortcuts to PODs	No Mobile data settings need to be made. Display on the menu in Opter Driver = on the POD-types to be displayed in the menu.
Menyalternativet Proof of delivery Shortcuts to PODs	No settings need to be made, this is the default setting.
Menyalternativet Proof of delivery Shortcuts to PODs	This combination is not possible because ProofOfDeliveryPermission must be "false" to hide the menu item. This also hides the shortcuts.
Menyalternativet Proof of delivery Shortcuts to PODs	ProofOfDeliveryPermission = "false".

Setting which POD-types are available to select in the app

For example, if you want the proof of delivery types Delivered, Nobody home and New address to be selectable when the driver registers a POD in Opter Driver, do the following

1. Click on Settings > Proof of Delivery (POD) > Proof of delivery types.

2. Select Delivered from the list on the left and highlight Available in mobile device. Repeat for POD-types Nobody home and New address.

   Here you also choose whether there should be a shortcut on the menu with the option Display on the menu in Opter Driver.

Set the Receiver’s name field

The field Receiver’s name is always displayed and cannot be hidden.

You can make it compulsory to indicate the recipient's name by ticking Require name on the delivery note type. For more information, see Proof of delivery types (window).

Setting the field Receiver’s signature

The field Receiver’s signature is always displayed and cannot be hidden.

You can make it mandatory to sign the POD by selecting Require signature on the delivery note type. For more information, see Proof of delivery types (window).

If you want to display a text on the POD page, for example a disclaimer, enter it on the Proof of Delivery (POD) tab in the customer register. The icon appears on the signature page (1). Press it to display the text (2).

Set the Remark field

The field Remark is displayed by default. If you want to hide it, set the Mobile data settings PodRemarkEnabled to "false".

You can make it mandatory to fill in a remark by ticking Require remark on the proof of delivery type. For more information, seeProof of delivery types (window).

Set the Comment field

In the Comment field, the driver can enter a comment manually or scan a barcode or QR code containing the comment. Proceed as follows:

1. Set the Mobile data settings PodCommentEnabled "true" to display the field. The default setting is 'false'. For more information, see Mobile data settings (window).

2. Choose whether the driver should enter a comment manually or scan a barcode/QR code. If you want the driver to scan the comment, tick Scan comment on the proof of delivery type. For more information, see Proof of delivery types (window).

3. You can make it mandatory to enter a comment by ticking Require comment on the proof of delivery type.

   The setting can be overridden for individual customers by selecting Remark always optional on the Proof of Delivery (POD) tab in the customer registry.

Setting the field Number of packages

This feature can be useful if you are not scanning. The driver indicates the number of packages for which the pod is valid. Once the pod has been registered, the specified number of packages will be displayed in the Confirmed packages column under Proof of delivery (POD) in the Order reception.

The field Number of packages is displayed by default. If you want to hide it, set the Mobile data settings PodPackageCountEnabled to "false".

The field is not displayed when drivers have scanned a parcel or a Freight bill, and then enter the POD view. If the driver has scanned one or more parcels, the pod is registered for the scanned parcels. If the driver has scanned a Freight bill, the delivery pod for all packages is recorded on the Freight bill.

Setting the field Add image

This feature allows drivers to add a picture to the pod. You can also make it compulsory.

Desired features of the app	What settings need to be made?
View Add image + take new picture () Selecting an existing image () Mandatory on POD	PodPictureEnabled = "true". Require image = on the POD-types on which it should be mandatory. The requirement can be overridden for individual customers by selecting Image always optional on the Proof of Delivery (POD) tab of the customer register.
View Add image + take new picture () Selecting an existing image () Mandatory on POD	PodPictureEnabled = "true".
View Add image + take new picture () Selecting an existing image () Mandatory on POD	PodPictureEnabled = "true". GetPictureFromGalleryPermission = "false". Require image = on the POD-types on which it should be mandatory. The requirement can be overridden for individual customers by selecting Image always optional on the Proof of Delivery (POD) tab of the customer register.
View Add image + take new picture () Selecting an existing image () Mandatory on POD	PodPictureEnabled = "true". GetPictureFromGalleryPermission = "false".
View Add image + take new picture () Selecting an existing image () Mandatory on POD	No settings need to be made, this is the default setting.

Information for drivers is available at Adding images to Opter Driver.

Setting the button Loose items

Choose whether drivers should indicate the number of loose items when recording pods, and whether it should be mandatory. It is done with two Mobile data settings.

Desired features of the app	What settings need to be made?
Visa Loose items Mandatory on POD	LooseItemsPermission = "true". LooseItemForceSetValue = "true". The driver must indicate the number of loose items he is taking back after delivery. It will only be mandatory if there are already loose items on the order. In theory, there could be an end value, but no start value. In such cases, the driver must indicate Starting quantity when collecting from the sender.
Visa Loose items Mandatory on POD	LooseItemsPermission = "true".
Visa Loose items Mandatory on POD	No settings need to be made, this is the default setting.

Information for drivers is available at Pods (POD) in Opter Driver.

Set the Deviation button

If you have selected Available in mobile device for at least one deviation type, the Deviation button will appear in the POD view and on the menu in the detail view. You can hide it by setting the Mobile data settings DamagesPermission to "false". You can also make it mandatory for the driver to add a deviation when a POD of a certain type is registered.

Desired features of the app	What settings need to be made?
See existing deviations Adding deviations Mandatory on POD	Available in mobile device = on the deviation types that should be visible in Opter Driver. Deviation mandatory = on the POD-types on which it should be mandatory.
See existing deviations Adding deviations Mandatory on POD	Available in mobile device = on the deviation types that should be visible in Opter Driver.
See existing deviations Adding deviations Mandatory on POD	Available in mobile device = on the deviation types that should be visible in Opter Driver. For drivers to be able to add deviations, at least one deviation type must be available in Opter Driver. Available in mobile device = on the deviation types that should not be visible in Opter Driver. Deviation mandatory = on the POD-types on which it should be mandatory. If it is important that existing deviations, added for example in Order reception, are not visible in the app, you can make copies of the deviation types to be used both in the app and in Order reception, and make only one copy available in Opter Driver. Call one of them "Broken packaging - Order reception" and the other "Broken packaging - Apps".
See existing deviations Adding deviations Mandatory on POD	AddNewDamagePermission = "false".
See existing deviations Adding deviations Mandatory on POD	DamagesPermission = "false". This is actually the default setting as Available in mobile device = by default on all deviation types. However, to be sure that the menu item is hidden even if that setting would be changed for any deviation type, you can set DamagesPermission to "false".

See also Require deviation for POD registration in Opter Driver.

It is also possible to claim deviation in case of late delivery, see Mandatory deviation in case of delay in Opter Driver.

Setting the button Price item

If you have selected Available in mobile device for at least one Price item in the price list, the button Price item will appear in the POD view and Price items in the menu in the detail view. You can hide them by setting the Mobile data settings ArticlesPermission to "false". You can also make it mandatory for the driver to add a Price item when a POD of a certain type is registered. This approach cannot be overridden for individual customers.

For more information on how to set up the item view, see Article view in Opter Driver.

Desired features of the app	What settings need to be made?
Modify existing Price items Adding Price items Remove Price items Mandatory on POD	Available in mobile device = in the price list of the Price items to be displayed in Opter Driver. DeletePriceItemPermission = "true". Price item mandatory = on the POD-types on which it should be mandatory.
Modify existing Price items Adding Price items Remove Price items Mandatory on POD	Available in mobile device = in the price list of the Price items to be displayed in Opter Driver. DeletePriceItemPermission = "true".
Modify existing Price items Adding Price items Remove Price items Mandatory on POD	Available in mobile device = in the price list of the Price items to be displayed in Opter Driver. Price item mandatory = on the POD-types on which it should be mandatory.
Modify existing Price items Adding Price items Remove Price items Mandatory on POD	Available in mobile device = in the price list of the Price items to be displayed in Opter Driver. AddNewPriceItemPermission = "false". DeletePriceItemPermission = "true". Price item mandatory = on the POD-types on which it should be mandatory.
Modify existing Price items Adding Price items Remove Price items Mandatory on POD	Available in mobile device = for the price items to be added to Opter Driver. For drivers to be able to add Price items, at least one item must be available in Opter Driver, which can then also be modified. Available in mobile device = in the price list of the Price items that should not be visible in Opter Driver. DeletePriceItemPermission = "true". Price item mandatory = on the POD-types on which it should be mandatory. If a Price item available in Opter Driver is added to the Order reception, the driver will be able to change it in the app. If it is important that existing Price items are not visible in the app, you can make copies of the items to be used both in the app and in Order reception, and only make one copy available in Opter Driver. Call one of them "Waiting time - Order reception" and the other "Waiting time - Opter Driver". You can also work with a master price list where the Price items are not available in Opter Driver, and then add copies of the items to a child price list that are available in Opter Driver. In this case, you must use the subordinate price list on the order to add Price items to Opter Driver.
Modify existing Price items Adding Price items Remove Price items Mandatory on POD	Available in mobile device = in the price list of the Price items to be displayed in Opter Driver.
Modify existing Price items Adding Price items Remove Price items Mandatory on POD	Available in mobile device = in the price list of the Price items to be displayed in Opter Driver. AddNewPriceItemPermission = "false". DeletePriceItemPermission = "true".
Modify existing Price items Adding Price items Remove Price items Mandatory on POD	Available in mobile device = in the price list of the Price items to be displayed in Opter Driver. AddNewPriceItemPermission = "false". Price item mandatory = on the POD-types on which it should be mandatory.
Modify existing Price items Adding Price items Remove Price items Mandatory on POD	Available in mobile device = for the price items to be added to Opter Driver. For drivers to be able to add Price items, at least one item must be available in Opter Driver. Available in mobile device = in the price list of the Price items that should not be visible in Opter Driver. Price item mandatory = on the POD-types on which it should be mandatory. If a Price item available in Opter Driver is added to the Order reception, the driver will be able to change it in the app. If it is important that existing Price items are not visible in the app, you can make copies of the items to be used both in the app and in Order reception, and only make one copy available in Opter Driver. Call one of them "Waiting time - Order reception" and the other "Waiting time - Opter Driver". You can also work with a master price list where the Price items are not available in Opter Driver, and then add copies of the items to a child price list that are available in Opter Driver. In this case, you must use the subordinate price list on the order to add Price items to Opter Driver.
Modify existing Price items Adding Price items Remove Price items Mandatory on POD	Available in mobile device = for the price items to be removed in Opter Driver. AddNewPriceItemPermission = "false" SPI_QuantityPermission = "false" to hide all fields in the Price item view, so that the driver cannot modify existing Price items. For more information, see Mobile data settings (window). DeletePriceItemPermission = "true".
Modify existing Price items Adding Price items Remove Price items Mandatory on POD	Available in mobile device = for the price items to be added to Opter Driver. For drivers to be able to add Price items, at least one item must be available in Opter Driver. Available in mobile device = in the price list of the Price items that should not be visible in Opter Driver. If a Price item available in Opter Driver is added to the Order reception, the driver will be able to change it in the app. If it is important that existing Price items are not visible in the app, you can make copies of the items to be used both in the app and in Order reception, and only make one copy available in Opter Driver. Call one of them "Waiting time - Order reception" and the other "Waiting time - Opter Driver". You can also work with a master price list where the Price items are not available in Opter Driver, and then add copies of the items to a child price list that are available in Opter Driver. In this case, you must use the subordinate price list on the order to add Price items to Opter Driver.
Modify existing Price items Adding Price items Remove Price items Mandatory on POD	AddNewPriceItemPermission = "false".
Modify existing Price items Adding Price items Remove Price items Mandatory on POD	ArticlesPermission = "false". This is actually the default setting as Available in mobile device = by default on all Price items. Price items are not even available as manual items by default. However, to be sure that the menu item is hidden even if that setting would be changed for any Price item, you can set ArticlesPermission to "false".

Setting the button Changes

The menu item Changes is displayed by default in the POD view and on the menu in the detail view. If you do not want drivers to be able to make changes to shipments, set the Mobile data settings ChangesPermission to "false". For more information, see Changes to orders in Opter Driver.

If you need to make at least one change to the shipment/order in order to change the status to Picked up (for example), select Require changes for the status Picked up in the window Life cycles. For more information, see Require changes when changing status in Opter Driver.

Set the SMS signature button

Choose whether drivers should be able to send SMS with a link directly to the order on Track & Trace where the recipient can sign the pod on their own device. For more information, see Activating SMS with a link to Track & Trace.

Warning for early collection

You can set the driver to receive a warning displayed in the POD view if they manually set the status of a shipment to Picked up earlier than the earliest pick-up time specified on the order. Instructions and more details are available at Warning for premature collection, Opter Driver.

See also

• Mobile data settings (window)

• Proof of delivery types (window)

• Introduction to POD (proof of delivery)

• Pods (POD) in Opter Driver

• Check lists

• Checking consignment note numbers in Opter Driver

• Reason and comment mandatory in Opter Driver in the event of a delay