Customise the POD view in Opter Driver

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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 name of the POD type, for example Nobody home, in the detail view. For more information, see Setting the POD type as a shortcut on the menu in Opter Driver for iOS.

The fields and buttons that are displayed and those that are mandatory to fill in can be defined. For example, the POD view might look like this.

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

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).

Show the Proof of delivery menu option and shortcut

Select whether or not the Proof of delivery menu option and possible shortcuts to certain proof of delivery types should appear on the menu in the details view.. Proceed as follows:

1. If you want the menu item Proof of delivery to be displayed in the detail view, the mobile data setting ProofOfDeliveryPermission must be set to "True" (default). For more information, see Mobile data settings (window).

2. If the Proof of delivery menu option and possible shortcut to a proof of delivery type that sets the status to Delivered/Unloaded should appear in the detail view menu when the driver changes the status to Delivered/Unloaded, the ManualStatusChangeDeliveryPermission mobile data setting must be set to "True" (default).

   For more information, see Setting the POD type as a shortcut on the menu in Opter Driver for iOS and Setting how status can be changed in Opter Driver for iOS.

3. If the Proof of delivery menu option and possible shortcut to a proof of delivery type that sets the status to Pickup/Loaded should appear in the detail view menu when the driver changes the status to Pickup/Loaded, the ManualStatusChangePickUpPermission mobile data setting must be set to "True" (default).

4. Click on to save all changes.

Setting which POD types to display in the app

For example, if the Delivered, Nobody home and New address proof of delivery types should be shown in Opter Driver, proceed as follows:

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

2. For each type of proof of delivery to be displayed in Opter Driver, tick Available in mobile device.

   The types of proof of delivery can be found in the list on the left. For more information, see Introduction to POD (proof of delivery).

3. If you also want the delivery order type to be displayed directly in the menu in the detail view (as a shortcut), also tick the checkbox Display on the menu in Opter Driver. For more information, see Setting the POD type as a shortcut on the menu in Opter Driver for iOS.

4. Click on to save all changes.

Set the Checklist field

Follow the instructions Setting whether or not to display checklists in Opter Driver.

Set the Check freight bill number field

Follow the instructions Configuring the freight bill number check in Opter Driver.

Set the Receiver’s name field

The Receiver’s name field is always displayed.

1. If you want to force the driver to enter the recipient's name, tick the Require name checkbox under Settings > Proof of Delivery (POD) > Proof of delivery types > General. For more information, see Proof of delivery types (window).

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

2. Click on to save all changes.

Setting the field Receiver’s signature

The Receiver’s signature field is always displayed.

If you want to force the driver to allow the recipient to leave a signature, tick Require signature on the POD type. For more information, see Proof of delivery types (window). The setting can be overridden for individual customers using the Signature always optional option on the Proof of Delivery (POD) tab of the customer register.

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

It can be set so that the driver can or must enter a remark. Proceed as follows:

1. For the field Remark to appear in the POD view, the mobile data setting PodRemarkEnabled must be set to "True" (default). For more information, see Mobile data settings (window).

2. If you want to force the driver to write a note, tick the checkbox Require remark under Settings > Proof of Delivery (POD) > Proof of delivery types > General. For more information, see Proof of delivery types (window).

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

3. Click on to save all changes.

Set the Comment field

In the Comment field, the driver can enter a comment manually or scan a barcode, for example. It can be set so that the driver can or must provide a comment. It is also possible to specify whether the driver should enter a comment manually or scan in a comment.

Proceed as follows:

1. To show the Comment menu option in the POD view, the PodCommentEnabled mobile data setting has to be set to ”True”. (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. If you want the driver to scan the comment (for example, scan a barcode), tick the checkbox Scan comment under Settings > Proof of Delivery (POD) > Proof of delivery types. For more information, see Proof of delivery types (window).

3. You can make it mandatory to enter a comment for a specific type of proof of delivery by ticking the checkbox Require comment under Settings > Proof of Delivery (POD) > Proof of delivery types. For more information, see Proof of delivery types (window).

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

4. Click on to save all changes.

Set the Delay and Comment fields

Select whether the driver has to state the reason for the delay and provide a comment in the event of a delivery delay. If the driver has to enter a delay reason and comment, the Select reason for delay drop-down list and a field for the delay comment are displayed.

Follow the instructions in Reason and comment mandatory in Opter Driver in the event of a delay.

Setting the field Add image

Choose whether drivers should be able to add an image to the proof of delivery/shipment, and whether or not it should be mandatory for the driver to add an image.

Proceed as follows:

1. Choose whether or not to show the Add image field in the POD view by setting the PodPictureEnabled mobile data setting to "True" or "False":

   • ”True” = the Add image field is displayed in the POD view and the driver can add an image.

   • ”False” (default) = The Add image field is not displayed in the POD view and the driver can thus not add an image.

   For more information, see Mobile data settings (window).

2. If PodPictureEnabled is set to "True", it is possible to choose whether or not adding an image is mandatory.

   If you want to force the driver to add a picture, tick the checkbox Require image under Settings > Proof of Delivery (POD) > Proof of delivery types > General. For more information, see Proof of delivery types (window).

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

3. Please check that the mobile data setting GetPictureFromGalleryPermission is set as you wish. The setting GetPictureFromGalleryPermission does not only apply to the POD view, it applies to all places in the app where the driver can add an image, for example in the detail view and when recording deviations. For more information, see Mobile data settings (window).

   Choose whether drivers should be able to add images that they already have on their mobile device:

   • ”True” (default): The button appears in the Add image field and drivers can add images they already have.

   • “False”: The button is not displayed and drivers cannot add images they already have. Instead, they can take a new picture and attach it.

   The button is always displayed in the field Add image and drivers always have the possibility to take a new picture and attach it to the assignment, if you have chosen to display the field Add image.

4. Click on to save all changes.

For more information, see Adding images in Opter Driver for iOS.

Setting the button Loose items

Choose whether drivers should be able to enter the number of loose items, and whether that should be mandatory if loose items are registered on the order. Proceed as follows:

1. If the Loose items field should appear in the POD view (and in the menu in the detail view), set the LooseItemsPermission mobile data setting to "True". (The default setting is “False”).

   Drivers can then enter loose items. For more information, see Mobile data settings (window).

2. If LooseItemsPermission is set to "True", it is possible to use LooseItemForceSetValue to choose whether or not it is mandatory:

   • “True” = If there are loose items registered on the order, the driver must enter the number of loose items as follows:

     • When loading the first shipment on the order, the driver must specify Starting quantity, if it is not already there.

     • When unloading the last shipment on the order, the driver must specify Ending quantity, if it is not already there.

   • “False” (default) = the driver does not have to indicate the number of loose items, but there is an option to do so.

3. Click on to save all changes.

For more information, see Register proof of delivery (POD) in Opter Driver for iOS.

Set the Deviation button

Follow the instructions in Require deviation for POD registration in Opter Driver for iOS.

Set the Price item button

Choose whether the drivers should be able to add new price items in the POD view, and whether it should be optional or mandatory.

Proceed as follows:

1. If drivers should be able to add new price items in the POD view, the AddNewPriceItemPermission mobile data setting has to be set to ”True” (default). The Price item button will then appear in the POD view. For more information, see Mobile data settings (window) and Customising the price item view in Opter Driver.

   If you also want drivers to be able to add new items via the menu in the detail view, you also set ArticlesPermission to "True" (default). For more information, see Customising the price item view in Opter Driver.

2. If you want to force the driver to add an article, tick the checkbox Price item mandatory under Settings > Proof of Delivery (POD) > Proof of delivery types > General. For more information, see Proof of delivery types (window).

   This setting cannot be overridden for individual customers.

3. Click on to save all changes.

Set the Changes button

Choose whether or not drivers should be able to make changes to shipments in Opter Driver. If the Changes button is displayed, drivers can make changes. The changes are saved when the driver taps Save at the bottom of the POD view.

The ChangesPermissionmobile data setting determines whether or not the Changes button is displayed in the POD view and on the menu in the detail view. Follow the instructions in Changes to orders in Opter Driver.

Drivers must log off

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.

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