Consignment types (window)

Settings > Consignment types

In the Consignment types window, it is possible to configure generally applicable settings for consignment orders and specify the criteria upon which the matching of shipments to be grouped into consignments is based.

The window’s tabs

General

This tab allows the properties of the consignment orders created when grouping shipments into consignments to be defined. These settings apply to both the manual and automatic creation of consignments.

Function	Explanation
Name	The name of the type. Displayed in the list on the left and in the drop-down list in the Consignments window.
Customer for new consignment	Enter the name of a customer in the text field to find the customer from the customer registry that should be shown as the customer on the consignment order. If the field is left blank, the customer in the template is used (see templates for consignment orders below). If there is no template, the customer from the first shipment included in the consignment is used.
Cost split for shipments grouped in a consignment (statistics)	Choose how the cost of the consignment shipment is to be distributed between the original shipments. This also affects how the distance and fuel consumption of the consignment shipment is allocated to the original shipments in the statistics. Select one of the following: Evenly for all shipments in consignment (default): the cost is divided equally between the original shipments. Relative distance: the cost is allocated based on the distances of the original shipments. By pricing weight: the cost is allocated based on the pricing weight of the original shipments. Relative pricing weight and distance: the cost is allocated based on the pricing weight and the distance on the original shipments. By total order income: the cost is allocated based on the income from the original shipments. For more information, see Distributing the costs of a consignment shipment. CO2 emissions in the statistics If you use an early version of the CO2 emissions calculation (in tonnes) described in Climate impact of CO2 emissions in tonnes, this checkbox (Cost split for shipments grouped in a consignment (statistics)) also affects how the CO2 emissions of the consignment shipment are allocated to the original shipments in the statistics. If you are using a later version of the CO2 emissions calculation (in grams), see the Assignment of CO2 emissions to original shipment checkbox below).
Assignment of CO2 emissions to original shipment	Select if and how the CO2 emissions calculated for the consignment order are to be distributed between the original shipments: [None] (default): the CO2 emissions are not divided between the original shipments. In other words, the original shipments (and thus the original orders) keep their usual CO2 emission calculations, as if they were not part of a consignment. Evenly for all shipments in consignment: the CO2 emissions are divided equally between the original shipments. Relative distance: the CO2 emissions are allocated based on the distances of the original shipments. By pricing weight: the CO2 emissions are allocated based on the pricing weight of the original shipments. Relative pricing weight and distance: the CO2 emissions are allocated based on the pricing weight and the distances of the original shipments. By total order income: the CO2 emissions are allocated based on the income from the original shipments. For more information, see Climate impact of CO2 emissions in grams, pricing weight.
Lowest cost consigned shipment cost	Specify a minimum cost for each shipment included in the consignment. The cost will be allocated according to the method chosen in the drop-down list above, but will not be lower than the value entered in this field (if possible).
Order setting	If the consignment order is opened in order reception, the view selected here is used. [None]: the consignment order opens in the last used view. Tip Create a special consignment view containing all the consignment information.For more information, seeArranging the sections in order reception.
Freight bill design	Select the freight bill template to be used for the consignment order. [Default]: the freight bill for the customer listed on the consignment order ( next to the Messages drop-down list on the Details tab in the customer registry).
Freight bill number series	The number series to be used for the freight bills of the consignment orders. If a specific number series is used for consignments, or for different types of consignments, consignment orders can be identified using the freight bill number. [None]: the consignment order is not automatically given a freight bill number.
Package id number series	The number series to be used for the package IDs of the consignment orders. [None]: The packages on the consignment order will not automatically be given a package ID.
Template for new consignments (order #)	Enter the order number of the order you want to use as a template. If the field is left blank, the first shipment in the consignment is used as a template. It may be appropriate for dispatching to be carried out on the original shipments and not on the consignment shipment. Tip Create a schedule template and use it as a template for consignment orders. For more information, see Creating schedule templates. Select Do not autogenerate in step 3 so that the template does not create orders automatically.
Automatically cancel if number of shipments grouped in consignment is fewer than	If shipments are deleted from an existing consignment order, they can be automatically cancelled if the number of original shipments remaining in the consignment order is less than the number entered here.
Credit	(default): the consignment shipment is credited. Not to be credited is deselected on the consignment order. Note: If the toll calculation function is used in Opter, see also Managing road tolls. : the original shipments are credited. Not to be credited is selected on the consignment order.
Invoice consignment order + Invoiced instead of the orders of shipments grouped in a consignment	+ (default): The original orders are invoiced. Not to be invoiced is selected on the consignment order. + : The consignment orders and the original orders are invoiced. Not to be invoiced is deselected on the consignment order. + : The consignment order is invoiced. The original orders are not invoiced. Not to be invoiced is deselected on the consignment order. To prevent an original order from being invoiced, the following must apply: All shipments on the original order are grouped in a consignment. All consignment orders that include the original shipments will be, or have been, invoiced. All consignment orders that include the original shipments have the same customer as the original order. All consignment orders that include the original shipments have a consignment type with Invoiced instead of the orders of shipments grouped in a consignment selected. + : The original orders are invoiced. Not to be invoiced is selected on the consignment order.
Create new addresses if no matching addresses when consigning + Update sender/rec. for consignment order if original shipment is changed	+ (default): No new shipments are created when new shipments are added to a consignment order. This setting is used when, for example, the original shipments are dispatched, but the consignment order is used for invoicing and/or supplier bills. + : Opter checks whether or not the pickup and delivery addresses for the original shipment are already available in the consignment order when an original shipment is added to it. If they are not, new consignment shipments are created to those addresses. This setting is used if, for example, the consignment orders are dispatched, rather than the original shipments. + : If you change the sender or receiver on an original shipment that has the same address as the sender or receiver of the consignment order, the address on the consignment order is also updated. Tip See also All consignment shipments have the same resource below.
Consignment status follows status of shipments in the consignment + Status of shipments in consignment follows consignment status	Note: These settings have been removed as of Opter 2024.12.00 to simplify the settings for consignments. Opter 2024.12.00 and later The checkboxes have been removed. This means that it always works as follows: If the status of an original shipment is changed, the status of the consignment shipment also changes, but the other original shipments keep their current status. If the status of a consignment shipment is changed, the status of all the connected original shipments is changed. Opter 2024.06.00 and earlier + (default): all the original shipments get the same status as the consignment shipment. This means that it is only necessary to change the status of one shipment instead of all individual shipments. + : the consignment shipment gets its status from the original shipment that has gone furthest in its life cycle. If the status of four original shipments has been set to Assigned and the status of one original shipment has been set to Picked up, the status of the consignment shipment is set to Picked up. The status of the consignment shipment cannot be changed. + : If the status of an original shipment is changed, the status of the consignment shipment also changes. However, other original shipments retain their existing status. If the status of a consignment shipment is changed, the status of all the original shipments in the consignment also changes. For more information, see Status of consignment shipments and original shipments.
Release shipment in case of individual change of status	Note: The setting has been removed as of Opter 2024.12.00 to simplify the settings for consignments. Opter 2024.12.00 and later The checkbox has been removed. This means that if someone changes an original shipment, it remains in the consignment. Opter 2024.06.00 and earlier Dimmed if Consignment status follows status of shipments in the consignment above is selected. : if someone changes an original shipment, for example by changing its status or resource, that shipment is removed from the consignment. (default): if someone changes an original shipment, it remains in the consignment. If Consignment status follows status of shipments in the consignment above is selected, this checkbox is deselected. As the consignment shipment then acquires its status from the original shipments, the original shipments cannot be released when their status is changed.
Use 100% of order price as resource price	: The supplier/subcontractor is paid for 100% of the consignment order’s resource value. The settlement factor (resource pricing) is ignored. : The supplier/subcontractor is paid for the consignment shipment according to the settlement factor (resource pricing).
Invoice consignment order + Summarize contained shipments' customer prices	+ : The sum of the prices on the original shipments is displayed as a manual price on the consignment order and the consignment order is invoiced. + : The consignment order gets its price from the price calculation and is invoiced. + : The original orders are invoiced. + : The original orders are invoiced. See also Invoiced instead of the orders of shipments grouped in a consignment above.
All consignment shipments have the same resource (In Opter version 2024.06.00 and earlier, the checkbox was called “Consignment’s own shipments follow the consignment’s allocation of resources”.)	: If the resource on a consignment shipment is changed, the other consignment shipments are also allocated to that resource. All consignment shipments will thus always be allocated to the same resource. If you change the resource on an original shipment, that shipment is released from the consignment order and receives the new resource. Other original shipments retain their current resources and remain in the consignment order. Note: If Create new addresses if no matching addresses when consigning (see above) is also checked, and a new consignment shipment is created when an original shipment is added to the consignment order, the new consignment shipment will have the same resource as the existing consignment shipments. : If the resource on a consignment shipment is changed, only that consignment shipment is allocated to that resource. Other consignment shipments retain their current resources. If you change the resource on an original shipment, that shipment is released from the consignment order and receives the new resource. Other original shipments retain their current resources and remain in the consignment order.
Reset status when original shipments are released from consignment orders	: If an original shipment is released from a consignment order, the status of the original order is reset to the first in the lifecycle (usually Created), and the resource to which the shipment was allocated is removed. : If an original shipment is released from a consignment order, that shipment retains its current resource and status.

Reference Materials

Consignment

Automatic creation of consignments

Manual creation of consignments

Consignments (window)