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 you want the cost of the co-loading mission to be distributed between the original missions. This also affects how the distance and fuel consumption of the co-loading mission is allocated to the original missions 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 distance of the original missions. 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 Allocating the costs of a co-loading operation. CO2 emissions in the statistics If you use an early version of the CO2 emission calculation (in tonnes) described in Climate impact of CO2 emissions in tonnes, then this checkbox (Cost split for shipments grouped in a consignment (statistics)) also affects how the CO2 emissions of the co-loading mission are allocated to the original missions in the statistics. If you are using a later version of the CO2 emissions calculation (in grams), see the checkbox Assignment of CO2 emissions to original shipment below).
Assignment of CO2 emissions to original shipment	Applies to Opter version 2024.06.00 and 2023.12-01.886, and later. Select how you want the estimated CO2 emissions of the co-loading order to be distributed between the original orders: Evenly for all shipments in consignment (default): CO2 emissions are divided equally between the original missions. Relative distance: CO2 emissions are allocated based on the distance of the original missions. By pricing weight: CO2 emissions are allocated based on the pricing weight of the original orders. Relative pricing weight and distance: CO2 emissions are allocated based on the pricing weight and distance of the original orders. By total order income: CO2 emissions are allocated based on the revenue of the original contracts. 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 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, see Arranging 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 you delete orders from an existing consolidation order, it may be automatically cancelled if the number of original orders remaining on the consolidation order is less than the number you enter here.
Credit	(default): The consignment shipment is credited. Not to be credited is deselected on the consignment order. : 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 assignments are created when new assignments are added to a co-loading order. This setting is used, for example, when the original orders are routed, but the consolidation order is used for invoicing and/or settlement. + : Opter checks if the original order's pick-up and delivery addresses are already in the consolidation order when you add an original order to it. If they do not, new co-loading orders are created to those addresses. This setting is used, for example, if the groupage order is routed, and not the original orders. + : If you change the consignor or consignee on an original order that has the same address as the consignor or consignee of the consolidation order, the address is also updated on the consolidation order. Tip See also Consignment’s own shipments follow the consignment’s allocation of resources below.
Consignment status follows status of shipments in the consignment + Status of shipments in consignment follows consignment status	+ (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. For more information, see Status of consignment shipments and original shipments.
Unconsign shipment if status is changed	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. Selecting Consignment status follows status of shipments in the consignment above will deselect this checkbox. 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 haulier/subcontractor will be paid for 100% of the resource value of the co-loading order. The settlement factor (resource pricing) is ignored. : The haulier/subcontractor is paid for the co-loading assignment according to the settlement factor (resource pricing).
Invoice consignment order + Summarize contained shipments' customer prices	+ : The sum of the prices of the original orders is displayed as the manual price on the consolidation order and the consolidation order is invoiced. + : The co-load order gets its price from the price calculation and is invoiced. + : Original orders are invoiced. + : Original orders are invoiced. See also Invoiced instead of the orders of shipments grouped in a consignment above.
Consignment’s own shipments follow the consignment’s allocation of resources	: If you change the resource on a co-loading assignment, the other co-loading assignments are also allocated to that resource. All co-loading missions will thus always be allocated to the same resource. If you change the resource on an original mission, that mission is released from the co-loading order and receives the new resource. Other original missions retain their current resources and remain in the co-loading order. Note: If the checkbox Create new addresses if no matching addresses when consigning (see above) is also checked, and a new co-loading order is created when an original order is added to the co-loading order, the new co-loading order will have the same resource as the existing co-loading orders. : If you change the resource on a co-load assignment, only that co-load assignment is allocated to that resource. Other co-loading missions will keep their current resources. If you change the resource on an original mission, that mission is released from the co-loading order and receives the new resource. Other original missions retain their current resources and remain in the co-loading order.
Reset status when original shipments are released from consignment orders	: When you release a master order from a co-load order, the status of the master order is reset to the first in the lifecycle (usually Created), and the resource to which the order was allocated is removed. : When you release an original assignment from a co-load order, that assignment retains its current resource and status.

Consignment types (window)

The window’s tabs

See also