Customers (window)

The customer registry brings together all your customers and is where you configure settings that affect pricing, invoicing, account coding, how orders are dispatched and so on.

The Search box

To display a list of all your customers, leave the Find field blank and click on Search.

Function	Explanation
Drop-down list	Choose how to search for the customer: Automatic: searches in all the following fields. Customer code: searches by customer code and sales ledger number. Name Address: searches for the street address in the visiting address; “storg” finds all customers who have a visiting address on, for example, Storgatan and Storgränd, regardless of the city. Corporate ID number Reference Main customers: displays a list of customers who have the Main customer (SAP) checkbox selected on the Invoice information tab. You cannot search for specific main customers, but all main customers are displayed.
Find	Free text field for searching. The whole or the first part of the search string can be entered. "opt" finds "Opter" and "Optimal". "ter" does not find "Opter". The search is not case-sensitive.
Region	You can search for customers in a specific region or in all ([Any]).

Function

Explanation

Drop-down list

Choose how to search for the customer:

Automatic: searches in all the following fields.
Customer code: searches by customer code and sales ledger number.
Name
Address: searches for the street address in the visiting address; “storg” finds all customers who have a visiting address on, for example, Storgatan and Storgränd, regardless of the city.
Corporate ID number
Reference
Main customers: displays a list of customers who have the Main customer (SAP) checkbox selected on the Invoice information tab. You cannot search for specific main customers, but all main customers are displayed.

Find

Free text field for searching. The whole or the first part of the search string can be entered. "opt" finds "Opter" and "Optimal". "ter" does not find "Opter". The search is not case-sensitive.

Region

You can search for customers in a specific region or in all ([Any]).

The window’s tabs

Proof of Delivery (POD)

Use this tab to set up how the proof of delivery for customer orders will be handled in Opter Driver.

Proof of Delivery (POD)

Function	Explanation
Standard POD type	Select the proof of delivery type to be used as the default for the customer. If you select [Default], the type set as the default in the Proof of delivery types window is used.
Disable change of main POD type in mobile	If the checkbox is selected, the main proof of delivery type cannot be changed in the apps. It is only possible to choose between the proof of delivery types available under the main proof of delivery type set in the Standard POD type field above.
POD time limit	Select the time limit within which the proof of delivery must be registered after ordering or delivery. If you select [Default], the time specified by default in the POD time limits window, which you can open by clicking on , will be used. This function is used for subsequent registration of a proof of delivery.
Name always optional	: The receiver’s name is never required on a proof of delivery. : The setting for the POD type being registered applies (Settings > Proof of Delivery (POD) > Proof of delivery types).
Signature always optional	: The receiver never needs to sign a proof of delivery. : The setting for the POD type being registered applies (Settings > Proof of Delivery (POD) > Proof of delivery types).
Remark always optional	: The driver never needs to type anything in the Remark free text field. : The setting for the POD type being registered applies (Settings > Proof of Delivery (POD) > Proof of delivery types).
Remark always optional	: The driver never needs to type anything in the Comment free text field. : The setting for the POD type being registered applies (Settings > Proof of Delivery (POD) > Proof of delivery types).
Image always optional	: The driver never needs to attach an image to a proof of delivery. : The setting for the POD type being registered applies (Settings > Proof of Delivery (POD) > Proof of delivery types).
Information text to show in app on POD	: Text that is displayed in Opter Driver when the receiver accepts the proof of delivery. For example, this could be a disclaimer. If an image is selected in the Logo to show in app on POD field, it will be displayed above the information text.

Images

Function	Explanation
Logo to show in app on POD	An image that can be displayed in Opter Driver. The image can be displayed in the shipment list, shipment view, POD view and in the information text in the POD view. For more information, see Displaying the customer’s logo in Opter Driver.

Order Settings

Mandatory fields in order reception

Specify here which fields it is mandatory to complete when creating orders for the customer. Fields that should be mandatory for all customers are defined on the Form flow tab in the order settings (see Order entry settings (window)).

Mandatory fields are highlighted in yellow in order reception.

Function	Explanation
Reference	The Reference field in the Customer section. : mandatory for the customer. : mandatory/not mandatory depending on the setting defined in the order settings.
Customer project	The customer project part of the Cus.Proj./Proj.No field in the Customer section. : mandatory for the customer. : mandatory/not mandatory depending on the setting defined in the order settings.
Project	The project part of the Cus.Proj./Proj.No field in the Customer section. : mandatory for the customer. : mandatory/not mandatory depending on the setting defined in the order settings.
Receiver reference	The Receiver's ref field in the Data section. : mandatory for the customer. : mandatory/not mandatory depending on the setting defined in the order settings.
Sender reference	The Sender's ref. field in the Data section. : mandatory for the customer. : mandatory/not mandatory depending on the setting defined in the order settings.
Freight bill number	The Freight bill field in the Data section. : mandatory for the customer. : mandatory/not mandatory depending on the setting defined in the order settings.
Account coding projects	The Account coding project field in the Customer section. : mandatory for the customer. : mandatory/not mandatory depending on the setting defined in the order settings.
Extra ID 1–Extra ID 5	The Extra ID 1–Extra ID 5 fields in the Data section. If these fields have been given names on the Terminology tab in the office settings, those names will be displayed instead of “Extra ID 1”. : mandatory for the customer. : mandatory/not mandatory depending on the setting defined in the order settings.

Settings

Function	Explanation
Address history	Addresses that are entered in order reception and on the web portals are stored in a temporary address registry. Enter the number of days the addresses will be stored in the temporary address registry. If nothing is entered here, the addresses will be saved for as long as is specified in the office settings (Order Settings tab).
Weight calculation	Select the calculation to be used for converting dimensions to a pricing weight. If [Default] is selected, the option specified in the price list used on the order will be used.
Status time group	Select the times that are to be suggested for orders in order reception. If [None] is selected, the option specified for the service used on the order is used.
Never delay	: no deliveries to the customer are considered to be late, regardless of when they are delivered. (default): orders delivered later than the latest delivery time are considered to be late.

Freight bill number

Function	Explanation
Number series	The number series used for freight bills. [Default]: the option specified in the office settings (Order Settings tab) is used.
ID extension	The modification of the freight bill number used. [Default]: the option specified in the office settings (Order Settings tab) is used.
On pickup in Opter Driver	No check (default): the freight bill number does not need to be checked. Check valid freight bill number: The freight bill number is already filled in Opter Driver and needs to be checked. Force new freight bill number entry: The freight bill number must be scanned or entered into Opter Driver. By default, the check is made when the status of the first shipment of an order changes to Picked up and/or when the last shipment of an order changes to Delivered/Delivered, i.e. at the sender and/or receiver of the order. However, it can be defined that the check is done during the loading or unloading of each shipment on the order by setting the mobile data setting CheckFreightBillAtAllPickUpAndDelivery to "True". For information on how to set up mobile data settings, see Mobile data settings (window).
On delivery in Opter Driver	No check (default): the freight bill number does not need to be checked. Check valid freight bill number: The freight bill number is already filled in Opter Driver and needs to be checked. Force new freight bill number entry: The freight bill number must be scanned or entered into Opter Driver. By default, the check is made when the status of the first shipment of an order changes to Picked up and/or when the last shipment of an order changes to Delivered/Delivered, i.e. at the sender and/or receiver of the order. However, it can be defined that the check is done during the loading or unloading of each shipment on the order by setting the mobile data setting CheckFreightBillAtAllPickUpAndDelivery to "True". For information on how to set up mobile data settings, see Mobile data settings (window).
Check Digit Calculation	The method by which the freight bill number should be checked. Currently only the Modulus 10 option is available. A checksum can only be calculated if the freight bill numbers contain only numbers.
Number of characters	Enter the number of characters that make up the freight bill number, if you want it to be checked in Opter Driver. If you do not want the number to be checked, enter “0” (default).

Package id

Function	Explanation
Number series	The number series used for packages. [Default]: the option specified in the office settings (Order Settings tab) is used.
ID extension	The modification of the package ID used. [Default]: the option specified in the office settings (Order Settings tab) is used.

Function

Explanation

Number series

The number series used for packages.

[Default]: the option specified in the office settings (Order Settings tab) is used.

ID extension

The modification of the package ID used.

[Default]: the option specified in the office settings (Order Settings tab) is used.

Invoice information

The default invoicing setting applicable to all customers is configured on the Invoice settings tab in the office settings. To use different settings for a specific customer, configure those settings here.

Invoice information

Function	Description
Fee	The invoice fee, which is added to all the customer’s invoices. For more information, seeInvoice fee. [Default]: the setting is retrieved from the Invoice settings tab in the office settings.
Invoice attachment	Used to show/hide items with the CUS_InvoiceAttachment condition in reports, such as invoice reports. This means that the same report can be used, but showing or not showing certain information based on the specific customer. : Items made subject to the condition CUS_InvoiceAttachment in reports will appear on printouts for this customer. : Items made subject to the condition CUS_InvoiceAttachment in reports will not appear on printouts for this customer. Example: <item name="Attachments" condition="CUS_InvoiceAttachment" x="0" y="10" width="65" /> Displays the text "Attachments" on invoices to customers with the checkbox selected, but not on invoices to customers for which it is not selected. Note: The attachments themselves are not attached. This is done via the invoice export. For more information, see Attaching files to invoices.

Function

Description

Fee

The invoice fee, which is added to all the customer’s invoices. For more information, seeInvoice fee.

[Default]: the setting is retrieved from the Invoice settings tab in the office settings.

Invoice attachment

Used to show/hide items with the CUS_InvoiceAttachment condition in reports, such as invoice reports. This means that the same report can be used, but showing or not showing certain information based on the specific customer.

: Items made subject to the condition CUS_InvoiceAttachment in reports will appear on printouts for this customer.

: Items made subject to the condition CUS_InvoiceAttachment in reports will not appear on printouts for this customer.

Example:

Displays the text "**Attachments" on invoices to customers with the checkbox selected, but not on invoices to customers for which it is not selected.

Note:

The attachments themselves are not attached. This is done via the invoice export. For more information, see Attaching files to invoices.

Information

The invoice address. If it is the same as the visiting address, as entered on the General tab, it can be copied by clicking on Same as address.

Reference documents

On the Reference documents tab, files that can be opened on other computers can be added. The files that are added are not attached to orders, instead the function works as a file server and is intended for exchanging information. The files are saved in the database.

Function	Explanation
New	Adds a file that is on the computer. It is only possible to add one file at a time.
Delete	Deletes files from the registry. It is only possible to delete one file at a time.
Open	Opens the selected file in the list.
File name (column)	The file name.
Created (column)	When the file was added as a document in Opter.
File name (field)	The file name of the selected file. The file can be renamed by typing the new name and clicking on . Remember to keep the same file extension (for example “.docx”), otherwise the application to use has to be selected when the file is opened.
Comment	Free text. Information about the file. The information is only shown here.

The Customer menu

The Customer menu provides the following options. The menu options are also available as buttons on the toolbar.

Reference –
Notification subscriptions –
Projects –
Project number –
Import –

Reference Materials

Importing customers from Excel

Customer import (window)