Last updated: 18.01.2024
Valid from: 2020.05.00 and later
Customers (window)
Register > Customers
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:
|
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

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 ![]() |
Name always optional |
|
Signature always optional |
|
Remark always optional |
|
Remark always optional |
|
Image always optional |
|
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. |

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.
|
Customer project | The customer project part of the Cus.Proj./Proj.No field in the Customer section.
|
Project | The project part of the Cus.Proj./Proj.No field in the Customer section.
|
Receiver reference | The Receiver's ref field in the Data section.
|
Sender reference | The Sender's ref. field in the Data section.
|
Freight bill number | The Freight bill field in the Data section.
|
Account coding projects | The Account coding project field in the Customer section.
|
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”.
|
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 |
|
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. |

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.
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. The attachments themselves are not attached. This is done via the invoice export. For more information, see Attaching files to invoices. |
Internal customer |
Report tag: Header.CUS_InternalCustomer (displays “True”/”False”). For more information, see Internal invoicing. |
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.

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 ![]() |
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 –