Customers (window)

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.

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.

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.

: 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).

: 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).

The field Reference under Customer.

The project part of the field Cus.Proj./Proj.No under Customer.

The field Sender's ref. under Data.

The field Account coding projectunder Customer.

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).

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.

The number series used for freight bills.

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

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).

The method by which the freight bill number should be checked. Currently only the Modulus 10 option is available.

Database fields: CUS_CDC_Id_FreightBillCheckMobile

The number series used for packages.

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

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.

If you wish, you can specify the background colour and text colour for the customer. You can then choose how the colour setting will be used in the dispatch system by doing the following

1. In the Customers window, click on to save all changes.

2. Click on Settings > Dispatch settings, the tab Tabs and then on the tab Columns.

3. In the Color selection column, you can select Customer for columns containing customer information, for example Customer name and Customer code.

   

   For those customers for whom you have not made any colour settings, the fallback colour is used, which you set in the column Fallback color. (If you do not see the column Fallback color, please scroll to the right.)

4. Click on to save all changes.

For more information, see Dispatch settings (window).

Enter how many extra days you want shipments without pods to remain in the dispatch queue before they are cleared.

: The driver receives a warning for early collection.

The early pick-up warning will appear in Opter Driver if the following applies:

• The driver will collect from the sender or manually change the status to Picked up at a time before the earliest time and date of collection of the shipment.

• This is the first shipment on the order. When scanning, the warning is only displayed during pickup scan at the sender's premises, i.e. not during pickup scan at the Terminal.

When the driver receives the alert in the app, they can choose to undo the scan/status change or go ahead and still change the status to Picked up. So it's just a warning, not a block.

For more information, see Warning for premature collection, Opter Driver.

: (Standard). No warning is displayed for early collection.

Customer's internet order setting. You can have a different setting for individual References (see Reference (window)), for example a variant of the customer's internet order setting, but with a few changes.

Adds a file that is on the computer. It is only possible to add one file at a time.

Opens the selected file in the list.

When the file was added as a document in Opter.