Dispatch settings (window)

Settings > Dispatch settings

Views for dispatch can be customised and created in this window. The different views are shown in the list on the left. Select the view on which you want to change the settings. To create a new view, click on and give it a name on the General tab. Once you have made changes to one of the tabs in this window, click on to save them.

Then select the view you want to use from the Setting drop-down list in dispatch itself.

Tip

It is possible to reset the dispatch window settings. This can be useful, for example, if you have lost panels, or if some elements are displayed in the wrong language. Proceed as follows:

Close the window with dispatch.
Click on Help > Remove dispatch window dock settings. The following then occurs:
- The size and position of the panels in dispatch are restored to their default values.
- Panel names are reset. The next time dispatch is opened, the names of the panels will be in the language chosen by the user at the last login.
- If certain panels (for example Ferries, Routes and Subcontractors) have been closed, displayed or attached (), these settings will also be reset.
When dispatch is opened again, the view is restored.

The window’s tabs

General

Upper part

Function	Description
Name	The name of the view.
Description	Free text field for internal notes. The description is not displayed anywhere else but here.
Confirm change of status or resource if <x> or more are selected	: A question appears asking you to confirm that you want to make the change to the shipments. It is possible to set how many shipments should be selected for the question to be displayed. This is to avoid multiple shipments being changed by mistake if several shipments have inadvertently been selected in dispatch and then have their status changed, for example. If all changes should require confirmation, type “1” in the text field. : The tasks are changed immediately without having to confirm the change.
Display the “Failed delivery” option in the context menu	Shows/hides Failed delivery in the menu that appears when right-clicking on shipments in dispatch.
Filter on order trail if trail is missing for shipment	The filter for trails in dispatch applies to trails on shipments. If there are no trails on shipments, the filter can be applied to trails on orders by selecting this option.

Tabs

The Lists tab

Layout

Lists

These settings control how shipments are displayed in the lists in dispatch. They can be combined in different ways to create custom views.

Function	Explanation
Show "Drag here to create consignment"	An area appears in the header line above the lists where you can drop selected shipments to create a consignment. The consignment obtains the settings from the consignment type selected by default in the Consignment types window.
Delay start Delay full	Jobs that start to approach the estimated pick-up or delivery time according to the route optimisation may be tinted red and eventually turn completely red. In these two fields, you control when toning should start and when it should be completed. Delay start (default "60"): Number of minutes before the estimated pick-up/delivery time that toning starts. Delay full (default "20"): Number of minutes before the estimated pick-up/delivery time that the field turns completely red. The colouring applies to the columns showing estimated pick-up and delivery times from the route optimisation: Estimated delivery time Estimated delivery time (automatically adjusted) Estimated pickup time Estimated pickup time (automatically adjusted) Deadline - pickup - latest Deadline - pickup - earliest Deadline - pickup date - latest Deadline - pickup date - earliest Deadline - delivery - latest Deadline - delivery - earliest Deadline - delivery date - latest Deadline - delivery date - earliest End time (next status) Tip Add the column Estimated pickup time to the list Assigned and Estimated delivery time to the list Picked up. Together with the colour tinting, you get a clear overview of tasks that should soon be given a new status. Example With the default settings, the missions start to tone 1 hour before the estimated pick-up/delivery time (penultimate mission in the image above). The field is completely red 20 minutes ahead of time (the top four missions in the image above). If you want the field to be completely red exactly at the estimated pick-up/delivery time, enter "0" in Delay full. If you want the toning to start or end after the estimated pick-up/delivery time, enter a negative number in the field. If you type "-20" in Delay full, the field will turn completely red 20 minutes after the estimated pick-up/delivery time. If you do not want the fields to be coloured at all, leave both fields blank.
Show normal shipments (not consignment shipments)	Displays all shipments except consignment shipments. If an order is split into several shipments, one row is displayed for each shipment on that order.
Shows original shipments included in consignments	Shows all shipments included in consignments.
Group shipments in same order	Combines all shipments on an order into an expandable row. Must be combined with at least one of the Show normal shipments (not consignment shipments) and Shows original shipments included in consignments checkboxes above. Note: This checkbox cannot be combined with one of the Show consignment shipments (cannot be grouped) and Show shipments that are only on consignment orders (cannot be grouped) checkboxes. If you want to group consignment shipments, use the options under Group the consignments (see below).
Show consignment shipments (cannot be grouped)	Shows all consignment shipments. If a consignment order is split into several orders, one row is displayed for each consignment shipment on that order.
Show shipments that are only on consignment orders (cannot be grouped)	Displays shipments created on consignment orders, and that are not on one of the original shipments, e.g. if the consignment order has been split up.
Expand to show shipments in the consignment	Groups the consignment shipments. Expand to display the consignment shipments that are on the consignment order (not the original shipments)
Expand to show original shipments	Groups the consignment shipments. All shipments on the original orders are displayed when the consignment shipment is expanded, including those not included in the consignment.
Also show extra shipments for consignments	Used if you have selected Create new addresses if no matching addresses when consigning on the consignment type, and if Shows original shipments included in consignments is selected above. Groups the consignment shipments. When the consignment order is expanded, shipments that have been created on the consignment orders and that are not on one of the original shipments are displayed, e.g. if the consignment order has been split up. If this checkbox is combined with Expand to show original shipments, all shipments on the consignment order will be displayed when it is expanded.
Only show shipments with the following consignment type	Filter which consignments are displayed in dispatch based on the consignment type.
Grouped shipments bold	Grouped shipments are shown in bold.

The Columns tab

On this tab, you choose which columns you want to display in the different lists. You can also give certain columns different colours to make them stand out, and set formats for how times and dates are displayed.

You can organise the columns by dragging and dropping them up and down the list. The higher up the list, the further to the left in the traffic management. To delete a column, click on it and then press Delete on your keyboard. To add a column, click on Click here to add a new item. at the bottom of the list.

Column	Description
Name	Double-click in the field and type the name of the column in which it should appear in the traffic management. If you leave the field blank, the column will not be named and it may be difficult to know what information the column contains.
Column	Opter system name on the column. This is where you choose which columns to display, and it is this column name that we refer to in the help in the instructions on how to display information in the traffic management. Columns for senders and recipients: Columns with names starting with "A." refer to the sender, for example S. Street (sender's street address) and S. Street no. (sender's street number). Columns with names starting with "M." refer to the recipient, for example R. Street (recipient's street address) and R. Street no. (recipient's street number). Columns related to assignments or orders, or automatically select whether the field should be taken from assignments or orders: If you want the field to be retrieved from the mission, select for example the columns S. Street, S. Street no., S. Country, R. Street, R. Street no. and R. Country. (This choice is the most common to show in the traffic management.) If you want the Opter system to automatically select whether the field should be retrieved from the assignment or the order, select for example the columns S. Street (auto), S. Street no. (auto), S. Country (auto), R. Street (auto), R. Street no. (auto) and R. Country (auto). If you want the field to be retrieved from the order, select for example the columns S. Street (order), S. Street no. (order), S. Country (order), R. Street (order), R. Street no. (order) and R. Country (order). For example, if you want to display both the address from the assignment and the address from the order, select the columns S. Street and S. Street (order), and R. Street and R. Street (order) for example.
Color selection	The list contains a number of registers and other places where you can set colours. Select the register whose colour settings the column should have. For example, if you have set the colour for a customer ( Dispatching tab in the customer register), you can select, for example, Customer for columns containing customer information, such as Customer name and Customer code. For those customers for whom you have not made any colour settings, the fallback colour is used (see below).
Format	Here you can change the format in which the time and date are displayed. If you do not specify a format, the following default format is used: Time: hh:mm, e.g. "08:30" Date: yyyy-MM-dd, e.g. '2024-07-18'. The delimiter for date columns is always a hyphen (-). If you enter the date format "dd/MM/yyyy", it will be displayed as "18-07-2024". For the time, however, you can use other characters as delimiters, such as the dot, "15.47". There are no columns in the traffic management that contain both date and time. Note: "MM" means month and "mm" means minutes. If you use "mm" in a date column, "00" is displayed as the month. If you use "MM" in a time column, the month is shown as minutes (i.e. 01-12 only). Example American date format: MM-dd-yyyy = "07-18-2024". Year and month only: yyyy-MM = "2024-07". Hours, minutes and seconds: hh:mm:ss = "15:47:00" Point as delimiter: hh.mm = "15.47"
Filter	If you want the column to be filtered by default in the traffic management, set the filter here. Click twice on the row to set the filter. Select one of the options from the drop-down menu and enter what you want to filter on in the text field on the right. The text field can be very narrow if there are no other filters in the column. If so, you can make it wider to make it easier to write. The filter settings are not personalised, but apply to everyone who uses the system. For more information, see Setting up predefined column filters in dispatch. The different filters produce the following results in terms of what is displayed in the column in dispatch: [None]: No filter, all missions are displayed. If you select [None], the drop-down list will disappear again when you click on another row. Null/Empty: For example, if you only want to show assignments where a date or weight column does not contain a value, select Null. If you only want to show assignments where a certain text column does not contain a value, select Empty. For example, for a column with a package ID, select Empty. Not null/Not empty: For example, if you only want to show assignments where a date or weight column contains a value, select Not null. If you only want to show assignments where a certain text column is not empty, select Not empty. For example, for a column with a package ID, select Not empty. Contains/Is contained in: For example, if you want to show all the updates with customer names containing "opt", select Contains and type "opt" as a filter on the Customer name column. Then assignments with customers such as "Opter" and "HelicopterCompany" will appear in the traffic management. For example, to view assignments with one or more specific customers, select Is contained in and then type the names with commas between them, for example l"Opter, Åhléns, IKEA". Tip Thus, with Is contained in you can filter on several values at once. Does not contain/Is not contained in: For example, if you want to display all customer codes that do not contain "opt", select Does not contain and "opt" as the filter on the column Customer code. Then customer codes such as “Opter ” and “Helicopter Company” will not be displayed in dispatch. If there are one or more specific customer codes that should not be displayed, select Is not contained in and then enter the customer codes with commas between them, such as “Opter, Transport Company, Courier Company”. Is not contained in can be used to filter on several values at the same time. Equal to: If you only want to show assignments where the column value is exactly equal to a specific value. For example, if you only want to show all jobs where the content of the column is "Opter", select Equal to and type "Opter". Then all rows with "Opter" in that column will be displayed, but not missions with "Helicopter Company" or "Tycho Brahe" in that column. Not equal to: If you do not want to show assignments where the column value equals a specific value. For example, if you select Not equal to and type "Opter", no assignments where the column contains "Opter" will be displayed in the traffic management. Starts with/Ends with: For example, if you want to display all customer codes starting with "opt", select Starts with and enter "opt" as a filter in the Customer code column. Then customer codes such as "Opter" and "OptimisticExpress" will be displayed in the traffic management, but not "HelicopterCompany". Less than/Less than or equal to: For example, if you only want to show assignments where the weight column is less than 7kg, select Less than and type "7". If you want to display assignments where the weight column is 7kg or less, select Less than or equal to and type "7". Greater than/Greater than or equal to: For example, if you only want to show assignments where the area metre column is greater than 4 m, select Greater than and type "4". If you want to display assignments where the area column is 4 m or larger, select Greater than or equal to and type "4".
Fallback color	Set the colour of the fallback column in dispatch. For example, if you have selected Customer under Color selection (see above), but have not set the colour for all customers in the customer register, the fallback colour you set here will be used for those customers. Click on . The Color picker window opens. Select Use fallback color and choose colours from the drop-down lists Text color and Background color. When you have finished, click on Ok.

Content settings

This tab can be used to specify which summaries are to be displayed on the Subcontractors and Routes panels in dispatch. They can be used to obtain an overview of the load and profitability of individual subcontractors and routes.

There is a set of checkboxes for Subcontractors and one for Routes, so you can specify which summaries should be displayed in the different windows independently of each other.

Function	Explanation	Default setting
Total count	Total number of shipments, regardless of status.
Affects vehicle load	Number of shipments with a status that affects the vehicle load according to the life cycle settings.
Number of not assigned	Number of shipments with an earlier status than the one specified as Assigned in the life cycle settings.	Routes: Subcontractors:
Weight	The total weight of the shipments that affect the vehicle load according to the life cycle settings. Obs! If an order has several shipments, the weight is calculated once for each shipment on the order.
Pallet spaces	The total number of pallets for the shipments that affect the vehicle load according to the life cycle settings. Obs! If an order has several shipments, the number of pallets is calculated once for each shipment on the order.
Load meters	The total number of load metres for the shipments that affect the vehicle load according to the life cycle settings. Obs! If an order has several shipments, the number of load metres is calculated once for each shipment on the order.
Result	Income minus cost for all shipments, regardless of status.