Adding a ferry consisting of two terminals and the distance between them

Step 1: Create the two terminals (ports) that form the ferry

1. Click on Register > Terminals.

2. Click on to create a new terminal. Give the terminal a code and a name, the rest is optional. For more information, see Terminals, window.

3. Click on to save all changes.

4. Click on to create the second terminal to be included in the ferry. Give the terminal a code and a name, the rest is optional.

5. Click on to save all changes.

6. On the Pricing and splitting tab in the Keep resource after splitting and set same resource to next shipments during assignment field, configure the same settings for both terminals included in the ferry:

   • The Driver checkbox. Select this checkbox because you have chosen to include the driver who has been assigned the shipments on the ferry, and the driver will continue to have the shipments after the ferry.

   • The Vehicle checkbox. Select this checkbox because you have chosen to include the vehicle that has been assigned the shipments on the ferry, and the vehicle will continue to have the shipments after the ferry.

   • The Trailer checkbox.

     Obs!

     It does not matter whether this checkbox is selected or deselected, because it is always mandatory to include the trailer resource type in the ferry in this scenario, i.e. when the ferry consists of two terminals and the distance between them.

   • The Subcontractor checkbox. Select this checkbox because you have chosen to include the subcontractor which has been assigned the shipments on the ferry, and the subcontractor will continue to have the shipments after the ferry.

7. Click on to save all changes.

8. Configure the same settings on the Pricing and splitting tab in the Keep resource after splitting and set same resource to next shipments during assignment field for the second terminal included in the ferry.

9. Click on to save all changes.

Step 2: Add a ferry

How to create a ferry (ferry line) consisting of a From terminal and a To terminal and the route between them:

1. Click on Register > Ferries.
2. Click on to create a new ferry.
3. Give the ferry a Name, for example “STO-HEL”, to indicate that the direction of the ferry is Stockholm to Helsinki.

4. Enter the ferry terminals (ports) between which the ferry route runs in the drop-down lists From terminal and To terminal.

5. The Automatically split shipments at terminals checkbox is used to configure how to define a ferry in Opter. Select the checkbox to define a ferry as two terminals (ports) and the route between them.

6. Enter the ferry’s Departure time, Arrival time, Plus days and Schedule. For information about how to fill in these fields, see Ferries (window).

7. Click on to save all changes.

Step 3: Link Opter with PTV for correct distance

To get the correct distance, the ferry lines in Opter need to be linked to the ferry lines in PTV. We recommend that you do this for all your ferry lines, but make the setting for one ferry line at a time. More information about PTV can be found in the PTV Map&Guide.

Proceed as follows:

1. Click on Register > Ferries and click on the tab Distance. In the list on the far left, select the ferry line (ferry) you want to link with PTV.

2. Search for ferry routes in PTV in one of the following ways:

   • Use the map and click on one of the ferry line's ports or terminals.

   • Use the Search box and enter the address of one of the ferry terminals.

   The Result box displays one or more ferry routes registered in the PTV.

3. In the Result box, click on the ferry line that matches your ferry line (ferry) that you have selected in the list on the left.

4. Click on the Select ferry button.

   The fields PTV name and PTV ID are automatically filled in with the information from the PTV.

5. Click on to save all changes.

Step 4: Register the length of the vehicles

When booking vehicles on a ferry, it is often necessary to specify the length of the vehicles. Check that all your vehicles have their length specified in Opter:

1. Click on Register > Vehicles > Capacity.

2. In the Dimensions box, in the Length field, enter the length of the vehicle in metres.

3. Click on to save all changes.

Step 1: Create the two terminals (ports) that form the ferry

1. Click on Register > Terminals.

2. Click on to create a new terminal. Give the terminal a code and a name, the rest is optional. For more information, see Terminals, window.

3. Click on to save all changes.

4. Click on to create the second terminal to be included in the ferry. Give the terminal a code and a name, the rest is optional.

5. Click on to save all changes.

6. For the terminal from which the ferry departs, configure the following settings on the Pricing and splitting tab in the Keep resource after splitting and set same resource to next shipments during assignment field :

   • The Driver checkbox. Select this checkbox because you have chosen to include the driver who has been assigned the shipments on the ferry, but the driver will not have the shipments after the ferry.

   • The Vehicle checkbox. Select this checkbox because you have chosen to include the vehicle that has been assigned the shipments on the ferry, but the vehicle will not have the shipments after the ferry.

   • The Trailer checkbox.

     Obs!

     It does not matter whether this checkbox is selected or deselected, because it is always mandatory to include the trailer resource type in the ferry in this scenario, i.e. when the ferry consists of two terminals and the distance between them.

   • The Subcontractor checkbox. Select this checkbox because you have chosen to include the subcontractor which has been assigned the shipments on the ferry, but the subcontractor will not have the shipments after the ferry.

   For more information about the checkboxes in the Keep resource after splitting and set same resource to next shipments during assignment box, see Terminals, window.

7. Click on to save all changes.

8. For the terminal to which the ferry is travelling, configure the following settings on the Pricing and splitting tab in the Keep resource after splitting and set same resource to next shipments during assignment field:

   • The Driver checkbox. Deselect this checkbox because you have chosen to include the driver who has been assigned the shipments on the ferry, but the driver will not have the shipments after the ferry.

   • The Vehicle checkbox. Deselect this checkbox because you have chosen to include the vehicle that has been assigned the shipments on the ferry, but the vehicle will not have the shipments after the ferry.

   • The Trailer checkbox.

     Obs!

     It does not matter whether this checkbox is selected or deselected, because it is always mandatory to include the trailer resource type in the ferry in this scenario, i.e. when the ferry consists of two terminals and the distance between them.

   • The Subcontractor checkbox. Deselect this checkbox because you have chosen to include the subcontractor which has been assigned the shipments on the ferry, but the subcontractor will not have the shipments after the ferry.

   For more information about the checkboxes in the Keep resource after splitting and set same resource to next shipments during assignment box, see Terminals, window.

9. Click on to save all changes.

Step 2: Add a ferry

How to create a ferry (ferry line) consisting of a From terminal and a To terminal and the route between them:

1. Click on Register > Ferries.
2. Click on to create a new ferry.
3. Give the ferry a Name, for example “STO-HEL”, to indicate that the direction of the ferry is Stockholm to Helsinki.

4. Enter the ferry terminals (ports) between which the ferry route runs in the drop-down lists From terminal and To terminal.

5. The Automatically split shipments at terminals checkbox is used to configure how to define a ferry in Opter. Select the checkbox to define a ferry as two terminals (ports) and the route between them.

6. Enter the ferry’s Departure time, Arrival time, Plus days and Schedule. For information about how to fill in these fields, see Ferries (window).

7. Click on to save all changes.

Step 3: Link Opter with PTV for correct distance

To get the correct distance, the ferry lines in Opter need to be linked to the ferry lines in PTV. We recommend that you do this for all your ferry lines, but make the setting for one ferry line at a time. More information about PTV can be found in the PTV Map&Guide.

Proceed as follows:

1. Click on Register > Ferries and click on the tab Distance. In the list on the far left, select the ferry line (ferry) you want to link with PTV.

2. Search for ferry routes in PTV in one of the following ways:

   • Use the map and click on one of the ferry line's ports or terminals.

   • Use the Search box and enter the address of one of the ferry terminals.

   The Result box displays one or more ferry routes registered in the PTV.

3. In the Result box, click on the ferry line that matches your ferry line (ferry) that you have selected in the list on the left.

4. Click on the Select ferry button.

   The fields PTV name and PTV ID are automatically filled in with the information from the PTV.

5. Click on to save all changes.

Step 4: Register the length of the vehicles

When booking vehicles on a ferry, it is often necessary to specify the length of the vehicles. Check that all your vehicles have their length specified in Opter:

1. Click on Register > Vehicles > Capacity.

2. In the Dimensions box, in the Length field, enter the length of the vehicle in metres.

3. Click on to save all changes.

Follow the instructions for the above scenario, but for the checkboxes in the Keep resource after splitting and set same resource to next shipments during assignment box see the description in Terminals, window and make your selection.