Internet order settings (window)

Settings > Internet > Internet order settings

The appearance of the customer web, the resource webs and Track & Trace, as well as the menu options and functions which should be enabled on the various webs, can be managed in the Internet order settings window. When Opter is installed, there is a configuration both for the customer web and for each of the different resource webs. More configurations can be created and used for different customers and resources.

“Resource webs” refers to the supplier web, subcontractor web, driver web, vehicle web and terminal web.

General

Function	Description
Name	Used for identification. The name is shown in the list on the left when a new configuration is saved.
Description	Free text field for internal notes. The description is not displayed anywhere else but here.
Email address on creation	When a new order has been created on the web, an email is sent from the office email address to all the email addresses entered here. (The office email address can be found in the Email field on the General tab of the office settings). If more than one email address is entered, then separate the email addresses with semicolons.
Notification to entire office on creation	: when a new order has been created from the web, a message is sent to everyone in the chat on Opter’s main page, i.e. to everyone logged into Opter. : no message is sent to the chat when a new order has been created on the web.
Style sheet	CSS file used to format the web portal. For more information, see Customising the appearance of the customer web. [Default]: The setting on the Internet tab in the office settings is used.
Ordering message	To ensure that the person who placed an order receives a message on the web, such as “Thank you for your order” or “Your order has been received”.
Max. number of orders/shipments displayed on the main page and the search page	The maximum number of orders (on the customer web) or shipments (on the resource webs) that a search on the search page should be able to return. The higher the value, the more the performance of the system is affected. Highest possible value: "10,000" Default: ”1,000” To work with more than 10,000 orders, split the search into different date ranges, for example by year.

Settings

Function	Description
Show invoice payment status	: the payment status of invoices is displayed on the web. : the payment status of invoices is not displayed on the web.
Show price including tax	: prices on the web are shown with VAT. : prices on the web are shown without VAT.
Show price including fuel extra	: prices on the web are shown including fuel extra. : prices on the web are shown excluding fuel extra.
Show price including currency extra	: prices on the web are shown with currency extra. : prices on the web are shown without currency extra.
Show estimated CO2 emissions	: Estimated CO2 emissions for the order are shown on the customer web. For more information, see View CO2 emissions for customers and resources. : Estimated CO2 emissions are not shown on the customer web.
Show calculated CO2 emissions	: Calculated CO2 emissions for the order are shown on the customer web. For more information, see View CO2 emissions for customers and resources. : Calculated CO2 emissions are not shown on the customer web.
Show attachments	: the Attached files section is displayed in the detail view if there are attachments on the order. The user can download the attachments to the computer and open them. They cannot be opened directly on the customer web or resource webs. : the Attached files section is not displayed on the web.
Show freight bill	: the Freight bill button is displayed at the bottom of the detail view. To get a freight bill in PDF format, click the button. : The Freight bill button does not appear on the web, i.e. it is not possible to print freight bills from the web.
Show package labels	: the Package Labels button is displayed at the bottom of the detail view. To get a package labels in PDF format, click the button. : The Package Labels button does not appear on the web, i.e. it is not possible to print package labels from the web.
Activate download for reports	If the web is run in an IFRAME, problems may be encountered when downloading reports such as freight bills, package labels and invoices. Select this checkbox to avoid the problem. : freight bills, package labels, invoices, etc. are downloaded to the user’s computer as files, instead of being opened in a new tab in the web browser. : freight bills, package labels, invoices etc. open in a new tab in the web browser.
Show notifications	: the Notifications section is displayed on the order page, allowing the person booking an order to create their own notifications. For example, an email could be sent to the receiver, sender and/or customer when the status of the order changes to Picked up and/or Delivered. Emails may also be sent when a Deviation is reported, or when there is a POD (proof of delivery), New address and/or Delivered, etc. Clicking on Save on the order page will open a preview, showing (among other things) the notifications that have been created. Once the order has been created, the notifications that have been created can be viewed and edited by clicking on Edit in the detail view. For more information, see Notifications when ordering on the customer web. : the Notifications section is not displayed on the order page, i.e. it is not possible to create own notifications on the web.
Show prices	The total price, VAT, pricing weight and distance of the order are displayed at the top of the order page on the web portals. You can hide prices for individual customers (see Reference (window)) and supplier references (see Supplier reference (window)). If you uncheck this box, the prices on all web portals will be hidden. On the customer portal, you can also display the menu item Price where customers can calculate the price before placing an order. See Do price calculations on the tab Menu alternatives and functions.
Show price rows	Only valid if Show prices above is selected. The user can get more information on how the price was calculated by clicking on it. Individual presentation in price query on the customer web must be marked in the Price item register on the items to be displayed on the web portals. If not all Price items are shown, the sum of the items will not match the total price of the order.
Show shipment addresses	Shows/hides Shipment addresses in the detail view. Any route, arrival time and information is displayed at the addresses.
Show times	No longer used and will be removed.
Do not show anything on the main page	: nothing is displayed on the main page, apart from the menu on the far left. : current orders are displayed on the main page.
Show package dimensions in centimetres	: The package dimensions length, width and height are shown in centimetres (cm). : The package dimensions length, width and height are shown in metres (m).
Show tracking log from Track & Trace in the detail view (only customer web)	Only applies to the customer web. : the tracking log from Track & Trace is displayed in the detail view. : the tracking log is not displayed in the detail view.
Show follow order	: a map showing the location of the order so that its movement can be tracked is displayed. : no map on which the order can be tracked is displayed.
Generate customer number (create customer)	: If a new customer is created on the web, a customer number is automatically created for the customer. : If a new customer is created on the web, a customer number is not automatically created for the customer.
Copy number to code (create customer)	: If a new customer is created on the web, the specified number is automatically copied to the customer code. : If a new customer is created on the web, the specified number is not automatically copied to the customer code.
Use order templates	: a checkbox to create templates and a drop-down list to select a template are displayed on the web order page. : it is not possible to create new order templates or select an existing template on the web. For more information, see The order form on the customer web. and in similar articles for all the resource webs, such as The order form on the supplier web.

Enable changes for order that are

You can define whether or not orders booked on the web can be modified on the web as well. With this, it is possible to prevent orders that have reached a certain status from being changed so that the conditions for a shipment are not changed if, for example, it has already been assigned. The orders that can be modified are set using five checkboxes. For more information and examples, see Changes to orders registered on the customer web.

Settings for new orders

In this box, default settings can be made for new orders created on the web order page.

Function	Description
Convert to capital letter	: The sender's and receiver's names and addresses are automatically capitalised when a new order is booked on the web. : The sender's and receiver's names and addresses are not changed to capital letters when a new order is booked on the web.
Create package rows automatically	: When the user creates a new order on the order page and fills in the package information in the Dimensions section and then books the order, package rows are automatically created on the order. If you search for the order on the web or in order reception, the column rows are shown. : New orders are created without package rows, even if the user has filled in package information in the Dimensions section of the order page on the web.
New orders are created with a new package row	: When the user creates a new order on the order page, a column row is automatically added. The user then does not need to create a new column row themselves. : New orders are created without colli rows, but colli rows can be added by the user clicking on the plus sign on the far right under Packages on the order page.
Order requires price item	: Orders placed on the web portals must contain at least one line item. Clicking on the minus sign does not delete the last line of the article. The setting must be combined with making at least one field under Price items mandatory to fill in. You can do this on the tab Fields on the order page. If you do not make any field mandatory, it is possible to save the order without Price item even if this checkbox is ticked. : It is not mandatory to select the Price item on the order. It is still possible to make the fields under Price items mandatory, which must then be filled in if a Price item is added, but by clicking on the minus sign on the item line, it is possible to remove the item line completely from the order.
Generate freight bill number	: Freight bill numbers are automatically generated on orders created on the web. : New orders are created without freight bill numbers.
Generate package id	: Package numbers are automatically generated on orders created on the web. : New orders are created without package numbers.
Show terminal addresses	: The addresses of the terminals are displayed and can be selected as the sender and/or receiver address when new orders are created on the web. : The addresses of the terminals are not displayed and cannot therefore be selected.
Show resource	: When the user creates a new order on the order page, the user can select the primary resource (driver or vehicle) in the Resource selection section. : Primary resources are not displayed on the web, so the user cannot select the primary resource.
Show secondary resource	: When the user creates a new order on the order page, the user can select the secondary resource (driver or vehicle) in the Resource selection section. : Secondary resources are not displayed on the web, and the user cannot therefore select the secondary resource.
Customer as sender on creation	: When the user creates a new order on the order page, the customer's name and address are automatically added as the sender. : The customer's name and address are not automatically added as the sender.
Show route suggestions	: Route suggestions are displayed on the web. The route suggestions are displayed when the user clicks on Save. The user sees which route Opter suggests, and the user can then choose a different route if desired. The preview of the order is then displayed. : Route suggestions are not displayed on the web.
Open freight bill window automatically	: When the user creates a new order on the order page and then books the order, the freight bill in PDF format is created automatically. The user thus does not have to click on the Freight bill button to get the freight bill. : The freight bill is not created automatically. The user can click on the Freight bill button to get a freight bill.
Open package label window automatically	: When the user creates a new order on the order page and then books the order, a PDF file with package labels is created automatically. The user thus does not have to click on the Package Labels button to get package labels. : Package labels are not created automatically. The user can click on the Package Labels button to get package labels.
Manual order date	: When the user creates a new order on the order page, the user must manually select the order date in the Date field in the Service type section. : Today's date is automatically set as the order date, but can be changed by the user by clicking in the Date field in the Service type section and selecting a date in the calendar.
Send confirmation on order create	: When the user creates a new order on the order page, a booking confirmation is automatically sent to the user/customer who created the order. The booking confirmation is an email containing, for example, the text "We hereby confirm that we have received your order". For more information, see the Approve Internet order (email) message in Messages (window). To change the text, click on the report (template) in the Reports window and then click on Display Editor. For more information, see Reports (window). : Booking confirmation is not sent automatically, but can be sent manually from order reception.
Skip order preview	: When the user creates a new order on the order page and clicks on Save, the order is booked (saved) immediately. : When the user creates a new order on the order page and clicks on Save, a preview opens in which users can check the order. If everything is correct, the user clicks on Save again to save the order. If the user wants to change anything, they can click on Close to go back to the order form.
Edit customer projects	: When the user creates a new order on the order page, the user can freely specify a customer project. You also need to click on the Fields on the order page tab and add Customer project to the Included list, then the Customer project field will appear in the Info section on the order page of the web. : The user cannot freely specify a customer project. If the Customer project field is displayed in the Info section, the user can select an existing customer project in a drop-down list.
Allow registration of orders before todays date	: When the user creates a new order on the order page, the user can select an order date that is before today's date in the Date field in the Service section. : The user cannot select an order date before today's date.
Use earliest pickup date as the order date	: The earliest pickup date (Date field in theSender section) is copied to the Date field (order date) in the Service section. : The earliest pickup date (Date field in the Sender section) is not copied.
Lock dates from service (past dates)	If the order date comes from the service, you can choose whether or not the ordering party should be able to change the order date to a date in the past, as follows: : The ordering party cannot change the order date to a date in the past. : The ordering party can change the order date to a date in the past. The Allow registration of orders before todays date checkbox must be selected, see above.
Enable checklists on web order	Shows/hides the Checklist selection group in the order form, where the user can select a checklist for the order. The checklist must be completed by the driver in connection with the POD. For the group to appear, you must also include Checklists on the Fields on the order page tab. For more information, see Check lists.
Enable add attachments on internet orders	: When the user creates a new order on the order page, the user can click on the Attached files button (at the top) and attach files to the order. : The user cannot attach files to orders. The Attached files button is not displayed on the order page.
Disable editing on package types	: When the user creates a new order on the order page, in the Packages section the user can only select the Type that is already registered in Opter. : The user can freely specify the type of package in the Type column in the Packages section.
Prevent internet orders without prices from being saved	: Orders created on the web cannot be saved (booked) without a price. : Orders created on the web can be saved (booked) without a price.
Validate internet orders in order reception	: Orders created on the web have to be approved in order reception to make them ready for dispatch. : Orders created on the web are displayed directly in the Created list in dispatch.

Menu alternatives and functions

Use this tab to specify which menu options and features should be available to users of the web portals. The options under The customer web apply to the customer web and the options under The resource webs apply to the supplier web, subcontractor web, driver web, vehicle web and terminal web.

The customer web

These settings can be overridden for individual ordering parties in the Reference window, see Reference (window).

Function	Description
Search for POD	: The POD option is displayed in the menu on the customer web. Users can look up orders with proof of delivery (POD) and amend the proofs of delivery. In addition, the POD Information section is displayed in the detail view if the order has a proof of delivery. : The POD option is not displayed in the menu on the customer web.
Search for orders	: The Find order option is displayed in the menu on the customer web. Users can search for orders. : The Find order option is not displayed in the menu on the customer web.
Create orders	: The Order option is displayed in the menu on the customer web. Users can create new orders. : The Order option is not shown in the menu on the customer web, which means that the user cannot place new orders on the customer web.
Change orders	: the users can make changes to existing orders. If an order has a status in which it is possible to change the order, the Edit button is displayed at the bottom of the detail view. Under Enable changes for order that are on the General tab, it is possible to define that only orders with a certain status can be modified. For more information, see Changes to orders registered on the customer web. : the users are not allowed to change existing orders.
Show incoming/outgoing orders (other customer pays)	: The Arriving/Departing option is displayed in the menu on the customer web. If the user clicks on Arriving/Departing in the menu, all orders that have the logged-in customer as the receiver or sender will be displayed. (Orders paid for by the user are displayed on the main page instead). : The Arriving/Departing option is not displayed in the menu on the customer web.
Create multi-orders	: The Multi order option is displayed in the menu on the customer web. Users can create multi-orders. For more information, see Activating multi-orders on the customer web. : The Multi order option is not displayed in the menu on the customer web. Users are not allowed to create multi-orders.
Do price calculations	Shows/hides the Price option in the customer portal menu. The users can calculate total price, VAT, pricing weight and distance for an order without starting an ordering process. If the price is acceptable and the Reference wishes to place the order, the details of the price calculation are included in the order form.
Add and amend addresses	: The Addresses option is displayed in the menu on the customer web. The users can add new and modify existing addresses. : The Addresses option is not displayed in the menu on the customer web.
Show invoices	: The Invoices option is displayed in the menu on the customer web. The users can see a list of invoices in closed invoice periods on the customer web. Click on an invoice in the list to download a PDF file of it. : The Invoices option is not displayed in the menu on the customer web.
Show vehicle on map	: The Map option is displayed in the menu on the customer web. Users are allowed to see the location of vehicles on the map. : The Map option is not displayed in the menu on the customer web.
Change default settings for new orders	: The Settings option is displayed in the menu on the customer web. Users are allowed to change default settings such as the sender, receiver, region and message. Here users can also change their own password for logging into the customer web. : The Settings option is not displayed in the menu on the customer web. The users are not allowed to change default settings, nor their password for the customer web.
Add, delete and edit internet users	: The Users option is displayed in the menu on the customer web. Users can add, delete and edit the customer's user accounts for the customer web. The above only applies if the Add, delete and edit other internet users checkbox is selected for the logged-in customer reference. The checkbox is located in the Reference window on the Internet tab. For more information, see User accounts for the customer web. If the user clicks on Users in the menu, a list of all the customer's user accounts is displayed, where users can define access rights and account information for other users. : The Users option is not displayed in the menu on the customer web.

The resource webs

Function	Description
Show shipments that have not yet been approved in dispatch	Show/hide shipments that have not yet been approved in dispatch. Shipments that are not approved are displayed in a separate list at the top of the main page (Internet orders waiting to be accepted).
Show shipments delivered before current date	Show/hide shipments with status Delivered earlier than today's date, based on the status of the shipment or order: : Based on the status of the order. This means that shipments that have already been delivered are also displayed, i.e. have the status Delivered, unless all shipments on the order have the status Delivered. Example: If an order is split into several shipments, the shipments will be displayed on the resource webs until all included shipments have the status Delivered. This can be confusing for a haulier who may only have one of the shipments on the order and has already delivered it. : Based on the status of the shipment, which means that shipments with a status of Delivered before today will not be displayed, regardless of whether all shipments on the order have been delivered or not.
Show all a supplier’s shipments (not just the logged in resource’s shipments)	All shipments assigned to the same supplier are displayed in the lists, not just the shipments assigned to the resource that is logged in. All the supplier’s shipments are also displayed on the driver and vehicle web.
Show detail view	: Displays the detail view when the user clicks on a shipment on the main page or the search page. : Does not display the detail view.
Show customer information	: The resource web displays customer information, i.e. customer name and customer code. : Hides customer information. The customer name and customer code are not shown anywhere on the resource web.
Change status	: The resource can change the status of its assigned shipments. : The resource cannot change the status of its assigned shipments.
Assign shipments (subcontractor, terminal and supplier webs)	Applies to the subcontractor, terminal and supplier webs. The Quick edit section is displayed in the detail view when a shipment is opened on the main page. In it the user can assign the shipment to another resource. If the supplier should to be required to enter a resource when creating the order, make the Resource field in the order form mandatory. This means that you do not have to allocate the shipment to the driver in the dispatch. For more information, see Activating the assignment of shipments on the supplier web.
Add and change internal message on the order	The user can edit and add internal messages to the order. Only applies to the supplier web and the subcontractor web.
Show tracking log from Track & Trace in the detail view	Allow a resource to view log information for shipments. The resource sees the same log as the one displayed on Track & Trace.
Show statistics (not supplier web)	Does not apply to the supplier web. Shows/hides the Statistics menu option. The user can see a summary of completed shipments there.
Register proof of delivery (POD)	Allow a resource to look up orders with a proof of delivery (POD) and change proofs of delivery.
Search for shipments	Shows/hides the Search shipments menu option.
Show shipments that are not to be credited on the search page	Also include shipments that should not be credited in the search results on the search page. Shipments not to be credited are always displayed on the main page and in the statistics. This setting only applies to the search page.
Check boxes to mark shipments as checked on the main page	Shows/hides checkboxes on the far left of each shipment in the lists on the main page. For example, the checkboxes can be used to indicate that the shipment has been changed or checked.
Create orders	Users can create new orders. It can be set so that orders created on the web have to be approved in order reception before they are ready for dispatch. Select Validate internet orders in order reception on the General tab.
Change orders	Users can change orders. Create orders (see above) must be selected so that orders can be changed. On the General tab, in the Enable changes for order that are box, it is possible to define that only orders with a certain status can be changed. For more information, see : Changes to orders registered on the supplier web Changes to orders registered on the subcontractor web Changes to orders registered on the driver web. Changes to orders registered on the vehicle web. Changes to orders registered on the terminal web.
Add new customers	Users can add new customers.
Change existing customers	Users can change the information about existing customers.
Assign shipments automatically to the resource that creates the order (not the terminal and supplier webs)	Only applies to the subcontractor, vehicle and driver webs. The shipment created is automatically assigned to the resource creating the order.
Logged in resource is added to price items on new orders (only vehicle, driver and subcontractor webs)	Applies to the vehicle, driver and subcontractor webs. The logged-in resource is placed on the price item rows when a new order is created. Only applies when new orders with price items are created, not if a price item is added to an existing order.
Show vehicle on the map (only supplier web)	Only applies to the supplier web. The map with the position of the vehicles is displayed on the supplier web.
Show summary for vehicle (only supplier web)	Only applies to the supplier web. The menu Vehicles is displayed where the user can get an overview of the shipments that have been allocated to the vehicles assigned to the driver. For more information, see Setting which shipments are displayed on the supplier web.
Show summary for driver (only supplier web)	Only applies to the supplier web. Select the checkbox to allow the resource that is logged in to the supplier web to view driver statistics. Shipments that have been assigned to drivers linked to the supplier are displayed. For more information, see Setting which shipments are displayed on the supplier web.
Show supplier bills (only supplier and subcontractor webs)	Show/hide Supplier bills in the menu of the supplier web/subcontractor web. Only supplier bills in closed supplier bill periods are displayed.

Columns in the lists and fields in the detail view

Which columns should appear in the lists on the main page and in the search results on the search pages can be defined on this tab.

Put the columns you want to display in the list Included. Double-click on a column to move it between the lists. You can move several columns at once by Ctrl-clicking or Shift-clicking them and then pressing Enter.

In the text fields above the lists, it is possible to search for the name of a column.

You decide the order of the columns by dragging and dropping them up and down the list.

Column	Description
Never scanned	Number of packages on the order that have never been scanned.
Arrival scan	The column shows whether the order has undergone arrival scanning at the current terminal. In other words, if at least one of the packages in the order has been scanned on arrival. The column shows one of the following values: “true”: at least one of the order’s packages has undergone arrival scanning at the current terminal. “false”: none of the order’s packages have undergone arrival scanning at the current terminal. The Arrival scan column is only relevant to the terminal web.
Price item name	Price item name on the order. The column shows the name of the price item.
Supplier bills	The column shows the supplier bill number, if there are any supplier bills on the shipment or order. This column is not shown on the customer web, even if it is in the Included list, but it it shown on the resource webs.
Sender	The shipment’s sender. It is more relevant to display this column on the terminal web, for example, than on the customer web.
Sender (order)	The order’s sender. The name of the column is shown as Sender, not Sender (order), on the webs.
Sender reference	The order’s sender reference.
Distance	The order’s driving distance in kilometres.
Checklist	If there is a checklist on the order, its name is displayed here. For more information, see Check lists.
CO2 emissions, calculated (g)	The calculated CO2 emissions for the order, in grams.For more information, see CO2 emissions, overview.
CO2 emissions, estimated (g)	The estimated CO2 emissions for the order, in grams.For more information, see CO2 emissions, overview.
Direct expense	Direct expenses are expenses that are not to be included in the turnover. Direct expenses are always inclusive of VAT. Not displayed on the terminal web.
Dimensions	Displays the Weight column in the lists on the main page and in the search results. In the detail view, the Dimensions section is displayed if there is a value for any dimension on the order, and is not displayed if there is no value. So this setting does not control the Dimensions section in the detail view.
ETA	Estimated order delivery time.
ETP	Estimated order pickup time.
External message	If the order has an external message, it is displayed here.
Invoice number	The order’s invoice number.
Invoice status	The invoice status of the order, for example Invoiced, To be invoiced, Only crediting or NOT to be invoiced.
Wrong location	Number of packages on the order that are misplaced.
Categories for attachments	Shows the type(s) of attachment(s) that the order may have, for example Image, Deviation, Freight bill or Customs document.
Consolidation number Consolidation number (sub-order)	These two columns allow you to see which sub-orders belong to which consolidation orders. Consolidation number shows the number of the consolidation order. Consolidation number (sub-order) shows the Order numbers included in the consolidation order.
Load metre	The estimated number of load metres in the order.
Vehicle type	The type of vehicle used for the shipment.
Freight bill	The order’s freight bill number.
Freight bill printed	This column shows whether the freight bill has been printed or not. “true”: the freight bill has been printed (at least once). “false”: the freight bill has not been printed.
From terminal	The column shows which terminal the shipment starts at. This column can be displayed on the customer web, but it does not contain any information because it is not relevant to the customer web.
Picked up (actual time) Delivered (actual time)	Shows the date and time when the status of the order was changed to Picked up and Delivered, i.e. when the goods were actually collected from the sender and delivered to the recipient. The columns on the web portals are Pickup time (actual) and Delivery time (actual).
Receiver	The shipment’s receiver. It is more relevant to display this column on the terminal web, for example, than on the customer web.
Receiver (order)	The order’s receiver. The name of the column is shown as Receiver, not Receiver (order), on the webs.
Consignment ID	The order number for the consignment (1). Can be used in conjunction with column Order number to see which orders have been consigned (2). The consolidated consignment order itself is also displayed as a standard order on a separate line, showing the price and other details (3). Only consignment orders to be invoiced to the logged-in customer are displayed on the customer portal. If the consignment order is not to be invoiced, or if it is to be invoiced to a different customer, it will not be displayed.
Options	Options on the order, such as ‘cooling’ or ‘heating’.
To terminal	The column shows which terminal the shipment ends at. This column can be displayed on the customer web, but it does not contain any information because it is not relevant to the customer web.

Fields on the order page

On this tab, you specify the fields to be displayed in the order form. The fields are displayed alphabetically in the list, but in a different sequence in the order form. It is not possible to change their order.

The Excluded list contains the fields that can be displayed in the window. The Included list contains the fields that are currently displayed. Double-click the fields to be displayed in the list on the left, and they will be added to the Included list. To delete columns, double-click on them in the list on the right and they will be moved to Excluded.

In the text fields above the lists, it is possible to search for the names of the fields.

Below the table is a tick box Mandatory. This allows you to make the fields mandatory when the user places an order. Mandatory fields are highlighted in yellow both in this list and on the web portals. If the reference does not fill in a field marked in yellow, the order cannot be saved.

The fields in the table

The internet order settings	The order form
Unit price (price item)	Unit price under Price items. Retrieves the price of the price item from the price list, if the price is a unit price. The user can overwrite the price from the price list with a manual price. If this field is included, Quantity (price item), Quantity unit 1 (price items), Quantity unit 2 (price items), Unit 1 (price items) and Unit 2 (price items) should also be included, as they work together. The unit price is multiplied by the number of units. That sum is in turn multiplied by the quantity of the price item (Quantity). The total price of the price item in the example below is 3 × 15 × 2 = 90. Price items must be included; otherwise, this field will not be displayed as it is located within that section.
Quantity (price item)	Quantity under Price items. The number (quantity) of a price item on the order. The number is multiplied by the price of the price item and gives a total price for the price item. If this field is included, Fixed price (price item) or Quantity unit 1 (price items), Quantity unit 2 (price items), Unit 1 (price items) and Unit 2 (price items) should also be included, as they work together. The unit price is multiplied by the number of units. That sum is in turn multiplied by the quantity of the price item. If you use a fixed price, it is multiplied by the quantity of the price item. In that case, it does not matter if the user enters something in the Quantity 1 and Quantity 2 fields, as they are related to Unit price. Price items must be included; otherwise, this field will not be displayed as it is located within that section.
Quantity unit 1 (price items) Quantity unit 2 (price items)	Quantity 1 and Quantity 2 under Price items. Works in conjunction with Unit price (price item). The unit price is multiplied by the number of units. That sum is in turn multiplied by the quantity of the price item (Quantity). Price items must be included; otherwise, this field will not be displayed as it is located within that section.
Price items	Show/hide the group Price items. The fields you can display under Price items are listed as “xxxxxx (price item)”. It is not possible to make the entire section compulsory, but you can set it so that there must be at least one item line on the order by selecting Order requires price item on the General tab (under Settings for new orders). See above.
Checklists	Shows/hides the Checklist selection group, where the user can select a checklist for the order. The checklist must be completed by the driver at the time of the POD. For the group to be displayed, you must also tick Enable checklists on web order on the tab General.
Unit 1 (price items) Unit 2 (price items)	The unit of measurement for the price item (for example, ‘KG’ and ‘KM’) under Price items. Retrieved from the price item and cannot be changed on the web portals. What becomes unit 1 and unit 2 is determined by the order in which the price units were added to the price item in the price item registry. Price items must be included; otherwise, this field will not be displayed as it is located within that section.
Extra ID1 (price items)–ExtraID5 (price item)	Extra ID 1–Extra ID 5 under Price items. A free-text field that can be used to add additional information about the price item. The text is visible in the order reception area. Price items must be included; otherwise, this field will not be displayed as it is located within that section.
Extra message	Shows/hides block Extra message, which is a free-text field. Any information entered into the web portal is displayed in Internal extra message in the order reception system.
Fixed price (price item)	Fixed price under Price items. Retrieves the price of the price item from the price list, if the price is a fixed price. The price from the price list can be overwritten with a manual price. If this field is included, Quantity (price item) should also be included, as they work together. The fixed price is multiplied by the quantity of the price item (Quantity). The total price of the price item in the example below is 2 × 25 = 50. Price items must be included; otherwise, this field will not be displayed as it is located within that section.
Dangerous goods (group)	Shows/hides block Dangerous goods in the order form. These fields can be made compulsory to complete when placing an order (tick Mandatory), which may be necessary to comply with applicable legal requirements. The reference selects which parcels in the order contain dangerous goods by clicking on the grey button (1) and selecting one of the parcels they have added to the order. Dangerous goods are also shown in the detail view. Fields in the block The same fields as in order reception. Filter the lists by ‘dangerous goods’ to see which fields are included in the block. Alternative official goods name (dangerous goods) Limited quantities (LQ) (dangerous goods) Bq unit (dangerous goods) Bq amount (dangerous goods) Unit (dangerous goods) Packing group (dangerous goods) Approved packages (dangerous goods) Class (dangerous goods) Packages (dangerous goods) Harmful to the environment (dangerous goods) Amount (dangerous goods) Official goods name (dangerous goods) Radioactive class (dangerous goods) Radioactive (dangerous goods) Radionuclide symbol (dangerous goods) Excepted quantities (EQ) (dangerous goods) Sub-risk class (dangerous goods) Transport index (TI) (dangerous goods) Tunnel restriction code (dangerous goods) UN number (dangerous goods)
Packages (group)	Shows/hides block Packages in the order form. These fields can be made compulsory when placing an order (tick Mandatory) Fields in the block Filter the lists by ‘(package)’ to see which fields are included in the block. Quantity (package) Description (package) Width (package) Extra dimension1 (package)–Extra dimension5 (package) Load metre (package) Goods type (package) Height (package) Package ID (package) Package type (package) Delivery date (package) Length weight (package) Length (package) Pallet space (package) POD name (package - display only) POD no. (package - display only) POD signature (package - display only) Pricing weight (package) Most recent scan (package - display only) Weight (package) Volume (package) Stackable (package)
Message	Shows/hides block Message, which is a free-text field. The information entered into the web portal is displayed in Internal message and External message in the order reception system. The reason is that Internal message is not displayed on the web portals, but users should still be able to see what they have entered. On the customer portal, the Message field is filled in automatically if you have a pre-set message for the reference. See also Reference (window).

Track & Trace

Track & Trace is designed to enable recipients to see what is happening with their order and when it will be delivered.

Fields on Track & Trace

Here you can set which information is to be displayed about orders on Track & Trace.

Function	Description
Show map (1)	shows/hides the Follow order tab. It opens a map where the user can see where the order has changed status or been scanned. The shipment must be loaded and the vehicle must be in a specific position for the button to appear.
Show position for scanning (2)	Shows/hides column Map in the tracking log. In that column, you can open a map and see where the status change or scan took place. For more information, see Tracking log on Track & Trace. You can show or hide the entire tracking log (14) using the Show tracking log option below.
Show packages (3)	Shows/hides the number of packages in the order.
Show weight (4)	Shows/hides the total weight of the order (the sum of the weights of all parcels).
Show volume (5)	Shows/hides the total order volume (the sum of the volumes of all packages).
Show freight bill (6)	Shows/hides a link to the freight bill so that the recipient can download it as a PDF. If the order does not have a freight bill number, the order number is displayed as a link to the freight bill.
Show ETA (7)	Shows the estimated delivery time for the order (date and time slot) following the initial route optimisation. Show time must be ticked for the delivery time to be displayed (see below). If the estimated delivery time is updated in a new route optimisation, the old time is still shown to the receiver on Track & Trace. See also Show automatically updated ETA below.
Show automatically updated ETA (7)	Shows the order’s current estimated delivery time (date and time slot) based on the latest route optimisation. If a new route optimisation is made, the time is updated on Track & Trace. Show time must be ticked for the delivery time to be displayed (see below). It is possible to allow receivers to choose a date and time slot for home deliveries in Track & Trace. For more information, see Choosing a delivery date and time in Track & Trace.
Show resource (8)	Shows/hides column Resource in the tracking log. This column shows the number of the resource that has carried out that particular step in the supply chain. For more information, see Tracking log on Track & Trace. You can show or hide the entire tracking log (14) using the Show tracking log option below.
Show time (7)	The earliest and latest delivery times from the order reception are shown as a time slot for the estimated delivery time on Track & Trace, for example “14:00–18:00”. It is possible to allow receivers to choose a date and time slot for home deliveries in Track & Trace. For more information, see Choosing a delivery date and time in Track & Trace.
Show POD (9)	Shows/hides column POD in the tracking log. Once the proof of delivery has been signed, the recipient’s signature appears in the column. For more information, see Tracking log on Track & Trace. You can show or hide the entire tracking log (14) using the Show tracking log option below.
Show latest status (10)	Shows/hides the status, as well as the date and time of the last status change.
Show deviations (11)	Shows/hides any deviations on the order.
Show addresses after order is delivered (12)	Shows/hides the sender’s and recipient’s addresses on Track & Trace once the order has been delivered. You can hide the recipient’s address, regardless of the order status, by ticking Hide receiver further down the page. It might be useful if you allow searches by order number. The order number is then displayed in plain text on Track & Trace, which makes it possible to work out other order numbers. If someone happens to search for the wrong number and is shown an order other than their own, the delivery address for that order will not be visible.
Show addresses (12)	Shows/hides the sender’s and recipient’s addresses on Track & Trace. It may be useful to hide the addresses if you allow searches by order number. The order number is then displayed in plain text on Track & Trace, which makes it possible to work out other order numbers. If someone happens to search for the wrong number and is shown an order other than their own, it will not be clear between which addresses the goods are being transported. You can replace the sender’s address with the customer’s logo by selecting Customer’s logo instead of address further down. You can hide just the recipient’s address by ticking Hide receiver further down.
Show attachments (13)	Shows/hides attachments on the order. The files can be opened on Track & Trace.
Show tracking log (14)	Shows/hides the tracking log on Track & Trace. The following three settings above control the columns in the tracking log. Show resource: Shows/hides the column Resource. Show POD: Shows/hides the column POD. Show position for scanning: Shows/hides the column Map. For more information, see Tracking log on Track & Trace.
Customer’s logo instead of address	Displays the customer’s online image (usually their logo) instead of the sender’s address. The image is retrieved from the Internet image field in the customer register (the tab Internet). If you don’t want to reveal the sender’s address to the recipient, this is one way of hiding it.
Show number of stops left	Shows/hides how many other deliveries remain before the delivery van arrives at the recipient’s address. It is mainly used for home deliveries and requires route optimisation to have been carried out. Shown under Order information.
Allow POD from T&T customer (15)	Enable the recipient to sign the POD on Track & Trace, so that they do not need to do so on the driver’s mobile phone. The driver can send a link directly to the order via Track & Trace. When this option is enabled, the recipient can sign the proof of delivery regardless of the order’s status, i.e. even before it has been delivered. For more information, see Activating signing of POD on Track & Trace and Signing the proof of delivery in Track & Trace.
Activate minimised view	All blocks are minimised. Click to view the information in the blocks. This view provides a better overview when there is a lot of information on the order.
Hide receiver (12)	Shows/hides the recipient’s name and address on Track & Trace. It might be useful if you allow searches by order number. If you know your own order number, you can work out other order numbers and search for them. If someone accidentally searches for the wrong number and is shown an order other than their own, the delivery address for that order will not be visible. Encrypted search has nothing to do with this setting, even though it says so.
Number of days order is searchable after delivery	Enter the number of days an order should remain searchable on Track & Trace after delivery.

Search options

Specify here what it is possible to search for on the Track & Trace search bar.

Encrypted search should always be enabled.
You can enter text in the search box as a suggestion for what to search for, for example, ‘Search by order number’. Enter the text in the Text in Track & Trace search field field on the Internet tab in the Office settings. For more information, see Tooltip in the Track & Trace search bar.

Function	Description
Search by order number	It is possible to search by order number. If you enable this option and provide users with the order numbers, they can easily work out other order numbers and search for them, as the order numbers follow a sequence. Waybill numbers and parcel numbers are not as easy to guess, as they are often not generated in numerical order. If you enable this option and wish to prevent, for example, addresses from being displayed when the wrong order number is searched for, you can restrict what is shown on Track & Trace using the settings under Fields on Track & Trace.
Search by freight bill number	It is possible to search by freight bill number.
Search by package ID number	It is possible to search by package number.
Search by sender reference	It is possible to search on the name of the sender reference.
Search by receiver reference	It is possible to search on the name of the receiver reference.
Encrypted search	This feature has nothing to do with encryption or searching; rather, it is about ‘searching by GUID’. It is used to enable the order’s GUID to be included in links to Track & Trace in notifications, invoices and supplier bills. Instead of the order number being displayed in plain text in the link, the order’s GUID is displayed (for example, https://transportfirman.opter.cloud/TT?keyword=f70c9a5d-cd7b-4915-ace1-6aad0d354976). In practice, this makes it impossible to guess other order numbers and search for them. Further information on how to link to Track & Trace can be found in Notifications with links to Track & Trace and Link to Track & Trace on invoices and supplier bills. This tick box should always be ticked. There are no downsides to having it ticked. Always use DEL_Guid when linking to Track & Trace in reports, and do not use the order number anywhere else in the report (for example, in the subject line of an email).
Extra ID search	You can search for information in the additional fields that you have added on the Terminology tab in the office settings. They are shown under Data on the order.