Office (window)

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w Settings > Offices

The settings configured in this window are called the office settings. Many general settings, which are often used as default settings, are set here. The same settings can then be made at lower levels of the system, such as at the region, customer and customer reference levels, to customise the system in more detail.

Default selections

On this tab, you specify some of the default settings that are used if they have not been specified in the corresponding registry.

Function	Description
Start number for ledger no. (customer)	The starting value for the ledger number in the customer register. For example, if you want the ledger number to consist of at least four digits, you can type "1001" here. The setting does not apply to the trucker and subcontractor registers.
End number for ledger no. (customer)	The highest value for the field Sales ledger number in the customer register. The highest number you can enter is “2147483647” (10 digits). If you leave this field blank, you can enter up to 38 digits in the Sales ledger number field. The setting does not apply to the trucker and subcontractor registers.

Function

Description

Start number for ledger no. (customer)

The starting value for the ledger number in the customer register. For example, if you want the ledger number to consist of at least four digits, you can type "1001" here.

The setting does not apply to the trucker and subcontractor registers.

End number for ledger no. (customer)

The highest value for the field Sales ledger number in the customer register. The highest number you can enter is “2147483647” (10 digits).

If you leave this field blank, you can enter up to 38 digits in the Sales ledger number field.

The setting does not apply to the trucker and subcontractor registers.

Weight/Distance

This tab can be used to control the weight calculation, weight correction, sources of geographical data and route optimisation.

Weight factors

Function	Description
Weight calculation	Select weight calculation from the drop-down list. Click on to create a new weight calculation. For more information, see Calculating the pricing weight.
Update collection freights automatically	We recommend that a consignment is created rather than using collection freight. For more information, see Consignment. : Collection freights are updated automatically. : Collection freights are not updated automatically.
Extra for weight correction	The weight correction can automatically add a surcharge if the initially specified weight or volume of the order is less than the sum of the weights or dimensions of the package rows measured. For more information, see Weight correction. Select an add-on if you want to add an add-on. Select [None] if you don't want to add anything extra. The prices of the extras are set in the price lists.

Function

Description

Weight calculation

Select weight calculation from the drop-down list. Click on to create a new weight calculation. For more information, see Calculating the pricing weight.

Update collection freights automatically

We recommend that a consignment is created rather than using collection freight. For more information, see Consignment.

: Collection freights are updated automatically.

: Collection freights are not updated automatically.

Extra for weight correction

The weight correction can automatically add a surcharge if the initially specified weight or volume of the order is less than the sum of the weights or dimensions of the package rows measured. For more information, see Weight correction.

Select an add-on if you want to add an add-on. Select [None] if you don't want to add anything extra. The prices of the extras are set in the price lists.

Sources for geographical data

Function	Description
Address positions	The service used to find positions for sender and recipient addresses. Regardless of the service you use, a check is always made to see if there is a manually adjusted position for the address first. Then the service you choose below is used. For more information, see Addresses and address positions. [None]: Only manually adjusted positions are used to determine the positions. If you have not entered a manual position for the address, the accuracy will be . Street data: Any entries in the address register are used. For more information on address registers, see Importing address registries. Google Maps: Google Maps locations are a paid service that you can order from Google. PTV v2: Positions are retrieved from PTV, which is an additional service in Opter. Please contact support at if you want to activate it. For more information, see PTV. If you are using Google Maps or PTV v2 and have problems with incorrect address positions, you can try clearing the cache by clicking on Help > Diagnostics > Clear address position cache, so that the positions can be reloaded from the service. For more information, see (meny).
Distance	The service used to calculate the distance between the sender and recipient of an order. [None]: No distance is entered on the order. You must fill it in manually in the order reception on each order. Choose this option if you do not normally use distance to price orders, but have prices that are based on distance, and which may therefore give an incorrect price on the order if there happens to be a distance on it. Finnish postcode distances: Based on a distance matrix between postcodes in Finland. The option remains to support historical solutions but is not further developed. Choose one of the other options for new installations. PTV v2: PTV's service is used to calculate distances between exact addresses. For more information, see PTV. RouteLogix: DPS, which developed RouteLogix, has been acquired by PTV. This option no longer provides any distances on the orders. It must be filled in manually on the orders in the order reception. This option works the same as [None]. Transport Administration distances in Sweden: Retrieves the distance from a distance table included in Opter. The distances are from town to town, not between the exact addresses. Choose this option if it doesn't matter if the actual distance differs by a few kilometers from what is stated on the order. For example, if you only drive long-distance transport. The distance table can be updated in Settings > City distances. The distances are not obtained from the Swedish Transport Administration, as the name suggests. If you have problems with incorrect distances, you can try clearing the cache by clicking on Help > Diagnostics > Clear distance cache so that the distances can be reloaded from the service. For more information, see (meny).
Routing	Opter uses PTV for route optimization. You can disable the entire feature by selecting [None]. For more information, see Route optimisation: preparation and configuration.
Route optimization (muliple vehicles)	Opter uses PTV for route optimization. You can disable the entire feature by selecting [None]. For more information, see Route optimisation: preparation and configuration.

Route optimization settings

It is only for internal Opter use, and should not be used. Even if a row is added and a value is entered in the table, such as "Service time per stop 180 seconds", it is not used in the route optimisation.

Road toll settings

Here you can set the toll types for which Opter will automatically create toll articles, and whether the articles will be displayed individually or grouped.

The settings can also be made in the registry Countries on the tab Road toll settings. It doesn't matter if you make the settings in the country register or in the office settings, basically the same data is changed. If you want to make the same settings for all countries, it is most efficient to make them here in the office settings. If you do not make any settings either here or in the country register, the default settings are used:

General road tolls (Type: GENERAL) are shown grouped by country.
All other road tolls are displayed individually, i.e. one price item row per road toll.

Instructions on how to set up tolls in Opter can be found at Managing road tolls.

Create a new row in the table for each setting you want to make.

Column	Option
Country	Select which country the setting should apply to. [Any] = the setting applies to all countries.
Type	Select the toll type. GENERAL: General road tolls. Example: The Danish and German distance-based tolls are registered as GENERAL. The Norwegian "Bomringen - Oslo" is also registered as GENERAL. CITY: Urban charges/congestion charges. Example: The congestion charge in Swedish cities like Stockholm and Gothenburg is registered as CITY. BRIDGE: Bridge tolls. Example: The fee for the Öresund Bridge is registered as BRIDGE. TUNNEL: Tunnel tolls. Example: The fee for the Warnowtunnel in Rostock is registered as TUNNEL. FERRY: Ferry charges/tickets. MOUNTAIN_PASS: Mountain pass tolls.
Management	Choose how the tolls are displayed on the item rows. Show grouped: Tolls are shown grouped by country. All tolls of the same type in a country are totalled and displayed on an item row. Example: All bridge tolls in Denmark can be summarised and displayed on a single item line. Show individually: One row of articles per toll. Example: Each bridge toll in Denmark is shown on one row of articles each. Ignore: Road tolls are ignored. No articles are created.

Column

Option

Country

Select which country the setting should apply to. [Any] = the setting applies to all countries.

Type

Select the toll type.

GENERAL: General road tolls.
Example: The Danish and German distance-based tolls are registered as GENERAL. The Norwegian "Bomringen - Oslo" is also registered as GENERAL.
CITY: Urban charges/congestion charges.
Example: The congestion charge in Swedish cities like Stockholm and Gothenburg is registered as CITY.
BRIDGE: Bridge tolls.
Example: The fee for the Öresund Bridge is registered as BRIDGE.
TUNNEL: Tunnel tolls.
Example: The fee for the Warnowtunnel in Rostock is registered as TUNNEL.
FERRY: Ferry charges/tickets.
MOUNTAIN_PASS: Mountain pass tolls.

Management

Choose how the tolls are displayed on the item rows.

Show grouped: Tolls are shown grouped by country. All tolls of the same type in a country are totalled and displayed on an item row.
Example: All bridge tolls in Denmark can be summarised and displayed on a single item line.
Show individually: One row of articles per toll.
Example: Each bridge toll in Denmark is shown on one row of articles each.
Ignore: Road tolls are ignored. No articles are created.

Invoice settings

Use this tab to set up how invoicing will work. These are the basic settings for invoicing. Many of the settings can be overridden elsewhere, for example in the customer registry.

Function	Description
Invoice template scheme	Select which invoice reports to use. Click on to see which reports are set for the different groups. For more information, see Reports (window). To make an exception for a specific customer, set it up on the Invoice information tab in the Invoice design drop-down list in the customer registry.
Fee	Select the invoice fee. To make an exception for a specific customer, set it up at Register > Customers, on the Invoice information tab in the Fee drop-down list.
Payment Condition	Select the payment conditions. To make an exception for a specific customer, set it up at Register > Customers, on the Invoice information tab in the Payment condition drop-down list.
Late payment interest rate	Select the late payment interest rate from the drop-down list, for example 10%. To make an exception for a specific customer, set it up at Register > Customers, on the Invoice information tab in the Late payment interest rate drop-down list.
To be invoiced	Select the invoicing interval from the drop-down list, for example invoices every two weeks or monthly. To make an exception for a specific customer, set it up at Register > Customers, on the Invoice information tab in the To be invoiced drop-down list.
Invoice type	Collection invoice: one invoice per customer is created. One invoice per customer project: one invoice per customer project is created. One invoice per order: one invoice per order is created. To make an exception for a specific customer, set it up at Register > Customers, on the Invoice information tab in the Invoice type drop-down list.
Invoicing mode	One open period. Only one invoice period can be open at a time. The open invoice period must be closed before a new invoice period can be created. Multiple open invoicing periods. It is possible to have several invoice periods open at the same time. If several invoice periods are open at the same time, they must be closed in the same order as they were opened. Add to an open period. To be able to create invoices and add them to the existing open period in which there are already one or more invoices.
Invoice number order	Select the order in which invoice numbers are taken when invoices are created in an invoice period. Customer code. If there are several invoices for the same customer, the invoices will be numbered consecutively. If there are invoices for several different customers, the numbering of the invoices follows the customer codes in alphabetical order. Amount. If the invoice number order should follow the size of the amount on the invoice. The invoice with the lowest amount to pay should have the first available invoice number and so on.
Include length digit in OCR-number	: Include the length digit in the OCR number. : Do not include the length digit in the OCR number. Only used for OCR number types 1 (Swedish) and 8 (Svea KID). Does not apply to OCR types created in the OCR number type window.
Invoice export	The invoice export group used by default. Exceptions can be made for a customer by selecting a different export group from the Invoice export setting drop-down list on the Invoice information tab of the customer registry. If [Default] is selected from that drop-down list, the export group selected here will be used. The default export group can also be set in the Invoice export settings window. For more information, see Invoice and supplier bill exports.
No invoices before	Enter the earliest date that can be used as the invoice date when invoicing. This can be useful, for example, in order to lock a period of time. If attempts are made to create invoices with an earlier invoice date than the one specified here, a message is displayed indicating that the invoice date is too early when invoicing. The Invoice payment tab can also be used to set a date lock for payment registrations (the No payment before date field).
Invoice prices include fuel extra Invoice prices include currency extra prices Invoice prices include delivery option prices	Controls whether DMT, currency surcharges, and optional items are included in the order line's total price on the invoice or not (i.e., included in the tag Price_Customer or not). As fuel extra and currency extra are integrated into the total price of the order row, it is not clear how much of the total price of the order row is fuel extra and currency extra. To make it clearer, you can show the total amount of DMT and currency surcharges on a separate line in the summary at the bottom of the invoice. For more information, see Show fuel extra on invoices. The options appear on the order line as items (under <!-- Price Items --> in the report), but with Invoice prices include delivery option prices you choose whether the price of the optional items should be included in the total price on the order line or not (with or without DMT and currency surcharge), and whether the price of the optional item should be included in the total price on the item line (i.e. included in the tag TotalPrice_Customer) or not. Many e-invoice exports, including all those that follow the Peppol standard, will not work if any of these checkboxes are deselected. This is because such exports check that the sum of all the order rows matches the total sum on the invoice. Even rows for fuel extra, currency extra and options are added to the summary, these are not counted as regular order rows, and this does not make the e-invoice exports work. An order with the following price rows will be displayed as below on the order row of the invoice. + + : None of fuel extra, currency extra or options are included in the total price of the order row. Only the price from other price rows is included (SEK 381). The options are also not included in the total price on the item lines (i.e. in the tag TotalPrice_Customer). + + : Only fuel extra is included in the total price of the order row (SEK 381 + 38.10). Fuel extra for options is not included because the options themselves are not included. The options are also not included in the total price on the item lines (i.e. in the tag TotalPrice_Customer). + + : Only currency extra is included in the total price of the order row (SEK 381 + 12.57). Currency extra for the options is not included because the options themselves are not included. The options are also not included in the total price on the item lines (i.e. in the tag TotalPrice_Customer). + + : Only options are included in the total price of the order row (SEK 381 + 150). DMT and currency surcharges for the options are not included, nor are they included in the total price of the item line (i.e. in the tag TotalPrice_Customer). + + : Only currency extra is included in the total price of the order row (SEK 381 + 38.10 + 12.57). Fuel extra and currency extra for options are not included because the options themselves are not included. The options are also not included in the total price on the item lines (i.e. in the tag TotalPrice_Customer). + + : Fuel extra and options (inc. fuel extra) are included in the total price of the order row (SEK 381 + 38.10 + 150 +15). DMT is also included in the total price of the item line (i.e. in the tag TotalPrice_Customer). + + : Currency extra and options (inc. currency extra) are included in the total price of the order row (SEK 381 + 12.57 + 150 + 4.95). The currency surcharge is also included in the total price on the item line (i.e. in the tag TotalPrice_Customer). + + : Fuel extra, currency extra and options are included in the total price of the order row (SEK 381 + 38.10 + 12.57 + 150 + 15 + 4.95). DMT and currency surcharges are also included in the total price of the item line (i.e. in the tag TotalPrice_Customer).
Invoice negative price items as corrections	: Invoice price items with negative prices as corrections. : Invoice price items with negative prices as price items with negative amounts on the invoice.
Enable internal customers	: The posting settings for internal sales are displayed in the posting editor, and invoices to internal customers are posted according to those settings. : Invoices to all customers, including internal customers, are posted according to the regular posting settings. With this setting, you can turn on/off the internal invoicing feature for all internal customers. If you have made special accounting settings, they will remain the next time you turn on the function. For more information, see Internal invoicing.
Use current VAT rate for corrections	: Use the current VAT rate for corrections. : Use the VAT rate from the date of the original invoice.
Separate invoice numbers for regions	It is only advisable to set up different invoice number series for different regions if you work with several different companies (legal entities) in the same Opter system. For more information, see Offices and regions. : Use separate invoice number series for regions. : Do not use separate invoice number series for regions.
Show from date as option when creating invoices	: The From date field is displayed in the Create invoices window. Enables selection of the order date from which orders should be included in the invoice period. : The From date field is not displayed in the Create invoices window. All orders not yet invoiced up to the end date are included in the invoice period.
Show account coding date as option when creating invoices	: The Accounting date field is displayed in the Create invoices window. Allows a transaction date to be entered on the invoice, which is then used as the accounting date. : The Accounting date field is not displayed in the Create invoices window. The invoice date is used as a transaction date and accounting date.
Manual invoice date when create	: Today's date is pre-filled as the invoice date when you create new invoices. : If today's date is 1-15 of the month when you create new invoices, the invoice date will be the last of the previous month. If today's date is 16-31, the invoice date will be the 15th of the current month. Example: If you create invoices on 11 February, the pre-filled invoice date will be "2025-01-31". If you create invoices on 21 February, the pre-filled invoice date will be "2025-02-15". You can always change the invoice date manually when creating the invoices. If you change the end date, i.e. which orders are to be included in the invoice period, the invoice date will change to the same as the end date and you will have to change it again if you want a different invoice date.
Include created interest on transport invoices	: Include any late payment interest rates on the next invoice. : Do not include any late payment interest rates on the next invoice. Instead, invoice late payment interest separately. For more information, see Invoicing late payment interest and reminder fees .
Include created reminder fess on transport invoices	: Include generated reminder fees on the next invoice to the customer. : Do not include generated reminder fees on the next invoice to the customer. Instead, invoice reminder fees separately. For more information, see Invoicing late payment interest and reminder fees .
Include attachments without a file category in invoice mailings	Select the checkbox to allow attachments without a file category to be sent with invoices. If Include with invoice is for an attachment in the Attachments section of order reception (1), and the attachment does not have a category (2, File category = [None]), then the setting for this checkbox applies. For more information, see Attachments, order reception.

Dispatching

Use this tab to configure settings on how shipments should work in dispatch.

Contact Information

Function	Description
Email	Email address for dispatch.
Telephone number	Telephone number, including country code. Example: “+460701234567”. If a phone number is entered here, drivers can call dispatch by tapping a button on the chat page in Opter Driver for iOS. For more information, see Chatting or calling dispatch from Opter Driver for iOS. Database fields: OFF_PhoneNoDispatch

Function

Description

Email address for dispatch.

Telephone number

Telephone number, including country code. Example: “+460701234567”.

If a phone number is entered here, drivers can call dispatch by tapping a button on the chat page in Opter Driver for iOS. For more information, see Chatting or calling dispatch from Opter Driver for iOS.

Database fields: OFF_PhoneNoDispatch

Queue/schedule

For more information, see Activating and grouping the queue in dispatch.

Function	Description
Enable scheduled planning	We recommend that this is not used.
Enable container planning	We recommend that this is not used. The checkbox and function will be deleted.
Enable queue	In dispatch it is possible to choose to display a queue of vehicles/resources that currently have no shipments. For more information, see Activating and grouping the queue in dispatch. : The queue is updated when new positions or status updates are received. : The queue is not updated when new positions or status updates are received. In this case, we recommend that the Queue panel is not displayed in dispatch, as it will not be updated and will therefore be misleading. To delete it, click on the View menu tab at the top of dispatch and then deselect Queue. If the queue is not being used, it is a good idea to deselect this checkbox, so that the queue function does not consume power unnecessarily.
Group by vehicle type	: The queue in dispatch is grouped by vehicle type. This means that the vehicle that became empty earliest within a vehicle type is displayed at the top of the list for that vehicle type. In order to group the queue by vehicle type, the primary resource must be vehicles, because employees do not have a vehicle type. : The queue in dispatch is not grouped by vehicle type.
Group by zone	: The queue in dispatch is grouped by geographical zone. This means that the vehicle that became empty earliest in a zone is displayed at the top of the list for that zone. For more information, see Activating and grouping the queue in dispatch. : The queue in dispatch is not grouped by zone.
Group by region	: The queue in dispatch is grouped by region. This means that the vehicle that became empty earliest in a region is displayed at the top of the list for that region. : The queue in dispatch is not grouped by region.
Collection of geographic zones for queue	If the Group by zone checkbox has been selected and a collection of geographical zones is to be used, this can be set in the Collection of geographic zones for queue drop-down list. For more information, see Activating and grouping the queue in dispatch and Geographic zone collections (window).

Dispatch

Function	Description
Set details when splitting shipments	: The Split shipment window appears when shipments are split in dispatch by dragging and dropping them onto a terminal box. There it is possible to fine-tune the settings for the split. : The shipments are split straight away when drag and dropped onto a terminal box.
Only load shipments for (selected) region in dispatch	: When dispatch is started, a dialogue box appears in which it is possible to select the regions from which shipments are to be shown. It does not matter whether the region is selected on the order (under Data in order reception) or on the shipment itself (General tab under Details on the shipment). It is sufficient that the region is selected in one of the places for the shipment to appear in dispatch. If [None] is selected, shipments that have a region on either the order or the shipment are not displayed. If there are different regions on the order and the shipment, the region set for the shipment takes precedence. : All shipments are displayed in dispatch regardless of the region.
Action for selected shipment if space bar	Select what happens to the precedence in dispatch when the space bar is pressed: Open order (default): The most recently selected order is opened in order reception. It is therefore not possible to open several orders at the same time. Change to next status: All the selected shipments are moved to the next status in the life cycle. None: The keyboard shortcut is disabled. Dispatch needs to be restarted for the changes to take effect.
Action for selected shipment if Enter/double click	Choose what to do with the shipments in dispatch when Enter is pressed or a double-click is done: Open order: The most recently selected order is opened in order reception. It is therefore not possible to open several orders at the same time. Change to next status (default): All the selected shipments are moved to the next status in the life cycle. None: The commands are disabled.

Auto dispatch

Here it can be defined how routes are selected on orders that are auto dispatched.

Function	Description
Cost calculation	Cost then arrival time: Opter prioritises the route with the lowest number of points. Arrival time then cost: Opter prioritises the route with the earliest arrival time.
Number of days of scheduled routes to include	The number of days ahead that Opter checks for suitable routes. Example Set this setting to "5". You have the Sundsvall-Luleå route once a week, on Wednesdays, with the latest departure time 10.00 am from the terminal in Sundsvall. A shipment with a last delivery time to the terminal in Sundsvall at 1.00 pm on Wednesday is then not automatically auto dispatched on that route because there are more than 5 days until the next departure time. Instead, Opter looks for another route that departs within 5 days.
Auto dispatch depth	Number of shipments into which an order is split for auto dispatch.
Adjust shipment sharing pursuant to distance	: The percentage share is adjusted based on the distances of shipments when the order auto dispatched or split. : The percentage share is divided equally between the shipments when the order is auto dispatched or split. For more information and examples, see Split the revenue between the shipments on an order.
Auto dispatch existing orders when changing service	: The order is auto dispatched to new routes when the service on the order is changed. It is not necessary to click on Auto dispatch again. If you switch to a service that does not allow auto dispatch, the routes will be removed so that the order consists of only one shipment. If the service on an order that has already been started is changed, shipments could be cancelled as they may disappear when the routes are changed. : The existing routes on the order are retained when the service on the order is changed.
Give auto dispatch points to line-haul when no pickup	: If the pickup shipment is deleted from the order, the share from that shipment is moved to the line shipments on the order. : If the pickup shipment is deleted from the order, the share from that shipment is moved to all the other shipments on the order, i.e. including the delivery shipment. Some statistical reports may be misleading because they assume that there is a pickup shipment. Example If you have an order with four shipments (25% each) and you delete the first shipment, the 25% will be split between the two line shipments if the checkbox is selected (37.5% + 37.5% + 25%). If the checkbox is not selected, the 25% is divided equally between the remaining three shipments (33.3% + 33.3% + 33.4%).
Give auto dispatch points to line haul when no delivery	: If the delivery shipment is deleted from the order, the share from that shipment is moved to the line shipments on the order. : If the delivery shipment is deleted from the order, the share from that shipment is moved to all the other shipments on the order, i.e. including the delivery shipment. Some statistical reports may be misleading because they assume that there is a delivery shipment. Example If you have an order with four shipments (25% each) and you delete the last shipment, the 25% will be split between the two line shipments if the checkbox is selected (25% + 37.5% + 37,5%). If the checkbox is not selected, the 25% is divided equally between the remaining three shipments (33.3% + 33.3% + 33.4%).

Internet

Function	Description
Internet style sheet	CSS file used to format the web portals. [None]: Opter's standard CSS is used.
Validate EDI orders in order page	: Orders imported via EDI must be approved and saved in the order reception in the same way as orders from the web portals. : Orders imported via EDI do not need to be approved manually but are saved directly in the order reception.
Show link to Track & Trace on the login page	Displays a link to Track & Trace on the login page of the web portals.

Function

Description

Internet style sheet

CSS file used to format the web portals.

[None]: Opter's standard CSS is used.

Validate EDI orders in order page

: Orders imported via EDI must be approved and saved in the order reception in the same way as orders from the web portals.

: Orders imported via EDI do not need to be approved manually but are saved directly in the order reception.

Show link to Track & Trace on the login page

Displays a link to Track & Trace on the login page of the web portals.

Economy

Account coding

Function	Description
Use order region for account coding (both invoicing and supplier billing)	In the first instance, the region is used on the orders for posting, but you can override this and use the region on the order by ticking this option. For more information, see Account coding by region.
(Undefined variable: UI.OFF_CHK_AccountingOutputMonthFromOrderDate)	Year and month of orders are sent in the coding for invoice exports of type XmlSerializer. This can be useful if you are accruing based on order date instead of invoice date.
(Undefined variable: UI.OFF_CHK_AccountingOutputMonthFromConsignment)	The year and month of the co-loading orders are included in the coding for invoice exports of type XmlSerializer. This can be useful if you invoice groupage orders and accrue based on order date instead of invoice date.
(Undefined variable: UI.OFF_CHK_AccountingOutputFreightbillFromConsignment)	The consignment note number of the groupage order is included in the coding for invoice exports of type XmlSerializer.

Servers

On this tab, you configure an email account, for email sending from Opter, and the Pixie service, which is used for SMS notifications. For more information, see Sending emails from Opter and Activating the Pixie SMS service.

Function	Description
SMTP-server	The server address the email service or internet service provider uses for outgoing messages, e.g. “smtp.office365.com”.
Test email	Opens a dialogue box where the email account can be tested.
Port	Port for outgoing email on the SMTP server, usually 587.
Username	User ID for email account. Usually the same as the email address.
Password	Password for the email account.
Secure connection (SSL)	: Email traffic is encrypted with SSL. : Email traffic is not encrypted.
Log messages	Messages sent using the above email account are stored in Opter and can be retrieved by clicking on Search email, similar to the sent mail folder in Outlook. If the messages are not logged, it is not possible to see which messages have been sent from Opter.
Search email	Opens a window in which searches can be carried out on emails sent from Opter.
SMS sender	What is shown as the sender of the SMS notifications. A maximum of 11 characters, A–Z, a–z and 0–9. Grayed out about Use Http SMS is deselected.
Default country calling codes	Country code in the format “46” or “0046”, not “+46”. Used if a country code is not already included in the telephone number to which the notification is sent. Grayed out about Use Http SMS is deselected.
SMS Id	User name for the Pixie service. Grayed out about Use Http SMS is deselected.
SMS password	Password for the Pixie service.
Do not send SMS notifications before + Do not send SMS notifications after	The times between which automated SMS notifications may be sent, for example from “8.00 am” (Do not send SMS notifications before) to 9.00 pm (Do not send SMS notifications after). Can be overridden for individual services. For more information, see Setting the time interval for automatic SMS notifications. Toned down about Use Http SMS is deselected. OFF_EarliestSMSTime OFF_LatestSMSTime
Use Http SMS	: The SMS is sent directly from Pixie to the telephone number. : The SMS is sent via the email account that has been configured in Opter. Log into Pixie and enter the address of the email account set up higher up on this tab (usually the same as the Username field above).
Test SMS	Opens a dialogue box where the Pixie service can be tested.
Server settings are moved to system (click here to open)	Opens the System Settings window.

Scanning

This tab can be used to configure certain settings for scanning, such as whether the system should check that the location of the scan is correct and whether a new order should be created if an unknown freight bill number is scanned.

Scanning

Function	Description
Time limit to consider a package missing (minutes)	A package is reckoned to be missing if the other packages on the same order have progressed further, such as having arrived at the next terminal. To avoid a warning about this being issued by the Missing packages column in dispatch, order and consignment check during the time it takes to scan all the order packages, enter a number of minutes delay here.
Terminal work timeout	If the Create a new order when scanning missing packages function is used, a new order is created if a missing package arrives at a terminal after the other packages on the order have departed. To avoid this happening by mistake when the other packages have already had a departure scan, but loading work is still in progress, set a few minutes delay here.
Create new order when scanning unknown freight bill number	: When an unknown freight bill number is being scanned, a new order is created automatically. In the field below it is possible to specify which customer to use when creating new orders from unknown freight bill numbers. : When an unknown freight bill number is scanned, a new order is not created automatically.
Customer for order created when scanning unknown freight bill number	Enter the customer to be used when new orders are automatically created when scanning unknown packages. Dimmed if Create new order when scanning unknown freight bill number is deselected.
Consolidation type upon arrival scan	Enter the consolidation type to be used if the Consolidate at arrival scan function is used. For more information, see Consolidating upon arrival scanning at a terminal and Consolidating orders.
Create a new order when scanning missing packages	: When missing packages are being, a new order is created automatically. A number of minutes of delay can be set in the Terminal work timeout field above. : When missing packages are scanned, a new order is not created automatically.
Update status and resource when freight bill scanning, even if the relevant status has been reached	: During freight bill scanning, the status and resource are updated even if the relevant status has already been reached. : During freight bill scanning, the status and resource are not updated even if the relevant status has already been reached.
No checking of location when scanning	: The location of the scan is not checked. Example: an order goes from the sender to terminal 1, then to terminal 2, and then to the receiver. If a package or freight bill on the order has undergone arrival and departure scanning at terminal 1 and then at terminal 2, and then undergone arrival scanning at terminal 1 again, the scan is approved in Opter Driver/Opter Terminal. However, the status of the shipment does not change even though the shipment is now back at an earlier position in the order chain. : The location of the scan is checked. If the scan occurs in an unexpected location, the user receives a message.
Split order on arrival/departure scan at unexpected terminal	: If an arrival or departure scan takes place at an unexpected terminal, the order is automatically split at that terminal. : If an arrival or departure scan takes place at an unexpected terminal, the order is not automatically split at that terminal. Instead, if the No checking of location when scanning checkbox (above) is deselected, the user receives an error message stating that the scan is being done in the wrong place.
Logon as terminal in Opter Terminal	Choose whether users should log in as terminals or with personal user accounts: : Users log in as terminals in the Opter Terminal app. : Users log into Opter Terminal with personal user accounts. In the app, the user specifies the terminal at which they are scanning. For more information, see Installing Opter Terminal for Android.
Do not reset order date on status change	: After a change of status, the order date is not reset. : After a change of status, the order date is reset, i.e. the order date is set to today’s date. Also make sure that the Reset order date upon scanning checkbox in the order settings on the Settings tab has the desired setting for new orders. For more information, see Order entry settings (window).
Block delivery scan if the shipment is not allocated to the resource	This setting only applies to the last assignment on the order. : Only the resource to which the last assignment is allocated can deliver it. The setting does not prevent delivery scanning from being used incorrectly. For example, if an order has two assignments, and the same resource is on both assignments, she or he can scan the entire order for delivery when the first assignment is scanned on the terminal. : Anyone can deliver the last mission.
Use the Weight Correction function if the weight is changed in Opter Terminal	: The weight correction function is used for weight corrections made in Opter Terminal. The weight of the order is only updated and the price recalculated in the case of an upward weight correction. : The weight correction function is not used for weight corrections made in the Opter Terminal. If a weight correction is made, the weight of the order is always updated and the price is always recalculated. For more information, see Weight correction and Changing package dimensions in Opter Terminal.

Status

Function	Description
Warn if other resource when departure scan from status (inclusive)	Applies to departure scan at terminal. If you want the resource (driver/vehicle) to be given a warning in Opter Driver if a departure scan is done on something that is associated with a different resource’s shipment, select the status from which the warning should be shown, for example Assigned. The default setting is Picked up. It is possible to make exceptions to the general setting. To make exceptions for certain vehicles, click on Register > Vehicles, then on the Mobile/web tab, and make the desired setting in the Scanning box. To make exceptions for certain drivers, click on Register > Employees, then on the Mobile/web tab, and make the desired setting in the Scanning box. For more information, see Blocking or warning about another resource when scanning in Opter Driver for iOS.
Warn if other resource when pickup scan from status (inclusive)	Applies to pickup scanning at the sender. If you want the resource (driver/vehicle) to be given a warning in Opter Driver if a pickup scan is done on something that is associated with a different resource’s shipment, select the status from which the warning should be shown, for example Assigned. The default setting is Picked up. It is possible to make exceptions to the general setting. To make exceptions for certain vehicles, click on Register > Vehicles, then on the Mobile/web tab, and make the desired setting in the Scanning box. To make exceptions for certain drivers, click on Register > Employees, then on the Mobile/web tab, and make the desired setting in the Scanning box. For more information, see Blocking or warning about another resource when scanning in Opter Driver for iOS.
Block change of status/resource if other resource when departure scanning from following status (inclusive)	Applies to departure scan at terminal. If only the resource (driver/vehicle) who was assigned the shipment should be able to make changes to the status or resource in Opter Driver during departure scanning, select the status from which the block applies, for example Assigned. The default setting is Picked up. It is possible to make exceptions to the general setting. To make exceptions for certain vehicles, click on Register > Vehicles, then on the Mobile/web tab, and make the desired setting in the Scanning box. To make exceptions for certain drivers, click on Register > Employees, then on the Mobile/web tab, and make the desired setting in the Scanning box. For more information, see Blocking or warning about another resource when scanning in Opter Driver for iOS.
Block change of status/resource if other resource when pickup scanning from following status (inclusive)	Applies to pickup scanning at the sender. If only the resource (driver/vehicle) who was assigned the shipment should be able to make changes to the status or resource in Opter Driver during pickup scanning, select the status from which the block applies, for example Assigned. The default setting is Picked up. It is possible to make exceptions to the general setting. To make exceptions for certain vehicles, click on Register > Vehicles, then on the Mobile/web tab, and make the desired setting in the Scanning box. To make exceptions for certain drivers, click on Register > Employees, then on the Mobile/web tab, and make the desired setting in the Scanning box. For more information, see Blocking or warning about another resource when scanning in Opter Driver for iOS.
Set status with final delivery scan of package label	: When the driver scans a delivery label, the status is set to Delivered/Delivered. This setting is not recommended as the status is set to Delivered/Delivered before the driver has filled in the proof of delivery in Opter Driver. : The status is not automatically set when delivery labels are scanned.
Set status with final delivery scan of freight bill	: When the driver scans a consignment note, the status is set to Delivered/Delivered. This setting is not recommended as the status is set to Delivered/Delivered before the driver has filled in the proof of delivery in Opter Driver. : Status is not automatically set when scanning waybills.