Last updated: 22.07.2024
Valid from: Opter 2024.06.00
Office (window)
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.
The window’s tabs
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This tab can be used to control the weight calculation, weight correction, sources of geographical data and route optimisation.
Weight factors
Function | Description |
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Weight calculation |
Select weight calculation from the drop-down list. Click on |
Update collection freights automatically |
We recommend that a consignment is created rather than using collection freight. For more information, see Consignment.
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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. Use the drop-down list to select whether or not to add an extras price item. The prices of the extras are set in the price lists. |
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.
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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 |
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Invoice template scheme |
Select which invoice reports to use. Click on 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.
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Include length digit in 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 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 or not fuel extra, currency extra and optional price items are included in the total price of the order row on the invoice (i.e. included in the Price_Customer tag 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, the total sum for fuel extra and currency extra can be shown on a separate row in the summary at the bottom of the invoice. For more information, see Show fuel extra on invoices. The options are displayed on the order row as items (under <!-- Price Items --> in the report), but with Invoice prices include delivery option prices you choose whether or not to include the price of the option price items in the total price of the order row (with or without fuel extra and currency extra), and whether or not to include the price of the option price item in the total price of the price item row (i.e. include it in the TotalPrice_Customer tag). 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.
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Invoice negative price items as corrections |
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Use current VAT rate for corrections |
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Separate invoice numbers for regions |
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Show from date as option when creating invoices |
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Show account coding date as option when creating invoices |
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Manual invoice date when create |
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Include created interest on transport invoices |
For more information, see Invoicing late payment interest and reminder fees . |
Include created reminder fess on transport invoices |
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 more information, see Attachments, order reception. |
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Use this tab to configure settings on how shipments should work in dispatch.
Contact Information
Function | Description |
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Email address for dispatch. |
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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. |
Queue/schedule
For more information, see Activating and grouping the queue in dispatch.
Function | Description |
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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.
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Group by 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.
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Group by zone |
For more information, see Activating and grouping the queue in dispatch.
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Group by region |
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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 |
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Set details when splitting shipments |
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Only load shipments for (selected) region in dispatch |
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Select what happens to the precedence in dispatch when the space bar is pressed:
Dispatch needs to be restarted for the changes to take effect. |
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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:
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Auto dispatch
Here it can be defined how routes are selected on orders that are auto dispatched.
Function | Description |
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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. ![]() 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 |
For more information and examples, see Split the revenue between the shipments on an order. |
Auto dispatch existing orders when changing service |
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.
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Give auto dispatch points to line-haul when no pickup |
Some statistical reports may be misleading because they assume that there is a pickup shipment. ![]() 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 |
Some statistical reports may be misleading because they assume that there is a delivery shipment. ![]() 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%). |
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This tab can be used to configure an email account, outgoing emails 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 |
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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) |
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Log messages |
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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. Dimmed unless Use Http SMS is selected. |
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. Dimmed unless Use Http SMS is selected. |
SMS Id |
User name for the Pixie service. Dimmed unless Use Http SMS is selected. |
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. Dimmed unless Use Http SMS is selected. |
Use Http SMS |
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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. |
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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 |
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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 |
In the field below it is possible to specify which customer to use when creating new orders from unknown freight bill numbers.
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Customer for order created when scanning unknown freight bill number
(field) |
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
(drop-down list) |
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 |
Note:
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Update status and resource when freight bill scanning, even if the relevant status has been reached |
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No checking of location when scanning |
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.
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Split order on arrival/departure scan at unexpected terminal |
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Logon as terminal in Opter Terminal |
Choose whether users should log in as terminals or with personal user accounts:
For more information, see Installing Opter Terminal for Android. |
Do not reset order date on status change |
Tip
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Block delivery scan if the shipment is not allocated to the resource |
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Assign resource upon arrival scan if no resource has been specified |
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Use the Weight Correction function if the weight is changed in Opter Terminal |
For more information, see Weight correction and Changing package dimensions in Opter Terminal. |
Status
Function | Description |
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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 |
This setting is not recommended, as the status is set to Delivered/Delivered before the driver has filled in the proof of delivery page in the Opter Driver app.
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Set status with final delivery scan of freight bill |
This setting is not recommended, as the status is set to Delivered/Delivered before the driver has filled in the proof of delivery page in the Opter Driver app.
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