Options (window)

Settings > Options

In this window, you create options that the customer can use to order additional services on an order. Options can be linked to Price items in the price list, so you can charge for them. When an option is selected on an order, the price item is automatically added to a price item row.

You can move the options up and down the list on the left using the and buttons on the toolbar. The order is reflected wherever the options are displayed. If you make changes in this window, such as activating/deactivating an option or reordering the options, you will need to restart Opter for the changes to be visible in the price list editor.

General

Function	Description
Code	Abbreviation used for identification.
Name	Descriptive name of the option. Database fields: DEO_Name
Internet name	To ensure that the option is displayed with a different name on the web, invoices and credits, enter that name here. If no internet name is entered, the option will be displayed with the name that was entered in the Name field above.
Description	Free text field for internal notes. The description is not displayed anywhere else but here.
Available for orders	The option is displayed and can be selected on orders in order reception.
Available for vehicles	The option is displayed under Options on the Capacity tab of the vehicle registry.
Available for employees	Does not currently fulfil any function.
Available for subcontractors	The option is displayed under Options on the Account coding tab of the subcontractor registry. The options do not really have anything to do with the account coding, and the options you select will not appear anywhere else except in the subcontractor registry.
Available for Internet order	The options are displayed and can be selected in the order form on the web portals. Available for orders must also be ticked for the options to appear on the web portals.
Available for route optimisation	: Route optimisation matches orders with this option with vehicles that have the required capacity. Mainly used for options that require vehicles with special equipment, such as refrigerated transport. Only applies if Plan shipments with options using vehicles that have the required capacity is selected in the route optimisation settings (see Route optimization settings (window)). : Orders with this option can be placed on any vehicle during route optimisation.
Available in dispatch	The option is displayed under Options when you right-click on a shipment in dispatch.
Expects completion	The Completed checkbox is displayed next to the option in order reception. The order shipment is visible in dispatch only when the Completed checkbox is selected. If you want to display orders whose options are incomplete in dispatch, even if Expects completion is selected, go to the dispatch settings and select the Include orders with incomplete delivery options checkbox on the Tabs > Contents tab.
Make order ready for invoicing/crediting on completion	The order is marked as ready for invoicing and crediting when the Completed checkbox is selected in order reception. Expects completion must be selected for this checkbox to be selectable.

Colour

You can set it so that shipments with options are highlighted with a text colour or background colour in the dispatch lists. If a shipment has several options, the colour of the option that comes first in the list is displayed.

Function	Description
Use colour in dispatch	Orders with the options are marked with a text colour or background colour in the dispatch lists. If you select this checkbox and do not choose a colour for Text color or Background color, the shipments with this option will be entirely white in dispatch.
Text color	Select a colour or enter the hexadecimal code for the colour in the text field.
Background color	Select a colour or enter the hexadecimal code for the colour in the text field.

Services

On this tab it can be specified that the option should not be available on orders with a specific service. This allows you to limit the number of options available on the orders.

The Excluded list contains the services for which the option is not available. The Included list contains the services for which the option is available. Double-click on the services to move them between the lists. In the text field above each list, it is possible to search for the name of the service.

By default, all options can be selected on all orders, i.e. all services are under Included.

Route optimisation settings

On this tab, route optimisation can be set to take into account the options on the shipments, so that shipments with a certain option are assigned to vehicles with the capacity for that option.

Function	Description
Checkboxes	Enables/disables the setting.
Setting	The settings are entered by hand: MapAndGuide.RequiredVehicleEquipment: Option that route optimisation should take into account. MapAndGuide.VehicleEquipment: the characteristic a vehicle requires in order to handle the option.
Value	The name of the option that route optimisation should take into account. We recommend that the value is the same as the name of the option. It is possible to specify several values as a comma-separated list, for example: “Refrigeration, Heating, Tail lift”, but then it is not possible to control the function in the graphical user interface.

See also

• Options