Order check (window)

Order > Order check

In this window, it is possible to search for orders based on a wide range of criteria.

In the order list, it is possible to select a row by clicking on the left end of the row. Multiple rows can also be selected by holding down the Ctrl key and clicking on the left end of the rows in the order list.

The menu tabs

General

Shortcuts that can be used are shown in the button names, for example Open order (Ctrl+O).

Function	Description
Open order (Ctrl+O)	To open an order, select the row of the order in the order list below (by clicking on the left end of the row) and then click on Open order (Ctrl+O).
Save (Ctrl+S)	Click on Save (Ctrl+S) to save the changes that have been made.
Delete (Del)	To delete an order, click on the left end of the row so that it is selected. Then press Delete or Delete (Del). The row will then have the symbol, which means it will be deleted when you click on Save (Ctrl+S).
Undo (Ctrl+Z)	To undo the most recent action. For example, if you accidentally selected the wrong order and then clicked on Delete (Del) (the row for the order was marked with the symbol ), this action can be undone by clicking on Undo (Ctrl+Z). The symbol is then removed from the row. It is only possible to undo the most recently performed action. It is therefore not possible to undo several steps backwards. To undo several steps backwards, close the order control without saving, then open it again and make the desired changes and save them.
Copy (Ctrl+C)	To copy a row or a cell in the order list. However, some information cannot be copied, such as the information in the columns Order number, First loaded status, Most recent loaded status, Status and Invoice OCR number. To copy the order list to Excel, the Export to Excel (Ctrl+E) button is located on the Options tab, see below.
Paste (Ctrl+V)	If a row or cell has been copied in the order list and this information is to be pasted, select the row or cell where the information is to be inserted and click on Paste (Ctrl+V). If you change your mind, you can click on Undo (Ctrl+Z). The changes are saved when you click on Save (Ctrl+S).
Setting	It is possible to have several different views for the order control. In the drop-down menu, select the required view. To make changes to a view or create a new view, click on . This will open the Order check settings window. There it is possible to, for example, set which columns are to be displayed in order check and the sequence in which they are to be shown, see Columns in the order check.
Saved searches (Drop-down list)	Common searches can be saved so that they can quickly be used again when needed. For instructions, see Saving searches in order check. The default search [Default] does not change any search parameters, but always uses the same search settings as the most recent search, regardless of whether it was a manually defined search or a saved search. It cannot be deleted. The symbols next to the drop-down list are used like this: To save a search, give the search a name in the field and click on . To remove a search, select the search from the drop-down list and click on .
Search (Button)	Configure the search settings and then click on Search. The results are shown in the order list underneath. What is shown in the columns is described in the Order List below.
Clear search options (Button)	Click on Clear search options to delete all the settings made under Search settings. Customer code and Customer name in the Search options box are also deleted, but the selected period remains.
Period	Select the time period in which to search, for example This week or This year. To select From and To dates yourself, select Custom in the Period drop-down list, then select the dates in the From and To fields below.
From	Select the date from which the search is to be done by entering the date or clicking on the calendar symbol and selecting the date.
To	Select the date to which the search is to be done by entering the date or clicking on the calendar symbol and selecting the date.
Customer code	To search for a specific customer, enter the customer code here or the customer's name in the Customer name field below.
Customer name	To search for a specific customer, enter the customer name here or the customer code in the Customer code field above.
Selected customer	If the search for a specific customer is being done using the fields above, the customer code and name will be displayed here.

Options

In order check on the General tab and the tabs under Search settings, search for orders based on the desired criteria. Then, on the Options tab it is possible, for example, to export the order list to Excel, select/deselect the Ready for invoicing/crediting checkbox for one/multiple/all orders, and recalculate prices, weights, distances, etc. for the orders in the order list.

Function	Description
Export to Excel (Ctrl+E)	After searching for orders using the General and Search settings tab in order check, the order list can be exported to Excel. To import orders from Excel, see Importing orders from Excel to order check.
Export to Logix	Exporting a CSV file from Opter.
Import from Logix	Importing a CSV file into Opter.
Ready for invoicing/crediting (Ctrl+9)	To select the checkbox in the Ready for invoicing/crediting column for all orders in the order list, click on Ready for invoicing/crediting (Ctrl+9) and then click on the General tab and click on Save (Ctrl+S). To select the checkbox in the Ready for invoicing/crediting column for one or more orders, select the rows of the orders (by holding down the Ctrl key and clicking on the left end of the rows in the order list) and then click on Ready for invoicing/crediting (Ctrl+9).
Not ready for invoicing/crediting (Ctrl+0)	To deselect the checkbox in the Ready for invoicing/crediting column for all orders in the order list, click on Ready for invoicing/crediting (Ctrl+9) and then click on the General tab and click on Save (Ctrl+S). To deselect the checkbox in the Ready for invoicing/crediting column for one or more orders, select the rows of the orders (by holding down the Ctrl key and clicking on the left end of the rows in the order list) and then click on Not ready for invoicing/crediting (Ctrl+0).
Notifications for selected shipments (F10)	To send a manual notification for one or more orders, select the rows of the orders in the order list and then click on Notifications for selected shipments (F10). The Notification Sender window opens. For instructions, see Sending notifications manually from dispatch and order check.
Recalculate... (Ctrl+R)	If, for example, prices, weights, distances and/or service times are to be recalculated for one, several or all orders in the order list. For instructions, see Recalculate data on orders in order check.

Print

On this tab, it is possible to preview and print freight bills, package labels and order lists for the orders that have been found in a search.

Function	Description
Freight bill	Preview the freight bills for the orders that have been selected in order check.
Package label	Preview the package labels for the orders that have been selected in order check.
Order list	Preview the order list. The order list contains the orders that have been selected in order check. Clicking on Order list opens the Shipment selection window, select the checkboxes for the shipments that are to be included (Pickup, Line haul, Delivery and/or Direct transport) and click on Ok.
Freight bill	Print the freight bills for the orders that have been selected in order check.
Package label	Print the package labels for the orders that have been selected in order check.
Order list	Print the order list. The order list contains the orders that have been selected in order check. Clicking on Order list opens the Shipment selection window, select the checkboxes for the shipments that are to be included (Pickup, Line haul, Delivery and/or Direct transport) and click on Ok
Choose printer when printing	Click the button to have the option to select the printer before printing the freight bills, package labels or order list. The button is used in combination with the other buttons/drop-down lists on the menu tab Print. If the button is yellow-orange, a printer can be selected. If the button is grey, it is not possible to select the printer before printing the freight bills, package labels or order list.

The order list

It is possible to define the columns displayed in the list of orders, see Columns in the order check. If filtering is done on some of the columns, they appear as buttons just above the order list. These buttons can also be used to disable the filters.

The sum of the values in the columns for the orders currently displayed in the list is shown at the bottom of the window.

Column	Description
Acceptable delay	If the order is overdue and the checkbox is selected, then the reason indicated for the order being overdue is acceptable, i.e. this order is not considered to be overdue in Opter. They will then, for example, not appear in the search results if a search for delayed orders is carried out. For more information, see Reason and comment mandatory in Opter Driver in the event of a delay and Delay reasons (window). Default setting:
Responsible salesperson	Sales rep. responsible for the order.
Price item name	Price item name on the order. The column shows the name of the price item.
Price items	Price items on the order. The column shows the description of the price item if there is one, otherwise the name of the price item is shown.
Not to be credited	: The order is not credited. : The order is credited.
Supplier bill no.	Displays the credit number if there is a credit on the order.
Distance	The order’s driving distance in kilometres, i.e. the sum of the distances of all the shipments making up the consignment. If the distance has been entered manually, it is displayed in normal black text. If the distance has not been entered manually, the calculated distance is displayed in grey text in italics. In order check, the Distance column shows the distance on the order. In the shipment check, the Distance column shows the distance on the shipment. In shipment check, the distance on the order can be shown with the Distance (order) column.
Sender	Sender’s name.
Sender reference	The order’s sender reference.
Deviation events	Deviation events can be a more detailed specification of what has happened to the goods. If there is more than one deviation registered on the order, the deviation events are listed with commas between them.
Deviation comments	If there are comments on registered deviations, they are displayed in this column. If there is more than one deviation registered on the order, the deviation comments are listed with commas between them.
Deviation reasons	A reason for a deviation can be an explanation of the deviation. If there is more than one deviation registered on the order, the deviation reasons are listed with commas between them.
Deviations	The column shows the number of deviations registered on the order. If an order contains several packages and if the same deviation is registered on several packages at the same time, it is shown as a deviation in this column.
Deviation types	The deviation type can be used to categorise the deviations. If there is more than one deviation registered on the order, the deviation types are listed with commas between them.
Calculated driving time	Driving time is the time it takes to drive between two addresses. The driving time is displayed in the “hours:minutes” format, so for example if “9:16” is indicated, it means 9 hours and 16 minutes. This shows the estimated driving time based on the order or on the individual shipments. How driving time is calculated depends on the distance calculation service set in the office settings on the Weight/Distance tab of the Distance drop-down list. For example, if PTV v2 has been selected, an advanced analysis is carried out, taking into account speed limits, among other things. If a different distance calculation service has been chosen, such as Finnish postcode distances, a locked table based on postcodes is used. The table lists the distances between different postcodes and the estimated driving time for the different routes, for example from postcode “00170” (in Helsinki) to postcode “65100” (in Vaasa), it is always exactly 422 km and takes 4:49 to drive.
CO2 emissions, calculated (g)	Show the order’s calculated CO2 emissions in grams. The calculated CO2 emissions of an order are a summation of the calculated CO2 emissions of the shipments in the order. For more information, see Climate impact of CO2 emissions in grams, pricing weight.
CO2 emissions, estimated (g)	Show the order’s estimated CO2 emissions in grams. The estimated CO2 emissions are an initial calculation of the CO2 emissions of the order and the calculation is based on the information available at the time the customer places the order. For more information, see Climate impact of CO2 emissions in grams, pricing weight (and Climate impact of CO2 emissions in grams).
Date selected	Shows whether the receiver has selected the delivery date in Track & Trace.
Email/telephone number (notifications)	Email addresses/telephone numbers of those who receive notifications about the order. If there are several addresses/numbers, they are separated by commas.
External credit - amount	The total amount of all external credits on the order or a manually specified amount is displayed as follows: If the amount is in italics, the sum of the external credits is displayed on the order. The external credits on an order are displayed under External credit in order reception. The total is calculated automatically when external credits are imported and when external credit rows are manually added or deleted in order reception. The total can then be changed automatically during subsequent imports or manually at any time. If the amount is in normal text (i.e. not in italics), a manually entered amount is displayed. The total amount of all external credits on the order or a manually specified amount is displayed as follows: If the amount is in italics, the sum of the external credits is displayed on the order. The external credits on an order are displayed under External credit in order reception. The total is calculated automatically when external credits are imported and when external credit rows are manually added or deleted in order reception. The total can then be changed automatically during subsequent imports or manually at any time. If the amount is in normal text (i.e. not in italics), a manually entered amount is displayed.
External credit - done	The checkbox can be selected automatically or manually in accordance with the following scenarios: If the sum of the external credits is equal to or greater than the expected income on the order, the checkbox is automatically selected when external credits are imported and when external credit rows are manually added in order reception. The checkbox can then be changed automatically during subsequent imports or manually at any time. If you think you have got what you need from the external credits on this order, you can choose to manually select the checkbox. The checkbox can be deselected automatically or manually in accordance with the following scenarios: If the sum of the external credits is less than the expected income on the order, the checkbox is automatically deselected when external credits are imported and when external credit rows are manually added or deleted in order reception. The checkbox can then be changed automatically during subsequent imports or manually at any time. If you think you have not got what you need from the external credits on the order, you can choose to manually deselect the checkbox. Default setting:
External credit - date	If the external credit is imported, the crediting date specified by your partner is displayed. If the external credit has been added manually in order reception, the date entered is displayed. If the order has more than one external credit, the date of the last registered external credit is displayed.
External credit - number	If the external credit is imported, the credit number used by your partner is displayed. If the external credit has been added manually in order reception, the credit number that was entered will be displayed, if a number was entered. The supplier bill number shown in this column is the one in the Credit number field underExternal credit in order reception. To display in order check the supplier bill numbers listed in the column Credit number under External credit in order reception, see the Imported supplier bill number column below. For more information, see Checking external credits and External credit, order reception.
External credit - difference	The difference between External credit - amount and the calculated amount (i.e. the expected income on the order).
Invoice OCR number	Displays the OCR number of the invoice for the order. If an order has several invoices, the OCR numbers of all invoices are displayed with commas between them.
Vehicle type	The type of vehicle for the vehicle specified on the order.
First loaded status	Shows which driver and/or vehicle first set the status of the order to Picked up and when. The information displayed is the status the order was set to (Picked up), the driver’s call number, the driver’s name, the vehicle number, the vehicle name, and the date and time the status was set. The time is shown in hours, minutes, seconds and milliseconds. Details of the driver and vehicle are displayed if available. If the status of the order has not yet reached Picked up in the life cycle, nothing is displayed in the column.
Imported supplier bill number	If the external credit is imported, the credit number used by your partner is displayed. If the external credit has been added manually in order reception, the credit number that was entered will be displayed, if a number was entered. The supplier bill numbers shown in this column are those shown in the Credit number column under External credit in order reception. To display in order check the supplier bill number shown in the field Credit number in the External credit section of order reception, see the External credit - number column above. For more information, see Checking external credits and External credit, order reception.
Customer code	The customer code from the customer registry. To find out which customer it is, click on Register > Customers and search for the customer code.
Receipt number	The receipt number is displayed if a direct payment is registered on the order in Opter. For more information, see Direct payment (order reception).
Driving time	Driving time is the time it takes to drive between two addresses. The driving time is displayed in the “hours:minutes” format, so for example if “9:16” is indicated, it means 9 hours and 16 minutes. The estimated driving time or a manually entered driving time is displayed here as follows: If the driving time is in italics, the driving time calculated by Opter based on the order or on the individual shipments is displayed. How driving time is calculated depends on the distance calculation service set in the office settings on the Weight/Distance tab of the Distance drop-down list. For example, if PTV v2 has been selected, an advanced analysis is carried out, taking into account speed limits, among other things. If a different distance calculation service has been chosen, such as Finnish postcode distances, a locked table based on postcodes is used. The table lists the distances between different postcodes and the estimated driving time for the different routes, for example from postcode “00170” (in Helsinki) to postcode “65100” (in Vaasa), it is always exactly 422 km and takes 4:49 to drive. If the driving time is in normal text (i.e. not in italics), a manually entered driving time is displayed. The Calculated driving time and Driving time columns will show the same time if no user has manually changed the driving time in the Driving time column.
Load carrier	Shows the load carrier ID If the order has packages in a load carrier, the load carrier ID is displayed in the column. If the order has packages in more than one load carrier, the IDs of the load carriers are listed with comma delimiters. For more information on load carriers, see Load carrier.
Loose items	The number of loose items is shown by the numbers before and after, for example "5->3" and "7->7".
Receiver	Receiver’s name.
Order date	The date on which it is planned to start transport.
Order number	The order number.
Corporate ID number	The customer’s corporate ID number.
Price vehicle type	The price vehicle type on the order.
Most recent loaded status	Shows which driver and/or vehicle last set the status of the order to Delivered and when. The information displayed is the status the order was set to (Delivered), the driver’s call number, the driver’s name, the vehicle number, the vehicle name, and the date and time the status was set. The time is shown in hours, minutes, seconds and milliseconds. Details of the driver and vehicle are displayed if available. If the status of the order has not yet reached Delivered in the life cycle, nothing is displayed in the column.
Service	The type of service for which the order is placed.
Total invoiced cost for all cost price items	Shows the total cost of all the cost price items in the order. The Cont. invoice done checkbox must be marked on the price item row in order reception for the cost to be displayed, otherwise this column will show "0".
Total expected cost for all cost price items	Shows the total estimated cost of all the cost price items in the order.

Reference Materials

Columns in the order check

Saving searches in order check

Importing orders from Excel to order check

Recalculate data on orders in order check