Order check (window)

Order > Order check

The menu tabs

General

Function	Description
Open order (Ctrl+O)	Opens the order that the cursor is currently on in the list. You cannot open multiple orders at the same time.
Save (Ctrl+S)	Saves all the changes you have made to the orders in the list. Amended orders are indicated by . If you want to undo a change, click on that row and press Ctrl + Z. You can select and undo several rows at once by holding down Ctrl or Shift and clicking.
Delete (Del)	If you want to delete an order, click on that row and press Delete. The line is marked with and is removed when you click on Save (Ctrl+S). If you do not want to delete the order, click on the row and press Delete again, or press Ctrl + Z. You can select and undo multiple rows at once by holding down Ctrl or Shift and clicking.
Undo (Ctrl+Z) (order check only)	If you want to undo a change or deletion, click on that row and press Ctrl + Z. You can select and undo several rows at once by holding down Ctrl or Shift and clicking. The menu command is only available in the order check, but Ctrl + Z works in all controls. Rows marked for deletion can also be undone using the Delete key. If the menu command doesn't work, try pressing Ctrl + Z instead. If that doesn't work, deselect the rows you want to undo, select them again and try again.
Copy (Ctrl+C) (order check only)	Copies a row or a cell in the order list. If you want to copy an entire row, click on the far left of the row to select the whole row. If you click in a cell, only that cell will be copied. You can copy multiple rows or cells by holding down the Ctrl or Shift key and clicking. If you select several rows or cells that are not adjacent to one another (e.g. rows 1 and 7), blank rows will be inserted into the gap (i.e. 5 blank rows between 1 and 7). Some information cannot be copied, for example the columns First loaded status, Most recent unloaded status, Status and Invoice OCR number.
Paste (Ctrl+V) (order check only)	Paste copied rows or cells. It is possible to copy an entire row and then paste it into a cell on another row (for example, in column Distance), but the result will be unpredictable. Just paste row by row and cell by cell.
Export to Excel (Ctrl+E) (only the assignment review and the cost review)	Exports the entire filtered list to Excel. The command is available in the order check menu Options. In the groupage check and consolidation check, it is not possible to export to Excel.
Setting	You can have several different views for different tasks, for example with different columns. Use this drop-down menu to select a view. If you want to change a view or create a new one, click to open the settings window.
Consolidation type (consolidation check only)	The consolidation type determines the properties of the consolidation order, and which orders are to be matched and proposed for consolidation. You may have several different types. Here you can choose which one to use. Click on next to the drop-down menu to open the Consolidation types window, where you can adjust the settings. For more information, see Consolidating orders.
Consignment type (consolidation check only)	The consignment type determines the properties of the consignment order, and which shipments are to be matched and proposed for consignment. You may have several different types. Here you can choose which one to use. Click on next to the drop-down menu to open the Consignment types window, where you can adjust the settings. For more information, see Consignment types (window).
Saved searches	You can save searches you perform frequently so that you can use them again quickly. For more information, see Saving searches in order check. [Default]: Search for today's orders that are not ready for invoicing. You can change the search settings, but they will be reset when you close the control. If you want to save a search, select the criteria you want to search by (1), enter a name in the field (2) and save it (3). You are deleting a saved search with (4).
Search	Adjust your search settings and click on Search. You can then refine your search results further using the column filters. The information displayed in the columns is described in section Order list below.
Clear search options	Removes all settings under Search settings, as well as the customer code and customer name, but the search period is retained.
Period From To	Select a predefined time period or enter your own time period in the date fields. The search is based on the order date.
Customer code Customer name Selected customer	You can view orders from a specific customer by entering the customer code or customer name here.

Options

Function	Description
Export to Excel (Ctrl+E)	Exports the order list 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 menu, you can preview and print freight bills, parcel labels and order lists for the orders you have selected.

Function	Description
/Freight bill	Preview or print the freight bills for the orders you have selected from the list.
/Package label	Preview or print the parcel labels for the orders you have selected from the list.
/Order list	Preview or print a list of the orders you have selected in the list. When you click on Order list, the Shipment selection window opens; select the shipments to be included (Pickup, Line haul, Delivery and/or Direct transport) and click on Ok.
Choose printer when printing	Click the button to enable it if you want to be able to choose a printer before printing. If this option is not enabled, freight bills, parcel labels and order lists will be printed directly on your default printer.

Order list

(missing or bad snippet)

For more information, see Order check settings (window).

If you filter by any of the columns, they will appear as buttons just above the list. You can also use these buttons to disable the filters.

At the bottom of the window, the sum of the values in the columns is displayed.

If you have applied a column filter and sorted the search results, the list will not refresh if you change a value, such as the number of parcels. This also applies once you have saved the new number of packages. The search results will not be updated until you filter or re-sort the list.

The above applies only to columns containing free-text values, not to columns that retrieve values from a register (for example, Resource), or when you use the special filters under Filter show rows with value that.

Columns in the order list

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 and Delay reasons (window).
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 CO2 emissions in grams, overview.
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 CO2 emissions in grams, overview.
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 has been recorded for 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.
Product sum	Shows the total number of all items on the order. Report tag (supplier bill): Delivery.ProductSummary
Most recent unloaded 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.
Contribution margin %	Shows the order coverage rate in per cent. The coverage ratio is calculated as Result (total profit of the order) divided by Income (total revenue of the order.