Last updated: 2024-09-12

internal documents

Applies from: Opter 2022.06.00

Order entry settings (window)

Main menu: Settings > Order reception > Order settings

Order reception: Shortcuts > Order settings

In the Order entry settings window, it is possible to set what is shown in order reception and how that should work. For more information, see Arranging the sections in order reception and The tab order in order reception.

The window’s tabs

Function Description
Edit reference

: The user can enter new orderers that are added to the customer in the customer register.

: The user can choose from the buyers that already exist for the customer in the customer register.
Edit customer project

: The user can enter new letters that are added to the customer in the customer register.

: The user can choose from the lists already available for the customer in the customer register.

On this tab, you specify which setting the checkboxes should default to when a new order is created, and which settings are taken over when orders are copied.

Tip

On the Form flow tab, set the fields, drop-down lists and checkboxes to be displayed and used in order reception by ticking the checkbox in the Visible column.

Default values

Here you set the default setting of the checkboxes on new orders.

Function Description
Ready for dispatch

: New orders are not ready for traffic management when they are created.

: New orders are ready for traffic management as soon as they are created.

(default): The setting for new orders ( or ) is taken from the office settings (tab Order Settings).
Ready for invoicing/crediting

Select the default value for the checkbox on new orders:

: Not ready for invoicing/crediting.

: Ready for invoicing/crediting.

(default): The checkbox value is taken from a more general level, for example from the office settings.
Not to be invoiced Select the default value for the checkbox on new orders:

: To be invoiced.

: Not to be invoiced.

(default): The checkbox value is taken from a more general level, for example from the office settings.
Not to be credited Select the default value for the checkbox on new orders:

: To be credited.

: Not to be credited.

(default): The checkbox value is taken from a more general level, for example from the office settings.
Include income in statistics

Select the default value for the checkbox on new orders:

: Do not include the income from the order in the statistics.

: Include the income from the order in the statistics.

(default): The checkbox value is taken from a more general level, for example from the office settings.

For more information, see Including income in statistics.
Hide until scanned Select the default value for the checkbox on new orders:

: Do not hide the order until it has been scanned.

: Hide the order until it has been scanned.

(default): The checkbox value is taken from a more general level, for example from the office settings.
Reset order date upon scanning Select the default value for the checkbox on new orders:

Do not reset the order date on the first scan.

Reset the order date on the first scan, i.e. the order date is set to the current date.

(default): The checkbox value is taken from a more general level, for example from the office settings.
Consolidate upon arrival scan Select the default value for the checkbox on new orders:

: Do not consolidate on arrival scan.

: Consolidate on arrival scan.

(default): The checkbox value is taken from a more general level, for example from the office settings.
Do not expect POD Select the default value for the checkbox on new orders:

: Expect POD.

: Do not expect POD.

(default): The checkbox value is taken from a more general level, for example from the office settings.
No EDI export to terminal Select the default value for the checkbox on new orders:

: EDI export to terminal.

: No EDI export to terminal.

(default): The checkbox value is taken from a more general level, for example from the office settings.
Service type Service preselected on new orders. Can be changed in order reception.
Region Region preselected on new orders. Can be changed in order reception.
Trail Trail preselected on new orders. Can be changed in order reception.

Values to keep when copying orders

It is also possible to override the office settings here for the values to be retained when copying orders, for example whether or not copied orders are to be automatically assigned. These settings only apply when copying orders in order reception.

Function Description
Ready for dispatch Select the checkbox if the value in the Ready for dispatch checkbox should be retained when copying orders.
Ready for invoicing/crediting Select the checkbox if the value in the Ready for invoicing/crediting checkbox should be retained when copying orders.
Not to be invoiced Select the checkbox if the value in the Not to be invoiced checkbox should be retained when copying orders.
Not to be credited Select the checkbox if the value in the Not to be credited checkbox should be retained when copying orders.
Include income in statistics Select the checkbox if the value in the Include income in statistics checkbox should be retained when copying orders.
Hide until scanned Select the checkbox if the value in the Hide until scanned checkbox should be retained when copying orders.
Reset order date upon scanning Select the checkbox if the value in the Reset order date upon scanning checkbox should be retained when copying orders.
Consolidate upon arrival scan Select the checkbox if the value in the Consolidate upon arrival scan checkbox should be retained when copying orders.
Do not expect POD Select the checkbox if the value in the Do not expect POD checkbox should be retained when copying orders.
No EDI export to terminal Select the checkbox if the value in the No EDI export to terminal checkbox should be retained when copying orders.
Freight bill Select the checkbox if the freight bill number should be retained when copying orders.
Sender's reference Select the checkbox if the sender reference should be retained when copying orders.
Receiver's reference Select the checkbox if the receiver reference should be retained when copying orders.
Info sender Select the checkbox if information from the sender should be retained when copying orders.
Info receiver Select the checkbox if information from the receiver should be retained when copying orders.
Goods type Select the checkbox if the goods type should be retained when copying orders.
Region Select the checkbox if the region should be retained when copying orders.
Trail Select the checkbox if the trail should be retained when copying orders.
Loose items

: The setting is retrieved from the office settings (Order Settings tab).

: Loose items are transferred to the new order.

: Loose items are not transferred to the new order.
Extra id 1–Extra id 5

: The value in the extra ID field is transferred to the new order.

: The extra ID field is empty on the new order.
Keep order date when copying order Select the checkbox if the order date should be retained when copying orders.
Remove resource if order copied Select the checkbox if the resource should be deleted when copying orders.
Perform auto dispatch after copying order Tick the checkbox if auto dispatching should take place automatically for copied orders.

Times and Dates

Function Description
Change succeeding times

If you change the collection time on the order, the delivery time will change accordingly.

Note:

  • The order date is not affected.

  • Manually entered times on the order are not changed.

A service has given the order a latest collection time of 15:00 and a latest delivery time of 16:00. If you change the collection time to 15:30, the delivery time will be 16:30.

Pricing

Function Description
Validate pricing weight

: The order must have a pricing weight. If it does not, the order cannot be saved and an error message is displayed.

: The order does not need to have a pricing weight.

Data

Show/hide fields under Data in the order reception.

On the Form flow tab, select the following for order reception:

  • The fields, drop-down lists and checkboxes that should be mandatory to complete by selecting the checkbox in the Mandatory column.

  • The fields, drop-down lists and checkboxes that should be important stops, i.e. where you can go by pressing Enter. Choose the stops that are important by selecting the checkbox in the Major stop column.

    It is also possible to define the order in which you can jump between fields in order reception using the tab key. Use to move the field up or down in the list. For more information, see The tab order in order reception.

  • The fields and drop-down lists in which the text will be displayed in capitals by selecting the checkbox in the Upper case column.

  • The fields, drop-down lists and checkboxes that should be visible by selecting the checkbox in the Visible column.

For more information, see Adding fields and checkboxes in order reception.

To help you work as efficiently as possible in order reception, you can choose which information to display and in what order. You can set the following:

  • Which sections are displayed.

  • Which sections are displayed under which tabs.

  • The order in which the sections appear on each tab and the order in which the tabs are arranged.

  • Which sections are next to each other and which sections take up the full width of the window.

For more information, see Arranging the sections in order reception.

See also

Arranging the sections in order reception

The tab order in order reception

Adding fields and checkboxes in order reception