Order entry settings (window)

Main menu: Settings > Order reception > Order settings

Order reception: Shortcuts > Order settings

In the Order entry settings window, you can configure what is displayed in the order reception area and how it should work. For more information, see Organising the groups in Order reception and The tab order in order reception.

General

Function	Description
Edit reference	: The user can enter new references (orderers), which are added to the customer in the customer registry. : The user can choose from among the references that already exist for the customer in the customer registry.
Edit customer project	: The user can enter new customer projects, which are added to the customer in the customer registry. : The user can choose from among the customer projects that already exist for the customer in the customer registry.

Settings

These settings override the corresponding office settings (Order Settings tab).

: The office setting applies.

/: The setting in this window applies.

Default values

Default settings for new orders.

Values to keep when copying orders

Settings that are transferred to the new order when orders are copied. The settings only apply when orders are copied in order reception, not when they are copied in any other way.

More settings

Times and Dates

Function	Description
Change succeeding times	If the pickup time is changed on the order, the delivery time will change accordingly. The order date is not affected. Times that have been entered manually on the order are not changed. Example A service has given the order a latest pickup time of 3 pm and a latest delivery time of 4 pm. If the pickup time is changed to 3.30 pm, the delivery time will be 4.30 pm.

Pricing

Function	Description
Validate pricing weight	: The order has to have a pricing weight. If it does not have that, the order cannot be saved and an error message is displayed. : The order does not have to have a pricing weight.

Data

Show/hide fields under Data in order reception.

Function	Description
Show result	: The field Result appears in the group Data in the Order reception. : The field Result is not displayed.
Show contribution margin	: The field Contribution margin appears in the group Data in the Order reception. The contribution margin is shown in per cent and is calculated as follows: Result / Income That is, the total profit of the order divided by the total revenue of the order. : The field Contribution margin is not displayed.
Show VAT	: The field VAT appears in the group Data in the Order reception. : The field VAT is not displayed.

Form flow

Here the following are set:

• Which fields and settings are to be shown. Select Visible.

• Which fields and settings must be filled in when a new order is created. Select Mandatory.

• Which fields and settings are important stops. Select Major stop. You jump forwards and backwards between the important fields in order reception by pressing Enter and Shift + Enter.

• The order in which you jump between the fields with the tab key. Drag the fields up or down in the list, or use to move them up/down. For more information, see The tab order in order reception.

• The function to display fields in capitals does not work at the moment.

For more information, see Fields and checkboxes in Order reception and in the sections on the individual groups within the order reception department.

Tab settings

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 groups are displayed.

• Which groups are displayed on which tabs.

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

• Which groups should be placed next to each other and which groups should occupy the full width of the window.

For more information, see Organising the groups in Order reception.

The button Make my settings the default

In the order reception section, each individual user can adjust the size (height/width) of the groups by dragging the group borders. (See the image below.) Opter saves group sizes by order settings, user and computer.

If you click the Make my settings the default button, the following will happen for the order setting highlighted in the list on the left:

• The dimensions (height/width) of the groups in the order reception area that you currently have will be set as the new default for all users who have not made their own adjustments.

• Users who have made their own size adjustments will retain them, but if they click the Reset my heights and widths button (in the order reception under Help), your current size adjustments will take precedence. (If they subsequently make their own adjustments, Opter will automatically save those adjustments for each order setting, user and computer.)

Once one of you has clicked the Make my settings the default button, you cannot remove the new default setting (for your Opter), but you can always adjust the sizes in the order reception again and then save them as the default by clicking the Make my settings the default button once more.

For more information, see Organising the groups in Order reception.

Control

Address settings

Function	Description
Load customer project as sender	The sender address on the order changes when the customer project changes.

See also

• Organising the groups in Order reception

• The tab order in order reception

• Fields and checkboxes in Order reception