Organising the groups 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 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.

The image above shows group Customer, which in this example is displayed on tab Order in the order reception area.

You can add settings or choose to use one of the default settings High resolution or Low resolution. High resolution has fewer tabs but more groups on each tab compared to Low resolution. If so desired, you can start from the default setting High resolution and then adapt it to your needs.

Adding a tab in order reception

Proceed as follows to add tabs in order reception:

1. Click on Settings > Order &reception > Order settings.

2. Click on the setting you want to change in the list on the left, for example High resolution or a setting you have created yourself. To create a new custom setting, click on and give the new order setting a name in the Name field.

3. Click on the Tab settings tab. Each tab in order reception is shown here as a folder.

4. Click on Add. A new folder is created for the new tab.

5. Give the tab a name in the Name field.

6. To move the tab, drag and drop it to the desired location in the tree view.
   The tab (folder) at the top of the tree view will appear on the far left, and the tab at the bottom will appear on the far right in order reception.
   For instructions on how to organise the groups on the tabs, see Organising groups in the order reception below.

7. Click on Save to save all changes.

Changes made on the Tab settings tab will become visible in order reception when the setting is saved.

Organise the groups in the order reception area

Here’s how to organise the groups on the tabs in the order reception section:

1. Click on Settings > Order &reception > Order settings.

2. Click on the setting you want to change in the list on the left, for example High resolution or a setting you have created yourself. To create a new custom setting, click on and give the new order setting a name in the Name field.

3. Click on the Tab settings tab. Here you can choose which groups to display in the order reception area, on which tabs and in what order. Each tab in order reception is shown here as a folder. If you want to add a new tab, see Adding a tab in order reception above.

4. Double-click on the tab (folder) you want to change. You will now see the numbers 1-6.

5. Drag and drop the groups you want to see in the order reception from the Excluded list onto the tab. Place groups under 1 if you want them to appear at the top of the order reception window. Place groups under 6 if you want them at the bottom of the window. Place two or more groups under the same number if you want the groups to appear next to each other in the order reception window.

   

   The image above shows that a tab labelled Order has been selected in the order reception window, and that clicking on the Order tab displays the Customer group at the top left of the order reception window. To the right of group Customer is group Customer information, followed by groups Internal message and External message. At the far right, at the top of the window, is the group Check lists. Below these groups are the groups Sender, Receiver, Data, Options and Order status.

   

   The image above shows the order in which the groups appear in the order reception area after the selections for tab Order have been made as described above.

   

   The image above shows that a tab labelled Shipments has been selected in the order reception window, and that clicking on the Shipments tab displays group Shipments at the top of the window and group Addresses below it. Both groups Shipments and Addresses span the full width of the window, as they appear on their own beneath their respective numbers.

6. Click on Save to save all changes.

Changes made on the Tab settings tab will become visible in order reception when the setting is saved.

Changing the order of tabs in order reception

1. Click on Settings > Order &reception > Order settings.

2. Click on the setting you want to change in the list on the left.

3. Click on the Tab settings tab.

4. Select the tab (folder) you want to move and drag and drop it where you want it in the tree view.

   The tab (folder) at the top will be displayed on the far left, and the tab at the bottom will be displayed on the far right of order reception.

5. Click on Save to save all changes.

Changes made on the Tab settings tab will become visible in order reception when the setting is saved.

Remove a tab or group in the order reception

1. Click on Settings > Order &reception > Order settings.

2. Click on the setting you want to change in the list on the left.

3. Click on the Tab settings tab.

4. Select the tab (folder) or group you wish to remove from the order reception. Click on Remove.

   Groups that you delete are simply moved to the Excluded list on the right.

5. Click on Save to save all changes.

Changes made on the Tab settings tab will become visible in order reception when the setting is saved.

Notification of hidden fields in order reception

If there are fields that are not displayed in a group in the order reception, Opter indicates this by displaying three small dots in the frame.

If you want to see all the fields, drag the frame. The bullet points disappear when all fields are displayed.

Size adjustments made at the order reception are saved per user and per computer

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.

In other words, if you adjust the group sizes in the order reception screen, Opter will automatically save your changes (for the current order settings), so that the order reception screen will look the same the next time you open it. If you work on different computers (with, for example, different resolutions or screen sizes), Opter will save your settings for each computer.

If you have adjusted the group sizes and later wish to revert to the default setting, you can click the Reset my heights and widths button (in the order reception area under Help).

When you click the Reset my heights and widths button, the following happens to the current order settings:

• If you or any of your colleagues have clicked the Make my settings the default button on the Tab settings tab in the Order entry settings window, your order reception will be reset to the default setting (i.e. the default setting for your Opter).

• If neither you nor any of your colleagues have clicked the Make my settings the default button (for the current order setting), your order reception will revert to Opter’s global default setting.

If you then make your own adjustments, Opter will automatically save your adjustments for each order setting and computer.

Set default settings for size adjustments in order reception

In window Order entry settings on the Tab settings tab, you will find the button Make my settings the default.

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 that you currently have are set as the 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 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 Order entry settings (window).

See also

• Fields and checkboxes in Order reception

• The tab order in order reception

• Order entry settings (window)