Last updated: 07.12.2023
Valid from: Opter 2023.12.00
Products
A product is a description of what is to be transported, and is used to price orders. The products are listed on the package rows. You can enter several different products on the same order and the number of units of each product. The transport price can then be based on that quantity. Often, the name of the product corresponds to the name of the item itself (e.g “gravel”), which makes it easy for the customer to select the right product.
Package type is closely related to the product but describes how the goods are packed on the vehicle (e.g. “large container”), not necessarily what the goods consist of. Package types are created in the same way and in the same window as products, and it is possible to price orders with both products and package types.
There are two ways to choose whether a product should be treated as a product or a package type:
- In the Products window with the Use as package type and Use as product checkboxes.
- On the Services tab in a price list. This is where it is specified which products/collection types will be available for selection on orders with the current price list and service. This can be useful if you want to restrict certain products or types of packages to certain uses (for example, certain prices or services).
If a product is used both as a product and as a package type, and is specified as a package type on one or more package rows, the number of these package rows is automatically added up and shown as a calculated value (italics) under Products on the order. It is also possible to enter a number for the product manually under Products.
The difference between products and services is that a service is a description of how the transport is to be carried out (for example, “express”), whereas products, as mentioned, describe what is being transported.
Price collections with products
Conditions
The following settings must be configured for the order to be automatically priced via the products on the package rows (or manually under Products):
- The product must be in the product registry.
- The product must have a dimension under Default values in the product registry.
- The product must be selected in the Package type column on the package row of the order.
- The product must be activated for the service used on the order.
- The price item used in the price must have a price matrix with the condition Product and a price unit based on one of the dimensions Product quantity and Product pricing weight.
How the price of the product is calculated
If the quantity of the product is entered manually on the order, in the Products box, the pricing weight (or volume, load metres or any other dimension converted into a pricing weight) is taken from the Products registry. If the product quantity comes from package rows, the pricing weight is taken from the dimensions of the package rows themselves.
The weight calculation takes into account the standard price weight of the product if the quantity has been entered manually on the order. If the products come from the package rows instead, the standard price weight of the product is not included in the pricing weight of the order.
When package rows are created automatically, the product specified by default in the Products window is used, if it is available as a package type on the order (according to the settings on the Services tab in the price list).