Services (window)

Function	Explanation
Name	Used for identification. The name is shown in the list on the left when a new service is saved.
Description	Free text field for internal notes. The description is not displayed anywhere else but here.
Code in dispatching	An abbreviation of the service name used in dispatch to save space. Can also be used in reports, such as for invoices. It is recommended to state the code as one or two capital letters, e.g. "EX".
Service list	The service list to which the service belongs. Mandatory. The service lists are used to group the services together in different lists, for example on the Services tab in the price list editor. It is possible to specify one (1) default service per service list. The service lists are managed under Economy > Price lists > Service lists.
Available for Internet order	The service can be selected when ordering on the customer web and the resource webs.

Dispatch

General

Function	Description
Life cycle	The life cycle that orders with the service follow.
Hide in dispatch window (but still available for bar code scanning)	Orders with the service are not displayed in dispatch, but can be handled in the system by scanning packages.
Text color	Font colour for the service code to differentiate orders with this service in dispatch. Only the Service (code) and Locked columns are given this font colour, not the entire row. By default, the text colour is black.
Background color	Background colour for the service code if orders with this service are to be differentiated in dispatch. Only the Service (code) and Locked columns are given this background colour, not the entire row. By default, the background colour is white.
Allow Add packages with scanner	Controls whether packages can be added to orders by scanning with Opter Driver. (default): The setting for AddPackageByScanningPermission in the mobile data settings applies. : The packages can be added, regardless of the AddPackageByScanningPermission setting. : The packages cannot be added, regardless of the AddPackageByScanningPermission setting.
Skip approval for order changes from mobile devices	(default): Changes made in Opter Driver have to be authorised in dispatch. : Changes made in Opter Driver do not have to be authorised in dispatch.

Auto dispatch

Function	Description
Route Group	The route group used for the auto dispatch of orders with the service.
Allow automatic dispatching	Orders can be auto dispatched in accordance with the route group selected above. For more information, see Creating and setting up routes.
Allow direct connections (one leg)	Used for auto dispatch on two distribution routes (one for pickup and one for delivery). : If an order is auto dispatched, the route must be followed, including intermediate stops at a terminal. : The order can skip stops at intermediate terminals and instead go directly from sender to receiver.
Use off time for terminals during auto dispatching	In the case of auto dispatch, orders are placed on routes in accordance with the opening hours of the terminals. Has no effect if Allow automatic dispatching is not selected. : The opening hours of the terminals are used. : The off-time opening hours of the terminals are used. For more information, see Terminals, window.
Use off time for terminals during auto dispatching (pickup)	In the case of auto dispatch pickup shipments, orders are placed on routes in accordance with the opening hours of the terminals. Has no effect if Allow automatic dispatching is not selected. : The opening hours of the terminals are used. : The off-time opening hours of the terminals are used. For more information, see Terminals, window.
Use off time for terminals during auto dispatching (delivery)	In the case of auto dispatch delivery shipments, orders are placed on routes in accordance with the opening hours of the terminals. Has no effect if Allow automatic dispatching is not selected. : The opening hours of the terminals are used. : The off-time opening hours of the terminals are used. For more information, see Terminals, window.

Home delivery

Function	Description
Home delivery settings	The home delivery settings used for orders with the service. If [None] is selected, the home delivery features are disabled for the service, which means, for example, that receivers cannot select the delivery date on Track & Trace.
Service time per stop (s)	Specify how many seconds each stop on the route is expected to take. Service times can be set at several places in Opter. All these are added to create a total, which is used for the calculation of subsequent delivery times during route optimisation. For more information, see Service time.
Time per additional shipment (s)	State how much extra time a delivery to the same address is expected to take in addition to the service time, for example if there is a delivery to floor 3 and a delivery to floor 5 in the same building. Time for additional shipments can be set in several places in Opter. All these are added to create a total, which is used for the calculation of subsequent delivery times during route optimisation. For more information, see Service time.
Do not send SMS notifications before	Dimmed unless Use Http SMS is selected in the office settings (the Servers tab). Forms a time range together with the Do not send SMS notifications after field, within which SMS notifications about the order will be sent out. If no times are entered here, the time interval in the office settings (the Servers tab) is used.
Do not send SMS notifications after	Dimmed unless Use Http SMS is selected in the office settings (the Servers tab). Forms a time range together with the Do not send SMS notifications before field, within which SMS notifications about the order will be sent out. If no times are entered here, the time interval in the office settings (the Servers tab) is used.
Allow only automatic calculation of arrival time	Used for automatic route optimisation. The effect of this checkbox depends on how the corresponding checkboxes have been set in the office settings and registry Vehicles/Employees. For more information on how the settings interact, see Automatic route optimisation. : The estimated pickup and delivery times do not change for orders with this service. The Allow automatic calculation of route sequence and arrival time checkbox must also be unselected to enable the pickup and delivery times not to be updated. : Automatic route optimisation is enabled for orders with this service, under certain conditions.
Allow automatic calculation of route sequence and arrival time	Used for automatic route optimisation. The effect of this checkbox depends on how the corresponding checkboxes have been set in the office settings and registry Vehicles/Employees. For more information on how the settings interact, see Automatic route optimisation. : The route sequence and estimated pickup and delivery times do not change for orders with this service, except in certain circumstances. : Automatic route optimisation is enabled for orders with this service, under certain conditions.

Orders and pricing

Pricing

Function	Description
Summation of times	[None]: The time is not automatically totalled. Order: The time it takes to execute the order is totalled at the order level, without the parts of the route to intermediate terminals, i.e. as ordered by the customer. Shipment: The time taken to execute the order is totalled for each individual order, which includes stops at intermediate terminals, i.e. as the order is carried out. The total is displayed in italics in the Time field in the Dimensions section of order reception.
Summation of distances	[None]: The distance is not automatically totalled. Order: The distances are added up according to the addresses on the order, without the parts of the route to intermediate terminals, i.e. as ordered by the customer. Shipment: The distances are added up for each individual shipment which includes the parts of the route to intermediate terminals, i.e. as the order is carried out. The total is displayed in italics in the Distance field in the Dimensions section of order reception.
Weight calculation	The weight calculation to be used on orders with the service. If [Default] is selected, the weight calculation set in the price list (General tab) will be used.

Function

Description

Summation of times

[None]: The time is not automatically totalled.

Order: The time it takes to execute the order is totalled at the order level, without the parts of the route to intermediate terminals, i.e. as ordered by the customer.

Shipment: The time taken to execute the order is totalled for each individual order, which includes stops at intermediate terminals, i.e. as the order is carried out.

The total is displayed in italics in the Time field in the Dimensions section of order reception.

Summation of distances

[None]: The distance is not automatically totalled.

Order: The distances are added up according to the addresses on the order, without the parts of the route to intermediate terminals, i.e. as ordered by the customer.

Shipment: The distances are added up for each individual shipment which includes the parts of the route to intermediate terminals, i.e. as the order is carried out.

The total is displayed in italics in the Distance field in the Dimensions section of order reception.

Weight calculation

The weight calculation to be used on orders with the service. If [Default] is selected, the weight calculation set in the price list (General tab) will be used.

Default values for new orders

The default setting for the checkboxes below is entered here in the Driver suggestion section of order reception.

Function	Description
Ready for dispatch	: New orders get the setting that has been entered in the order settings (Settings tab).
Ready for invoicing/crediting	: New orders get the setting that has been entered in the order settings (Settings tab).
Not to be invoiced	: New orders get the setting that has been entered in the order settings (Settings tab).

Order settings

Function	Description
Construction Service	The service is invoiced with construction VAT (0%). For more information, see Construction VAT.
No auto consolidation	(default): Orders with this service can be consolidated automatically in the Consolidate orders window. : Orders with this service have to be consolidated manually in the Consolidate orders window.
No auto consignment	(default): Orders with this service can automatically be made into consignments in the Consignments window. : Orders with this service have to manually be made into consignments in the Consignments window.
Freight bill number series	Number series for freight bills. If [Default] is selected, the number series set in the office settings (Order Settings tab) will be used.
Package id number series	Number series for packages. If [Default] is selected, the number series set in the office settings (Order Settings tab) will be used.
Prevent internet orders without prices from being saved	(default): Orders placed on the customer web and the resource webs can be saved even if no price has been calculated. : Orders placed on the customer web and the resource webs cannot be saved if no price has been calculated. The same checkbox must also be selected on the General tab in the internet order settings to prevent the order from being saved without a price. This makes it possible to have the same service on an order, and control whether it can be saved or not via the internet order settings.

Road tolls

Specify here whether road toll price items should be added to orders with this service. For more information, see Managing road tolls (and Automatically adding road toll price items to orders).

Function	Description
Calculate road tolls	: Road tolls are calculated. For the calculation to take place, Order or Shipment must be selected in the Summation of road tolls drop-down list (see below). : Road tolls are not calculated.
Summation of road tolls	Dimmed unless Calculate road tolls is selected (see above). Select one of the following: [None]: No road toll price items are added even if Calculate road tolls is selected. Order: The road tolls are added up according to the addresses on the order, without sub-routes to intermediate terminals, i.e. as ordered by the customer. Shipment: The road tolls are added up for each individual shipment which includes sub-routes to intermediate terminals, i.e. as the order is carried out.
Get road toll in local currency	: The road tolls are shown in euros. : The road tolls are shown in the currency used on the order.
Group road tolls by country	: One price item row per route/pay station. : One price item row per country. The checkbox has been removed as of Opter 2024.12.00, as the functionality has been improved. Instead, follow the instructions in Managing road tolls.
Take vehicle dimensions into account	: The road tolls are calculated using the dimensions from the price vehicle type. : The road tolls are calculated using the standard dimensions from PTV Map&Guide.
Calculate round trip	: One-way road tolls are calculated. : Road tolls for the outward and return journeys to the sender address are calculated. The return journey is always calculated without intermediate terminals, regardless of whether Order or Shipment have been selected for Summation of road tolls.

Emissions

CO2 emissions

The emissions factor is used to produce statistics on the environmental impact of the orders. For more information, see:

Function	Description
Take pricing weight into account when calculating CO2 emissions	Take the pricing weight of the order compared to the capacity of the vehicle into account. For more information, see Climate impact of CO2 emissions in grams, pricing weight.
Emission factor	In practice, the emission factor is usually more or less than 100%, but it can be used as an average and a starting point.
The table	If the emission factor for the service combined with certain price vehicle types differs from the overall emission factor for the service, enter them here. Delete a line by selecting it and pressing Delete.

Function

Description

Take pricing weight into account when calculating CO2 emissions

Take the pricing weight of the order compared to the capacity of the vehicle into account. For more information, see Climate impact of CO2 emissions in grams, pricing weight.

Emission factor

In practice, the emission factor is usually more or less than 100%, but it can be used as an average and a starting point.

The table

If the emission factor for the service combined with certain price vehicle types differs from the overall emission factor for the service, enter them here.

Delete a line by selecting it and pressing Delete.

Price lists

The price lists in which the service will be available can be specified on this tab. Including a price list here has exactly the same effect as selecting the service in the Services tab of the price list. The basic idea is that services are selected in the price list editor, and at the same time given a price, but if a new service that can be used in all (or just a few of) the price lists is created, it is possible to quickly and easily add them here instead of having to go into each price list and select the service. If the setting in a price list is changed, that change is reflected here, and if a change is made here it is reflected in the price list.

Double-click on the price lists to move them between Excluded and Included. In the text field at the top of each list, it is possible to search for the name of the price lists.

Extras types

To restrict which extras can be used on orders with this service, double-click on those not to be used to move them to the Excluded list. By default, all the extras can be selected.

Vehicle types

To restrict which price vehicle types can be used on orders with this service, double-click on those that it should not be possible to use, to move them to the Excluded list. By default, all price vehicle types can be selected.

Searches on price vehicle types can be done in the text field above the lists. The list of price vehicle types is sorted alphabetically, first by service list, then by price vehicle type. So "Truck (A service list)" comes before "Bicycle (B service list)".

Options

To restrict which options can be used on orders with this service, double-click on those not to be used to move them to the Excluded list. By default, all options can be selected.

Searches for options can be done in the text field above the lists.

For the option to be available on the order, the Available for orders checkbox must also be selected on the option in the Options window. For more information, see Options, window.