Shipment check (window)

Order > Shipment check

Menu tabs

General

Function	Description
Open order (Ctrl+O)	Opens the order that the cursor is currently on in the list. You cannot open multiple orders at the same time.
Save (Ctrl+S)	Saves all the changes you have made to the orders in the list. Amended orders are indicated by . If you want to undo a change, click on that row and press Ctrl + Z. You can select and undo several rows at once by holding down Ctrl or Shift and clicking.
Delete (Del)	If you want to delete an order, click on that row and press Delete. The line is marked with and is removed when you click on Save (Ctrl+S). If you do not want to delete the order, click on the row and press Delete again, or press Ctrl + Z. You can select and undo multiple rows at once by holding down Ctrl or Shift and clicking.
Undo (Ctrl+Z) (order check only)	If you want to undo a change or deletion, click on that row and press Ctrl + Z. You can select and undo several rows at once by holding down Ctrl or Shift and clicking. The menu command is only available in the order check, but Ctrl + Z works in all controls. Rows marked for deletion can also be undone using the Delete key. If the menu command doesn't work, try pressing Ctrl + Z instead. If that doesn't work, deselect the rows you want to undo, select them again and try again.
Copy (Ctrl+C) (order check only)	Copies a row or a cell in the order list. If you want to copy an entire row, click on the far left of the row to select the whole row. If you click in a cell, only that cell will be copied. You can copy multiple rows or cells by holding down the Ctrl or Shift key and clicking. If you select several rows or cells that are not adjacent to one another (e.g. rows 1 and 7), blank rows will be inserted into the gap (i.e. 5 blank rows between 1 and 7). Some information cannot be copied, for example the columns First loaded status, Most recent unloaded status, Status and Invoice OCR number.
Paste (Ctrl+V) (order check only)	Paste copied rows or cells. It is possible to copy an entire row and then paste it into a cell on another row (for example, in column Distance), but the result will be unpredictable. Just paste row by row and cell by cell.
Export to Excel (Ctrl+E) (only the assignment review and the cost review)	Exports the entire filtered list to Excel. The command is available in the order check menu Options. In the groupage check and consolidation check, it is not possible to export to Excel.
Setting	You can have several different views for different tasks, for example with different columns. Use this drop-down menu to select a view. If you want to change a view or create a new one, click to open the settings window.
Consolidation type (consolidation check only)	The consolidation type determines the properties of the consolidation order, and which orders are to be matched and proposed for consolidation. You may have several different types. Here you can choose which one to use. Click on next to the drop-down menu to open the Consolidation types window, where you can adjust the settings. For more information, see Consolidating orders.
Consignment type (consolidation check only)	The consignment type determines the properties of the consignment order, and which shipments are to be matched and proposed for consignment. You may have several different types. Here you can choose which one to use. Click on next to the drop-down menu to open the Consignment types window, where you can adjust the settings. For more information, see Consignment types (window).
Saved searches	You can save searches you perform frequently so that you can use them again quickly. For more information, see Saving searches in order check. [Default]: Search for today's orders that are not ready for invoicing. You can change the search settings, but they will be reset when you close the control. If you want to save a search, select the criteria you want to search by (1), enter a name in the field (2) and save it (3). You are deleting a saved search with (4).
Search	Adjust your search settings and click on Search. You can then refine your search results further using the column filters. The information displayed in the columns is described in section Shipment check (window) below.
Clear search options	Removes all settings under Search settings, as well as the customer code and customer name, but the search period is retained.
Period From To	Select a predefined time period or enter your own time period in the date fields. The search is based on the order date.
Customer code Customer name Selected customer	You can view orders from a specific customer by entering the customer code or customer name here.

Print

On this menu, you can preview and print freight bills, parcel labels and order lists for the orders you have selected.

Function	Description
/Freight bill	Preview or print the freight bills for the orders you have selected from the list.
/Package label	Preview or print the parcel labels for the orders you have selected from the list.
/Order list	Preview or print a list of the orders you have selected in the list. When you click on Order list, the Shipment selection window opens; select the shipments to be included (Pickup, Line haul, Delivery and/or Direct transport) and click on Ok.
Choose printer when printing	Click the button to enable it if you want to be able to choose a printer before printing. If this option is not enabled, freight bills, parcel labels and order lists will be printed directly on your default printer.

To-do list

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For more information, see Shipment settings (window).

If you filter by any of the columns, they will appear as buttons just above the list. You can also use these buttons to disable the filters.

At the bottom of the window, the sum of the values in the columns is displayed.

If you have applied a column filter and sorted the search results, the list will not refresh if you change a value, such as the number of parcels. This also applies once you have saved the new number of packages. The search results will not be updated until you filter or re-sort the list.

The above applies only to columns containing free-text values, not to columns that retrieve values from a register (for example, Resource), or when you use the special filters under Filter show rows with value that.

Columns in the task list

You can choose which columns to display in the task list. For more information, see Shipment settings (window).

Column	Description
Acceptable delay	If the order is delayed and the checkbox is ticked, the reason for the delay specified on the order is acceptable; in other words, this order is not considered delayed in Opter. For example, it will not appear in the search results when you search for delayed orders. For more information, see and Delay reasons (window).
Address 2 - sender	The sender’s address 2 on the order.
Address 2 - sender - shipment	The sender’s address 2 on the shipment note.
Address 2 - receiver	Recipient’s address 2 on the order.
Address 2 - receiver - shipment	Recipient’s address 2 on the shipment note.
Address 3 - sender	The sender’s address 3 on the order.
Address 3 - sender - shipment	The sender’s address 3 on the shipment note.
Address 3 - receiver	The recipient’s address 3 on the order.
Address 3 - receiver - shipment	The recipient’s address 3 on the shipment note.
Address position accuracy - sender - shipment	Accuracy of the sender’s address on the shipment. Visualised via a scale going from low accuracy to high accuracy . To improve the accuracy, click on the icon and a window will open with the position of the address marked with a cross on a map and the coordinates of the address. Better coordinates can be entered manually or the position on the map can be adjusted. Click on Save. Now is displayed in the column in shipment check. If the Save adjusted position for adress checkbox is selected in the Map window, will be displayed in the column instead to indicate that the address position has been adjusted. Click on in the top left corner of shipment check to save all changes.
Address position accuracy - receiver - shipment	Address accuracy for the recipient of the shipment. Visualised via a scale going from low accuracy to high accuracy . To improve the accuracy, click on the icon and a window will open with the position of the address marked with a cross on a map and the coordinates of the address. Better coordinates can be entered manually or the position on the map can be adjusted. Click on Save. Now is displayed in the column in shipment check. If the Save adjusted position for adress checkbox is selected in the Map window, will be displayed in the column instead to indicate that the address position has been adjusted. Click on in the top left corner of shipment check to save all changes.
Departure scan first terminal	Arrival scan at Terminal 1 is now operational.
Arrival scan last terminal	Arrival scan at the final terminal on the order.
Responsible salesperson	Sales representative responsible for the order.
Price item name	Item name on the order. The column displays the name of the article.
Price items	Price items on the order. The column displays the article’s description, if available; otherwise, it displays the article’s title.
Departure scan first terminal	Departure scan at the first terminal on the order.
Departure scan last terminal	Departure scan at the final terminal on the order.
Not to be credited	: The order will not be credited. : The order is credited.
Not to be credited - shipment	: The shipment will not be credited. : The shipment is being credited.
Supplier bill no.	Displays the supplier bill number if there is a supplier bill for the shipment.
Sender	Sender on the order.
Sender - shipment	The sender of the shipment.
Sender reference	The sender reference on the order.
Distance	The distance of the shipment in kilometres. If the distance has been entered manually, it is displayed in standard black text. If the distance has been calculated, it is displayed in italic grey text.
Distance (order)	The total distance of the order in kilometres, i.e. the sum of the distances of all the shipments. If the distance has been entered manually, it is displayed in standard black text. If the distance has been calculated, it is displayed in italic grey text.
Deviations	If there are any deviations recorded on the order, the number of deviations is shown here.
CO2 emissions, calculated (g)	Calculated CO2 emissions from the project. For more information, see Settings for CO2 emission calculations.
Containers	Containers on order.
Direct expense price	The direct cost price of the order. Direct expenses are expenses that you do not wish to include in your turnover. Direct expenses are always quoted inclusive of VAT.
Direct expense price - customer	The direct debit amount in the customer’s currency.
Fuel extra	Fuel extra on the order.
Fuel extra - customer	Fuel extra in the customer's currency. If you wish to change the fuel surcharge for a specific customer, instructions can be found in Selecting fuel extra for a customer.
External credit - amount	The total amount of all external credits on the order or a manually specified amount is displayed as follows: If the amount is in italics, the sum of the external credits is displayed on the order. The external credits on an order are displayed under External credit in order reception. The total is calculated automatically when external credits are imported and when external credit rows are manually added or deleted in order reception. The total can then be changed automatically during subsequent imports or manually at any time. If the amount is in normal text (i.e. not in italics), a manually entered amount is displayed.
External credit - date	If the external credit is imported, the crediting date specified by your partner is displayed. If the external credit has been added manually in order reception, the date entered is displayed. If the order has more than one external credit, the date of the last registered external credit is displayed.
External credit - done	The checkbox can be selected automatically or manually in accordance with the following scenarios: If the sum of the external credits is equal to or greater than the expected income on the order, the checkbox is automatically selected when external credits are imported and when external credit rows are manually added in order reception. The checkbox can then be changed automatically during subsequent imports or manually at any time. If you think you have got what you need from the external credits on this order, you can choose to manually select the checkbox. The checkbox can be deselected automatically or manually in accordance with the following scenarios: If the sum of the external credits is less than the expected income on the order, the checkbox is automatically deselected when external credits are imported and when external credit rows are manually added or deleted in order reception. The checkbox can then be changed automatically during subsequent imports or manually at any time. If you think you have not got what you need from the external credits on the order, you can choose to manually deselect the checkbox.
External credit - number	If the external credit is imported, the credit number used by your partner is displayed. If the external credit has been added manually in order reception, the credit number that was entered will be displayed, if a number was entered.
External credit - difference	The difference between External credit - amount and the calculated amount (i.e. the expected income on the order).
External message	If the order has an external message, it will be displayed here.
External order no. (export)	If the order has been exported, the external order number is displayed here.
External order no. (import)	If the order has been imported, the external order number is displayed here.
Extra dimension1–Extra dimension5	If you use the fields for additional dimensions, you can choose whether or not to display them in the task control. The names of the fields Extra dimension1–Extra dimension5 are set in the Settings > Offices tab Terminology.
Invoice created	The date on which the order invoice was created.
Invoice no.	The order's invoice number.
Invoice status	The order’s billing status, for example Invoiced, To be invoiced, NOT to be invoiced or Only crediting.
Not to be invoiced	The checkbox is ticked if the order is not to be invoiced, but only credited. If the checkbox is ticked, Invoice status is added Only crediting.
Dangerous goods – Radionuclide symbol	Shows whether the order is marked as Dangerous goods – Radionuclide symbol.
Dangerous goods – UN number	Shows whether the order is marked as Dangerous goods – UN number.
Load metre	The order's load metre.
Vehicle type	Vehicle type for the shipment.
Freight bill no.	The order's consignment note number.
Company - sender	Company named on the order.
Company - sender - shipment	The company commissioning the shipment.
Company - receiver	Company receiving the order.
Company - receiver - shipment	The company responsible for the shipment.
First loaded status	Shows which driver and/or vehicle first set the shipment to status Picked up and when. The information displayed is the status assigned to the shipment (Picked up), the driver’s call number, the driver’s name, the vehicle number, the vehicle name, and the date and time when the status was assigned. The time display shows the hour, minute, second and millisecond. Details of the driver and vehicle are displayed if the information is available. If the shipment’s status has not yet reached Picked up in the life cycle, nothing will be displayed in the column.
No automatic consignment	: This shipment is not included in automatic consignments. : The shipment can be included in automatic consignments.
Internal message	If the order contains an internal message, it will be displayed here.
Categories for attachments	If the order contains attached files, the file types are displayed here.
Ready for invoicing/crediting	If the checkbox is ticked, the order is ready for invoicing and supplier bill.
Ready for dispatching	Tick/untick the orders that are ready to be allocated.
Ready for dispatch - shipment	Tick/untick the shipments that are ready to be assigned.
Customer code	Customer code on the order.
Manual price - shipment	Enter a manual resource rate for the shipment.
VAT	The VAT amount for the order in the default currency.
VAT - customer	The VAT amount for the order in the customer’s currency.
VAT, order (%)	The VAT rate for the order. What is displayed is the name of the VAT rate, as specified in field Name in window VAT rates. For more information, seeVAT rates (window).
VAT, shipment (%)	The VAT rate for the shipment. What is displayed is the name of the VAT rate, as specified in field Name in window VAT rates. For more information, seeVAT rates (window).
Receiver	The recipient's name on the order.
Order date	The date on which the transport was scheduled to begin.
Order number	Order number.
POD - time	The date and time when the pod (proof of delivery) was issued for the order.
Price	The price of the order.
Pricing weight	The order Pricing weight. For more information, see Calculating the pricing weight.
Region	The region covered by the shipment.
Resource	The resource assigned to the shipment.
Scanned packages	Number of scanned parcels in the order.
Most recent unloaded status	Shows which driver and/or vehicle last set the shipment to status Delivered and when. The information displayed is the status assigned to the shipment (Delivered), the driver’s call number, the driver’s name, the vehicle number, the vehicle name, and the date and time when the status was assigned. The time display shows the hour, minute, second and millisecond. Details of the driver and vehicle are displayed if the information is available. If the shipment’s status has not yet reached Delivered in the life cycle, nothing will be displayed in the column.
Status	The status of the shipment, for example Assigned, Picked up or Delivered.
Time	The duration of the order in hours and minutes. This time can be used to calculate, for example, product prices. The time is shown in the format “hours:minutes”; for example, “3:45” means 3 hours and 45 minutes.
Service	The type of service covered by the order, for example home delivery, general cargo, groupage, distribution or hourly transport.
Total invoiced cost for all cost price items	Shows the total actual cost for all cost price items in the order.
Total expected cost for all cost price items	Shows the total estimated cost for all cost price items in the order.
Contribution margin % - Shipment	Shows the coverage of the shipment as a percentage. The coverage rate is calculated as follows: Result/Income That is, the total profit from the shipment divided by the total revenue from the shipment. The total profit and total revenue for the shipment include any costs and revenue arising from consignments.
Weight	The total weight of all packages in the order. If the weight has been entered manually, it is displayed in standard black text. If the weight has not been entered manually, the calculated weight is displayed in italics grey text.
Suppliers	The driver follows the instructions.