Last updated: 2025-10-31

Adding a new rider

In this Price item

The rider register allows you to add new riders, update the information of already registered riders and deactivate riders that are no longer used.

The fields in the register are described in Suppliers (window).

The concepts of haulier and subcontractor are described in Carriers and subcontractors, overview.

Proceed as follows

To add a new rider:

  1. Click on Register > Suppliers.

  2. Select one of the following:

    • Click on or to add a new rider.

    • Copy a rider that you already have in the register.

      In the list on the left, select the driver you want to copy and click on or in the top menu.

      (GIF a Name, a Code and a Reference (contact person), and make the changes you want to make. You can follow the instructions below to check that the data is correct on all tabs of the register).

  3. Give the driver a code in the field Code, for example "3".

  4. In the Name field, enter the rider's name as you want it to appear in Opter.

  5. In the Reference field, enter the name of your contact person at the carrier.

  6. In the rest of the fields on the General tab, enter your contact details, such as your postal address and telephone number. The fields are described in Suppliers (window).

    Some of the information you enter for the haulier on the tabs General, Details and Pricing and Billing is sent with the settlement export from Opter to financial systems such as Fortnox, if the systems are linked (integrated). For more information, see Supplier bill export to Fortnox.

  7. On the tab Details you can do the following:

    The fields are described in Suppliers (window).

  8. For example, on the Pricing and Billing tab you can do the following:

    • Select Resource Pricing for the driver.

      [None] means that no cost is generated, even if manual cost is entered. For more information, see Suppliers (window).

    • Enter Fuel extra and Currency extra.

    • Choose whether or not to create cost price items automatically, by using the checkbox Create cost price items automatically.

      For more information, see Receiving invoices from subcontractors and suppliers, Settings for receiving invoices and tracking costs and Adding new cost price items to cost check.

    • Indicate whether the haulier sends you an invoice or whether you send supplier bills to the haulier. See the tick box Sends invoice. For more information, see Suppliers (window).

    • If you send supplier bills to the haulier, you can:

      • Enter Crediting interval, Supplier bill export (e.g. Netvisor or Visma e-conomics), Ledger number and Supplier bill design.

      • Enter the rider's bank account details and Payment Condition.

      • Please enter the address Currency.

        If you have travellers in other countries, you can make it easier for them by crediting them in their currency.

    • Enter Payment Condition for invoicing or supplier bills. For more information, see Payment Condition (window).

  9. On the Reference documents tab, files that can be opened on other computers can be added. The files that are added are not attached to orders, instead the function works as a file server and is intended for exchanging information. The files are saved in the database.

  10. Click on to save all changes.

Connecting employees to hauliers

Driver employees can be managed just like your own employees in Opter.

To link employees to a haulier, do one of the following:

  • Add the drivers to the register Employees. In the drop-down menu Supplier (on the tab General), select the haulage company to which the driver belongs. For more information, see Employees (window).

  • If you want to connect drivers already in the register Employees, then in the register Suppliers you can click on Supplier > Employees or just on Employees in the toolbar.

    The Employees for supplier window will open. For more information, see Employees for supplier (window).

See also Carriers and subcontractors, overview.

User account for The driver web and Opter Driver

Follow the instructions in User accounts for The driver web and User accounts for Opter Driver.

Connecting vehicles to hauliers

Travellers' vehicles can be managed just like your own vehicles in Opter.

To assign a vehicle to a rider, do one of the following

  • Add the vehicles to the register Vehicles. In the drop-down menu Supplier (on the tab General), select the haulage company to which the vehicle belongs. For more information, see Vehicles (window).

  • If you want to connect vehicles already in the register Vehicles, then in the register Suppliers you can click on Supplier > Vehicles or just on Vehicles in the toolbar.

    Search for vehicles on the left of the window. To view a list of all vehicles, leave the search box empty and click on Search directly. Double-click on a vehicle in the search results to connect it to the driver from whom you opened the window. To remove a vehicle from that rider, and make it a regular vehicle in your organisation, double-click on its name in the list on the right (Associated Vehicles).

See also Carriers and subcontractors, overview.

User account for The vehicle web and Opter Driver

Follow the instructions in User accounts for The vehicle web and User accounts for Opter Driver.

Adding rider references

Supplier web user account

The following possibilities exist:

  • Login details for the supplier web are created on the Details tab in the Username and Password fields of the supplier register.

  • If the haulier has several employees who need to use the supplier web, you can register them as supplier references if you wish. You create login details for each individual employee of the haulier, and you can choose to allow a certain employee to see supplier bills and prices on the supplier web, while another employee should not be able to see supplier bills and prices, for example. For instructions, see User accounts for the supplier web.

Changing the details of registered hauliers

If you want to change the details of one of your riders, do this:

  1. Click on Register > Suppliers.

  2. Select the rider in the list on the left and modify the data to be changed for the rider. The fields in the register are described in Suppliers (window).

  3. Click on to save all changes.

Deactivate carriers

You can deactivate riders that are no longer used:

  1. Click on Register > Suppliers.

  2. Select the rider in the list on the left.

  3. To deactivate the subcontractor, click on or Inactive in the toolbar.

    The change is saved when you close the window. The next time you open the rider register, the rider will no longer appear in the list. The driver is now also hidden in other listings in Opter.

    The history of the rider remains in Opter and you can reactivate the rider, see below.

Activate deactivated riders

If you have deactivated a rider, but want to activate the rider again, do the following:

  1. Click on Register > Suppliers.

  2. Click on Show and then Show inactive in the top menu or just on Show inactive in the toolbar.

    Now all riders are shown in the list, both active and inactive. The inactive ones are indicated by or .

  3. Select the rider in the list on the left.

  4. Activate the rider by clicking on or Inactive in the toolbar.

    The change is saved when you close the window.

Changing the supplier for a vehicle or driver

For instructions, see Changing the supplier for a vehicle or driver.

Export to Excel

You can export the rider register to Excel, proceed as follows:

  1. Click on Register > Suppliers.

  2. Click on or Export to Excel. The Export to Excel dialogue box opens.

  3. Click on Ok. Excel opens and displays information about all riders in the rider register, one rider per row.

See also