Kliendid (window)

Choose how to search for the customer:

• Automaatne: searches in all the following fields.

• Kliendi kood: searches by customer code and sales ledger number.

• Nimi

• Aadress: searches for the street address in the visiting address; “storg” finds all customers who have a visiting address on, for example, Storgatan and Storgränd, regardless of the city.

• Org no

• Kliendi viide

• Peamised kliendid: displays a list of customers who have the Peamine klient (SAP) checkbox selected on the Arveteave tab. You cannot search for specific main customers, but all main customers are displayed.

Acts as a customer number and is used to identify the customer in the system. The customer code can contain both letters and numbers, unlike the sales ledger number, which can only contain numbers.

Enter the customer's sales ledger number. (The field can only contain numbers.)

The customer’s main telephone number, for example, mobile number "+46707328676999".

The customer's fax number.

Select a price list for the customer.

Enter the customer's name.

Street addresses.

Indicate the country in which the visiting address is located.

Select the proof of delivery type to be used as the default for the customer. If you select [Vaikimisi], the type set as the default in the Veokirja tüüp window is used.

Select the time limit within which the proof of delivery must be registered after ordering or delivery. If you select [Vaikimisi], the time specified by default in the POD-i ajapiirangud window, which you can open by clicking on , will be used. This function is used for subsequent registration of a proof of delivery.

: The receiver never needs to sign a proof of delivery.

: The setting for the POD type being registered applies (Seaded > Veokiri (POD) > Veokirja tüüp).

: The driver never needs to type anything in the Kommentaar free text field.

: The setting for the POD type being registered applies (Seaded > Veokiri (POD) > Veokirja tüüp).

The field Kliendi viide under Klient.

The project part of the field Kliendi projekt/projekti nr under Klient.

The field Saatja viide under Andmed.

The field Raamatupidamisprojektunder Klient.

Addresses that are entered in order reception and on the web portals are stored in a temporary address registry. Enter the number of days the addresses will be stored in the temporary address registry.

If nothing is entered here, the addresses will be saved for as long as is specified in the office settings (Tellimuse sätted tab).

Select the times that are to be suggested for orders in order reception. If [puudub] is selected, the option specified for the service used on the order is used.

The number series used for freight bills.

[Vaikimisi]: the option specified in the office settings (Tellimuse sätted tab) is used.

Kontrollige kehtivat veokirja numbrit: The freight bill number is already filled in Opter Driver and needs to be checked.

Sundige uue veokirja numbri sisestamist: The freight bill number must be scanned or entered into Opter Driver.

By default, the check is made when the status of the first shipment of an order changes to Korje and/or when the last shipment of an order changes to Kohale toimetatud/Kohale toimetatud, i.e. at the sender and/or receiver of the order. However, it can be defined that the check is done during the loading or unloading of each shipment on the order by setting the mobile data setting CheckFreightBillAtAllPickUpAndDelivery to "True". For information on how to set up mobile data settings, see Mobiilse andmeside seaded (window).

The method by which the freight bill number should be checked. Currently only the Moodul 10 option is available.

Database fields: CUS_CDC_Id_FreightBillCheckMobile

The number series used for packages.

[Vaikimisi]: the option specified in the office settings (Tellimuse sätted tab) is used.

The invoice fee, which is added to all the customer’s invoices. For more information, seeInvoice fee.

[Vaikimisi]: the setting is retrieved from the Arve seaded tab in the office settings.

Enter the customer's name.

Street addresses.

Please indicate the country in which the billing address is located.

If you wish, you can specify the background colour and text colour for the customer. You can then choose how the colour setting will be used in the dispatch system by doing the following

1. In the Kliendid window, click on to save all changes.

2. Click on Seaded > Veokorralduse seadistused, the tab Vahekaardid and then on the tab Veerud.

3. In the Värvivalik column, you can select Klient for columns containing customer information, for example Kliendi nimi and Kliendi kood.

   

   For those customers for whom you have not made any colour settings, the fallback colour is used, which you set in the column Varuvärv. (If you do not see the column Varuvärv, please scroll to the right.)

4. Click on Salvesta to save all changes.

For more information, see Veokorralduse seadistused (window).

Enter how many extra days you want shipments without pods to remain in the dispatch queue before they are cleared.

: The driver receives a warning for early collection.

The early pick-up warning will appear in Opter Driver if the following applies:

• The driver will collect from the sender or manually change the status to Korjatud at a time before the earliest time and date of collection of the shipment.

• This is the first shipment on the order. When scanning, the warning is only displayed during pickup scan at the sender's premises, i.e. not during pickup scan at the Terminal.

When the driver receives the alert in the app, they can choose to undo the scan/status change or go ahead and still change the status to Korjatud. So it's just a warning, not a block.

For more information, see Warning in case of premature collection, Opter Driver.

: No warning is displayed for early collection.

Customer's internet order setting. You can have a different setting for individual References (see Kliendi viide (window)), for example a variant of the customer's internet order setting, but with a few changes.

This image is shown in the bottom left corner. A logo or something else that identifies the customer may be appropriate.

Adds a file that is on the computer. It is only possible to add one file at a time.

Opens the selected file in the list.

When the file was added as a document in Opter.