Adding a new subcontractor

Adding new subcontractors

Click on Register > Alltöövõtjad.
Select one of the following:
- Click on or to add a new subcontractor.
- Copy a subcontractor that you already have in the register.
  
  In the list on the left, select the subcontractor you want to copy and click on or in the top menu. (GIF the subcontractor a Nimi and a call number (Kood), 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).
GIF the subcontractor a call number in the field Kood, for example "88". The call number is used, among other things, in dispatch.
In the Nimi field, enter the name of the subcontractor as you want it to appear in the dispatch, for example.
In the rest of the fields on the Üldine tab, enter contact details, such as the subcontractor's postal address and email address. The fields are described in Alltöövõtjad (window).
On the tab Detailid you can do the following:
- Enter the subcontractor's Organisatsiooni number and KM- registreerimisnumber.
- Choose whether the subcontractor should be able to see prices. See the listserv Hinnainfo. For more information, see Alltöövõtjad (window).
- In the drop-down list Interneti-tellimuse seaded, select which internet order setting the subcontractor should have on the subcontractor web. For more information, see Introduction to the subcontractor web and Interneti-tellimuse seaded (window).
- Choose whether the subcontractor should be able to place orders on the subcontractor web, and if so, enter a Interneti-tellimuse klient.
- Enter login details (Kasutajanimi and Parool) for the subcontractor web. For more information, see Subcontractor web user accounts and Alltöövõtjad (window).
  - For Opter version 2025.12.00 and later:
    
    Enter Kasutajanimi and then click Salvesta. You can then enter the password by clicking on the button Vaheta parool (1) and entering the password identically in the fields Uus salasõna (2) and Kinnita parool (3). Then click Okei (4) to save the password.
    
    Passwords are case sensitive, i.e. Opter distinguishes between upper and lower case letters. For example, "PASSWORD&!999" and "password&!999" are seen by Opter as two different passwords.
    
    Passwords are not displayed in the registry. If someone has forgotten their password, you can create a new password by clicking on the Vaheta parool button and entering the new password.
  - For Opter version 2025.06.00 and earlier, enter Kasutajanimi and Parool in the fields and then click Salvesta.
- Enter Alguskuupäev for when the subcontractor starts working for you.
- Choose whether an email should be sent to the subcontractor each time a shipment is allocated to them. See the tick box Saatke määramise kohta teade (e-post). For more information, see Email notifications of shipments to subcontractors.
The fields are described in Alltöövõtjad (window).
If you want Opter to be able to calculate CO2 emissions based on e.g. fuel and fuel consumption of the subcontractor's vehicle, click on the tab Emissions and make settings.

The Emissions tab is available in Opter version 2025.12.00 and later.

For more information, see Settings for CO2 emission calculations and Alltöövõtjad (window).
For example, on the Hinnakujundus ja arveldamine tab you can do the following:
- Select Ressursi hinnakujundus for the subcontractor.
  
  [puudub] means that no cost is generated, even if manual cost is entered. For more information, see Alltöövõtjad (window).
- Enter Kütuselisa and Valuuta lisatasu.
- Choose whether or not to create cost price items automatically, by using the checkbox Loo omahinnaga üksused automaatselt.
  
  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 subcontractor sends you an invoice or whether you send supplier bills to the subcontractor. See the tick box Saadab arve. For more information, see Alltöövõtjad (window).
- If you send supplier bills to the subcontractor, you can:
  - Enter Krediteerimisintervall, Hankija arve eksport (e.g. Netvisor or Visma e-conomics), Müügireskontra number and Hankija arve kujundus.
  - Enter the subcontractor's bank account details and Maksetingimus.
  - Enter the subcontractor's Currency.
    
    If you have subcontractors in other countries, you can make it easier for them by crediting them in their currency.
- Enter Maksetingimus for invoicing or supplier bills. For more information, see Maksetingimus (window).
On the Raamatupidamine tab, you can set how income and expenses are to be posted for the posting source (i.e. the subcontractor). For more information, see Account coding, overview.

In box Valikud, tick the options available for the subcontractor’s vehicle, e.g. air conditioning and/or heating. The options you tick will not appear anywhere else except here in the subcontracting register.

The options shown here in the subcontracting register are added in the window Valikud. For more information, see Options and Valikud (window). The options displayed in the subcontractor register are those that have the checkbox Saadaval alltöövõtjatele ticked in the window Valikud.
On the Manused 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.
Click on Salvesta to save all changes.

Change details of registered subcontractors

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

Click on Register > Alltöövõtjad.
Select the subcontractor in the list on the left and change the details to be modified for the subcontractor. The fields in the subcontracting register are described in Alltöövõtjad (window).
Click on Salvesta to save all changes.

Disable subcontractors

You can deactivate subcontractors that are no longer used:

Click on Register > Alltöövõtjad.
Select the subcontractor in the list on the left.
To deactivate the subcontractor, click on or Mitteaktiivne in the toolbar.

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

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

Activate deactivated subcontractors

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

Click on Register > Alltöövõtjad.
Click on Näita and then Näita mitteaktiivseid in the top menu or just on Näita mitteaktiivseid in the toolbar.

Now all subcontractors are displayed in the list, both active and inactive. The inactive ones are indicated by or .
Select the subcontractor in the list on the left.
Activate the subcontractor by clicking on or Mitteaktiivne in the toolbar.

The change is saved when you close the window.

Export to Excel

You can export the subcontractor register to Excel, do this:

Click on Register > Alltöövõtjad.
Click on or Ekspordi Excelisse. The Ekspordi Excelisse dialogue box opens.
Click on OK. Excel opens and displays information on all subcontractors in the subcontractor register, one subcontractor per row.