1. Client orders

Order registration

  1. Registering a new customer order
  2. New order window
  3. Adding a new customer
  4. Filling in a new customer card with VAT number

1. Registering a New Customer Order

  1. Click "New" in the top navigation bar.
  2. From the additional functions, select "Customer Order".

Required sequence: New → Customer Order. A window will open where you need to enter the order information accordingly.

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2. New Order Window

  1. Customer order description
  2. Customer order basic information
  3. Revenue section
  4. Services / Tasks
  5. Save

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3. Adding a New Customer

  1. Click the three dots to open additional options.
  2. Click "New" to open the "New Customer" card.

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4. Filling in a New Customer Card with VAT Number

  1. Paste the VAT number.
  2. Click the button image-1720764926448.png to automatically fill in the fields.

Reference link: https://doc.ozols.lv/link/321#bkmrk--3

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Delivery via Terminal

  1. Delivery via Terminal
  2. Delivery via Terminal Options
  3. Services view after adding "Delivery via Terminal"

1. Delivery via Terminal

Customer Order → Services → + →Delivery via Terminal

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2. Delivery via Terminal Options

  1. Select the required terminal; the address will be filled in automatically.
  2. Split the route EE11312 Tallinn → PL-02-158 into two parts.
  3. Planned delivery deadline to the terminal.
  4. Specify the amount allocated for the stage from the terminal to the delivery address.
  5. If you know which truck will transport the cargo, you can create a new trip or add it to an existing trip.
  6. Assign it to the department responsible for delivery from the terminal to the delivery address.

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3. Services View After Adding "Delivery via Terminal"

The overall delivery process is divided into two stages, and each stage is assigned a specific amount:

  1. Total amount to be received from the customer.
  2. Revenue distributed among departments.
  3. Departments responsible for specific delivery stages.

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Multiple Pickup or Delivery Addresses – Multibooking

Multibooking is used when a single customer order includes multiple pickup or delivery addresses.

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Current Orders

  1. Customer Order Classification
  2. Current Order Statuses
  3. Additional Options Without Opening the Order

1. Customer Order Classification

From the menu, open:
Operational Work > Customer Orders

Customer orders are divided into 2 groups:

  1. Current Orders – this list displays all orders that are in progress (with various statuses). Orders remain in this section until the invoice has been sent.
  2. All Orders – this section also includes completed orders.

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2. Current Order Statuses

2.1. Next Order Status

  1. The “border” of the order status may be highlighted in blue, green, orange, or red, indicating the status of the next required action.
  2. A shipment status summary is available below the table. Hovering the mouse cursor over the number of each color displays an explanation, for example: “Delayed shipment delivery”.

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Under the “Status” column, when hovering over the current shipment status with the mouse cursor, the system displays the next sequential action that needs to be performed.

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3. Additional Options Without Opening the Order

* POD – Proof Of Delivery (CMR; B/L; AWB; SMGS)

The invoice issuing description is available here:
OZOLS documentationOutgoing invoices can also be opened through the current orders list, for example, to quickly enter the sending date.
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