1. Client orders Order registration Registering a new customer order New order window Adding a new customer Filling in a new customer card with VAT number 1. Registering a New Customer Order Click "New" in the top navigation bar. 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. 2. New Order Window Customer order description Customer order basic information Revenue section Services / Tasks Save 3. Adding a New Customer Click the three dots to open additional options. Click "New" to open the "New Customer" card. 4. Filling in a New Customer Card with VAT Number Paste the VAT number. Click the button  to automatically fill in the fields. Reference link: https://doc.ozols.lv/link/321#bkmrk--3 Delivery via Terminal Delivery via Terminal Delivery via Terminal Options Services view after adding "Delivery via Terminal" 1. Delivery via Terminal Customer Order → Services → + →Delivery via Terminal 2. Delivery via Terminal Options Select the required terminal; the address will be filled in automatically. Split the route EE11312 Tallinn → PL-02-158 into two parts. Planned delivery deadline to the terminal. Specify the amount allocated for the stage from the terminal to the delivery address. If you know which truck will transport the cargo, you can create a new trip or add it to an existing trip. Assign it to the department responsible for delivery from the terminal to the delivery address. 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: Total amount to be received from the customer. Revenue distributed among departments. Departments responsible for specific delivery stages. Multiple Pickup or Delivery Addresses – Multibooking Multibooking is used when a single customer order includes multiple pickup or delivery addresses. Check the box  for Multibooking. Click to add additional pickup addresses. Click  to add additional delivery addresses. The order number will be assigned a sub-number. Clicking image-1720785321487.png allows you to switch between multibooking orders. Reference link: https://doc.ozols.lv/link/348#bkmrk- Current Orders Customer Order Classification Current Order Statuses 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: 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. All Orders – this section also includes completed orders. 2. Current Order Statuses New – status assigned when the customer adds a new shipment through the customer portal. Confirmed – the manager confirms the shipment added by the customer, or the manager creates a new shipment manually. Planned – when the shipment is assigned to a trip/route. Loaded – when the shipment has been loaded. Delivered – when delivery of the shipment is confirmed. Invoice Prepared – after delivery, the invoice is prepared and issued. Issues – this status appears when something does not go as planned. It is highlighted in red to draw the manager’s attention. 2.1. Next Order Status The “border” of the order status may be highlighted in blue, green, orange, or red, indicating the status of the next required action. 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”. 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. 3. Additional Options Without Opening the Order If the loading date is displayed in blue, it means the shipment has not yet been loaded. Clicking the date opens a window where you can change the planned loading date. If, when hovering over information in a column, you see the icon, then right-clicking will display additional information. This option is available in several columns, such as: Loading Address Delivery Address Customer Shipment Description etc. In the POD* column, it is possible to add delivery confirmation documents for the order. If a document icon with a red corner appears in the column, it means POD documents need to be added. * 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.Save to the customer database The customer's information will be saved in the database. To successfully save the customer's information in the database, you must check the box next to the diskette symbol. Obtaining GPS data for a customer order 1. Benefits of Obtaining GPS CoordinatesFilling in the GPS coordinates field in logistics and transport systems provides several advantages that improve operational efficiency, transparency, and accuracy. Here are the main benefits of completing the GPS coordinates field: 2. Planning AccuracyPrecise locations can be viewed on the map, making logistics planning and route optimization easier. 3. Trip Route TrackingThe route is visible on the map in real time, helping monitor transport flow and ensuring that the vehicle follows the planned route. 4. Accurate Location IdentificationGPS coordinates allow precise identification of the location where the driver must arrive, reducing misunderstandings and increasing delivery accuracy. 5. Automatic Time RecordingThe system automatically records the time when the vehicle arrives at and leaves the loading/delivery address, helping improve operational tracking and analysis. 6. Cargo Status TrackingTime and location data are integrated into cargo statuses, providing a complete overview of cargo movement and delivery status. 7. Automatic Status ChangesThe system automatically changes the trip status when the vehicle approaches the loading or delivery address, speeding up the process and reducing manual actions. 8. Downtime MonitoringGPS data makes it possible to track how long the vehicle stays at the loading or delivery address, helping identify and reduce unproductive downtime. 9. Driver Activity MonitoringThe system can verify whether the driver marks the cargo as loaded or delivered at the specified address by comparing it with the driver’s actual location data. 10. Route ComparisonIt is possible to compare the driver’s planned route with the actual route traveled, helping identify deviations and opportunities for route optimization. 11. Customer Portal FunctionalityCustomers can view the vehicle’s current location and route to the loading/delivery address in the portal, improving transparency and customer satisfaction.12. These benefits help optimize logistics processes, improve delivery accuracy and efficiency, and provide greater transparency and customer satisfaction.Search / Filters and Their Use 1) Search Using the search function, it is possible to find all records involving a specific company. By entering the company name into the search field, the system displays all orders in which this company is listed as the supplier, recipient, or in another role. The number 33 indicates that 33 records have been found. 2) Increasing Visibility By using the option to select how many rows are displayed per page, the visible amount of data can be increased. For example, if we select 300 rows, a larger volume of data will be visible on the screen at once, making it easier to analyze information without switching between pages. 3) Narrowing the Customer List To make the results more precise, we use the customer filter and select the exact name we are searching for. This narrows the list down only to records related to the specific customer, excluding all others.