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.