2. 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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Active orders

  1. Customer Order Classification
  2. Active order statuses
  3. Additional Options Without Opening the Order

1. Customer Order Classification

From the menu, open:
Operational Work > Client orders

Customer orders are divided into 2 groups:

  1. Active 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. Active 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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Save to the customer database

The customer's information will be saved in the database.

  1. To successfully save the customer's information in the database, you must check the box next to the diskette symbol.

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Obtaining GPS data for a customer order

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1. Benefits of Obtaining GPS Coordinates
Filling 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 Accuracy
Precise locations can be viewed on the map, making logistics planning and route optimization easier.

3. Trip Route Tracking
The 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 Identification
GPS coordinates allow precise identification of the location where the driver must arrive, reducing misunderstandings and increasing delivery accuracy.

5. Automatic Time Recording
The 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 Tracking
Time and location data are integrated into cargo statuses, providing a complete overview of cargo movement and delivery status.

7. Automatic Status Changes
The 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 Monitoring
GPS 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 Monitoring
The 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 Comparison
It 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 Functionality
Customers 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

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.

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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.

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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.

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Internal profit

Adding “Internal Profit”

  1. Open the relevant order form and, in the Services section, add a new service.

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  1. Select the type “Internal Profit”.

  2. Enter the profit amount.

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Important! After adding “Internal Profit”, everything should look as shown below:

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Search and Filters and Their Usage

The search function allows you to find all records involving a specific company. By entering the company name in the search bar, the system will display all orders in which this company is listed as a supplier, recipient, or in another role. The number 21 indicates that 21 records have been found.

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2) Increasing Visibility

By selecting how many rows to display per page, you can increase the visible data. For example, if you choose 300 rows, a larger amount of data will immediately be visible on the screen, making it easier to analyze information without switching pages.

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3) Narrowing the Customer List

To make the results more precise, use the customer filter and select the exact name you are looking for. This narrows the list to only the records related to that specific customer, excluding all others.

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