Shipments

Shipment settings: default values for order entry, ad-hoc orders, table display and cell coloring, default products, quick edit and POI substitution.

Under Settings › Shipments you define the group-wide defaults for entering and managing shipments (transport orders). Here administrators specify which default values apply when creating new orders, how ad-hoc orders are handled, how the orders overview is displayed and colored, and which default products and POI substitutions are used. This page is intended for users with administration rights.

All fields on this page are loaded together and saved together: only when you click "Save" are all changes applied. The settings apply to the currently selected group.

The shipment settings are accessible via the main menu under Settings › Shipments. The stored values apply to the currently selected group.

2. Default Values for Order Entry

In this area you define which values are automatically suggested when creating a new shipment. These defaults speed up entry, as frequently recurring information does not have to be set manually every time.

Transport Type and Time Settings

Setting	Description
Default transport type (pickup/delivery)	Defines whether a new order is interpreted as a pickup or a delivery by default.
Default time type pickup	Default time type for the pickup (e.g. fixed time or time window).
Day offset pickup	Number of days by which the suggested pickup date is shifted relative to the entry date.
Default time type delivery	Default time type for the delivery.
Day offset delivery	Number of days by which the suggested delivery date is shifted.

Filter Defaults for Pickup and Delivery Locations

The filter defaults restrict which locations (POI) are offered when selecting a pickup or delivery location. You can set the permitted kinds and types of locations as well as the option to offer only customer locations for selection.

Order Window (Opening Hours Interpretation)

Here you define how the time window of an order is derived from the opening hours. The offset for the window end (in days and time) determines by when an order must be completed within the open time window.

Splitting Options

Setting	Description
Allow route split	Enables the option to split orders by route segments.
Allow quantity split	Enables the option to split orders by quantity.

Further Defaults

Setting	Description
Default language	Language preset for newly entered orders (e.g. for documents).
Default status	Shipment status with which new orders are created.
Default batch entry	Defines whether new orders are entered in batch mode by default.
Release shipment by default	Defines whether new orders are released directly.
Allow dangerous unscheduling	Allows removing orders from a tour even in critical constellations.
Always allow editing prices	Enables editing prices regardless of status.
Allow fixing	Allows fixing orders.
Enable regeneration of delivery notes	Enables the function to regenerate delivery notes for multiple orders.

Automatic Order Numbers

With the automatic assignment of order numbers, a sequential number is automatically generated when an order is created. The associated settings (format, start value and increment) as well as a separate prefix for standing orders define the numbering scheme.

Note: The automatic assignment of order numbers can only be configured in the main group.

Assignment to Pre-Combined Tours on Release

These options control whether an order may be automatically assigned to a pre-combined tour on release and whether assignment is also possible to already released pre-combined tours.

Picking

Setting	Description
Ready for picking	Enables the picking function for shipments.
Webhook URL for picking readiness	Address that is notified as soon as a shipment is ready for picking.
Also for unscheduled orders	Allows marking as ready for picking also for orders not yet scheduled.
Allow reset	Allows canceling the picking readiness.

Note: The webhook URL must be a complete (absolute) address. If an invalid address is entered, the system points out the incorrect format when saving.

Note: The setting "Allow display of unscheduled orders without date range" is available exclusively to super administrators.

3. Ad-Hoc Orders

Ad-hoc orders enable the particularly fast entry of short-term shipments. In this area you activate the function and store the required default values.

Activation

The option "Activate ad-hoc orders" switches the function on or off. If it is deactivated, the ad-hoc order fields are not available in the system.

Default Values for Ad-Hoc Orders

Setting	Description
Principal	Default principal for ad-hoc orders.
Customer	Default customer for ad-hoc orders.
Default pickup location	Predefined pickup location incl. contact person.
Default delivery location	Predefined delivery location incl. contact person.

Tour Handling

Via the tour handling options you define how an ad-hoc order is incorporated into route planning:

Option	Description
Schedule	The order is optimally added to the existing tour.
Calculate	The tour is recalculated with the new order.
Optimize	The tour is re-optimized with the new order.

In addition, the checkbox "Recalculate loading order" can be used to specify that the loading order is automatically recalculated for ad-hoc orders.

4. Table Display and Cell Coloring

In this area you control how products and shipment rows are displayed in the orders overview.

Setting	Description
Activate tooltip	Shows a tooltip when hovering over the product information.
Font color	Color of the tooltip text.
Background color	Background color of the tooltip.
Show product list unabridged	Shows the product list in the table in full (without abbreviation).

Cell Coloring Rules of the Shipment Table

With the cell coloring rules, the column with the shipment ID or the reference ID can be highlighted in color depending on the pickup date. This makes it possible, for example, to distinguish future and past shipments at a glance.

Activate the checkbox "Highlight ID / Ref ID column by pickup date".
Define the color for future and the color for past pickup dates.
Optionally define a separate color per weekday (Monday to Sunday).

Note: The settings for the individual colors are only shown as long as the highlighting is activated. If the checkbox is deactivated, the associated color fields are hidden.

5. Default Products, Quick Edit and POI Substitution

Default Products

In this area you define which items are suggested by default when creating a shipment:

Setting	Description
Default product	Product suggested by default.
Default container	Container suggested by default.
Default service	Service suggested by default.
Default aid	Aid/tool suggested by default.
Product assignments	Editor for maintaining default product assignments for shipments.

Setting Up Quick Edit

Via the "Set up" button in the Quick Edit area, a configuration dialog opens. There you define which fields are available in the quick edit of shipments. After confirmation, the configuration is applied and saved together with the remaining settings.

POI Substitution for Pickup and Delivery

POI substitution makes it possible to automatically specify a substitute location when entering shipments if no assigned location is available. The configuration is done separately for pickup and delivery:

Setting	Description
Activated	Switches the POI substitution on for pickup or delivery.
Default type	Defines the type of the substitute location.
Default substitute location	Defines the substitute location used when no assigned location is available.

6. Saving Settings

All settings on this page are only applied when you click "Save". When saving, the system checks the entered values – for example, whether the webhook URL for picking is a complete address. If a value is not accepted, a corresponding note appears, and the affected entry must be corrected.

Note: The settings apply to the currently selected group. Individual functions (e.g. the automatic order numbering) can only be configured in the main group or only by super administrators.