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Integration between Ongoing WMS and Opter (formerly Fleet101 K2)

Opter is a transportation administration system that allows you to streamline the management of your freight assignments.

Features

Make transport bookings directly from Ongoing WMS

You can create an order in Opter either from an order or a shipment in Ongoing WMS. You find information about how the orders/shipments are mapped below.

Make tracking information visible in Ongoing WMS

When the order in Opter has been created Ongoing WMS will receive a response from Opter. Depending on the transporter and your Opter settings the response might contain one or both the following information:

Create an order in Opter based on an invoice in Ongoing WMS

An invoice in Ongoing WMS can be transferred as an order in Opter to get the charges in Ongoing WMS to Opter. In this way you may automate your invoicing process and collect all information in one system. This is not part of the default set up. Please ask your contact person at Ongoing WMS for detailed information.

Default settings and considerations

The integration provides default settings which are suitable in most cases. However, there are some possibilities for customization.

  1. Should the order in Opter be created based on orders or shipments in Ongoing WMS?
    Default: Orders.
  2. When should the order/shipment be sent to Opter?
    Default: when the send-button is pressed in Ongoing WMS.
  3. Should you be able to create a Opter order based on an invoice in Ongoing WMS?
    Default: No.

Preparations

Ongoing WMS needs the following API keys from Opter:

  1. URL
  2. User Name
  3. Password

After you have gathered this information, please see this guide on how to set up an integration between Opter and Ongoing WMS.

Mapping (using order)

None* = those fields are not in the default set up, but it is easy to set them to any field in Ongoing WMS.

Mapping Opter order - Ongoing WMS Order

Opter Ongoing WMS
Extra Id1 None*
Freight Bill Number Waybill
Project Number Reference Number
Senders Reference Order ID
Receivers Reference None*
Message Order Comment
Senders Instruction Order Comment
Customer Project None*
Transporter Date Delivery Date
Pricing Weight Sum of weight of freight row or items on order
Weight Sum of weight of freight row or items on order
Area Sum of freight row area
Load Meter Freight row load meter
Volume Sum of freight row volume
Package Count Sum of number of packages on freight rows
Agreement Code Invoicing/Article Code (on transporter agreement)
Customer Reference Reference Number

Mapping Opter packages from Ongoing WMS freight rows. Each freight row in Ongoing WMS will generate a package in Opter.

Opter Ongoing WMS
Height Height
Width Width
Length Length
Depth Depth
Weight Weight
Volume Volume
Quantity Number of Packages
Load Meters Load Meters
Package ID Goods Item Label ID
Packaging Type Packaging Type Code
Goods Type Goods Comment
Text None*

Mapping of the pick-up address in Opter - the data is taken from the consignor in Ongoing WMS (warehouse address)

Opter Ongoing WMS
CityCity
NameGoods Owner Name c/o Consignor Name
Phone NumberTelephone + mobile phone
Street AddressAddress
CompanyAddress 2
ZIP CodeZIP code
Customer CodeNone*
InfoNone*

Mapping of the delivery address in Opter - the data is taken from the consignee delivery address in Ongoing WMS

Opter Ongoing WMS
CityCity
NameName
Phone NumberTelephone + mobile phone. The numbers are only added if notify by SMS or notify by telephone is set in Ongoing WMS
Street AddressAddress
CompanyAddress 2
ZIP CodeZIP code
InfoNone*

Mapping (using shipment)

None* = those fields are not in the default set up, but it is easy to set them to any field in Ongoing WMS.

Mapping Opter order - Ongoing WMS Shipment

Opter Ongoing WMS
Freight Bill Number Waybill
Senders Reference "S" + Shipment ID
Message Order Comment
Senders Instruction None*
Weight Sum of weight of freight row
Pricing Weight Sum of weight of freight row
Load Meter Freight row load meter
Volume Sum of freight row volume
Package Count Sum of number of packages on freight rows
Transport Date Delivery Date or today if delivery date is missing

Mapping Opter packages from Ongoing WMS freight rows. Each freight row on the shipment in Ongoing WMS will generate a package in Opter.

Opter Ongoing WMS
Height Height
Width Width
Length Length
Depth Depth
Weight Weight
Volume Volume
Quantity Number of Packages
Load Meters Load Meters
Package ID Goods Item Label ID
Packaging Type Packaging Type Code
Goods Type Goods Mark
Text None*

Mapping of the delivery address in Opter - the data is taken from the consignee delivery address in Ongoing WMS

Opter Ongoing WMS
CityCity
NameConsignee Name
Phone NumberTelephone + mobile phone
Street AddressAddress
CompanyAddress 2
ZIP CodeZIP code