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. By integrating your warehouse's warehouse management system Ongoing WMS with Opter you can create a digitally automated flow of goods from and to warehouse and transport.
Most customers who use this integration are customers of both Ongoing and Opter. However, the integration can also be used to connect Ongoing WMS to other transporters which use Opter.
In addition to the integration described below, made by Ongoing, Opter has built support for sending a transport booking from Opter as a sales order or purchase order to Ongoing WMS, depending on if the goods are going to or from the warehouse. Please contact Opter if you are interested in this setup.
Getting started
To connect Ongoing WMS to Opter, you first need to request that Opter sets up an API user for you. After that, you'll need to obtain the following information:
- URL for the API
- Username
- Password
After you have gathered this information, please see this guide on how to set up an integration between Opter and Ongoing WMS.
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:
- Opter order number - stored in the field Transporter order number in Ongoing WMS
- Freight price - stored in the field Freight price in Ongoing WMS
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.
-
Should the order in Opter be created based on orders or shipments in Ongoing WMS?
Default: Orders. -
When should the order/shipment be sent to Opter?
Default: when the send-button is pressed in Ongoing WMS. -
Should you be able to create a Opter order based on an invoice in Ongoing WMS?
Default: No.
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 |
|---|---|
| City | City |
| Name | Goods Owner Name c/o Consignor Name |
| Phone Number | Telephone + mobile phone |
| Street Address | Address |
| Company | Address 2 |
| ZIP Code | ZIP code |
| Customer Code | None* |
| Info | None* |
Mapping of the delivery address in Opter - the data is taken from the consignee delivery address in Ongoing WMS
| Opter | Ongoing WMS |
|---|---|
| City | City |
| Name | Name |
| Phone Number | Telephone + mobile phone. The numbers are only added if notify by SMS or notify by telephone is set in Ongoing WMS |
| Street Address | Address |
| Company | Address 2 |
| ZIP Code | ZIP code |
| Info | None* |
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 |
|---|---|
| City | City |
| Name | Consignee Name |
| Phone Number | Telephone + mobile phone |
| Street Address | Address |
| Company | Address 2 |
| ZIP Code | ZIP code |