This guide explains how to create a Sale Order, add products to it, and then submit it to the Warehouse for Picking and Packing
Begin by going to the Sale Orders page (Warehouse → Sale Orders), and clicking the Add Sale Order button:
Explanation of Sale Order Fields:
|Customer||The owner (supplier) of the goods|
|Customer Reference||A reference number for the Sales Order. Normally this is your customers Invoice Number|
|Delivery Address||Where the Sale Order is going. It's recommended that you enter a Delivery Address even if the order is being picked up from your warehouse. This makes it much easier when looking at lists of Sale Orders to tell which order is which. This information also gets printed onto Consignment labels, so if you don't enter a Delivery Address it can become difficult to tell which order is which on the warehouse floor when the person comes to pick up.|
|Order will be picked up from Warehouse||Click this checkbox if the order will be picked up. This affects the Delivery Run that the Consignment goes onto after the order is packed, as it'll allocate to a "Pickup from Warehouse" delivery run. You can modify which run is selected by going to Warehouses from the Site Map|
|Packing Instructions||Special instructions that show on the Packing Slip and Pick/Pack screen.|
|Delivery Instructions||Special instructions that get copied into the Consignments Special Instructions|
|Sale Order Value||The value (invoice amount) of the Sale Order. This field is only required if you charge your customer picking fees based on Percentage Of Invoice (see Customer Charges for more information)|
|Cash On Delivery||Whether or not the Sale Order requires Cash On Delivery to be collected. This information is passed onto the Consignment.|
|Attach Invoice to Goods||If your customer wants to upload an Invoice file to CartonCloud which is then printed and attached to the order, this should be set to Yes.|
Note: If you select Yes and then don't upload and print an invoice, the consignment will remain in an "Awaiting Sale Order Invoice" status preventing it from being allocated to delivery runs.
This is implemented because if the customer has selected that they want an Invoice attached to the goods, and you're still waiting for the Invoice, you probably don't want to send the stock without the Invoice attached.
|Required Ship Date||The date that the order should leave the warehouse. This is useful if you're sending with Onforwarders and have limited control over the Delivery Date. In this case you often want the order to leave your warehouse as soon as possible, but then you may specify a required delivery date with the carrier.|
|Required Delivery Date||The date that the stock should be delivered. This affects the day that the related consignment is allocated.|
|Order Urgent||Whether the order is urgent. Note: Urgent Orders often incur additional charges, see Customer Charges for more information|
Once you have created the order, it goes into "Draft" status. Draft status is useful because it prevents it from showing the order to your pickers and packers.
Adding Products to a Sale Order
The next step is to add Products to the order. You can do this from the Products Tab, then click "Add Product"
Adding products to a Sale Order requires allocating available stock from the Warehouse. For this reason, product stocks must be "searched", and then allocated.
You can add products using two methods:
- Search by Product
- Search by Other Fields
The Search Product Stocks screen contains 3 fields:
|QTY||The quantity you want to search for|
|Product||The product you want to search for|
|Measure||The measurement of the quantity you're searching for. If your product has multiple Products Units of Measure then you'll have multiple options here and can use the interface to quickly search for quantities like 1 pallet.|
The Search by Other Fields screen contains the Expiry Date Field, as well as any other custom fields that you have enabled using the Purchase Order Products Settings
Adding Orders using "Search By Product"
Add Without Assigning Stock allows you to add products to a Sale Order without assigning to Warehouse Stock. Doing this is useful if you're having to backorder stock. Sale Orders that contain Unassigned Stock cannot be picked. For more information on this see: Unassigned Stock
After clicking Search, the stock results are displayed. By default CartonCloud chooses the stock it thinks is the most appropriate based on Stock Selection Rules
If you have a product that is in stock, but does not appear in the Search Results, check the rules that you have set up for "Minimum Purchase Order Product Status" in the Customer Sale Order Settings.
In this example, the system found a total of 3 available cartons of Tasmanian Premium Beef Rump, and automatically selected 2 of them for allocation to the Sale Order.
The stock chosen can be modified by modifying the quantities in the Unit Qty to Assign column.
Once you've finished choosing, click "Take Stock".
The products are now displayed on the Sale Order. As the stock is assigned to Purchase Order Products it has reduced the "Free Quantity" of those stock records. (For more information on Free Quantity see: Purchase Order Products)
Optimize Stock Selection can be used to automatically re-work selected stocks based on CartonClouds Stock Selection Rules. This is useful if you've manually selected stocks but then want to adjust the order back to automatic stock selection.
Approving a Sale Order
Once you're done adding products to the order, go back to the Details Tab and click the Approve Button. The order will then be displayed to your Warehouse Pickers as an order which is Awaiting Pick and Pack.
You're now ready to move onto: Packing a Sale Order