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This section allows you to customise the Products on incoming orders. You can define up to ten custom fields which will help you track your Products as they come into the Warehouse. To access Purchase Order Products Settings for a Customer, start by clicking on the Contacts Menu, then select Customers.

Select the Customer you wish to add or modify the Purchase Order Product Settings to, then click Edit. 

Click the Warehouse Management Tab and then another list of options appear, then click Purchase Order Products to access that Customers Purchase Order Product Settings. 

Before adding stock for a new Customer, be sure to add any Custom fields they require prior to adding the stock. 

Below explains the what each option is available and how to configure the solution to add Custom Purchase Order Product Fields. 

Expiry Date

Retain When Performing Sale Order Stock Optimisation?

When you allow the system to optimise a Sale Order, it selects new stock based on expiry date (see above) and your stock selection method (FIFO, etc). If you select this option, then optimising Sale Order stock will also restrict the search to stock that has a matching value for this field.

For example, if you have a Sale Order Product which is assigned to stock with Expiry Date: "2020-10-27", then performing stock optimisation will only find stock with Expiry Date "2020-10-27".

Custom Fields

In this section you can define up to ten fields to track any additional information about your incoming stock. These are typically used for information such as batch numbers and barcodes.


Field Name

Enter the name of your field. This is displayed in both the web and mobile apps (ie: Batch Number)

Retain When Performing Sale Order Stock Optimisation?

When you allow the system to optimise a Sale Order, it selects new stock based on expiry date (see above) and your stock selection method (FIFO, etc). If you select this option, then optimising Sale Order stock will also restrict the search to stock that has a matching value for this field.

For example, if you have a Sale Order Product which is assigned to stock with Batch Number 5, then performing stock optimisation will only find stock with Batch Number 5.

Is Unique?

Force this field to have a unique value across all stock within this Customer. Stock for other Customers can have the same value.

Is Scannable?

Allow this field to act as a barcode. Any scanning actions will search both the generated Purchase Order Product barcode and any fields that have this setting enabled. It also enables scanner data entry from the Sale Order pick screen.

Is Verifiable?

CartonCloud offers the ability to scan a barcode via the iOS Mobile App during Scan Picking, that represents or contains a custom field value such as a batch number to verify that the product being picked is the correct product. This allows you to Scan-Confirm batch, Serial or Lot Numbers when picking.

Is Required?

There are three levels of enforcing values:

  • No - The field is optional. An empty value may be entered.
  • Yes - The field is required both on incoming stock at Purchase Order verification time and on outgoing stock at Sale Order pick time.
  • Yes on Outgoing - The field is required to have a value on outgoing stock at Sale Order pick time.

Input Type and Options

Custom fields can be one of two types: text input (alphanumeric) and dropdown (defined values). This defines how the values are treated when you are creating or modifying your Purchase Order Product.

Fields that are set to text input are freeform: anything you can type or copy into the text box is accepted.

Dropdown inputs are restricted to a small set of allowed inputs that you define in the options box. For example, if you have a custom field that is used for pallet size, you can restrict the field to only accept your defined sizes.

The allowed values for a dropdown are defined as a JSON list. This is just a list of text, bookended with square braces: [ and ]. For example, to continue our pallet size example, you might define your sizes like this:

["", "Single", "Double", "Triple"]

The empty value allows you to choose no value on your Purchase Order Product. This allows you to have a field that is not required. If you omitted the blank value, you would still be forced to select one of the defined values.

If you choose to make a field unique, you should not set it to be a dropdown type, or you will only be able to create as many Purchase Order Products as you have defined values.

An Example

Type of FieldRecommended options
Batch Number / Lot NumberRetain - Yes
Unique - No
Verifiable - Yes
Scannable - No
Required - ??
Input Type: Alphanumeric
Pallet SizeRetain - No
Unique - No
Verifiable - No
Scannable - No
Required - ??
Input Type - Dropdown
Input Options (JSON): ["", "Single", "Double", "Triple"]
Serial Number (which you want to scan on outgoing only)Retain - No
Unique - Yes
Verifiable - No
Scannable - Yes
Required - Yes on Outgoing
Input type - Alphanumeric

In this example, we have created three custom fields: Batch Number, Pallet Size, and Serial Number. Below shows the options available to us as we create a Purchase Order.


Scan to Enter Serial Numbers

In some cases it may be necessary to enter serial numbers on your stock as you are picking a Sale Order. For instance, if you receive pallets of televisions, but you ship them individually. In this instance it can be more efficient to record the serial numbers against your stock only as it is leaving your warehouse. To facilitate this, you can enter scannable fields during the picking process.

Each entered serial number will split a single picked quantity of stock and assign the scanned value to the new Purchase Order Product record. The above example results in these items:



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