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The following webinar recordings are recordings of live webinars we ran with clients. The clients on these webinars were able to ask questions at the end, hence the questions that were raised at the end of several webinars.

If you have suggestions or feedback about the webinars, or would like us to add a webinar about a particular topic, please let us know: support@cartoncloud.com


Pro tip: Watch on 1.25x speed


Table of contents:


2.1 - General Pt.1

Adding Users, Customers, Organisation Settings, where to find more information - how to ask for support etc

00:00 - Introduction to the webinar series
01:50 - Overview of the system, links, sitemap and search
05:00 - Organisation Settings
27:25 - Where to find out more information (how to use the Knowledge base)
30:45 - How to contact support
32:00 - How to add Users
39:00 - Adding a Customer
41:00 - Adding a user that has customer-level access
42:25 - Providing Admins with Customer-Level access


Did you pay attention? Try your hand our Webinar 2.1 Test Questions to make sure you've got things dialled before proceeding.


2.2 - WMS 101

General Warehouse Management Concepts Overview. Adding Products, Warehouse Locations, Importing Initial Stocks, Purchase Orders + Sale Orders.

0:00 - General Warehouse Concepts Overview.
1:43 - Adding Products 
19:57 - Importing Products in bulk 
22:18 - Adding Warehouse Locations 
31:20 - Purchase Orders 
42:40 - Sale Orders 
55:20 - Importing Initial Stocks

Feeling you now possess warehouse mastery? Try your hand our Webinar 2.2 Test Questions


2.3 - TMS 101

0:00 - Intro
2:30 - Delivery Runs
6:12 - Rate Zone
10:28 - Delivery Zones
14:40 - Delivery Zones Export / Import
17:20 - Consignments
30:06 - Manifests & Cross Dock Workflow
32:43 - Allocating Consignments from Delivery Runs
36:50 - Run Sheets
44:50 - Bulk Allocation
48:36 - Question 1 - Pick orders per Run Sheet
52:50 - Question 2 - How to download the CartonCloud Mobile App


So, given you're now a TMS pro, try our Webinar 2.3 Test Questions!


2.4 - Parsers, Uploading Files and Email Import

00:00 - Overview and Background 
02:00 - What is a Parser 
02:30 - Existing Parsers / Parser Examples 
03:20 - XLS Sale Order Template 
05:02 - CSV Sale Order Template + Explainer 
09:40 - Connecting Parsers to Customers 
12:50 - Importing a file using Parser + Upload Results 
15:50 - Connecting Customers Email Address 
20:00 - Example Notification Emails 
22:00 - Email Organisation Settings / Receiving a copy of all incoming emails. 
24:00 - Configuring parser to work via email 
29:20 - Email Parsing Log pt.1 
31:16 - Notification Settings 
33:22 - Email Parsing Log pt.2

Feeling like an automating machine? Try your hand at our Webinar 2.4 Test Questions


2.5 - Charging and Invoices

00:00 - Webinar Overview
01:52 - Customer Charges - Overview + Creation 
29:20 - Invoice Settings (Organisation Settings) 
32:50 - Connecting to Xero 
35:35 - Connecting Customers to Xero 
39:44 - Creating an Invoice 
46:05 - Charge Error + Resolution 
49:46 - Invoice Summary 
52:20 - Uploading an Invoice to Xero 
55:32 - Example of the Invoice Email to a Customer

Got all that?! Time to test your skills with our Webinar 2.5 Test Questions


2.6 - Warehouse (WMS) Charging Details

00:00 - Overview 
01:50 - Where to find more information 
02:20 - Customer Charges 
05:00 - Picking Charge Options 
12:40 - Putaway Charge Options 
15:03 - Handling Charges 

Explanation of a lot of key points within Invoicing, comprised of the below: 
19:40 - Explaining how Invoice Deletion Works 
20:50 - Manually Charging Jobs 
22:40 - Finalising Charges 
25:50 - Adhoc Charges 
29:15 - Adhoc Charge Description Template 
30:38 - Storage Charges 
31:35 - Charge Product Type Option 
34:10 - Double Charge Storage 
36:30 - Max Number of New Charges Per Location 
38:46 - Storage Charge Methods 
45:50 - Undercharged Storage Example 
51:40 - Resolving Charge Errors Easily 
54:00 - Closing and how to find out more information

Ready to automate your warehouse rates? First, test your knowledge with our Webinar 2.6 Test Questions

2.7 - Transport (TMS) Charging Details

00:00 - Overview
01:53 - Introduction to Rate Zones
02:49 - Introduction to Delivery Zones
05:10 - How the transport rating engine works
08:12 - Configuring Delivery Run specific rate zone
11:47 - Configuring Address specific rate zone (A2RZ)
15:25 - Consignment specific rate zone

Creating Rates:
17:50 - Creating transport rate cards
29:00 - Showing a consignment using a rate card

Advanced:
33:35 - Creating customer-specific Delivery Zones
35:55 - Fuel Levy
39:40 - Onforwarder pricing (apply to final delivery address or onforwarder delivery address)

Ready to automate your transport rates? First, test your knowledge with our Webinar 2.7 Test Questions

3.1 - Onforwarders

00:00 - Overview
02:13 - Enabling Onforwarders
02:39 - Adding a Consignment with Onforwarder Address
06:20 - A2A Mapping
10:23 - Enabling Multi Carrier
11:44 - Adding a Carrier
13:00 - Adding a Carrier Delivery Run
19:22 - A2DR Mapping
25:18 - Using A2DR Mapping with Bulk Allocation
27:46 - Suppliers
30:57 - Supplier Rate Cards (Expense Calculation)
33:55 - Consignments Calculating both Income and Expense
34:54 - Advanced Searching
40:39 - Suppliers Advanced
42:39 - Bills
43:23 - Audience Question 1 - Integrations between CartonCloud Accounts


Now that you've mastered Onforwarding, test our your knowledge with our Webinar 3.1 Test Questions

3.2 - Mobile App TMS (Transport)

04:08 - Creating a user with Driver Role
05:00 - Consignment List
06:05 - Clocking On + Map View
07:25 - Optimising / Reordering Run
10:45 - Filters
14:30 - Multiple jobs to one address
16:07 - Recording a POD (Signature + Invoice Photo)
19:30 - Seeing Completed Jobs
20:00 - Custom Fields
21:34 - Grouping Consignments for Bulk POD
22:56 - Recording an Error
29:33 - Map View (2), downloading POD, History
30:55 - Adhoc Charges
34:39 - Reverting a Consignment Status
34:18 - Authority To Leave
37:44 - Cash On Delivery (COD)
42:57 - Point to Point Consignment
45:10 - Invoice Photo / POD
47:13 - Demo Mode



Ready to hit the road and start capturing PODs? First, test our your knowledge with our Webinar 3.2 Test Questions

3.3 - Mobile App WMS (Warehouse)

00:00 - Intro
01:07 - Adding a user with Packer Role
01:40 - Sale Orders / Picking
09:38 - Strict Mode and Preventing “Finishing Packing” without confirming quantities.
12:37 - Strict Mode
15:20 - Filters
16:43 - Purchase Orders
29:13 - Scan Move

Woohoo! You made it! Complete the whole set by working through our Webinar 3.3 Test Questions




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