Table of Contents
- Purpose
- How to set up Purchase Order Product Custom Fields Video
- How to add a Purchase Order Product Custom Field
- Examples of Purchase Order Product Custom Fields
- Resetting a Custom Field
Purpose
Custom Fields for a Purchase Order Product allow you to record certain information against the stock, such as a batch number, serial number, SSCC number, production date or pallet ID. You can create Custom Fields for any kind of data you wish to record against the Purchase Order Product. When creating your Purchase Order Product Custom Fields you can select a configuration type to match the workflow and/or behaviour you wish for the custom field to follow. For example, if you select the configuration type Serial Captures on inbound, this will then apply settings to the custom field that will force the user to capture a unique serial number against each individual unit on the inbound process. You can also select configuration type as custom and apply the settings you wish to configure.
Purchase Order Product Custom Fields are different to Product Custom Fields, the latter is extra information recorded against a product (for example, shoe sizes), while the former is usually extra information to track that product (such as SSCC numbers on the shoe boxes).
Note, it is recommended that you set up custom fields before you bring stock into the warehouse, otherwise, the stock will be missing the custom field data against it.
How to add a Purchase Order Product Custom Field
When setting up Purchase Order Product Custom Fields it is important to first think about what workflow you would like the Purchase Order Product Custom Field to take on. For example, will the custom field being pictured need to be unique? Do you want it to be verified when picking? There are a number of pre-defined workflows you can assign to the custom field or you can create a custom configuration and select the settings to apply to the field.
To create a Purchase Order Product Custom Field:
-
Navigate to the Customers page, Contacts>Customers.
-
Select the relevant customer.
-
Select the blue Edit button at the bottom of the screen.
-
Select the Warehouse Management tab.
-
Select the Purchase Order Products tab.
-
Select +Add Custom Field 1.
-
Enter a name for the Custom Field in the Custom Field 1 Name text box, such as Serial Number.
-
Select a Configuration Type from the drop down. When you select a Configuration Type, the related settings will be selected. The behaviour of the settings will be explained in the blue text box on the side of the page.
Please note that the configuration type do not directly impact the behaviour of the custom fields, it is the settings that do. When you select a configuration type certain settings will be selected, however, this is just a template designed to simply the setup process. You can still change the settings even once you have selected a configuration type.
-
The available Configuration Types and their behaviour is defined below:
|
Configuration Type |
Behaviour |
|
Optional reference captured on inbound |
When recording a value against this custom field, the system will force the value to be unique among all onhand stock belonging to this customer. If a duplicate value is attempted to be captured, then an error will be displayed to the user to retry. |
|
Optional Reference captured on Outbound |
When recording a value against this custom field, the system will force the value to be unique among all onhand stock belonging to this customer. If a duplicate value is attempted to be captured, then an error will be displayed to the user to retry. |
|
Required Reference captured on Inbound |
When recording a value against this custom field, the system will force the value to be unique among all onhand stock belonging to this customer. If a duplicate value is attempted to be captured, then an error will be displayed to the user to retry. |
|
Required Reference captured on Inbound and Verified on Outbound |
When recording a value against this custom field, the system will force the value to be unique among all onhand stock belonging to this customer. If a duplicate value is attempted to be captured, then an error will be displayed to the user to retry. |
|
Required Reference captured on Outbound |
When recording a value against this custom field, the system will force the value to be unique among all onhand stock belonging to this customer. If a duplicate value is attempted to be captured, then an error will be displayed to the user to retry. |
|
Serial Number captured on Outbound |
When recording a value against this custom field, the system will force the value to be unique among all onhand stock belonging to this customer. If a duplicate value is attempted to be captured, then an error will be displayed to the user to retry. |
|
Serial Number captured on Inbound |
When recording a value against this custom field, the system will force the value to be unique among all onhand stock belonging to this customer. If a duplicate value is attempted to be captured, then an error will be displayed to the user to retry. |
|
Serial Number captured on Inbound and Verified on Outbound |
When recording a value against this custom field, the system will force the value to be unique among all onhand stock belonging to this customer. If a duplicate value is attempted to be captured, then an error will be displayed to the user to retry. |
|
SSCC captured on Inbound and Verified on Outbound |
When recording a value against this custom field, the system will force the value to be unique among all onhand stock belonging to this customer. If a duplicate value is attempted to be captured, then an error will be displayed to the user to retry. |
|
SSCC captured on Inbound |
When recording a value against this custom field, the system will force the value to be unique among all onhand stock belonging to this customer. If a duplicate value is attempted to be captured, then an error will be displayed to the user to retry. |
|
SSCC captured or Verified on Outbound |
When recording a value against this custom field, the system will force the value to be unique among all onhand stock belonging to this customer. If a duplicate value is attempted to be captured, then an error will be displayed to the user to retry. |
|
SSCC captured on Outbound |
When recording a value against this custom field, the system will force the value to be unique among all onhand stock belonging to this customer. If a duplicate value is attempted to be captured, then an error will be displayed to the user to retry. The user can optionally generate new SSCC Barcode numbers for this field when picking through the webapp. |
-
If you choose Custom as a Configuration Type you can then choose to select different settings. The settings are explained below.
|
Setting name |
Description |
|
Enforce unique values |
Enforce that each value recorded against the POP CF for that customer is unique. This means you can't record a value that is not unique against this custom field. |
|
Putaway / Inbound |
|
|
Enable Capture |
Enable the field to be captured on the inbound process |
|
Make this a required step |
Make capturing this field on the inbound required. With this setting enabled users will be required to capture this field on the inbound process. |
|
Split to lowest unit of measure |
When receiving, stock will be split into single units of the lowest unit of measure configured against the product. |
|
Picking / Outbound |
|
|
Enable capture |
Enable the field to be captures on the outbound process |
|
Make this a required step |
Make capturing this field on the outbound required. With this setting enabled users will be required to capture this field on the outbound process. |
|
Split to lowest unit of measure |
When picking, stock will be split into single units of the lowest unit of measure that is configured against the product. |
|
Verify when picking |
Enable this field to be verified upon picking the order. With this field enabled the custom field must be verified by the user upon picking it |
|
Retain custom field 1 selection when performing sale order stock optimization |
When the order is re-optimised the original custom field value will retain. This means when stock optimisation is conducted, CartonCloud will only look for stock with that same custom field value against it. For example, if the custom field is Batch Number and you want to ensure that once stock is assigned to an order with a certain Batch Number and you don't want that number changing during the stock optimisation, you would tick this option. |
-
You will then need to select an Input Type. This is the type of data being recorded against the Custom Field. You have the below options when selecting your Input Type. The Input Type will not change per the Configuration Type. You will need to select the Input Type yourself.
-
Alphanumeric: using both letters and numerals
-
Defined values (dropdown): define what values can be selected for the custom field
-
Date: a date field
-
SSCC: if using SSCC
-
-
Regex definition can be set up using the Regex Definitions page. If a regular expression is set up then it will be used to extract the matched data when capturing the POP custom field on the CartonCloud mobile application.
-
GS1 Barcode Field Identifier is required when using SSCC to specify the GS1 field identifier for the POP custom field. This will allow it to then be printed on the labels. See Enabling and using SSCC/GS1 Labels for more information.
-
If you wish to add another Custom Field, select the +Add Custom Field button below the existing Custom Field.
- Once all Custom Fields have been added, scroll down and select Save.
Resetting a Custom Field
If you wish to no longer use a certain Purchase Order Product Custom Field you can click the Reset button against the field. Please note, this will mean the field is no longer active, however, the data will still be stored. If you decide to use this field again then the data from the old field will remain. It is important to keep this in mind if you plan on changing the name of the field.