Before you can bring stock into CartonCloud you must first create Products. Products in CartonCloud are not the stock itself but more like an SKU or Product Master. In simple terms, a "Product" is a template which stores in the system all the characteristics and rules associated with a particular item which you keep in your warehouse. 

Products are also Customer-specific, meaning that when you create them, they will only belong within the records of the particular Customer selected. Before you add any products for a new Customer, make sure you have created the Customer first.

Products are highly customisable, so depending on someone's operation and a Customer's requirements, they can be set up differently. How they are set up drives much of the logic within CartonCloud surrounding Warehouse Allocation, Stock Picking, Pricing and Consignment allocation.

Adding a single product

To set up your first product, follow the guided video below.

Bulk Importing Products (Export / Import CSV)

After creating your first product you can now import the remaining products for each of your Customers in bulk. Once again, follow the guided video below on how to do this.

Using the Excel Template

The below tables explain what each field in the template is for, what can be entered into each field and if that field is required for the import to be successful.

Import File Field Descriptions

Field

Description

Options

Required

CustomerThe customer of the products
Yes
Id

The products Id, leave blank to create a new product. If not blank, CartonCloud will update an existing product with that Id.



ActiveWhether or not the product is ActiveYes, NoYes
NameThe Product Name
Yes
CodeThe Product Code
Yes
Product DescriptionAdditional description about the product.

TypeThe products type, for example, Chilled, Frozen, Ambient etc.Refer to your Product TypesYes
Storage Charge MethodHow the storage should be charged.Per Location
Per Pallet
Volume Based
Weight Based
Per Item 
Yes
Per Item Storage ChargeAmount to charge per item if Per Item Storage Charge Method is selected

Volume (cubic meters)The Volume of the Product in m3, ie: 0.0025

Weight (kilograms)The Weight of the Product in KG, ie: 6.25 (for 6.25kg)

Measurement CategoryThe measurement category for the Base Measurement, normally this is CountCountYes
Base MeasurementThe Code for the Base Unit Of MeasureRefer to your Products Units of MeasureYes
Random WeightWhether the product is a Random Weight Product or not. For example, Fillets of Fish come in many sizes and are therefore random weight.0, 1
Stock Selection Method

When assigning Sale Order Products, this determines the automatic stock selection algorithm used to calculate the best stock to assign. Options are:

  • Warehouse location pick efficiency only.
  • FEFO (First Expiry First Out) - Closest expiry date is selected first.
  • FIFO (First In First Out) - Longest time since arrival is selected first.
  • LIFO (Last In First Out) - Shortest time since arrival is selected first.
FEFO
FIFO
LIFO
Location Efficiency
Yes
Warning ThresholdThe number of days prior to expiration that the Expiration Warning Email is sent

Expiry ThresholdThe number of days prior to expiration that the product will no longer be able to be sent

Low Stock NotificationsAre Low Stock Notifications (emails) enabled with this product?Yes, No
Low Stock ThresholdThe low stock amount that should trigger an email, ie: 80, will trigger when the stock drops below 80.

Product GroupThe Product Group the Product Belongs to

POP Initial StatusWhen assigning stock to a Purchase Order, this value sets the Product Status of that stock. For example, if you selected "Quarantine", then all stocks created would default to Quarantine Status.OK, Quarantine (see Product Statuses for full list)Yes
POP Expiry Date Required?

Whether the product requires an expiry date to be entered.

No
Yes
[ blank ] - Use the Customers setting, see How to make Expiry Dates optional

Yes
POP Custom Field [ x ] Required?Whether or not a particular Custom Field is required to be recorded for this product.[ blank ] - Use the Customers setting, see  Purchase Order Products Settings (Warehouse Management Tab)
No
Incoming and Outgoing
Outgoing

Custom Field [ x ]What to insert into each of the Custom Fields defined within the Products themselves.

Product Unit of Measure

The Product Unit of Measure tells the system what unit type a Product is being stored in, as well as how many units convert to another type. For example, you may have a Product which fits 50 cartons to a pallet.

By setting these up unit conversions you can simplify warehouse processes, for example, you can then bring in 2 pallets of a Product on a Purchase Order (without having to know the exact number of cartons for each Product). Then, when sending that same product back out you can pick less than the full pallet (a carton) and the system will update stock levels accordingly.

This topic is covered briefly in the videos above but for further details please see the article Products Units of Measure.

Product Unit of Measure Conversions within the Excel Template

If your products contain Conversions, then they work as follows. Note that you can have as many conversions as required by simply adding the same 4 columns multiple times.
Product Conversions allow you to convert between units of measure, for example from Cartons to Pallets.

When populating the file, the first Conversion Measurement (1) uses the date for the BASE UNIT OF MEASURE.

Field

Description

Options

Required

Conversion MeasurementThe Products Units of Measure for the conversion qty. For example, if your products base unit of measure is Cartons, and there are 48 cartons per pallet, then you would put PLT here
Yes
Qty Per BaseTo use the example above, converting from CTN to PLT you would enter the number 48 into this field so the system knows you have 48 cartons per pallet.
Yes
DescriptionThe product name which is displayed on Pick Slips. Often used if the Product Description of a specific Unit Of Measure differs significantly from the Product Name

CodeThe product code for the Conversion Measurement
Yes
BarcodeThe barcode for the unit of measure, allowing for Scan Picking. Typically each unit of measure will have its own Unit Of Measure, allowing Cartons to be scanned independently of Units etc.


Next Step: Setting up Warehouse Locations