Edit Customer - Transport Management

Duplicate Reference

Setting	Description	Default Value
Duplicate Reference	Please note this setting only applicate when importing consignments via API/Parsers If enabled, this setting will allow you to use the same reference number on multiple consignments. By default, consignments must have their own unique reference, and this setting allows this behaviour to be overridden.	Disabled

Manifest Import

Setting	Description	Default Value
Automatically group consignments on manifest	Consignments on the imported manifest will be grouped and charged together. See Consignment Grouping for more information.	Disabled
Allow Duplicate Manifests to Update Existing Consignments until the consignment has been updated to any "In Warehouse" status.	When enabled, if a manifest is imported into CartonCloud multiple times then each import will update the existing consignments in the system.	Disabled
Skip consignments with references that already exist (will not reject manifests with consignments that already exist but skip them and allow the file to be processed)	Useful for when you want to import the same manifest multiple times but with extra consignments added on.	Disabled
Default Consignment Product Type (if not specified in Manifest)	Product Types can be specified as a field within the manifest import file, however, if they are not then the system will revert to this setting to set the product type.	General
Allow updates to Consignments and items via parsing	When enabled, you can update existing Consignments using the Consignments Items Parser. Click here for more information.	Disabled

Manifest Pickup

Setting

Description

Default Value

Manifests Picked Up By Default

Controls if more settings should display to configure manifest pickup

Yes

Default Pickup Address

Sets the address for when a consignment is created to collect a manifest for that customer

Blank

Automatically create pickup consignment

The system will automatically create a consignment with the consignment type "pickup" when a manifest is created.

Further options will appear when enabling this option. See Creating Automatic Pickup Consignments for Manifests for full details.

No

Cash on Delivery

Setting	Description	Default Value
Accept Cash on Delivery for customers consignments	Only enable if your drivers collect cash on delivery for this customer. Enabling this will allow them to record COD details in the mobile app.	No

Delivery Run Dates

Setting

Description

Default Value

Ignore Specified delivery run date (allocate to next schedule run date always)

As per the name, this setting will force a consignment to go onto the next scheduled run date.

Disabled

When a required delivery date is given, snap the delivery to the closest available scheduled date.

(If unchecked, the consignment may get allocated to a date where the run isn't scheduled)

If enabled, when a Consignment has a required delivery date, the Consignment will be allocated to the Delivery Run with the closest delivery run schedule as the date specified against the Consignment. For example, if the Consignment delivery is required on Monday, but the Delivery Run date schedule is for Thursdays and Fridays, then the delivery run date snaps to Thursday. If unchecked, the Consignment may be allocated to a date when a run isn't scheduled.

Disabled

Default Delivery Run

Allows you to set all Consignments that are booked for this Customer to be allocated to a chosen Delivery Run. Please note setting this to a Delivery Run will override all other allocation logic which may have otherwise selected a different run.

Empty. While not set the system will instead use the consignments address and other system logic to determine the delivery run.

Labels

Setting	Description	Default Value
PDF Label Page Type	Allows the number of labels per PDF page to be configured.	A4 Page - Up to 4 labels per page
Field to be used as quantity for the number of Consignment labels to be printed	When consignment labels are printed this setting determines where the number of labels should be pulled from on the consignment.	None

Advanced

Setting	Description	Default Value
When # Cartons / Pallets are modified	For when the quantity of a consignment's items is modified within the mobile app.	Create an unresolved error
QR Code Overlay	Used to overlay a QR code onto Customer Consignment Invoices. See the article QR Code Overlay for Consignment Invoices for full details.	Disabled
Number of copies to download per invoice and connote	When an invoice or consignment note is downloaded from CartonCloud, how many copies should be downloaded?	1
Allow Customers to use their own barcode numbers	As per name.	Disabled

To adjust the Delivery Runs visible to Customers begin by navigating to a Customer's record by selecting Contacts, then selecting Customers from the drop-down menu.

On the View Customer page select Edit. Then select the Transport Management tab, followed by the Delivery Runs tab.

From this page, a complete list of the Delivery Runs within your tenancy is displayed.

Selecting these Delivery Runs as Visible to Customer will then do exactly that. The Visible Name then also allows you to provide an alias for the Delivery Run which the Customer will see from their view of CartonCloud.

Ensure to scroll to the bottom of the page select Save after making any changes within this tab.

To adjust the Carriers visible to Customers begin by navigating to a Customer's record by selecting Contacts, then selecting Customers from the drop-down menu.

On the View Customer page select Edit. Then select the Transport Management tab, followed by the Carriers tab.

From this page, a complete list of the Carriers within your tenancy is displayed.

Selecting these Carriers as Visible to Customer will then do exactly that.

The Visible Name field allows you to provide an alias name for the Carrier which the Customer will see in their view of CartonCloud. If the visible name field is left empty the true carrier name will be displayed to the customer.

Ensure to scroll to the bottom of the page select Save after making any changes within this tab.

Navigating to Customer POD Settings

To navigate to the Customer POD settings:

Select Contacts>Customers.
Select the relevant Customer and click Edit at the bottom of the screen.
Select the Transport Management tab and then the POD tab.

Proof of Delivery Output Mode

You have two options for your Proof of Delivery template.

POD Template Only: Uses either the Organisation POD document template or the customer document template. (If a customer POD document template is set, this will be the select option; otherwise, the organisation template will be used by default).
Signature on Customer Invoice and POD Template: Superimposes the signature, receiver name, and signature date of the Consignment over the customer consignment invoice. See below for further details.

For more information on Signature on Customer Invoice and POD Template, please click here.

Output Options

Setting	Description
Show delivery GPS coordinates in Consignment History (will appear on POD)	When enabled the GPS location will be recorded and displayed on the POD for this customer. Driver's using iOS devices must enable Precise location permissions for CartonCloud when recording the POD. If precise location is not turned on then the device will report an approximate location only, resulting in this location being recorded on the POD.
Allow Electronic Deliveries to take place without a signature	If enabled Drivers can mark consignments as delivered without the requirement to record a signature first. If disabled drivers will not be able to mark consignments as delivered without first recording a signature or taking a photo.
Consignments Require Paper PODs to be Uploaded	If enabled this setting will prevent the Mobile App from sending out the initial sign-on glass POD. Instead the system will wait for a paper copy to be uploaded and attached before sending that out as the POD. Note: This will not prevent the job from being invoiced This allows CC users to check which jobs are waiting for paper PODs to be uploaded The mobile sign on glass POD will still be available through the customer portal, it just won't be emailed.
Allow option for authority to leave on Add Consignment Page	If enabled this will trigger a special instruction to be added to consignments to let the driver know they have Authority to leave the consignment at delivery.
Show Sale order details for Consignment on Mobile	For Consignments which have been generated from a Sale Order, if this setting is enabled a button will display on the record POD signature screen which allows the Sale Order buttons to be viewed. This is useful for when the receiver wants to know the contents of the package. Please note that if enabled the driver will also have access to this information. By default, this setting will "Use Organisation Settings". This provides you with control to turn the setting on for all customers by default, from within the Organisation Settings page (in the Transport tab, within the Other Settings section). For more information on this setting, see the mobile help article: Recording a POD.
POD Filename Format	The Proof Of Delivery Filename can be customised using this field via tags (tags listed below)

POD Filename Format Tags

Default

consignment_%%customer_reference%%_pod

CODE

Which would format as:

consignment_INV-29389_pod.pdf

CODE

Tag	Replaces with
%%id%%	The ID of the Consignment
%%customer_reference%%	The customer reference for the Consignment
%%customer_reference_trim%%	The Customer reference for the Consignment; however, the trim option removes leading and trailing white spaces.
%%barcode_number%%	The Consignment barcode number.