For information on what Purchase Order Products fields are, check out the page explaining them in our setup guide.

The Purchase Order Products tab allows you to define up to ten custom fields which will help you track your Products as they come into the Warehouse.

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

To create a POP custom field, complete the fields in the Web app using the descriptions below. Then click Save at the bottom of the screen. 

Purchase Order Product 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 the 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".

Expiry Date required?Allows you to force the expiry date to be entered or not.

Purchase Order Product 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 NameEnter 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 the 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 (only within this Customer)?Force this field to have a unique value across all stock within this Customer. Stock for other Customers can have the same value.
Verify when picking?

When enabled the user will be required at the time of picking to verify the custom field's value by scanning a barcode containing that value or entering it manually using the mobile keyboard. 

This allows you to Scan-Confirm batch, Serial or Lot Numbers when picking.

Capture when picking?

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.

Once you have ticked the Capture when picking? option another option will appear;

Split to lowest unit of measure? - allow this field if you wish to verify the product by the lowest unit of measure. Meaning you will need to scan and verify each unit of measure associated with the Sale Order. This option should only be enabled when using custom fields that are unique, such as a serial number. You would not use this for a batch number as a whole pallet could be the same batch number. 

Verify or capture SSCC when picking?

Only available to an SSCC POP custom field using the SSCC Barcode GS1 Barcode identifier

This field currently only appears when the GS1 Barcode Field identifier is set to (00) - SSCC Barcode. When applied the picker will be required to scan the SSCC barcode during picking and it will either be:

  1. If the SSCC POP custom field is empty - The scanned barcode will be checked as being a valid, unique SSCC barcode (unique to CartonCloud) and then stored against the custom field.
  2. If the SSCC POP custom field is populated - The scanned barcode will be checked against the value stored to verify the correct product has been selected.
Is Required?

There are three levels of enforcing values:

  • 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.
  • Optional - The field is optional. An empty value may be entered.
GS1 Barcode Field IdentiferRequired 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.
Input Type and Input 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.

Regex DefinitionCan 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.

Examples of Purchase Order Product Custom Fields

Batch Number / Lot NumberRetain - Yes
Is Unique - No
Verify when picking? - Yes
Capture when picking? - No
Is Required -  Up to user
Input Type: Alphanumeric
Pallet SizeRetain - No
Is Unique - No
Verify when picking?- No
Capture when picking? - No
Is Required - Up to user
Input Type - Dropdown
Input Options (JSON): ["", "Single", "Double", "Triple"]
Serial Number (which you want to scan on outgoing only)Retain - No
Is Unique - Yes
Verify when picking? - No
Capture when picking? - Yes
Is Required - Yes on Outgoing
Input type - Alphanumeric

Example Fields displayed in a Purchase Order

In this example, we have created three custom fields: Batch Number, Pallet Size, and Serial Number. These fields can now be populated when adding product to a Purchase Order.