When a New Sale Order is Imported

SettingOptions
If Sale Order is Imported and (any) product(s) are out of stock (or not enough stock)
  • Reject Entire Sale Order  - For example, if any Product has insufficient stock to fulfil the order the entire Sale Order will be rejected.
  • Remove Out Of Stock Products from the Sale Order - For example, if there are 2 items in stock but the order is for 5 then the product will be removed from the order and therefore 0 items will be taken from stock.
  • Assign whatever stock is available - For example, if there are 2 items in stock but the order is for 5 then the 2 items will be added to the order.
If Sale Order is Imported and (any) product(s) can only be filled with expired stock
  • Never use expired stock
  • Allow expired stock to be used
If Sale Order is Imported and (any) product(s) do not exist (cannot find matching Product Code)
  • Reject Entire Sale Order
  • Remove Non-Existant Products from the Sale Order
If Sale Order is imported and (any) product (s) do not contain a Product Code (Product Code is blank) 
  • Reject Entire Sale Order 
  • Remove Products with Blank Product Codes from the Sale Order 
If Sale Order is Imported and (any) product(s) have an invalid Unit Of Measure (Ie: product measured in 'CTN' but Sale Order specifies 'UNIT')
  • Reject Entire Sale Order
  • Remove Invalid Product(s) from the Sale Order
If Sale Order is Imported and (any) product(s) have a Conversion Inconsistency when performing conversion (Ie: Multiple Product Packagings exist, but they convert between given unit of measure and base unit of measure differently.)
  • Reject Entire Sale Order
  • Remove Inconsistent Product(s) from the Sale Order
If finished Bill of Material products (BOMs) are out of stock, take from individual components
  • Yes - A finished BOM product will be created by picking the individual products that make up that product
  • No - If the finished BOM product is out of stock the entire Sale order will be rejected.

See the Bill of Materials article for further details.

Minimum Purchase Order Product Status:

When Sale Orders are added via Uploading a file, or from an email, you can select which stock they're allowed to pick from.

For example, you may want to prevent the Sale Orders from picking stock which has not yet been received, if so make the minimum status 'Received'.

  • Draft
  • Not yet Received
  • Verified
  • Allocated
  • Rejected

Consignment

SettingOptions
Automatically Generate a Consignment from a Sale Order
  • No 
  • Yes, when a new Sale order is packed only
  • Yes, on Sale Order Import or Pack Completion
Populate Consignment Items Data from a Sale Order
  • No
  • Yes - Use Product Unit of Measure: will use the Product Unit of Measure from the Sale Order and create one Consignment Item per location. For example, if 4 units = 1 carton and you have 4 units from one location and 2 cartons from another location, rather than combining them to create 3 cartons, they will be listed individually, one consignment item per location. 
  • Yes - Aggregate into Optimal Unit of Measure: will use the Product Unit of Measure from the Sale Order and consolidate products from different locations with the same unit of measure into a single Consignment Item. For example, if 4 units=1 cartons and you have 4 units from one location and 2 cartons from another location, only one Consignment Item will be created and it will appear as 3 cartons. Note: this will only apply on a per-product basis. For example, if you have 2 units for one product and 2 units for another you will not then have 1 carton. 
Initial Status of Consignment Generated for an Unpacked Sale Order
  • Awaiting Sale Order Packing
  • In Warehouse
Default Sender Address for Consignments Generated from a Sale Order
  • Address entry box

Deplete Purchase Order Product

SettingOptionsFurther Details
Attempt to deplete Purchase Order Product when Sale Order is updated to
  • Dispatched
  • Packed
This affects charging. You can choose whether to set up deplete date for the warehouse stock as soon as an order is packed (and therefore, stop charging storage from that point onward), or, you can date it once the Sale Order is marked Dispatched. As an example, if you packed an order on Friday, but it didn't leave the warehouse until Monday, you may want to charge storage for the week in which it left - in this case, you would set this option to 'Dispatched', and only mark the Sale Order dispatched when the stock physically leaves the warehouse.

Status Updates

SettingOptionsFurther Details
Automatically update the Sale Order to Dispatched
  • Never
  • When the Sale Order is Packed and a Consignment is Created (and all Customer Invoices have been printed)
  • When the Consignment Leaves the Warehouse

If you selected to Decrement Onhand stock with the Sale Order is Dispatched, then you may want it to Automatically Dispatch (rather than it being a manual process). This will help to ensure that you stop charging the customer storage.

For more information on this setting see the dedicated article: Automatically updating Sale Orders to Dispatched

Cut Off Times / Order Urgency

SettingOptionsFurther Details
Allow customers to directly mark orders as urgent?
  • Enabled
  • Disabled (Default)

By default, when customers request an order to be urgent in CartonCloud a request is sent through which must be manually approved by your organisation's staff because the order is marked as urgent. 

By enabling this setting that request process is skipped, and the order will automatically be marked as urgent. 

Enable Cut Off Times
  • Enabled
  • Disabled
When customers submit orders after the first cut off time, a message is displayed advising them that it is after the cut-off and their order may not be packed that day. However, they can mark the order urgent (normally for an additional fee) which will ensure that it is packed that day. Note: customers can upgrade their order to urgent themselves online.
When customers submit an order after the final cut off time, they're advised that the order is too late and will be packed on the next business day.
You can set up urgent order fees within the Rate Cards.

Customer Invoice or Document Upload

SettingOptionsFurther Details
Allow Invoices / Documents to be Uploaded to Sale Orders for printing and sending with goods.
  • Enabled
  • Disabled

If enabled Packers are able to upload invoices/documents to Sale orders for printing and sending with goods. Regardless of if this is enabled or not, admins will always be able to do this.

If no Invoice / Document is uploaded, it prevents the Sale Order from going to the Dispatched status, and associated consignments will not be available for allocation to drivers.
You can prevent this situation from occurring by using Auto Dispatch Sale Orders below.

Upload Documents / Invoice by Default?
  • Enabled
  • Disabled

If enabled, a button will appear when creating a Sale Order allowing you to attach an invoice to it quickly.

Select the image below enlarge.

Auto Dispatch Sale orders

SettingOptionsFurther Details
Enable Auto Dispatch
  • Enabled
  • Disabled
Applies daily to all orders which are 'Awaiting Invoice / Document Upload' and are Packed.
This allows you to automatically dispatch the Sale Order, even without an Invoice from the customer.

Automatically delete rejected orders

SettingOptionsFurther Details
Enable automatic deletion of rejected Sale Orders periodically?
  • Yes
  • No
If this feature is enabled the system will periodically check for rejected Sale Orders without any consignments associated with them. If the rejected Sale Order is older than the minimum age in days you enter below the rejected Sale Order will be deleted.
Minimum age (in days) of rejected Sale Order for deletionAny positive whole numberAs above

Random Weight Products

SettingOptionsFurther Details
KG Pick ToleranceA positive whole number indicating the percentage of the tolerance

When picking random weight products 

See Pick Tolerance for more information. 

Stock Adjustments

SettingOptionsFurther Details
Create new sale order for every adjustment?
  • Enabled
  • Disabled
At least one adjustment Sale Order will always be generated. However, if this option is enabled an adjustment Sale Order will be created for every change.

Customer Users Configuration 

SettingOptionsFurther Details
Disable Revert to Draft function from customer at Awaiting Pick and Pack status?
  • Enabled
  • Disabled

By default, this setting is enabled

If enabled, this will prevent customers from changing the status of a Sale Order to 'Draft' when it is in 'Awaiting Pick and Pack' status. This prevents your customers from making last-minute changes to the order when you have already made arrangements for the order (for example, booked it in for delivery). 

By default this setting will be enabled, meaning Customers will not be able to revert the status of a Sale Order from 'Awaiting Pick and Pack' to 'Draft' status.