Please note if you are using the latest version of CartonCloud (accounts created after 1 July 2019, the below functionality is only available for the warehouse system, not transport (drivers/carriers). If you have any questions, please contact: support@cartoncloud.com.au.

Suppliers are like Customers but used for Bills rather than Invoices. Suppliers are typically contractors you have working for you who you pay, or freight companies and Onforwarders you use. 

Overview

Suppliers themselves are neither Drivers nor Carriers, they're simply an intermediate layer which can connect multiple Drivers and/or Carriers to specific Customer Charges.
Suppliers need to be linked to Drivers and/or Carriers, allowing CartonCloud to build bills for Consignment that those Drivers/Carriers have delivered.

The following diagram provides 3 examples of the ways Suppliers can be connected:

Use Cases

Transport

  • You have a driver working for you as a contractor who charges the same rates always
  • You have a driver working for you as a contract who charges different rates depending on which customer he is delivering
  • You have multiple drivers working for you but they are part of one subcontracted company, and you pay a single bill for all of their work

Warehouse

  • You pay the Warehouse Provider for storing / pick pack, and they charge you the same rate for all of your clients
  • You pay the Warehouse Provider for storing / pick pack, and they charge you different rates for each of your clients
  • You need to construct individual bills per-customer within a single warehouse.

Video Explainer

Adding a Supplier

To create a supplier, first, select Contacts in the main menu, then select Suppliers from the drop-down.

Now, select Add Supplier and fill in the details for the supplier you are using (Suppliers can be Drivers, carriers, onforwarders, or 3PL Warehouses)

If your CartonCloud account has multiple warehouse locations you can also select which warehouses will be using this Supplier.

Once completed, select Add Supplier and it will be created in the system.

Now once Viewing the Supplier, select Edit to set up some further details.

The first tab is for the Basics. From this tab, we can link which Supplier Charge (Expense Customer Charge/Rate Card) the supplier is to be linked to. 

Setting up Customer Charges / Rate Cards for a Supplier is a simple process of entering how much the Supplier charges for its service. 

As Customers may have different rates with a Supplier it is also possible to add multiple supplier charges. For example, in the screenshot below, all Customer's will be charged the "Driver Rates Based on 60%" except for Bobs Grocery which will be charged the "Bob's Grocery 2018 Rates".

It is important to note that the Supplier Charges are not what the Customer will be invoiced from CartonCloud - that is always determined by the Rate Card / Customer Charge set against the Customer. This is explained further in Rate Cards Overview. Instead, Supplier Charges are used to track the expense of a service completed by a Supplier.

The Bill tab allows you to set up when the suppliers next bill date will be, how often that billing cycle repeats, as well as set up an Accounting Connector to automate the invoicing process.

The Email tab allows you to set up emails to receive notifications regarding this specific supplier. 

The Warehouse tab allows you to edit which Warehouses use the supplier (as you saw when initially setting up the Supplier)

The Barcode tab is an advanced setting which should only be used with the assistance of CartonCloud Support.

Finally, the Linked to Tab all is where you can set Suppliers to be either a Carrier, Driver or Warehouse. In the example below, we have Tony's Transport being added as a Carrier.

You can have multiple drivers linked to one supplier. An example would be if Tony's Transport supplies multiple rigid trucks with drivers they can all be linked to one supplier which would supply one weekly / monthly bill. 




Suppliers are like Customers but used for Bills rather than Invoices. Suppliers are typically contractors you have working for you who you pay, or freight companies and Onforwarders you use. 

Overview

Suppliers themselves are neither Drivers nor Carriers, they're simply an intermediate layer which can connect multiple Drivers and/or Carriers to specific Customer Charges.
Suppliers need to be linked to Drivers and/or Carriers, allowing CartonCloud to build bills for Consignment that those Drivers/Carriers have delivered.

The following diagram provides 3 examples of the ways Suppliers can be connected:

Use Cases

Transport

  • You have a driver working for you as a contractor who charges the same rates always
  • You have a driver working for you as a contract who charges different rates depending on which customer he is delivering
  • You have multiple drivers working for you but they are part of one subcontracted company, and you pay a single bill for all of their work

Warehouse

  • You pay the Warehouse Provider for storing / pick pack, and they charge you the same rate for all of your clients
  • You pay the Warehouse Provider for storing / pick pack, and they charge you different rates for each of your clients
  • You need to construct individual bills per-customer within a single warehouse.

Video Explainer

Adding a Supplier

To create a supplier, first, select Contacts in the main menu, then select Suppliers from the drop-down.

Now, select Add Supplier and fill in the details for the supplier you are using (Suppliers can be Drivers, carriers, onforwarders, or 3PL Warehouses)

If your CartonCloud account has multiple warehouse locations you can also select which warehouses will be using this Supplier.

Once completed, select Add Supplier and it will be created in the system.

Now once Viewing the Supplier, select Edit to set up some further details.

The first tab is for the Basics. From this tab, we can link which Supplier Charge (Expense Customer Charge/Rate Card) the supplier is to be linked to. 

Setting up Customer Charges / Rate Cards for a Supplier is a simple process of entering how much the Supplier charges for its service. 

As Customers may have different rates with a Supplier it is also possible to add multiple supplier charges. For example, in the screenshot below, all Customer's will be charged the "Driver Rates Based on 60%" except for Bobs Grocery which will be charged the "Bob's Grocery 2018 Rates".

It is important to note that the Supplier Charges are not what the Customer will be invoiced from CartonCloud - that is always determined by the Rate Card / Customer Charge set against the Customer. This is explained further in Rate Cards Overview. Instead, Supplier Charges are used to track the expense of a service completed by a Supplier.

The Bill tab allows you to set up when the suppliers next bill date will be, how often that billing cycle repeats, as well as set up an Accounting Connector to automate the invoicing process.

The Email tab allows you to set up emails to receive notifications regarding this specific supplier. 

The Warehouse tab allows you to edit which Warehouses use the supplier (as you saw when initially setting up the Supplier)

The Barcode tab is an advanced setting which should only be used with the assistance of CartonCloud Support.

Finally, the Linked to Tab all is where you can set Suppliers to be either a Carrier, Driver or Warehouse. In the example below, we have Tony's Transport being added as a Carrier.

You can have multiple drivers linked to one supplier. An example would be if Tony's Transport supplies multiple rigid trucks with drivers they can all be linked to one supplier which would supply one weekly / monthly bill.