Organisation Settings allow you to configure various settings related to your account on CartonCloud.

For settings within the Organisation Settings that relate to Customers, it should be noted that these should be thought of as "Default Settings". If a Customer then has the same setting configured within their customer setting, the corresponding organisation setting will be overwritten.

Only CartonCloud Administrators can access and update these settings.

Click the tab you wish to view below.


Basic Organisation Information

This is the information about your company. Changing the Nickname to something shorter is helpful when the full company is long such as "Company Name Brisbane Pty Ltd".

Currency

Update this setting to your businesses operating currency.

Logos

Allows you to upload a logo which will then be used on document templates which use the organisation logo. For example, Consignment Notes, Sale Orders and Proof of Deliveries.

To upload a logo click Upload Logo, then choose file. Browse through your computer for the target file, select it, and click open.

We recommend using the highest quality logo you have available that falls within the 500kb size limit as it will then look as clear as possible when presented on documentation.

Override Logo (Will only appear if a Logo is uploaded)

If you wish to update the logo in the system select this button and follow the same steps as above.

Delete Logo

If you no longer wish to have a logo uploaded against your Organisation.


SettingDescription
Default AddressSet this as the address you would like stored against your CartonCloud tenancy. 

Default Address String

The alias/nickname you would like to use for your Default address.

Default Latitude and Longitude shown in Maps

This will affect where the Map View shows in Google Maps. To set this, Google the Latitude and Longitude for the location you want the map to default to and type it in here. Note it will only accept numbers such as (28.1040, 153.4360) and will reject (28.1040° S, 153.4360° E).


Default State

Set as the state you would like to be your default.

Email Configuration

These settings allow you to:

  • Configure the "Reply To" email address in your notification emails
  • Nominate email addresses that CartonCloud can forward and or receive incoming and customer emails 

For examples of these notifications see the Email Tab followed by the Notifications sub-tab of the Customer Settings article.

SettingDescription
Default EmailThe email address that will receive replies to automated notifications that are sent from CartonCloud unless otherwise overwritten by the more specific email settings below. If all settings below are empty, this email will receive everything.
Account EmailEmail to set as the "Reply To" email in your invoice template
DMA Email (Delivery Malfunction Advice)Email to set as the "Reply To" for Consignment Error notifications
Warehouse EmailEmail to set as the "Reply To" for Warehouse Notifications such as Sale Orders and Purchase Orders
Email addresses to forward all incoming emails (Separate by ";" or ",")Allows you to forward a copy of all incoming customer emails (parsers etc) to a nominated email address. Handy for when you are first setting up your customers and want to check that all parsers are being received.
Email addresses to receive all customer emails (Separate by ";" or ",")Allows you to receive a copy of every single email that is sent out of CartonCloud. This is good to use when you are first setting up your system to understand the types of notifications that your customer will receive. 
Disable All Outgoing Email Useful for turning off all outgoing emails when testing.
Default Discrepancy Report Email TextAllows you to customise the content within the Discrepancy Report email for when it is sent out.


Barcode Settings

SettingDescription
Barcode Prefix

The text which is added before Consignment Barcode Numbers. For example, your barcode numbers may appear as follows by default:
CTNCLD000000026836.
By changing the Barcode Prefix you can use something which resembles your organisation. For example, if your company was named "Joes Fruit", you may choose to use a prefix of JOEFRT, making your barcode numbers look as follows:

JOEFRT000000026836

Point to Point Consignment Settings

SettingDescription
Default Point to Point Consignments Delivery Run Date to Created DateAllows Point to Point consignments to be automatically loaded onto a specific Delivery Run.

Manifest Settings

Setting Description
Add Consignments to Manifests by DefaultThe default setting is "Yes". Setting them to No will still allow you to add Consignments to Manifests, but will require manually selecting that option.

Run Sheet Configuration

The style of the Run Sheet that's exported, picking from either pre-built templates or customisable templates:

SettingDescription
Default Run Sheet Format

Default XLS Format - Pre-defined excel sheet template which shows each Consignment on its own line

Default PDF Format - Select this format if you wish to set your own customer Document Templates (admin)

Group by Store - Pre-defined excel sheet template which groups Consignments by store. Recommended if you're company performs numerous deliveries to one store on a single day

Order Run Sheets ByWhen printing the Run Sheets, the order of the consignments can be shown by either the ordering of the individual consignments or the Run Order of the Addresses & Address Strings. Address Run Ordering can be useful if you always want the Run Sheet to print in the same way and not have it affected by drivers optimizing/reordering jobs.

Default Consignment Type Settings

See Consignment Types.

These settings allow you to change how the Add Consignment screen appears to users.

The Add consignment screen has a Standard section (the fields which immediately appear for the user to enter information into) and an Advanced section (where the user must be select the arrow for these fields to appear).

See the animation below.

SettingDescription
Default Consignment Type for Admins

When an administrator or another staff member (anything other than being logged in as a Customer) is entering a consignment, what should the Default consignment Type be?

Note: None will force the user to select an option, so they cannot proceed with manually selecting something.

Defaults as Delivery

Consignment Type Field Position for Admins

Where the Consignment Type option appears if the user is another other than a Customer, either under the "Standard" or the "Advanced" sections

Defaults as Standard Fields

Special Instructions Field Position for Admins

Where the Special Instructions option appears if the user is another other than a Customer, either under the "Standard" or the "Advanced" sections

Defaults as Standard Fields

Default Consignment Type for Customers

When a customer is entering a consignment, this setting allows you to set what the Default Consignment Type should be.

Defaults as Delivery

Consignment Type Field Position for Customers

Where the Consignment Type option appears if the user is a Customer, either under the "Standard" or the "Advanced" sections.

Defaults as Advanced Fields

Special Instructions Field Position for Customers

Where the Special Instructions option appears if the user is a Customer, either under the "Standard" or the "Advanced" sections.

Defaults as Advanced Fields

Other Transport Settings

SettingDescription
Consignment Manifest Display
When allocating drivers to runs (creating Run Sheets), what should happen if there's already a run sheet for the same driver on the same day?This option provides pre-selected actions for how to handle Run Sheet merging.
 
Which address should show up on the Run Sheet?If a consignment has an Onforwarder Address, then either the Onforwarder Address or Delivery Address can be shown on the Run Sheet.
When performing bulk allocation, automatically check "Overwrite sorting order by adding order"Within the Bulk Allocation screen, when allocating consignments to a Run Sheet the order of the Consignments can be set by the order in which they are selected to be added to the Run Sheet (advanced view only), bu clicking the button "Overwrite sorting order by adding order". Doing so ignores the sort order configured within the Addresses themselves. If you want this functionality to always occur, selecting this option will pre-check the box on the Bulk Allocation Page
Enable Auto In Transit

Consignments which are allocated to Run Sheets can be configured to automatically go to "In Transit" status at a certain time each day, for example, 7am. Once enabled two further settings will appear as described below.

Only Run Once Per Day - Once turned on, you can configure the Auto In-Transit Time, for example, 06:00:00 for 6am.

Auto In-Transit Time - If only run once per day is enabled, the system will only update jobs to In Transit at the time specified above. If this is disabled then any job allocated to a Delivery Run Date throughout the day after the Auto In Transit time will be updated to "In Transit" status. This is useful if you're continually allocating more work throughout the day.

Allow Consignment Grouping When Consignments Have Different Product TypesBy default, Consignments of different Product Type will not be grouped together. However, if this setting is enabled consignments of different types will be grouped together automatically
Show Product Type in Delivery Runs

This will show the product types for all the fields displayed on the "Delivery Runs" page.

DeliveryRuns-IndexPage.png

Enable Receiver Pays Freight and A2IC MappingsSee the A2IC tab of the Addresses article
Show Sale Order details for Consignments 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.

This setting can also be controlled for each specific customer through the Customer Settings page (within the Transport Management tab and POD sub-tab. By default, the customer setting is set to "Use Organisation Settings".

Unit of measure for distance-based calculationUnit of measure for calculating Consignment charges with the charge scheme  "Distance-Based".
When a Photo is uploaded from the mobile app, treat it asThe default setting is "Proof of Delivery" alternate option is "Invoice". If set to Invoice then the photo will be attached as a Consignment Invoice.

Sale Orders Configurations

SettingDescription
Default Sale Order Pack List Format

The style of the Sale Order Pack List that's exported, picking from either pre-built templates or customisable templates:

Default XLS Format - Pre-defined excel sheet template which shows each Sale Order on its own line

Default PDF Format - Select this format if you wish to set your own customer Document Templates

Sale Order Statuses on which overriding pre-existing Sale Order is allowed on upload

When importing a Sale Order via Parser (see: Parsers), by default a duplicate Sale Order (same reference) will only override an existing Sale Order if the Sale Order is Rejected.

However, the statuses which allow overriding can be configured here.

By enabling other statuses, Sale Orders in those statuses will be overwritten if another file is imported with the same Reference (and for the same customer).

When a Sale Order is overwritten, it will be deleted from the system, and a new Sale Order will be created with the updated details to replace it.

For example: Sale Order ID 145 exists in the system and is in a rejected status. A new Sale Order is parsed in with an identical reference number. Sale Order with ID 145 is then deleted and a new sale order is generated using the parsed in data, it is assigned a new ID by the system.

Mobile App Scan ConfigurationSee: Enforce Strict Processes For Packing And Putaway
Sort Pick/Pack List by Warehouse Locations Pick Order
Show Custom Fields on Sale Order ProductsCustom Fields can be set up for Products. This setting allows you to control if they show on Sale Order Products or not.
Default Purchase Order Verification List Format

The style of the Purchase Order Verification that's exported, picking from either pre-built templates or customisable templates:

NameDescription
Default XLS FormatPre-defined excel sheet template which shows each Consignment on its own line
Default PDF FormatSelect this format if you wish to set your own customer Document Templates
Mobile App Scan ConfigurationSee: Enforce Strict Processes For Packing And Putaway
Cross Customer Picking

Cross customer picking allows Any Product (regardless of Customer) to be added to Any Sale Order.

For example, if you have two Customers and each has one Product:
Customer A → Leg of Ham
Customer B → Balloons

Normally, CartonCloud would prevent you from creating a Sale Order for Customer B and adding a Leg of Ham to it.
However, by turning on Cross Customer Picking you're enabling this functionality.
With Cross Customer Picking, any Product can be added to Any Sale Order. 

Display Location WarningsDisplay a warning message on the Verification screen when stock is allocated to a non-empty location

Purchase Order Configurations

SettingDescription
Default Purchase Order Verification List FormatAllows XLS (Excel) or PDF file formats to be selected.

Mobile App Configuration

Prevent Purchase Orders from being verified if unconfirmed quantities exist

If any stock on a Purchase order has not yet been "Confirmed" then the mobile app will not allow the user to change the Purchase Order status to "Verified".

Mobile App Configuration

Enforce Strict Process

See Enforce Strict Processes for Packing and Putaway

Mobile App Configuration

Enforce Adhoc Charges before completing receiving.

Will force the Adhoc charges screen to pop up on the mobile before completing the receiving process.


Some of these settings can be overridden on a per-Customer basis if required, by editing that Customer's invoice settings. There are also extra fields in the Customer's invoice settings which are not available at all within the default (Organisation) invoice settings.

There are a number of settings which allow for fine-control over the way your Invoices are generated, and the way they are presented to your customers.

These are the default settings Invoices behaviour.

Invoice Reply Email Content

CartonCloud allows you to customize the content of the email that is sent out to your customer when a new invoice is available for them.

Click on the 'Invoice' tab where you will be able to edit 'Invoice Reply Email Content'.

You will find that there are a number of pre-determined 'Available Fields' that will be used to automatically populate your invoice email with the relevant customer and invoice details. Include these fields in your email text as required - they will be replaced by the actual data before being sent to the customer. The available fields are listed in the Settings and Descriptions table below.

After finishing your changes, select Save at the very bottom of the page.

Example Invoice Message 


Settings and Description

SettingDescription
Account Connectors

Connect to Accounting application for handling Invoices. Refer to Accounting Connectors for more details

Invoice Reply Email Content

Email content that will be sent to the Customer once the Invoice is generated. Place holders are provided under the Available Fields heading. These place holders are replaced with the actual data value of the placeholder before the email is sent to the customer.

Available field placeholders - the surrounding curly braceholders tell CartonCloud to see them as a placeholder instead of normal text.

{customer_name} - The Customer's name

{start_date} - The start date of the period covered by this invoice.

{end_date} - The end date of the period covered by this invoice.

{invoice_link} - A link to the invoice in the CartonCloud Web App, allowing the customer to view the invoice details.

{your_email} Your contact email address, used for customers enquiries about invoices.

{your_company_name} - Your company name.

Default Next Invoice DateDefault date to generate the next Invoice.
Repeat Every

Interval in which Invoices are generated. (x Days/Weeks/Months)

Default First day of weekDefine which day of the week is considered as the first day of the week. This helps the system to determine the starting of repeating interval in order to generate Invoices.
Due DaysOnce the invoice is pushed to accounting application from CartonCloud, these are the number of days in which the Customer will have to pay the Invoice before over-due charges are applied.
Use CartonCloud's Invoice Number as MYOB's Invoice Number. For Example CC-{CartonCloud invoice number}Specific to MYOB. Uses CartonClouds Invoice number as MYOB's Invoice number.
Default Invoice Reference

Default text to reference Invoices in accounting applications. Following fields are set for the accounting applications by this option:

  1. For Xero"Reference" field is set,
  2. For MYOB invoices "JournalMemo" field is set.

Text in '{ }' are tags, that are replaced to actual value when pushing Invoice to Accounting Application. For example for Invoice with id 1234, the field "W.E. {invoice_id}" is replaced with "W.E. 1234"

When Uploading, default Email Invoice to Customer Checkbox to be CheckedAs explained by setting name.
Send Consignments information as part of summary when uploading an invoice to Accounting ConnectorAs explained by setting name.
Storage Charge Period GenerationLength of the storage period (Daily, Weekly, Fortnightly, Monthly)
Storage Starts OnDay the storage period begins
If "Per Locations (and bulk location pallets)" Storage Charges are used - Should all stock on Single Pallet Locations be combined into a single charge?As explained by setting name.
Rates PrecisionThe number of decimal places that are allowed in setting charging rates (eg. Handling Rates). Line totals, etc, are rounded to the nearest cent. Currently, only item handling charge rates are supported for this setting.
Default Customer Charge

The Default Rate Card is the one that will be used by newly created Customers until a specific Rate Card is set on the Customer.

Address Configuration
SettingDescription
Address Code Enabled Display Address Codes throughout CartonCloud. If enabled, you are able to add an address code to the address. This code will show on the address list view page. 
Onforwarder Address Display EnabledIf enabled, shows the Onforwarder Address if any, throughout CartonCloud
Addresses Require ApprovalIf enabled, any new Addresses that are added to CartonCloud will require approval
Automatically Format the Case of new AddressesIf enabled, any new Addresses that are added will be formatted in a consistent way
International AddressesAllow International Addresses to be entered in CartonCloud
Default Address CountrySets the Default Country Used for Addresses

Banking Sheets Configuration

Setting Description
Show the Cash On Delivery breakdown when exporting a Banking SheetIf enabled, when exporting a Banking Sheet you will have a breakdown of the Cash on Delivery by money value (e.g the number of $50 notes). 

Bulk Allocation Configuration

Setting Description
Bulk Allocation Map EnabledShows the map on the Bulk Allocation screen
Bulk Allocation Simple InterfaceOnly shows the one listing table for both selection and action in Bulk Allocation
Allocate Run Sheets Default


Name Description
Override Consignments Delivery RunDefault Override Consignments Delivery Run checkbox to checked on Bulk Allocation Screen
Consignment OrderWhen perform bulk allocation set the order of the consignments to the order in which they were selected?

Carrier Configuration

SettingDescription
Allow Multiple Carriers to be entered into CartonCloudIf you have multiple carriers handling your transport this can be enabled to allow those carriers to be entered and used within the system. 

Character Set Configuration

SettingDescription
Enable all special characters (UTF-8) to be loaded through Parsers / Address StringsAs per the setting name.
Require exact Address String match. Setting to 'No' will match on similar 'sounding' stringsAs per the setting name.

Charges Configuration

Setting Description
Enable Warehouse Expense ChargesFor full details about this setting see the article: Calculating Warehouse Expenses (4PL)

Consignment Configuration

SettingDescription
Consignment Pickup Address Required Always Enabling this option means that a User has to enter a pickup address regardless of what the Consignment Pickup Address option is set to

Customer Settings

SettingDescription
Stop Customers from being able to add their own Products

If this is not enabled Customers will be able to create their own Product records when logged in to CartonCloud. If you do not wish for them to be able to do this then please enable this setting.

Allows Customers to view the Consignment Errors screen with only their own errors shownIf you enable this then Customers will be able to see consignment errors raised against their consignments. We suggest letting you Driver's know if this is enabled so they are aware that Consignment Errors can be seen by Customers.
Customer Code Enabled Show the Customer Code field throughout CartonCloud

Delivery Runs Configuration

SettingDescription
Show Export Unallocated Load Sheets Allow Users to Export the Load Sheets for Delivery Runs 
Show the Status column in the Run Sheets tableWhen viewing run sheets the following statuses will now be available: Draft, Awaiting, Building, Built, Ready for Delivery.
Enables same day allocation of Consignments to Delivery Runs

When manifests are marked "In Warehouse" the system will set a "Delivery Run Date" so that the consignments will be available for allocation on that particular date.

If you wish to allow same-day allocation (ie. the "Delivery Run Date" will be the same as the date that the manifest is received and the status is updated to "In Warehouse") then you will need to enable the setting "Same Day Allocation"

Cut Off Time:

You may only want to allow same-day allocation if manifests are updated to "In Warehouse" prior to 2:00 pm.  In this case, set the cut off time as 14:00 (24 Hour Clock). Any manifests which are updated to "In Warehouse" after 2:00 pm would be now pushed to the next day for delivery.

Manifests Configuration

SettingDescription
Show Comments Sort ArrivalsShows the Delivery Run Date and any Special Instructions on the Manifests Sort Arrivals screen and in Delivery Runs view screen.

Picking Configuration

SettingDescription
Default Wave Picking TabSets which tab is displayed initially when viewing a Wave Pick (Either Products or Sale Orders)
Default Wave Pick TypeSets the default Wave Pick type used when adding a new Wave Pick (Standard or Split Pick and Pack Process)
Allow Forceful Completion of Run Sheet Type Wave Picks Sets whether or not users can forcefully complete Run Sheet type Wave Picks 
The format of labels printed for Consignments from a Run Sheet type Wave Pick 

Sets what format the PDF generated for labels will be when done from a Run Sheet type Wave Pick. 

Options:

  • A4 Page - up to 4 labels per page
  • Per page - single label per page 
Print One Label per Sale Order ProductSets whether or not to print one label for each Sale Order Product when in a Wave Pick instead of calculating measures and printing the appropriate number of labels
Picking Label Sort OptionsOrder in which the labels are printed. 

Printing Configuration

SettingDescription
Enable Zebra Label Printing via CartonCloud Connect (Printnode)If you wish to print Zebra Labels through CartonCloud this must be enabled. For more information see Printing from CartonCloud
Adjust Label MarginsAllows you to adjust the size of the margin on the corresponding label formats. 

Scan Allocation Configuration

Setting Description
Enable Scanner DelayEnable or disable a barcode reading delay on scanners. Enable this setting when barcodes are getting cut off by the scanner.

Sorting Configuration

Setting NameDescription
Optimise address sorting order weeklyAllows CartonCloud to try and work out address sorting habits
The number of Run Sheets used by CartonCloud to try and work out the address sorting habitsThe number of run sheets the above setting will use to optimise address sorting.
Save "datetime via API" when reordering consignments on run sheetSaves the date and time when reordering Consignments

Unit of Measure Configuration 

Setting NameDescription
Weight 

The unit of measure utilised for weight in your tenancy. Upon selecting a unit of measure, the weight will be displayed in the selected unit of measure throughout the application. This includes Products, Consignments and Transport Products. 

Options: Ton (t), Pounds (lb), Tonne (t), Kilograms (kg)

For more information please see Changing the unit of measure in your tenancy

Dimensions

The unit of measure utilised for dimensions in your tenancy. Upon selecting a unit of measure, all dimensions will be displayed in the selected unit of measure throughout the application. This includes Products, Consignments and Transport Products. 

Options: Centimeters (cm), Meters (m), Feet (ft), Inches (in)

For more information please see Changing the unit of measure in your tenancy

Date Format Configuration 

Setting nameDescription
Date Format

The format in which the date will be displayed throughout CartonCloud.

Date format options:

  • Year-Month-Day
  • Day-Month-Year
  • Month-Day-Year 

Widget Configuration

Setting Description
Consignment Widget Display FieldSelects what Unit Of Measure is displayed in the Consignments Widget

Consignment Custom Fields

Custom text fields are customisable fields that a driver either optionally or must enter information against when signing off a delivery. By default, two fields will already be set up, and they include the receiver first name (required and the last name (optional). 

To add a new custom field:

  • Select the +Add Field button.
  • Enter the name for the field.
  • Select if you would like it to be required or not.
  • Select if you wish to enable it. 
  • Click Save

To remove a custom field:

  • Select the - button against the field. 

To edit a custom field:

  • Make changes as required and then select Save

Consignment Items

SettingExplanationEnabledDisabled
Allow drivers to add/edit consignment items

Allows your drivers to edit and add Consignment Items to the Consignments allocated to them via the mobile application.

All your drivers (unless the setting is overwritten at the user setting level) will be able to edit and add Consignment Items to Consignments allocated to them via the mobile application.Your drivers will NOT be able to edit and add Consignment Items to Consignments allocated to them via the mobile application. The only exception to this is if the user settings are set to Yes, then they will override the Organisation Settings. 
Create Consignment Errors for Driver Edits to Consignment ItemsWill create a Consignment error when a driver edits or adds Consignments Items on a Consignment. A Consignment Error will be automatically created for driver edits to Consignment Items. NO Consignment error will be created for driver edits to Consignment Items. 

These settings enable or disable the ability to record data on a Manifest or Purchase Order and allow configuration of the fields to be recorded when updating a status.

Effect of Enabling Data Recording on Receival:

When the Record Data At Receival setting is checked, clicking on the Update to In Warehouse button in Manifest or the Update Status to Received button in a Purchase Order will bring up a popup with fields to be filled in before updating the status.

In the case of the Manifest:

In the case of the Purchase Order:

The popup that appears when clicking on the above buttons with the Record Data setting enabled:

The data that is entered into the fields appears in the history tab of the Manifest or Purchase Order after the data is submitted.

Enabling or Disabling the Recording of Receival Data:

To turn data recording on:

  1. Tick the checkbox named Record Data at Receival in the Receival Fields tab of Organisation Settings.
  2. Click the Save button just underneath the setting

To turn data recording off:

  1. Untick the checkbox named Record Data at Receival in the Receival Fields tab of Organisation Settings.
  2. Click the Save button just underneath the setting

Configuring the Receival Fields to Record Data

This section covers how to configure what fields appear when recording data is enabled. To configure the fields click on the Receival Fields tab.

All configuring is done through the Receival Custom Fields table:



Adding New Fields:

To add a new field to record data for:

  1. Click the Add Field button which will create a new row at the bottom of the table
  2. Fill in the Name field and set the required and enabled options as desired. By default any new field is required and enabled
  3. Click the green Save button under the table

Deleting Existing Fields:

To delete a field from the existing fields:

  1. Click on the Minus [-] button that appears on the right of each table row for the field that is to be deleted
  2. Click the green Save button

Making A Field Required Or Optional:

To make a field required or optional in the popup:

  1. Change the Required field in the table for the desired row to be Required or Optional
  2. Click the Save button

It should be noted that if a field is Optional and no data is entered when submitting then no record for that particular field will be shown in the History tab for the given Manifest or Purchase Order.

Showing Or Hiding A Field:

To make a field appear or disappear in the popup:

  1. Change the Enabled field in the table for the desired row to be Enabled or Disabled
  2. Click the Save button

If a field has the Enabled setting set as Disabled, then the field will not appear in the popup when updating a Manifest or Purchase Order.