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.