Discrepancy Reports are used to track changes and damages in Consignment stock. This is done by using existing Consignment Errors within CartonCloud. To get to the Discrepancy Reports screen:

  1. Click on the Reports dropdown on the navigation menu.
  2. Click on the Discrepancy Reports menu item.

  3. This will take you to the Discrepancy Reports screen.

Adding a Discrepancy Report

Creating a Discrepancy Report effectively has two steps. The first is to create the actual Discrepancy Report and the second is to add existing Consignment Errors to the Report. To Add a Discrepancy Report:

  1. Click the Add New Report button.
  2. This will take you to the Add Discrepancy Report screen.
  3. Choose a Customer for the Report.
  4. Choose a Status for the Report.
  5. Click the Create Report button.
  6. Once the Report is created you will be taken to the View Discrepancy Report screen.

Adding Consignment Errors to the Discrepancy Report

To Add Consignment Errors to the Report:

  1. Click on the Consignment Errors tab.
  2. Click on the Add Consignment Errors To Report button.
  3. You will be taken to the Add Consignment Errors To Report screen.
  4. Filter the Consignment errors to select from using the available filters and clicking the Go! button.
  5. Clicking the Go! button will show a list of Consignment Errors for the Customer that you selected when you first created the Discrepancy Report, filtered by whatever options you selected in the filters.
  6. Select the Consignment Errors you want to add to the Report by clicking the checkbox.
     
  7. Click the Add Consignment Errors To Report button to add the selected Consignment Errors to the Report.
  8. This will take you back to the Consignment Errors tab on the Discrepancy Report view screen where you will see the selected Consignment Errors appear in the list.

Removing Consignment Errors from Discrepancy Report

To Remove Consignment Errors from a Discrepancy Report:

  1. Select the Consignment Errors you want to remove from the Report.
  2. Click the Remove Selected Errors button.
     
  3. A confirmation will appear after clicking the Remove Selected Errors button. Click OK in the confirmation.

Changing Status of a Discrepancy Report

To change the status of a Discrepancy Report:

  1. Click on the Change Status button which will show a list of available statuses that the Report can be changed to.
  2. Click on the Status that you want to change the report to and this will update the Report to have that Status.

Emailing a Discrepancy Report

To Email a Discrepancy Report

  1. Click on the Send Email button and a popup will appear containing the formatted Default Email Content as well as the email addresses the Discrepancy Report will be sent to.
     
  2. Change the content or email addresses of the email if required. The emails come from the Customer settings emails area. See this guide for how they work - Emails and Notifications - Configuration of Parsers. The content comes from the Default Discrepancy Report Email Text in the Organisation Settings. See the Changing the Default Email Content of a Discrepancy Report section of this article for more information.
  3. Click the Send button.

Changing the Default Email Content of a Discrepancy Report

You can change the default content that appears when sending the Discrepancy Report email by editing the text in the Organisation Settings. To get to the Organisation Settings follow this guide - Organisation Settings.

Once in the Organisation Settings navigate to the Email tab then scroll down until you reach the Default Discrepancy Report Email Text option.

To edit the Default Content, type the text you want to appear when sending emails into the editor. You should always make sure that the {report_content} field is in the content as this gets replaced with the Consignment Errors that are part of the Discrepancy Report. To save your changes click the Save button at the bottom of the screen.

Deleting a Discrepancy Report

To Delete a Discrepancy Report:

  1. Click on the Delete button when viewing the Discrepancy Report.
     
  2. After clicking on the Delete button a confirmation message will appear.
  3. Click on OK to Delete the Report. Once the Report is deleted you will be redirected back to the Discrepancy Reports listing page.