Purpose

To manually add a Consignment to CartonCloud.

How to add a Consignment manually 

  • Navigate to the Consignments page, Transport>Consignments.
  • Click the green +Add button. 

  • Select the Customer from the drop-down menu.
If you wish to charge a different Customer, tick the Charge to a different customer box and select the Customer you want to charge the job to. 
  • Enter the Customer Reference. This is how you will identify the Consignment. 
  • The Custom Fields you have set up for Consignments will appear here. Fill in the appropriate fields. Click here for more information on setting up Custom Fields. 

  • Select if the Consignment requires to be picked up or not. Next, search for the pickup address and select the correct address. If the address is not listed, select +Add New Pickup Address
  • Search for and select the Delivery Address. If the address is not listed, select +Add New Delivery Address

  • Enter the Invoice Value if required.
  • Select if you wish to add the Consignment to an existing Manifest, create a new Manifest or have no Manifest. 

  • Select the Advanced Options drop-down arrow.

  • Select the Consignment Type from the drop-down menu. See Consignment Types for more information.
  • If an Onforwarder is being used, search and select the Onforwarder Address. If the address is not listed, click Add New Onforwarder Address
  • The Delivery Run will automatically be determined; however, you can select a Delivery Run from the drop-down menu if you wish to override this. 
  • Select a Delivery Date
  • Select a Product Type. Click here for more information on Product Types. 

  • The Income From and To Rate Zone will be automatically determined; however, you can select a Rate Zone from the drop-down menus if you wish to override this. 
  • Enter Special Instructions if required.
  • Click +Add Consignment Items

  • Enter the Consignment Items by selecting the item from the code drop-down menu. 
  • Enter the quantity.
  • Select Save.

  • Select the blue plus icon if you wish to add another Consignment Item. 

  • Select the Details tab, and you will see all relevant information for the Consignment.