There are some small differences to Consignment Grouping behaviour between accounts created before or after 1 July 2019. If your account was created prior to 1 July 2019 please see this article instead.

Consignment Grouping is when CartonCloud groups multiple consignments together. When consignments are grouped they become known as "child" consignments and a new "parent" consignment is created which links these "child" consignments together.

This allows you to allocate multiple consignments in a group and charge for them as a single consignment with all consignment items aggregate.

This differs from Consignment Grouping on the mobile app which is about how consignments appear on the driver's list of consignments and the ability to record multiple POD's for the same location once grouped.

To summarise, Consignment Grouping on the Web app allows you to group consignments to be allocated and charged as a single consignment, while grouping on the mobile app is about grouping the consignments to record a single POD.

Which Consignments can be Grouped together

There are some requirements for consignments to be grouped together:

  • Consignments must not be on an "Approved" invoiced yet - If a consignment is added to an "Approved" invoice they will not group together until it is rolled back to a draft.
  • Consignments being grouped must be of the same Service type. For example, the system will not allow you to group together an Express consignment with a General consignment. This is to avoid charging related issues.
  • Consignments with different Consignment Types can be merged together for invoicing purposes, however, they must have matching Service Types and the resulting parent Consignment will inherit its Consignment Type from the first consignment that is selected.

Where Consignment Grouping Settings can be configured in CartonCloud

Consignment Grouping in CartonCloud can be adjusted across multiple areas of the system for customised configuration based on your requirements.

A  complete list of Consignment Grouping settings and their linked information is provided below.

Setting LocationDescriptionSetting Default
Address Settings

Allow automatic Consignment grouping

Enabled
Customer SettingsAutomatically Group Consignments on a ManifestDisabled
Customer SettingsAutomatically Group Consignments when added to an InvoiceDisabled
Organisation SettingsGroup Consignments with different Product TypesDisabled

How to manually Group Consignments

Consignment List View

From within the Web App, you can group consignments manually by selecting the consignments you wish to group and select 'Group Together';

A new page will open providing you with further functionality for the grouping of the consignments you have selected.

These are the details which will carry through to the "parent" consignment. The parent consignment is a new consignment which will be created in the system to contain all of the consignments you are grouping together. This consignment will be marked as a Group consignment with a red G next to it. 

You may also choose to add extra consignments to the group from this page by selecting Add Consignment.

Once you are ready, select Group and the consignments you have selected will all be grouped underneath the parent consignment you have just created.

The parent consignment will now appear on the Consignment List Screen. Groups can be distinguished by the red G next to the ID column.

Mobile App Grouping

Grouping consignments in the Mobile app behaves different from the web app and is explained in the article "Grouping Consignments to record a single POD"

Viewing and Modifying Consignment Groups

To understand consignment 

To view and modify an existing Consignment Group, you will need to select on the 'Parent Consignment' from the Consignment List view. This will be flagged by the red 'G' as indicated above.

You can then access the group details by selecting the Group tab.

From here you can select each line to navigate to each respective consignment. You can also select Edit Group which will allow you to either remove the consignments or add additional consignments to the group.

Automatic Consignment Grouping when added to an Invoice

This automatic grouping setting now also requires consignments to be of the same service type.

Updating and Recording Charges on a Group Consignment

To adjust the number of items on grouped consignments the children consignments must be updated individually. The number of items on the parent consignment is aggregated from the children and is read-only.

Once changes to a child consignment are made (such as adding a pallet) the group parent consignment will inherit those changes and its charges will update accordingly.

Recording Adhoc or Manual Charges on grouped Consignments

Adhoc & Manual charges can be recorded against the parent or any child consignment (provided the consignment is not on a finalised invoice).

If an Adhoc or manual charge is added to a child consignment it will automatically also appear against the parent consignment in the charges table.

A link to the child consignment will display on the charges line in the table so that it is easy to find which consignment it belongs to.

Manual and Adhoc charges recorded against a child consignment will also display next to the child consignment on the Invoice summary once the grouped consignment is invoiced. This makes it easier to see where charges on the group originated from while providing a complete breakdown. 

Aggregation of Group Consignment Items

If consignments are grouped together with identical consignment line items then they will be merged into the same line and the quantities will be added together. 

However, if just one detail, such as the Code, Description or a dimension does not match, then they will be added as separate line items.

Grouping Consignments with Different Product Types

By default Consignments of different Product types (for example General & Frozen) are not allowed to be grouped in the system. However, if required this can be changed so that for example you can group an ambient consignment with a chilled consignment (perhaps it does not matter if the ambient products get cold).

To enable this, in the main menu select More, followed by Organisation Settings.

Select the Transport Tab.

Scroll down to Other Transport Settings

Tick the box for the setting Allow Consignment Grouping when consignments have different Product Types.

Finally, scroll to the bottom of the page and select Save.

CartonCloud will now allow you to group consignments with different Product Types.

Enabling or Disabling Automatic Consignment Grouping

If you wish to modify the settings around Consignment Grouping, you can do so by following the below steps.

Automatically Group consignments when added to an Invoice

It is possible to choose for each customer whether you want their consignments to be grouped when added to an invoice, provided the Delivery Run, Delivery Address and Delivery Date are the same. 

By default, this will not occur so a setting change is required.

Navigate to the customer you wish to turn the setting on for by selecting Contacts in the main menu, followed by Customers in the drop-down menu.

Then select the Customer.

Now on the View Customer page, select Edit.

From within the Invoice tab scroll down until you see the section Other Invoice Configuration Options and enable the setting Automatically group consignments when added to Invoice if Delivery Run, Collect Address, Delivery AddressDelivery Date and Service Type are same.

Finally, scroll to the bottom of the page and select Save to apply the change.

Automatically Group consignments on a Manifest

By default, consignments which are going to the same location on the same Manifest will not be automatically grouped together.

If you do want consignments to group together and be charged together for a specific customer then you will need to turn the below setting on.

Navigate to the customer you wish to turn the setting on for by selecting Contacts in the main menu, followed by Customers in the drop-down menu.

Then select the Customer.

Now on the View Customer page, select Edit.

From within the Transport Management tab and within the Defaults sub-tab you can enable Automatic Consignment Grouping on Manifest Import by enabling the setting shown below.

Finally, scroll to the bottom of the page and select Save to apply the change.

Prevent Consignment Grouping by Address

If you don't want Consignments to automatically group for a specific address you can turn this setting off for each specific address record.

Navigate to the Address record by selecting More in the main menu, followed by Addresses in the drop-down menu.

Find and select the address you wish to turn grouping off for.

Once viewing the Address record, select Edit.

At the bottom of the Edit Address page, you will be able to disable the setting shown below.

Finally, scroll to the bottom of the page and select Save to apply the change.