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.

Consignment Grouping can be used to easily allocate consignments together. Optionally, it can also be configured to charge those grouped consignments as a single consignment with all consignment items aggregated (as demonstrated in the section below: Turning on Consignment Group Charging)

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 as one, and optionally to group those consignments into a single charge, 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 invoiced yet - Consignments which are already added to an  invoice cannot be grouped together (the invoice would need to be rolled back from approved)
  • 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 Charges

(Only relevant to CartonCloud accounts created prior to 1 July 2019)

Consignment Group Charging

Disabled
Customer SettingsAutomatically Group Consignments on Manifest ImportEnabled
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 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

Turning on Consignment Group Charging

Please note turning on consignment group charging is not required if your CartonCloud account was created after 1 July 2019. All accounts after this date automatically charge consignment groups as a single consignment (the parent consignment).

If you want grouped consignments to be charged as a single consignment on an invoice, rather than the individual consignments contained within that group, you must first enable a setting on the Rate Card being used by the Customer.

To do this, select More in the main menu, followed by Customer Charges in the drop-down menu.

Select the Customer charge you wish to charge consignment Groups for.

Once viewing the Customer Charge, select Edit.

Scroll down until you get to the setting: Consignment Group Charging and change it to Yes.

Finally, scroll down and select Save for the changes to be applied to the Rate Card.

Now all Consignments using this Rate Card that you group together will be charged as a group, rather than individual consignments.

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.

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 configured to be allowed through the settings 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 RunDelivery Address and Delivery Date are same

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

Operational Grouping of Consignments on Manifests

Prevent Consignment Grouping against a Customer

By default, consignments which are going to the same location on the same Manifest will be automatically grouped together.

If you do not want consignments to group together for a specific customer then you will need to turn the below setting off.

Navigate to the customer you wish to turn the setting off 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 disable Automatic Consignment Grouping on Manifest Import by disabling 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.