The Details tab provides an overview of the most important details belonging to the currently viewed Product. To change any of the details on this page select Edit and you will be taken to the Edit Product page where you can make changes.

From this page, it is also possible to change the Base Unit of Measure by selecting the suitably named button Change Base Unit of Measure.

The conversions box will allow you to view all Unit of Measure conversions currently set up for the Product as well as set up new ones by selecting Add New Conversion.


How Total Incoming Quantities are Calculated

The quantity in the Total Incoming Free Quantity Field

For information on Product Packagings see Products Unit of Measure.

From this page, you are able to see all stock of this Product within your Warehouse including the allocated Warehouse Location.

By selecting the checkbox on each line followed by the Move button you are also able to move the highlighted Purchase Order Product to a different location.

You are also able to Print Purchase Order Product Labels from this page by selecting the desired Products then selecting Print Label.

The Filter Product report is very similar to the Customer Stock Report however it is prefiltered to only include the specific Product you are currently viewing (and therefore that Product only belongs to a single Customer).

Report Overview

The Filter Product Report is used to track the inventory of the Product stored in the given Warehouse that the report is being run on. It is possible to view the report either in the web browser by just clicking the "Show Report" button or to export the report into an XLS file by using the Export Excel button.

Various columns can be added to gain the desired details on Warehouse Inventory. The available columns are covered in the section below.

Report Columns

There are a number of default columns that can be added to the Warehouse Stock Report plus any custom fields. The custom fields may include for instance Batch or Lot Numbers and other useful information. The below table lists the default columns that are always available in the report and what they mean. The several of the default columns are "locked" columns. This means that they cannot be removed from the report. They can only be sorted in your desired order.

Column Name

Locked

Description

CodeYesThe code of the Product line
Product NameYesThe name of the Product line
Product StatusYesThe status of the Product line
UOMYesThe Unit Of Measure of the Product line
LocationNoThe Warehouse Location of the Product line
In WarehouseYesThe amount of stock in the Warehouse of the Product line. This amount is a sum of both Allocated and Free columns
AllocatedNoThe amount of stock of the Product line that has been allocated to Sale Orders
FreeYesThe amount of stock of the Product line that has not been allocated to Sale Orders
IncomingNoIf the Incoming column is part of the report, then the amounts of any stock on Purchase Orders with status of "Not Yet Received" or greater and which have stock that is not yet allocated to a Warehouse Location will appear in this column on the Report
IDNoThe ID of the Product line
ExpiryNoThe set Expiry Date of the Product line
Pallet IdNoIf the Product line is stored in a bulk Warehouse Location, then it will show a Pallet Id representing what Pallet it resides on in that Warehouse Location
Product GroupNoThe Product Group of the Product line if any
Product TypeNoThe Type of the Product line
Purchase Order ReferenceNoThe reference of the Purchase Order that the Product line belongs to
Arrival DateNoThe arrival date of the Purchase Order that the Product line belongs to

# Pallets

NoThe number of pallets at the given Warehouse Location

In addition to the above fields, there are also custom fields that will appear. Both Purchase Order Product and Product custom fields will appear as options on the Report. If the custom field is a Purchase Order Product custom field it will have (POP) after the field name. Similarly, for Product custom fields there will be a (P) after the field name. This allows you to recognise the difference between fields that may have the same name.

Report Column Sorting

The Warehouse Stock Report columns can be dragged and dropped in the order desired by simply clicking and dragging a tag to the desired position in the column order. Note that dragging fields to different places in the column order will result in slightly different results being displayed in the report as these options are also used to split the Product lines.

Report Options

There are several options in the Report that alter the result that is displayed or exported. The below table lists the options and explains what change they have on the Report.

Option

Description

Show all stockIf this option is checked then you will both in stock and out of stock products appear in the report. NOTE: If you export the report to excel with this option set then you will get an excel file that has a sheet for In stock products and another sheet for Out of stock products
Automatically Scale UnitsThis option will make all stock counts showing in columns "In Warehouse", "Allocated", "Free", and "Incoming" in their highest possible unit of measure conversion (eg. If the Product line's highest unit of measure is a Pallet, then the counts shown in the report will be in Pallets with this option checked). See below for a way to scales to other UOM levels.
Show Stock as at a Historic DateChecking this option will show a date field to choose which date you want to see stock for
Specify DateThis field appears if "Show Stock as at a Historic Date" is checked. You can enter the date you wish to see the historic data for in this field

A small example report is shown below.

Purpose

Bill of Materials (BOM) in CartonCloud is a combination of Products that make up one Product. Bill of Materials can also be referred to as kitting. Kitting (in warehouse terms) is used to combine multiple products into a single unit that is then sold to end customers. For example, products that result from kitting include hampers, gift packages, subscription boxes and bundles. 

Bill of Materials facilitate the Product building process and allow you to track stock for the resulting Product. 

Use case

For example, if your Customer is a coffee company they may sell an International Coffee Hamper to their customers. This hamper contains 3 x bags of beans from Brazil, 2 x bags from Costa Rica and 1 x bag from Tanzania. Each of these bags of coffee would be set up as their own individual Product in CartonCloud.

By creating a Bill of Materials, you can combine these Products to create the International Coffee Hamper Product. This means that when a new order is received containing the International Coffee Hamper Product, CartonCloud will inform the picker of what individual products will need to be included to create the final Bill of Materials Product (the International Coffee Hamper). 

How to create a Bill of Material 

If you are creating multiple Bill of Materials and have already created the Products needed for the Bill of Materials you can use the export and import feature to create your new Bill of Materials. See the Exporting and Importing Bill of Materials page for more information. 

To create a Bill of Material, you will need to:

1. Create a new Product for the Bill of Material Product 

  • Create a new Product for the Bill of Material product. This will be the final Product that is a combination of existing Products. In the example scenario, this would be a Product called 'International Coffee Hamper'.
  • Please see the Add a Product page for steps on how to create a new Product.

2. Add Products to the Bill of Material

  • Navigate to the Product, Warehouse>Products and select the relevant Product. 
  • Select the Bill of Materials tab.

  • In the Product Bill of Materials window, you can add the Products that make up the Product you are viewing.
  • Search for the Product in the Search for a Product bar, enter the quantity in the Quantity box and then click the green + button to add the Product. 

  • Repeat the above step until all Products which make up the end Product have been added.
  • Click Save.

3. Build Bill of Materials stock OR use existing individual product stock 

Once you have created the Bill of Materials there are two options for how you pick the stock. You can either;

(a) pick from the existing individual product stock (this option is only available if you are importing Sale Orders not manually creating them in CartonCloud) or;

(b) build Bill of Materials stock and only pick from that available stock (if you choose this option you will need to physically bundle the stock before picking otherwise your pickers will not know what products are associated with the BOM as CartonCloud will not list them when picking). 


It is recommended that you pick from the existing individual product stock as this prevents you from having to manually build the BOM stock in CartonCloud and avoids the risk of stock shortages. You can only choose this option if you are importing Sale Orders not manually creating them in CartonCloud. 

To pick from the existing individual product stock

Note, this option is only available if you are importing Sale Orders not manually creating them in CartonCloud. 

When a Sale Order is received containing BOM products, by default, CartonCloud will only assign BOM stock to fulfil the order and not look at the individual product stock. This workflow relies on the fact that you are physically building your Bill of Materials and then replicating this in CartonCloud by creating Bill of Materials stock. If you do not wish to follow this workflow and would rather build the Bill of Materials as you are picking (pick individual products to then create the Bill of Materials product) you will need to change the Product and/or Customer Settings. 

This setting is called If finished Bill of Material Products (BOMs) are out of stock, take from individual components and can be configured from either the Customer or Product settings. 

Customer Setting

This setting will apply to all Products belonging to that Customer. If you want to change each product's settings individually, you will need to configure this at the Product settings. 

  • Navigate to the Customers page, Contacts>Customers. 
  • Select the relevant Customer. 
  • Select the blue Edit button towards the bottom left of the page.
  • Select the Warehouse Management tab and then the Sale Order sub-tab. 
  • Scroll down to the setting If finished Bill of Material products (BOMs) are out of stock, take from individual components.
  • Select Yes from the drop-down menu. 

  • Scroll to the bottom of the page and select Save.
  • Imported Sale Orders for that Customer will now take individual products to build a Bill of Materials Product when required.

Product Setting

This setting will only apply to the particular Product. By default, the Product setting will use the Customer setting; however, this setting will be overridden if the Product setting is changed. 

  • Navigate to the Products page, Warehouses>Products
  • Select the relevant Product. 
  • Select the green Edit button in the top left of the page. 
  • Scroll down towards the bottom of the page until you see the setting If finished Bill of Material products (BOMs) are out of stock, take from individual components during Sale Order import.
  • Change the setting to Yes from the drop-down menu. 
  • Select Save

  • Imported Sale Orders containing the Bill of Materials Product will now take individual products to build that BOM product if required.

To build Bill of Materials stock

Note, if you are choosing to pick Bill of Materials stock you will need to physically bundle the stock before picking otherwise your pickers will not know what products are associated with the BOM as CartonCloud will not list them when picking.
  • Within the Build Product From Product Bill Of Materials window, enter the number of products you wish to generate from the Bill of Materials in the Quantity To Create window.
  • When you enter a quantity in the Quantity to Create window, the Available, Used and Remaining columns will update. 
  • Available - The available stock based on the Minimum Purchase Order Product Status in the Warehouse Management tab of the Customer settings for the Customer that the Product belongs to
  • Used - Quantity To Create multiplied by the ratio that makes up that product (which can be seen under the "One" column). 
  • Remaining - Available stock minus the used stock 
  • Click the green Build button. 
You must create stock for the Bill of Materials Product; otherwise, when a Sale Order is generated containing the Bill of Materials Product, there will be no stock to add to the Sale Order. However, the exception to this is if the Sale Order is created using the import feature and the correct Customer and Product settings are configured, then CartonCloud will take stock from the individual Products if the Bill of Materials Product stock is depleted. Please see the Settings section of this article for more information. 

CartonCloud will automatically create a corresponding Purchase Order and Sale Order in the system as a reference for the activity when you create a build. Creating the Sale Order will ensure the stock is not available for new Sale Orders that come through containing the Bill of Materials Product. In addition, creating the Purchase Order will allow you to allocate the stock to its own Warehouse Location. This stock will then be available for picking when required (when a new Sale Order containing the Bill of Materials Product is received).  
  • A pop-out window will appear, prompting you to enter a reference for the build and asking if you wish to make the Purchase Order and Sale Order records generated from this build as "adjustments". If you mark them as 'adjustments', then they will not charge the Customer.

If you wish to add additional Product quantities to an existing build and the resulting Purchase Order and Sale Order, you can do so by repeating the above build process. However, at the end, when the pop-out window appears, select Add to an Existing Adjustment Reference From Today (provided it is the same day). 

Updating a Bill of Materials

You can change the Products or quantities that make up the Bill of Materials at any time.

Updating the Bill of Materials will not affect historical data related to past builds of that Product. For example, if the hamper contains 3 x bags of Brazilian coffee but now only contains 2, the previous adjustment Sale Orders (created from the build) will not change. 

If you are updating multiple Bill of Materials you can do so using the export and import function. See the Exporting and Importing Bill of Materials page for more information. 

To delete an existing Product:

  • Select the red - button. 

  • Once changes have been made, select Save

To update the quantity of a Product:

  • Enter a new number in the Quantity field. 

  • Once changes have been made, select Save

To add a new Product:

  • Use the Search for a Product bar, enter the quantity in the Quantity field and select the green + button. 

To clear a Bill of Material:

  • Select the red Clear Bill button at the bottom of the screen. 
  • A browser prompt will appear to check that you are sure as this cannot be undone.