CartonCloud uses Stock Selection Methods to determine in which order stock should leave a warehouse. These methods are set up against the Product record so that specific products can be given their own selection logic. For example, products with expiry dates are treated differently than those without.

When setting up a product the stock selection method must be chosen. This article provides the information required for you to decide on a stock selection method for each product in your warehouse.

Intelligent Pallet Handling

CartonCloud Intelligently handles Pallet Quantities (and preventing breaking pallets where possible). It does this by providing additional Stock Selection logic, and also implementing the Stock Sub-Selection Method

  1. Look for locations which contain exactly the quantity required.
  2. If the ordered quantity is one pallet load, prioritise full pallets (avoid building pallets up from part pallets)
  3. If the ordered quantity is less than one pallet load, prioritise stocks which are part pallets (to avoid breaking up full pallets)
  4. If the Stock Sub-Selection Method is "Minimise Picks", then prioritise locations with enough stock to fulfil the order (avoid using multiple locations where possible)

Strict Mode also has an effect on Pallet Handling. If Strict Mode is enabled then FEFO / FIFO / LIFO will be enforced even if it causes splitting of full pallets, or picking from part-pallets to build full pallets.

If Strict Mode is disabled, CartonCloud will break part-pallets and full-pallets into two groups. If it is looking for full-pallet quantities then it will search through all the full-pallets in FEFO / FIFO / LIFO order. Only if no full pallets exist will it revert to picking from part-pallets in FEFO / FIFO / LIFO order. If part-pallet stocks are being searched, it will first look through all part-pallet quantities in FEFO / FIFO / LIFO order before going onto full pallet quantities. This creates better efficiency in the picking, however, it means that stock is not strictly FEFO / FIFO / LIFO. 

Choosing a Stock Selection Method 

Use the flowchart below to decide what Stock Selection Method your Product requires.

If you chose Location Efficiency only and aren't sure if your Warehouse Locations are set up with efficiency scores check out: Setting up Warehouse Locations

Stock Sub-Selection Method

Once you have selected a Stock Selection Method you must then choose a Sub-Selection Method. This means that if after the system uses the stock selection method if multiple locations meet that methods requirement the sub-selection method will be used to further optimise how you select stock.

This logic is secondary to the Stock Selection method, and will never override it.

The available options are:

SettingDescription
Location Efficiency

The system will look at all the pallets available meeting the Stock Selection Method, then choose the location with the highest location efficiency first.

Warehouse Location efficiency scores are set up when Setting up Warehouse Locations.

Minimise StorageThe system will look at all the pallets available meeting the Stock Selection Method, then choose the option which minimises the storage quantity by as much as possible, attempting to empty locations.
Minimise Picks

The system will look at all the pallets available meeting the Stock Selection Method, then choose the option which minimises the number of locations that Pickers will need visit to pick the order.

For example, if you have an order for 30 cartons of soup, and the following stock available:

  • Location A - 20 Cartons of Soup
  • Location B - 10 Cartons of Soup
  • Location C - 50 Cartons of Soup

Location C will be chosen as it means the Picker will only need to visit 1 location to complete the order, rather than 2.

Method List and Selection Order Further Details

Location Efficiency Only

Stocks are selected based on the following ordering when choosing stock by pick efficiency:

  1. Purchase Order Status - Prioritise stock with a status of >= Received (Can be adjusted in Customer Settings for minimum status before picking allowed)
  2. Stock Sub-Selection Method - Based on the Stock Sub-Selection Method CartonCloud will either try to minimise the number of locations that the stock is taken from or minimise the number of locations that will still hold stock after the order is packed. (Focusing on picking from locations with least stock).
  3. Pallet Quantities - Uses Intelligent Pallet Handling - See the top of this page.
  4. Pick Efficiency - Prioritise stocks based on Location Pick Efficiency
  5. Warehouse Location Name - Sort based on the alphanumeric order of the name 

FEFO (First Expiry, First Out)

Stocks are selected based on the following order when choosing stock by Expiry Date:

  1. Purchase Order Status - Prioritise stock with a status of >= Received (Can be adjusted in Customer Settings for minimum status before picking allowed)
  2. Expiry Date Absent - Prioritise stocks with no Expiry Dates loaded
  3. Expiry Date Order - Prioritise stocks which are the soonest to expire -the oldest expiry dates will be selected first
  4. Pallet Quantities - Uses Intelligent Pallet Handling - See the top of this page.
  5. Allocated vs Unallocated - Check for Unallocated Location stock and use before allocated Location stock → this will be superseded and overridden by the minimum Purchase Order status mentioned at the start i.e. allocated will force all stock to have Warehouse Locations.
  6. Pick Efficiency - Prioritise stocks based on Location Pick Efficiency - by locations
  7. Pallet Clearing- Prioritise pallets with the least stock remaining (to try and clear up small pallets before starting on big ones).

FIFO (First In, First Out)

Stocks are selected based on the following ordering when choosing stock by Arrival Date:

  1. Purchase Order Status - Prioritise stock with a status of >= Received (Can be adjusted in Customer Settings for minimum status before picking allowed)
  2. Arrival Date - Prioritise stocks which have been in the warehouse the longest time by Arrival Date
  3. Pallet Quantities - Uses Intelligent Pallet Handling - See the top of this page.
  4. Allocation Status - Prioritise stocks which are not in a Warehouse Location (just arrived, send them back out rather than putting them away) → this will be superseded and overridden by the minimum purchase order status mentioned at the start i.e. allocated will force all stock to have Warehouse Locations.
  5. Pick Efficiency - Prioritise stocks based on Location Pick Efficiency
  6. Pallet Clearing- Prioritise pallets with the least stock remaining (to try and clear up small pallets before starting on big ones).
  7. Expiry Date - Prioritise stocks which are the soonest to expire - i.e. the oldest expiry dates (Provided the "ignore expiry date" setting isn't enabled on the product)
  8. Warehouse Location Name - Sort based on the alphanumeric order of the name 


LIFO (Last In, First Out)

Stocks are selected based on the following ordering when choosing stock by Arrival Date:

  1. Purchase Order Status - Prioritise stock with a status of >= Received (Can be adjusted in Customer Settings for minimum status before picking allowed)
  2. Arrival Date - Prioritise stocks which have been in the warehouse the shortest time by Arrival Date
  3. Pallet Quantities - Uses Intelligent Pallet Handling - See the top of this page.
  4. Allocation Status - Prioritise stocks which are not in a Warehouse Location (just arrived, send them back out rather than putting them away) → this will be superseded and overridden by the minimum purchase order status mentioned at the start i.e. allocated will force all stock to have Warehouse Locations.
  5. Pick Efficiency - Prioritise stocks based on Location Pick Efficiency
  6. Pallet Clearing- Prioritise pallets with the least stock remaining (to try and clear up small pallets before starting on big ones).
  7. Expiry Date - Prioritise stocks which are the soonest to expire - i.e. the oldest expiry dates (Provided the "ignore expiry date" setting isn't enabled on the product)
  8. Warehouse Location Name - Sort based on the alphanumeric order of the name 


When all stock selection criteria match, use warehouse location name

In the scenario that the system is choosing to select between two different pieces of stock and ALL of the selection criteria explained above matches, it will then fall back to the alphanumeric order of the warehouse location names containing the stock.

Example 1

  • A Sale order needs 5 pallets of stock and the stock selection method is First In First Out (FIFO)
  • There are 10 pallets of stock in location "Bulk A" and 10 pallets in "Bulk D", all with the same warehouse arrival dates.
  • All other selection criteria are also equal between the pallets (see the full criteria in the FIFO section above).
  • Since "A" comes before "D" alphabetically, the system selects the 5 pallets in "Bulk A" to fulfil the Sale Order.

Example 2

  • A Sale order needs 5 pallets of stock and the stock selection method is First Expiry First Out (FEFO)
  • Stock in location "Bulk 2" is selected first as it's expiry date is earlier than all available other stock. But it only contains 4 pallets, so 1 pallet still needs to be fulfilled.
  • For the last pallet to be fulfilled, both locations "Bulk 1" and "Bulk 4" contain stock which is of equal selection criteria (based on the conditions outlined above on FEFO stock selection).
  • As all other selection criteria are equal, the system chooses the stock from "Bulk 1", as 1 comes before 4 numerically.