Looking for the questions? Webinar 2.2 - Warehouse Management System 101


  1. Purchase Orders are stock coming into the warehouse. Sale Orders are stock going out of the warehouse.
  2. Picking Slips are created from Sale Orders. To create a Sale Order, you first need stock in the system. Stock is entered via a Purchase Order, and a Purchase Order requires one or more Products (aka: SKU, item) to be created so they can be added to the Purchase Order. Therefore, the process is:
    1. Create one or more products
    2. Create a Purchase Order and receipt it
    3. Create a Sale Order using some of the stock you receipted
    4. Print a picking slip from the Sale Order

  3. Product codes are the primary identifiers for products within CartonCloud. When orders are imported, the Product Code is used to match off which product the client is asking for. For this reason, product codes are required. If your client doesn't have product codes, either they need to create them, or they need to use the Product Name as the Code and ensure the name never changes (or if it does, advise you so you can update CartonCloud!)
  4. Per Pallet (based on qty).
  5. Bottles - always use the lowest pickable / sellable measurement, then load a conversion to cartons.
  6. As the stock is expiring on October 30th 2018, but has a 5 day expiry threshold, the stock will no longer be automatically selected via order import after October 24th 2018. Given that today is the 27th of October, it will not be selected automatically as it is already within 5 days of expiration.
  7. FIFO (First In, First Out).
  8. As warehouse space is not an issue, Minimising Storage does not offer any benefits. Instead, Minimise Picks should be selected so the pickers pick in the most efficient way.

    Warehouse Locations:
  9. Create the Warehouse Location of Product Type: Chilled, but allow it to store both Chilled and Ambient products.
  10. As you can store multiple pallets on the floor, this should be created as a Bulk Location.
  11. It depends on how the Storage Charge Method for each of the products have been configured. If using "Per Location" charges, then the location is only charged once. It will simply check if that location is in use and then charge it. If using other methods of storage such as "item-based", every item will be charged independently.
  12. Create all of the locations as "Bulk" locations. Then each time you add a different product to the location it'll create a new "Pallet" in that location which will result in a new charge. Note that if you're combining two pallets into one, and they're both the same SKU, then you'll need "merge" the pallets together (when allocating select the existing SKUs pallet id).

    Purchase Orders:
  13. While the Purchase Order is in received status, use the verification screen to allocate everything to a bulk location so it begins charging storage immediately. Note that you do not need to complete the verification for this to commence storage charges. The next week it can then be checked off (verified) and moved into the correct locations. 
  14. Provided the client has Purchase Order Notifications turned on, they'll receive an email advising them that there was a difference on the Purchase Order, and the change between expiry dates.
  15. It depends on the Storage Method selected. If you select "Per Location", then you'll only charge a single pallet (and CartonCloud will warn you that you may be undercharging storage). If you select "Per Location (and bulk location pallets)", and allocate to a Bulk Location, then it will charge multiple pallets. If you allocate to a single pallet location then it will also warn regarding undercharged storage. If you want to be sure you charge correctly, split into multiple lines using either split or bulk split.

    Sale Orders:
  16. Packing Instructions are only shown to packers. Delivery Instructions (another field on Sale Orders) are transferred to the Consignments "Special Instructions" and will be shown to the driver.
  17. Unassigned stock is a product which has been added to a Sale Order that isn't actually linked to stock on hand. It's normally only used as a placeholder while waiting for stock to be receipted.
  18. Draft status is used to prevent the orders appearing to pick / pack staff in the warehouse while the order is still being added / modified. To prevent staff printing pick slips, or picking orders which are still being created, leave the order as Draft until everything has been added, then "Approve" the order (updates it to Awaiting Pick and Pack).
  19. Using Sale Order Adhoc Charges, create a new Adhoc charge called "relabelling" and then have the pickers enter the quantity of labels they applied and the billing will be automated.