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Sale Orders (Stock Out) as a Customer

Table of Contents


What is a Sale Order?

A Sale Order is an outbound order with stock leaving the warehouse. 


Benefits of Sale Orders

  • Helps to ensure the correct stock is assigned to the outbound order

  • Pick and packing accuracy 

  • Visibility across orders leaving the warehouse 

  • Allows for automatic email notifications to be sent out for certain events during the order process


How to add a Sale Order 

There a number of different ways a Sale Order can be added to CartonCloud. It is highly recommended that orders are created automatically via a Parser or Integration. If you would like to be set up with a Parser or Integration please reach out to your CartonCloud account owner (3PL provider) or reach out to the CartonCloud team for more information via CartonCloud Help. 
 

  • Navigate to the Sale Orders page, Warehouse > Sale Orders.

  • Click the +Add Sale Order button in the top left of the page.

  • Enter the order reference, delivery address and attach an invoice if required. 

    • Reference: this is the reference for the Sale Order (used for searching and appears on the invoice)

    • Delivery address: the final delivery address for the order.

  • If you click the Advanced Options drop down you can add additional data to the order.

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  • Packing instructions: special instructions that show up on the packing slip and pick/pack screen.

  • Delivery instructions: special instructions that get copied into the Consignment Special Instructions (if using the CartonCloud Transport Management System)

  • Sale Order Value: the value (invoice amount) of the Sale Order

  • Required ship date: the date that the order should leave the warehouse

  • Required delivery date: the date that the stock should be delivered.

  • Once all of the information has been filled in, click Add Sale Order.

  • Click +Add Products to Sale Order.

  • Select the product you wish to add to the order and enter the quantity. Select Search. 

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  • Enter the quantity against the line of stock you wish to add to the order and click Take Stock.

  • From the Details tab, you can either approve the order for packing or continue adding products to the order. 

  • Once the order is approved it will be available to your 3PL / CartonCloud account owner to pick and pack.


View Sale Order 

 From the Sale Order page you can click into any order and view the details of the order.
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You can use the different tabs on the order to navigate to different information relating to the order. 

  • Details tab: basic details surrounding the order

  • Products tab: details of the stock on the order. List of products and the relevant data for each line of stock. 

  • Customer invoices: any invoices that have been uploaded against the order. 

  • Charges: charges associated with the order and the relevant invoice the order is associated with.

  • Consignments: if your CartonCloud account owner is also using the TMS system, you may see the associated transport job (Consignment) associated with the Sale Order.

  • Errors: any errors with the order

  • History: history of status changes of the order 

 

 

Making an order Urgent

To mark select the Make it urgent button. 

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