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Automatically updating Sale Orders to Dispatched

Table of Contents


Purpose

If you wish to define when a Sale Order should be automatically updated to 'Dispatched' then this article will cover how to set this behaviour.

This configuration is controlled by a Customer setting, meaning the behaviour can be set up for each customer differently.

The setting's options allow control for a Sale Order to be automatically updated to Dispatched when:

  • The Sale Order is Packed and the Consignment is created - Default setting
  • The Consignment leaves the warehouse - if using the Transport module
  • Never - if you never want the Sale Order status to automatically updated to dispatched


Accessing the customer setting

  • In the CartonCloud main menu, select Contacts > Customers
  • Select the Customer you wish to configure. Or if you wish to do this for many customers (3+) then use the article WMS Settings Bulk Export/Import to change the field 'auto_dispatch'
  • Now on the View Customer page, select Edit. 
  • Select the Warehouse Management tab, then Sale Order sub-tab
  • Scroll down to the Status updates section
  • Change the setting Automatically Update the Sale order to Dispatched based on your operational requirements. 


Sale Orders are getting stuck in the 'Packed' status

If you have set Sale Orders to automatically be updated to dispatched, but the status is getting stuck on 'Packed' then it is likely because there are Customer Invoices uploaded to the Sale Order(s) which are yet to be marked as printed.


Solution

Once the attached Customer Invoices have been marked as printed, then the Sale order(s) will then be updated to the 'Dispatched' status.

See the article Printing Sale Order Customer Invoices / Documents for assistance with printing the Invoices if required and marking the Sale Order invoices as printed (therefore updating the status to 'Dispatched).