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Cross Customer Picking

Table of Contents

Purpose

Cross customer picking allows any product (regardless of Customer) to be added to any Sale Order. This is useful if you have Customers in your warehouse that share products. 

For example, if you have two Customers and each has one Product:
Customer A → Leg of Ham
Customer B → Balloons

Normally, CartonCloud would prevent you from creating a Sale Order for Customer B and adding a Leg of Ham to it. However, by turning on Cross Customer Picking you're enabling this functionality. With Cross Customer Picking, any product can be added to any Sale Order. 

Considerations

Turning on this setting will be applied to every Customer in your tenancy. This means, that any product for any customer will be able to be added to any Sale Order. 

How to turn on Cross Customer Picking 

  • Navigate to More > Organisation Settings. 
  • Select the Warehouse tab. 
  • Scroll down to Cross Customer Picking and enable Allow adding any customers stock to any Sale Order. 
  • Click Save. 

Allow customer users to view all orders containing their stock

When Cross Customer Picking is enabled, a Sale Order can be created under one customer (the order owner) while containing product lines belonging to other customers.

By default, a customer user can only see orders where their customer is set as the order owner. If an order owned by another customer contains their stock, the order remains hidden from them, including in the Sale Order and Stock Movement reports.

Enable the optional setting Allow customer users to view all orders containing their stock to allow customer users to see orders that contain their stock, even when another customer owns the order. Their view remains limited to their own product lines.

 

This setting applies to Sale Orders only. Purchase Orders are not covered by this setting.

Enabling this setting

  • Navigate to Organisation Settings, More > Organisation Settings.
  • Select the Warehouse tab.
  • Under Cross Customer Picking, turn on Allow customer users to view all orders containing their stock.
  • Click Save.

What customer users see when this setting is enabled

If an order is owned by another customer but contains product lines belonging to a customer user's own customer, that customer user can:

  • See the order in the order list, search results, and reporting.
  • Open the order and view order-level details, including the owning customer, delivery address, references, instructions, and custom fields.
  • See only their own product lines on the order. Other customers' product lines are not visible.

On a shared Consignment, totals shown to the customer user are scoped to their own product lines only.

The following remain hidden from the customer user: other customers' product lines, charges, comments, documents, invoices, and order history. Only the order owner can make changes to the order.

Orders that do not contain any of the customer's stock remain fully hidden, the same as today.

This setting only affects customer-level users. Warehouse and Admin users are unaffected and continue to see all orders as they do today.

If this setting is disabled

Existing behaviour is unchanged. Customer users only see orders where their own customer is set as the order owner.