Customer Settings - Warehouse Management (Sale Order Tab)

Setting

Options

If Sale Order is Imported and (any) product(s) are out of stock (or not enough stock)

• Reject Entire Sale Order  - If any Product has insufficient stock to fulfil the order the entire Sale Order will be rejected. 

• Remove Product with not enough stock - if there are 2 items in stock but the order is for 5 then the product will be removed from the order and therefore 0 items will be taken from the stock.

• Assign whatever stock is available, removing unavailable quantities - if there are 2 items in stock but the order is for 5 then the 2 items will be added to the order.

• Assign no stock, keeping all quantities as unassigned products - if there are 2 items in stock but the order is for 5 then all 5 items will be added as unassigned products. The Sale Order will be in an "Awaiting Stock" status. 

• Assign whatever stock is available, keeping unavailable quantities as unassigned products - if there are 2 items in stock but the order is for 5 then the 2 items will be assigned to the order and 3 items will be left as unassigned products. The Sale Order will be in an "Awaiting Stock" status. For more information on this setting, see Backorder Management

• Assign whatever stock is available and move unavailable quantities to a new 'Awaiting Stock' Sale Order - if there are 2 items in stock but the order is for 5 then two orders will be created. 2 items will be 'Awaiting Pick and Pack' and 3 items will be 'Awaiting Stock. For more information on this setting, see Backorder Management

• Assign whatever stock is available and move unavailable quantities to a new "Awaiting Stock" Sale Order, but only if stock is not expected to arrive in a configured number of days - splitting behaviour depends on whether there is enough stock expected to arrive within X days (configurable). This check is performed on the Sale Order initial import, and looks at the Expected Arrival Date of any required Not Yet Received Purchase Orders. If no Purchase Orders are expected within the configured number of days the order will be split. Note: CartonCloud does not recheck if expected incoming Purchase Orders are subsequently delayed or deleted. For more information on this settings, see Backorder Management and Advanced Backordering. 

If Sale Order is Imported and (any) product(s) can only be filled with expired stock

• Never use expired stock

• Allow expired stock to be used

If Sale Order is Imported and (any) product(s) do not exist (cannot find matching Product Code)

• Reject Entire Sale Order

• Remove Non-Existant Products from the Sale Order

If Sale Order is imported and (any) product (s) do not contain a Product Code (Product Code is blank) 

• Reject Entire Sale Order 

• Remove Products with Blank Product Codes from the Sale Order 

If Sale Order is Imported and (any) product(s) have an invalid Unit Of Measure (Ie: product measured in 'CTN' but Sale Order specifies 'UNIT')

• Reject Entire Sale Order

• Remove Invalid Product(s) from the Sale Order

If Sale Order is Imported and (any) product(s) have a Conversion Inconsistency when performing conversion (Ie: Multiple Product Packagings exist, but they convert between given unit of measure and base unit of measure differently.)

• Reject Entire Sale Order

• Remove Inconsistent Product(s) from the Sale Order

If finished Bill of Material products (BOMs) are out of stock, take from individual components

• Yes - A finished BOM product will be created by picking the individual products that make up that product

• No - If the finished BOM product is out of stock the entire Sale order will be rejected.

        See the Bill of Materials article for further details.

Minimum Purchase Order Product Status:

When Sale Orders are added via Uploading a file, or from an email, you can select which stock they're allowed to pick from.

For example, you may want to prevent the Sale Orders from picking stock which has not yet been received, if so make the minimum status 'Received'.

• Draft

• Not yet Received

• Verified

• Allocated

• Rejected

Sale Order Statuses on which overriding a pre-existing Sale Order (or deleting an existing Sale Order) is allowed.

• Use Organisation Settings - will use the setting configured at the Organisation Level
• Override Organisation Settings - Will allow you to specify either;
  • Rejected
  • Draft
  • Awaiting Pick and Pack

Never - when a Purchase Order reaches the minimum Purchase Order status no action will be taken.

Always - when a Purchase Order reaches the minimum Purchase Order Product status the system will attempt to fulfil any Sale Orders waiting for stock of the product on the incoming Purchase Order. 

Only if all of the stock for the Sale Order is available - when a Purchase Order reaches the minimum Purchase Order status the system will allocate stock to Sale Orders only if the allocation will completed fulfil the Sale Order. 

Only if the remaining stock on an order is expected within Configured number of days - when a Purchase Order reaches the minimum status the system will allocate stock to Sale Orders only if the unassigned stock of the Sale Order arrives within X days (configurable). Note: CartonCloud does not recheck if the Not Yet Received Purchase Orders have the expected arrival date changed. 

Setting

Options

Automatically Generate a Consignment from a Sale Order

TMS & WMS CartonCloud Accounts:

• No 

• Yes, when a new Sale order is packed only

• Yes, on Sale Order Import or Pack Completion

WMS Only CartonCloud Accounts:

• No - no Consignment (Warehouse Fulfilment) will be generated 
• Yes, when Sale Order is Picked Only - a Consignment (Warehouse Fulfilment) will generate when a Sale Order is picked. 
• Yes, on Sale Order Import or Pick Completion - a Consignment (Warehouse Fulfilment) will generate when a Sale Order is imported or upon pick completion. 

Sale Order Default After Pack Screen 

• Consignment Items Page
• Back to Sale Order Page 

Populate Consignment Items Data from a Sale Order

• The quantity on each SOP,
• The Product Packaging Product Unit of Measure (PPPUOM) and its conversion rates, and
• Whether a Transport Product is mapped to each PPPUOM.

1. For each SOP, quantities are examined from largest PPPUOM to the smallest.
2. If that PPPUOM has a mapped Transport Product, CartonCloud creates a Consignment Item for it.
3. The remaining quantity is then reassessed using the next PPPUOM.
4. If a Consignment Item for the same mapped Transport Product already exists, its quantity increases instead of creating a duplicate.
5. If a PPPUOM does not have a mapped Transport Product (e.g., Pallet), a Consignment Item is not created for it.

• Yes - Aggregate into Optimal Unit of Measure: The total quantity across all SOPs for each Warehouse Product is calculated, then the process from the above option is run on the aggregated totals of each Warehouse Product rather than each SOP.

Initial Status of Consignment Generated for an Unpacked Sale Order

• Awaiting Sale Order Packing

• In Warehouse

Default Sender Address for Consignments Generated from a Sale Order

• Address entry box

Copy Sale Order Customer Invoices to Consignment 

• Use Organisation Settings
• No 
• Yes

Setting

Options

Further Details

Attempt to deplete Purchase Order Product when Sale Order is updated to

• Dispatched

• Packed

This affects charging. You can choose whether to set up deplete date for the warehouse stock as soon as an order is packed (and therefore, stop charging storage from that point onward), or, you can date it once the Sale Order is marked Dispatched. As an example, if you packed an order on Friday, but it didn't leave the warehouse until Monday, you may want to charge storage for the week in which it left - in this case, you would set this option to 'Dispatched', and only mark the Sale Order dispatched when the stock physically leaves the warehouse.

Setting

Options

Further Details

Automatically update the Sale Order to Dispatched

• Never

• When the Sale Order is Packed and a Consignment is Created (and all Customer Invoices have been printed)

• When the Consignment Leaves the Warehouse

If you selected to Decrement Onhand stock with the Sale Order is Dispatched, then you may want it to Automatically Dispatch (rather than it being a manual process). This will help to ensure that you stop charging the customer storage.

For more information on this setting see the dedicated article: Automatically updating Sale Orders to Dispatched

Setting

Options

Further Details

Allow customers to directly mark orders as urgent?

• Enabled

• Disabled (Default)

By default, when customers request an order to be urgent in CartonCloud a request is sent through which must be manually approved by your organisation's staff because the order is marked as urgent. 

By enabling this setting that request process is skipped, and the order will automatically be marked as urgent. 

Enable Cut Off Times

• Enabled

• Disabled

When customers submit orders after the first cut off time, a message is displayed advising them that it is after the cut-off and their order may not be packed that day. However, they can mark the order urgent (normally for an additional fee) which will ensure that it is packed that day. Note: customers can upgrade their order to urgent themselves online.
When customers submit an order after the final cut off time, they're advised that the order is too late and will be packed on the next business day.
You can set up urgent order fees within the Rate Cards.

• Same day
• Next business day
• +2 business days

• Same day: if the order is placed before cut off then the order will be packed same day and if the order is packed after cut off then it will be packed next business day. 
• Next business day: if the order is placed before cut off then the order will be packed within the next business day and if the order is packed after cut off time it will be packed in two business days.
• +2 business days: if the order is placed before cut off then the order will be packed within two business days and if the order is placed after cut off time then it will be packed within three business days. 

Setting

Options

Further Details

Allow Invoices / Documents to be Uploaded to Sale Orders for printing and sending with goods.

• Enabled

• Disabled

If enabled Packers are able to upload invoices/documents to Sale orders for printing and sending with goods. Regardless of if this is enabled or not, admins will always be able to do this.

If no Invoice / Document is uploaded, it prevents the Sale Order from going to the Dispatched status, and associated consignments will not be available for allocation to drivers.
You can prevent this situation from occurring by using Auto Dispatch Sale Orders below.

Upload Documents / Invoice by Default?

• Enabled

• Disabled

If enabled, a button will appear when creating a Sale Order allowing you to attach an invoice to it quickly.

Setting

Options

Further Details

Enable automatic deletion of rejected Sale Orders and Purchase Orders periodically?

• Yes

• No

If this feature is enabled the system will periodically check for rejected Sale Orders without any consignments associated with them and rejected Purchase Orders. If the rejected Sale Order or Purchase order is older than the minimum age in days you enter below the rejected Sale Order or Purchase Order will be deleted.

Minimum age (in days) of rejected Sale Order for deletion

Any positive whole number

As above

Setting

Options

Further Details

KG Pick Tolerance

A positive whole number indicating the percentage of the tolerance

When picking random weight products 

See Pick Tolerance for more information. 

Setting

Options

Further Details

Create new sale order for every adjustment?

• Enabled

• Disabled

At least one adjustment Sale Order will always be generated. However, if this option is enabled an adjustment Sale Order will be created for every change.

Setting

Options

Further Details

Hide Auto-Generated Consignment Items

• Yes

• No

If Auto-Generated Consignment Items will be hidden or not on the Pack Screen. For more information, please see here

Setting

Options

Further Details

Disable Revert to Draft function from customer at Awaiting Pick and Pack status?

• Enabled

• Disabled

By default, this setting is enabled

If enabled, this will prevent customers from changing the status of a Sale Order to 'Draft' when it is in 'Awaiting Pick and Pack' status. This prevents your customers from making last-minute changes to the order when you have already made arrangements for the order (for example, booked it in for delivery). 

By default this setting will be enabled, meaning Customers will not be able to revert the status of a Sale Order from 'Awaiting Pick and Pack' to 'Draft' status.