Organisation Settings - Warehouse

Setting

Description

The style of the Sale Order Pick List that's exported, picking from either pre-built templates or customisable templates:

Default XLS Format - pre-defined excel sheet template which shows each Sale Order Product on its own line

Default PDF Format - select this format if you wish to set your own customer Document Templates

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

When importing a Sale Order via Parser (see: Parsers), by default a duplicate Sale Order (same reference) will only override an existing Sale Order if the Sale Order is Rejected.

However, the statuses which allow overriding can be configured here.

By enabling other statuses, Sale Orders in those statuses will be overwritten if another file is imported with the same Reference (and for the same customer).

When a Sale Order is overwritten, it will be deleted from the system, and a new Sale Order will be created with the updated details to replace it.

For example: Sale Order ID 145 exists in the system and is in a rejected status. A new Sale Order is parsed in with an identical reference number. Sale Order with ID 145 is then deleted and a new sale order is generated using the parsed in data, it is assigned a new ID by the system.

Mobile App Configuration

Regex for Tote Barcode Validation: see Pick to Tote for more information. 

Allow Forceful Completion of Individual Sale Orders: this setting controls the behaviour on the mobile app for orders that are not part of a Wave Pick. If this setting is turned ON, it will allow warehouse staff using Picking and Picking (Lecacy) to pack order without first having to re-scan all products. 

Enforce Strict Process: Packers will be required to first scan a location, then a product to confirm its quantity. They can not simply select a product from the Sale Order's product list and confirm its quantity. See: Enforce Strict Processes For Packing And Putaway

Enforce Adhoc Charges before completing Pick: by enabling this setting, the adhoc charges screen will show before completing the pick and will prompt you to record any adhoc charges if necessary. Please note, this is currently in Beta release and is only available to Android users. Please reach out to the team via CartonCloud Help to have this feature enabled. 

Consignment / Warehouse Fulfilment

• 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. 

• Populate Consignment Items Data from a Sale Order:

When CartonCloud creates Consignment Items from Sale Order Products (SOPs), the system does not consider pallet IDs or warehouse locations. Instead, CartonCloud uses:

• • 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.

• • Yes - Use Product Unit of Measure: CartonCloud processes each SOP individually, one at a time:

1. • 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.

• Copy Sale Order Customer Invoices to Consignment:

Sort Pick/Pack List by Warehouse Locations Pick Order

Within CartonCloud it is possible to create an order within your Warehouse Locations that you wish to pick Sale Orders by. This requires you to update the pick_order field on each Warehouse location to assign it a numbered order in respect to all other locations that you wish to pick it by. 

Products will then display on Sale Orders in the order where the first row is the Warehouse Location with the lowest pick_order number when compared to all other warehouse locations on the Sale Order.

To do this, you need to enable the Sort Pick/Pack List by Warehouse Locations Pick Order setting. 

For more information: Setting up Warehouse Locations Pick Path Sequence 

Show Custom Fields on Sale Order Products

Custom Fields can be set up for Products. This setting allows you to control if they show on Sale Order Products or not. 
In addition, it enables the use of Sale Order Product Custom Fields in the API. 

Setting

Description

Automatically Generate a Consignment from a Sale Order

This setting is turned on by default and will enable the Pack Screen workflow for all customers. If you wish to turn it off for certain customers, you can do so from the Customer Settings - Warehouse Management (Sale Order Tab).

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. 

Copy Sale Order Customer Invoices to Consignment 

Yes - if there is a Sale Order Customer Invoice is loaded against the Sale Order, and a Consignment is created from the Sale Order, this invoice will transfer over to the Consignment. 

No -  if there is a Sale Order Customer Invoice is loaded against the Sale Order, and a Consignment is created from the Sale Order, this invoice will NOT transfer over to the Consignment. 

Setting

Description

Default Purchase Order Verification List Format

The style of the Purchase Order Verification that's exported, picking from either pre-built templates or customisable templates:
Default XLS Format: Pre-defined excel sheet template which shows each Consignment on its own line
Default PDF Format: Select this format if you wish to set your own customer Document Templates. 

Purchase Order Statuses on which overriding pre-existing Purchase Orders allowed on upload.

When importing a Purchase Orders via Parser (see: Parsers), by default a duplicate Purchase Order (same reference) will only override an existing Purchase Order if the Purchase Order is Rejected.

However, the statuses which allow overriding can be configured here.

Mobile App Configuration

Prevent Purchase Orders from being verified if unconfirmed quantities exist: Stops warehouse staff from being able to verify a purchase order as entered the warehouse if it contains unconfirmed product quantities. By default, this is possible and automatically confirms the product quantities with their current values, even if that means confirming a product with quantity 0.

Enforce Strict Process: Warehouse staff will be required to first scan a product, then proceed with either verifying or allocating the scanned product. In the case of allocation, this requires either a location scan or a manual location search. In the case of verifying, the product quantity needs to be confirmed.

See: Enforce Strict Processes For Packing And Putaway

Enforce Adhoc Charges before completing Receiving: by enabling this setting, the adhoc charges screen will show before completing receiving and will prompt you to record any adhoc charges if necessary. 

(Android Only) Present Ad hoc Charges Before the Locate Screen: with this setting enabled, the charges tab of a Purchase Order will present itself prior to the locate tab. With this setting disabled the charges tab will display after the locate tab. 

Setting

Description

Cross customer picking allows Any Product (regardless of Customer) to be added to Any Sale Order.

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. 

Setting

Description

Display a warning message on Verification screen when stock is allocated to a non-empty location

With this setting enabled, a warning message will appear on the verification screen when stock is allocated to a location that is not empty 

Setting

Description

Replenishment Report Logic

Select the report logic you wish to use from the Replenishment Report Logic drop-down menu. This will determine the quantity you are are replenishing by.

• Default: standard replenishment logic which uses the Replenishment Quantity Configuration settings defined at the Product level 
• Overstock from Sale Order demand: uses the default report logic and will look at the level of stock required for Sale Orders in awaiting pick and pack status and will conduct an over replenishment to compensate for these Sale Orders. When running the Replenishment, the report will highlight if the move is for stock relating to a Sale Order in pick and pack status or not 

Advanced Replenishment Configuration

Sale Order Allocation Pick Face Quantity Depletion Limit (%)

If you wish to apply a limit to the quantity of product picked from a pick face for a Sale Order, apply a percentage in the No Limit text bar under Sale Order Allocation Pick Face Quantity Depletion Limit. 

Replenishment Stock Allocation Status 

Select the Replenishment Stock Allocation Status you wish to use. This will determine what stock is being used to replenish the pick face locations.  

• • Onhand: uses all stock in the warehouse, including stock currently allocated to a Sale Order (only for orders that have not been picked or packed yet). This is useful as it will help move stock that is already allocated to a Sale Order into pick face locations, ready for when the order needs to be picked. Note, it is strongly advised if you are using this setting not to process Sale Orders for that product whilst conducting the Replenishment. 

  • Free: only includes stock available in the warehouse and is not allocated to a Sale Order. It is advised you use this status if you are planning to process Sale Orders while conducting the Replenishment, as the stock allocated to a Sale Order will not be utilised to replenish the pick faces. 

Use Last Allocated Location for Minimum Trigger 

When enabled, any product without a pickface assigned will use the last allocated location instead of all pickface locations for the minimum trigger. This reduces redundant replenishment tasks for products without a pickface and simplifies stock management by focusing on the most relevant location. 

Hide Auto-Generated Consignment Items

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