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This release introduces a new configuration setting for imported Purchase Orders Now, administrators can define which statuses (of Rejected, Draft, Not Yet Received & Received) permit overriding when importing a PO with a pre-existing reference, at both the Organisation and Customer levels.

This flexibility can allow you to, for example, overwrite Rejected orders automatically in some cases while preventing that from happening for other customers.

To edit this Organisation-wide, navigate to the Organisation Settings → Warehouse Management → Purchase Orders section, where options are provided to set allowable statuses for PO overriding. By default, the statuses will include Rejected, Draft, Not Yet Received, and Received. You can also easily customize this, for instance, to only allow override at the Draft and Rejected statuses.

Additionally, by heading to the Customer-level settings, you can further customize this at a per-customer level, by maintaining the Organisation setting or overriding it on a per customer basis

To find out more about this setting, please visit the Knowledge Base article here for the Organisation level setting, and here for the Customer level setting.

With this release, you now have the flexibility to set the "Sale Order Statuses on which overriding pre-existing Sale Order is allowed on upload" on a per-customer basis, in the event that requirements differ between customers. Previously this setting only existed at an organisation level.

This flexibility can allow you to, for example, overwrite Rejected orders automatically in some cases, while preventing that from happening for other customers.

Navigate to Edit Customer → Warehouse Management → Sale Order. Choose between the options “Use Organisation Settings” or “Override Organisation Settings”. If 'Override' is selected, users will find three checkboxes, with “Rejected” ticked by default.

Note that all your customers will default to use the Organisation settings, and they won’t change from what they were prior to this update

For more information, please see the Knowledge Base Article here for the new customer-level setting, or here for the existing organisation-level setting.

With this beta release, we’re excited to be building on our new Split Month Billing feature by introducing the Last Month Split Billing feature. This allows you to apply discounts to early-leaving stock in their final month of storage, and is designed to help you offer competitive billing arrangements.

Additionally, you can now combine the first and last month discount options, with our new “first and last month combined” option. Combining both allows you to offer even more competitive pricing plans.

These two additional settings - Last Month and First & Last Month combined - will be available for both the existing storage charge methods, Per Pallet and Per Location.

If you have your Storage Charge Period Generation set to Monthly you'll now see additional options to:

• Apply discounts for the Last Month (Depletion), and

• First & Last Months (Allocation and Depletion)

This setting is available for:

• Organisation-level configuration by visiting the Organisations Settings page and going to the Invoice tab, and

• Customer-level configuration by editing your customer’s Rate Card

For more information on Split Month Billing, please see our Knowledge Base article here

We have updated the settings page for our Purchase Order Product Custom fields.

We've simplified adding and editing purchase order product (POP) custom fields, making it faster and easier to configure standard use cases, and have added additional information explaining exactly how the various settings will affect your workflows.

Previously, the process of configuring a custom field required users to interpret a series of complex options and guess their functionality when combined together, with this change, we've helped you to remove the guesswork. When creating a new custom field, preconfigured setting options can now be selected from the Configuration Type dropdown. This update eliminates the need to individually enable or disable each setting. A dynamic description box is now displayed which will confirm the behaviour of the custom field based on the settings which have been enabled.

It is still possible to set up a custom setting configuration which isn't included in the configuration type list by expanding the Advanced settings and selecting which settings to enable or disable individually.

Existing custom field setting options are not affected by this update and will either be matched to one of the new Configuration Types or set as a Custom configuration.

For more information on the updated settings page, please visit the knowledge base article here.

With this release, we're introducing a new DELETE API endpoint in CartonCloud for automated Purchase Order cancellation.

If an API Client has the WMS Create Jobs role, they will now have access to a DELETE endpoint that allows the client to cancel a Purchase Order provided it is in a modifiable state & status (for example, it’s not already Verified, it hasn’t already been allocated to the warehouse, and - if the user has the Customer role - it’s not past the Draft state)

This feature eliminates the need for manual intervention when cancelling orders, which will significantly improve accuracy and system synchronization. It will also provide immediate feedback on cancellation conditions via clearly-worded error messaging - simplifying and streamlining your workflow.

For more information on how to use the new endpoint, please visit the knowledge base article here, and the here

This release introduces a new DELETE API endpoint in CartonCloud for automated Sale Order cancellation.

If an API Client has the WMS Create Jobs role, they will now have access to a DELETE endpoint that allows the client to cancel a Sale Order provided it is in a modifiable state & status (for example, it’s not already packed, it hasn’t already been billed, and any linked consignments are also in a deletable state)

This feature eliminates the need for manual intervention when cancelling orders, which will significantly improve accuracy and system synchronization. It will also provide immediate feedback on cancellation conditions via clearly-worded error messaging - simplifying and streamlining your workflow.

For more information on how to use the new endpoint, please visit the knowledge base article here, and the API documentation here

CartonCloud is excited to announce a new feature allowing users to view the fuel levy applied to their charges directly in the “Charges” tab on the consignment.

Previously, users could only see if a fuel levy was applied, and the fuel levy itself wasn’t readily available in the UI to any users - especially customers - until that consignment was invoiced and the invoice summary was accessible. This is often too late to discuss the charge.

With this new feature, the fuel levy will be displayed as an additional line item on the consignment details page which doesn’t affect the total income value. This change does not affect the way invoices display but will provide a clearer understanding of total charges and allow users to access and validate this information earlier than the invoice stage of the billing process.

NOTE: To improve the consistency of charge calculations, we have also made a minor adjustment to manually-added charges. These will now be calculated using the Delivery Run date if it is available - the same as how automatic charges work. If the Delivery Run date is not available, the consignment added date will be used.

For more information on the change, please view the knowledge base page here

We've introduced vital new data points that can assist in diagnosing printer issues more efficiently on our Remote Print Job screen, along with updates to our documentation, designed to empower you and streamline your troubleshooting processes.

The updated Remote Print Jobs screen, accessible via More > Remote Print Jobs, now includes the following information for each print job:

• Warehouse: This identifies the warehouse that generated the print job, to organise print jobs across various warehouses.

• Entity ID: This is the unique identifier for the Sale Order, Consignment, POP, etc., that initiated the print job.

• Printer Status: This signifies whether the printer is Online or Offline, providing immediate visibility into the operational status of your printers.

• Computer Status: This shows whether the computer is Connected or Disconnected, helping to identify any potential network connectivity issues.

Additionally, to learn more about how these new data points can help you quickly get on top of any potential printer issues, see our Knowledge Base pages below:

• Troubleshooting Printing

• Configuring multiple printers

• Remote print jobs

With this update you will now have greater flexibility when selecting your invoice due dates.

Previously, configuring an invoice to be due on a specific day of the following month was not possible, and only “20th of the following month” was available. This limitation has been removed, and another option for “Days after the end of the invoice month” has been added allowing for longer payment terms (ie: 60 days).

We now offer four different configuration options:

• Days after end of invoice

• Days after the end of the invoice month

• Day of the following month

• Last day of the current month

These new settings work seamlessly with all currently available CartonCloud accounting connectors and can be found within the customer settings under the invoice tab.

For more information on Due Days, along with various use examples see our Knowledge Base article: here

This week we're rolling out a new feature that lets you provide partial discounts for late-arriving stock in the first month, with a new option called Split Month Billing.

In North America it is common to charge storage on a monthly basis, however, as a month is a long time, it is also common to offer discounted storage charges for stock that arrives late in the month.

For example, a pallet which arrives on June 5th may be charged a full storage rate for the month, however a pallet arriving on June 25th would be charged a discounted rate due to arriving near the end of the month.

With our new Split Month Discount feature, you will have the ability to configure whether you want to allow such discounting to be applied, when in the month the discount should commence, and how much discount should be applied. Where you are billing on a monthly basis, this allows you to be much more competitive with the prices offered to potential customers.

If you have your Storage Charge Period Generation set to Monthly you'll now see options to:

• Enable a Split Month Discount

• Specify the day of the month that the split should occur (i.e., the day on which the stock begins being considered “late”)

• When to apply the discount

  • Currently, this is only possible for the First Month, but we are actively working on a similar option for when stock leaves early in the last month.

• and the discount percentage.

This setting is available for

• Organisation-level configuration by visiting the Organisations Settings page and going to the Invoice tab, and

• Customer-level configuration by editing your customer’s Rate Card

We are pleased to announce that a new "Quantity" column has been added to the Sale Order (SO) list screen. This feature, now live, allows users to conveniently view the total quantity of products in each Sale Order without the need to open the order individually.

This column makes it much easier to gauge the size of the order in instances where that may prove helpful - for example, when allocating tasks to packers based on their picking abilities, workload, or capacity.

The new column, which follows the "SKUs" column, can be easily toggled on or off via the settings cog in the top right of the View Sales Order screen.

With our latest web app update, we’ve added a new feature that enables tenants to configure per-customer "Purchase Order Allocated" email alerts.

This functionality is designed to provide a definitive confirmation to customers that their stock has been fully received and stored and is now available for use. Previously, these reports were only configurable up until the Verified stage.

With this enhancement, we're providing your customers with the final assurance they need about the receipt of their stock, and hence their stock’s availability.

For more information on how to setup these notifications for your customers, visit our Knowledge Base article here

While there's a lot happening behind the scenes at CartonCloud, we've not forgotten about adding to your current experience. As the new year begins, we're excited to share several new features we've developed over the past few months:

Enhanced bulk actions for Sale Orders

We're thrilled to introduce some key updates to the View Sales Order screen, designed to enhance the clarity and consistency of the bulk actions in your Sale Orders. These changes will make it easier for you to manage and track your sales orders in bulk.

Here's what's new:

1. Updated 'Select All' Functionality: The 'Select All' button now selects all orders displayed on the current page, and you'll also be given the option to extend the selection to all orders across multiple pages.

2. Transparent Selection Indication: We've added a message that will display the number of Sale Orders you've selected, providing better visibility and clarity during the bulk selection process.

3. Consistent Action Buttons: We've revised the action buttons' behaviour for consistency. Whether you're manually selecting orders or using the 'Select All' feature, you will now see the same action buttons. This includes the 'Reprocess' button and the 'Mark Packed' button, which can now be accessed without having to select any or all orders.

4. Bulk 'Assign Packer' Process: This feature now operates in the background similar to the 'Reprocess Orders' feature, enhancing efficiency while assigning packers in bulk.

5. Clear Selection Option: If you have chosen to 'Select All' orders, you'll now be able to easily clear your selection with the new 'Clear Selection' option which appears adjacent to the selection quantity indication text

Please note: To ensure system performance, attempting to download or export more than 30 orders at a time will prompt an error message. This is an intentional limitation to ensure optimal system performance.

Option to generate a new SSCC barcode when changing the status of a Purchase Order’s product

Previously, when making a status change to a PO Product record and whilst SSCC is an active POP Custom Field, users did not have the ability to generate a new SSCC barcode for those quantities which had their status changed. CartonCloud has recently released a change which now means you are able to generate a new SSCC when in the process of updating stock statuses, on both the “Change Status” and “Bulk Edit Purchase Order Products Statuses” screens, accessible from the Purchase Orders (seen below)

This is particularly useful if some or all of the inbound product is damaged during putaway, and the damaged goods must be tracked, returned, disposed of, or otherwise treated differently from the OK product.

Over the holiday period, CartonCloud’s team “smashed out” and delivered a big handful of useful new features across the WMS and the TMS - lots of which were recommended by our tenants. As a result, this release brings with it a series of small but helpful improvements to the CartonCloud app.

Two of these changes affect existing behaviour, and will be communicated to you in advance of their release;

• We will be adding an "Add Products" button on the Purchase Order View page when Purchase Orders are in Draft status and have no product, for a smoother Purchase Order entry workflow

  • This has meant that the “Approve” button is now less prominent, but it will still be visible in the page for users who have workflows which involve approving Draft orders with no product in them

• We’ve connected the “Override Consignments Delivery Run” default to a single setting across all pages

  • Where this default toggle was previously only managing the setting on the “Bulk Allocation” and the “Move Consignments” screens, it will now also affect the “Edit Run Sheets” screen

All other changes are either tidy-ups, or new behaviours, and will not affect any of your existing workflows.

WMS enhancements

• Added a Packlist Exported column on the Sale Order release screen which can be toggled On/Off, and added a filter for the same column

• Customers now have access to the Add without assigning stock button when adding product to Sale Orders

• The Create RTS Purchase Order button will now update when clicked, reading RTS Purchase Order created, and it will also add the RTS Purchase Order reference as a new line to the Sale Order Details.

• CartonCloud will now intuitively provide you with a dynamic Success message confirming the exact stock adjustment when you change the quantity of a product on a Purchase Order

• The Sales Order Report will now show the Country against each Address, so that if you happen to be shipping internationally, you can clearly distinguish between your domestic and international orders.

• In the Mobile App, if you attempt to Verify a Purchase Order when some or all of the Purchase Order’s products have unconfirmed quantities, it will now be worded more clearly to indicate (in the popup) that this action is irreversible.

• A new filter, “Urgent”, is now available on the Add Wave Pick screen, to allow tenants to only add Urgent orders to a Wave Pick, so that they can easily prioritise picking those Urgent orders if they choose to.

• Tenants now have the ability to Print Customer Invoices from the Wave Pick page for a group of Sales Orders in a Wave Pick all at once, with the addition of a new Print Customer Invoices button on this page.

• We have increased configuration options and logic for Sale Order Cut Off Times and Expected Ship Date determination by adding a “Next Pack Date” setting. This will allow you to more clearly communicate to customers when you will next be packing your Sale Orders if they happen to miss the cutoff time.

TMS enhancements

• Where applicable, vehicle names are now shown and linked on each Delivery Run, next to the Driver’s name, allowing you to quickly monitor allocation of their vehicles to delivery runs

• Sale Order Ship Date has been added to the Consignments page as a column which can be toggled On/Off. This column will show the date, and whether the date is the Expected or Requested. You will also be able to filter by this new column

• When adding a new consignment on the Add Consignment screen we have removed the options to create a new Return or Duplicate consignment to tidy up the interface, as these options shouldn’t apply here

• When a Consignment is in Delivered status, there is a reasonably-buried option to Email the POD - so we have made it more visible to you

• We have added a Required Delivery Date column to the Consignments screen so that users can sort consignments based on the Required Delivery date of each consignment, and ensure that the Consignments are delivered in the correct order.

• Downloaded connotes will now include the Consignment Reference in the file name to allow for easier sorting of files

• Users with Zone Sets enabled can now go into an Address, and access a new A2ZS Mapping tab. This tab allows users to see any Zone Sets which the address is attributed to, and access a direct link to the Addresses to Zones page for that Zone Set - allowing users to quickly adjust any misconfigurations in their Zone Sets.

General look & feel enhancements

• Included a ‘View’ link on all charges on Sale Orders, Purchase Orders and Consignments, so that it’s clearer when you may click to view a charge breakdown 

• When you creates a new Required custom field, or updates a new custom field, they will now always see a warning which makes it clear to them that they are effectively adding a restriction which means the field must be filled.

• This change makes the behaviour of the Remove from Selection button more intuitive on pages which have it (View Invoice, Add Consignments to Invoice, Bulk Allocation). We have added “Select All” and “Unselect all” buttons allowing you to bulk select/unselect pages to remove from the “selected” section

With this release, we're introducing some useful improvements to the way Transport Charges work. 

Now, your consignments will automatically generate charges upon creation, allowing your customers to immediately see the price of a consignment, and allowing you to see more up-to-date income information in the BI dashboard.

These charges will also now update if you edit the consignment details, or if you edit any line item details related to the Transport Rate in use.

We've also improved the way this page will appear to you, and to your customer, which will allow you to take advantage of any advanced rate cascades which you want to use.

For more detail on how Consignment Charges now work, please visit the new, dedicated Knowledge Base page.

Additionally, if you wish to see the exact changes, we have also created a page outlining each change in specific detail - before and after - so that you can be clear on how this may affect your billing.