3rd party collections including rep pick up, interstate carriers, couriers etc”
Introduction
To have stock picked, packed and ready for collection by a 3rd party, you need to fill out a Sale Order.
To do this, you can simply login to the CartonCloud system and enter your Sale Order directly.
When Sale Orders are added to CartonCloud via the website, they initially go into a ‘Draft’ status. While they are in draft they can be edited and modified (products can be added, removed and quantities updated). Once you have completed the Sale Order you must mark it ‘Approved’, at this point the order will be available for warehouse staff to begin packing. If you need to make changes after you finalize the Sale Order, you’ll need to get in contact with us.
Click on:
Warehouse -> Sale Orders on the Top Navigation menu, then click the green button, ‘Add Sale Order’.
Info on 3RD Party Collections:
- Must be scheduled for between 9am-3pm – Drivers collecting must have a reference – either Sales order number, Sales Order reference or consignment number.
Adding a new Sale Order
Click on:
Warehouse -> Sale Orders on the Top Navigation menu, then click the green button, ‘Add Sale Order’.
You’ll now see the Add Sale Order screen.
Reference: Your reference
Address: Search for an address already in the system, if you can’t find what you are looking for click the “Add New Delivery Address” button and follow the prompts to add the address. Or you can use the “Rep pick up” address.
Pick up from Warehouse: This must be ticked if a third party is collecting from us.
Attach Invoice: Any transport labels, invoices, pallet dockets or any other relevant documentation that is required to be printed and/or attached to the stock will need to be uploaded here.
Advanced Options:
Packing instructions: Please include carrier who will collect & day and time of collection as well as any other relevant information (ie; please apply labels, please attach invoice to stock, etc)
Delivery Instructions: Copy and paste of same information from Packing Instructions.
Order Urgent: If it is after 1:00pm and you need to guarantee that the order is picked that day, check the box. Also tick the box and send an email to warehouse@petersadler.com.au if you need an urgent order picked for same day collection.
Once you have filled out all the information, click ‘Add Sale Order’.
Required Ship/Delivery Date: Require ship date and required delivery date must be included-the date should be the same on both and to reflect collection from PST date – not delivery at the destination
Adding Products to a Sale Order
What you want picked, how many you want picked, and other features like Expiry and Batch number selection can be performed when adding Products to the Sale Order.
To add products, simply click the Products tab while viewing the Sale Order, and then click the ‘Add Product’ button.
Searching for Stock
You’ll now need to search for available stock which you can add to the Sale Order. Simply enter the quantity you wish to add, choose the product from the dropdown, and select the Unit of Measure on the right. You can also search by expiry or batch number on the “Search By Other Fields” tab.
Once you have searched for stock you’ll be shown available stock that you can choose from. Pay close attention to the batch/expiry dates, Carton Cloud will default to the stock with the shortest expiry (FEFO) or the stock that has been in the warehouse longest (FIFO) depending on the product. You can modify the quantities as you please to take more or less stock, once you are happy with your selected click ‘Take Stock’.
We can now see that the product has been added to the Sale Order. If you need to modify the quantity, or remove the product entirely, just click the Delete Button and then Add the Product again. You can add more stock by repeating the process.
Approving the Sale Order
While working on a Sale Order, it is in a ‘Draft’ state, and is not yet available for Warehouse Staff to begin picking and packing.
When you have finished adding products to the Sale Order, you need to Approve it so that it will be packed out.
To do this, simply click the Approve button on the Details tab, please note that after the Sale Order has been approved you’ll no longer be able to make changes to it.
Please leave “Create Consignment Now” ticked.
If you need to make Changes after Approving the Sale Order
Call your Warehouse Provider and let them know. Depending on whether the order has already been packed or not we may be able to make changes, the earlier you call, the more likely we are able to make the changes you need.
Uploading Documents (Invoice/Pallet Docket/Labels etc)
If you want your order(s) to be sent with an invoice/pallet docket/labels etc attached to the stock, you’ll need to attach this file to the Sales order or Consignment.
If you missed out on uploading this when creating the sales order you can also attach via the Sales order or Consignment pages.
Via the sales order page;
Just below the address field click the “Attach Invoice” button.
Via the consignment page;
Click “Consignments” then click “View” on the right.
Click “Customer Invoices”
Click “Add Invoice”
Choose the file and click “Upload”
Making an order Urgent
If you sent through a Sale Order after 1pm and want to ensure it is packed that day, you’ll need to make it urgent.
To do this, click the button ‘Make it urgent’.
If you need to also collect the urgent order on the same day, please also email warehouse@petersadler.com.au with the SO number and when you need to collect the stock.
This will ensure the order is packed on the same day (note: additional charges may apply).
