Log into the Carton Cloud system using your email address and password: CartonCloud Login
ā¢ Once logged in under Warehouse select Sales Orders
ā¢ Click on +Add Sale Order
Fill out the requested information:
ā¢ Reference ā Enter the Invoice Number relating to the order
ā¢ Delivery Address ā Type in the venue / delivery address
ā¢ If the address does not appear, click on +Add new Delivery Address
ā¢ Tick box saying Order will be picked up from Warehouse
ā¢ Click on Advanced Options
ā¢ Please enter in Packing and Delivery Instructions:
Name of Freight Company
Connote Number
Date that they are coming to collect.
ā¢ Click on +Add Sale Order
ā¢ The information will appear ā if the information is incorrect, select Edit to change the details.
ā¢ If the order is correct, click on +Add Products to Sale Order
ā¢ Type in the QTY required
ā¢ Type in the code or description of the Product and it will search all your products in the system
ā¢ Click Search
ā¢ A summary of stock will appear at the bottom of the screen
ā¢ Click on Take Stock to proceed
The system will automatically allocate stock by FEFO (First Expiry, First Out)
Stock can be re-allocated if you want a specific BBD to be used, but you must make a note of this in the Packing/Delivery Instructions
ā¢ To add additional items to the order, click on +Add Product and repeat the process.
Once you have added in all the products:
ā¢ Click back to the Details tab
ā¢ Click on Approve for Packing
Click on Upload Invoice to add a copy of your carriers paperwork or labels.
To add additional paperwork click into the Customer Invoices tab and upload from there
