Welcome to the CartonCloud Customer overview videos. In this series,
we will cover how to mange consignments, purchase orders, sales orders
and view your invoices. This Video is about managing consignments.
Here we will cover creating new consignments and documentation
confirming your online bookings, through an online bookings through a manifest,
checking on the status of your consignments, and finally
how to retrieve a POD for your consignment.
Let's get started, we begin with the Dashboard screen, which is
the first screen you see when you login. Here you can view your recent
activity of consignments, their current progress
and your recent billing history.
To add a new consignment, select the transport menu,
then Consignments. Once the screen has loaded,
select Add Consignment and you will be taken to the new
Consignment entry page.
The first thing you will notice is a note saying that Consignments will be saved as a draft
and then you will need to finalise them in a manifest. We will show you this later
in the video.
Select the type of consignment you want to book from the options available,
in this case Delivery, and then
Enter your reference number for this booking, typically it is an invoice number.
or an internal number out of your system. Please note,
that this reference is a mandatory field and must have a value.
Next we record the pick up details. If the goods are being dropped off at the depot,
select this option. In this case,
the default pick up address has been saved in the system. It will populate
automatically, however you can change this or add a new address.
required. You have the choice of selecting whether to deliver the
goods or for their collection from the depot for the delivery.
In this case we will enter in the delivery address and select from the list,
again if the address does not exist, you are able to create a new
address.
Next we will enter the quantities for this consignment. In this case
2 cartons.
As this is the first consignment we are booking today, we will select
to create a new manifest, however we can associate this consignment
to a recent manifest by selecting add to existing
Finally we will look at some of the Advanced
options which you may or may not need.
First if the goods are to be passed onto an on-forwarder, select their details here,
or add a new on-forwarder address.
If the consignment is to be added to a specific Delivery Run
select from here.
If the Consignment requires Cash on Delivery, then select
this option. If the Consignment has
a specific delivery date, select that or the default will be ASAP.
The product type determines how these goods should be managed,
and the charges that apply, and finally specifically instructions
that are attached to the delivery address, which can be updated and saved
against that address for future reference. No lets add another
to repeat the process.
Again, we start by entering in a unique reference
out of your system, the default collect address
is pulled through, we entering in delivery address
if we need to we can add in a new one.
Entering in the quantities, in this case 1 pallet. Adding it to the existing
Manifest we already created with our first booking and save.
This takes us to the details screen of the last
consignment,
Here we can print the Consignment note, although this is not required,
with CartonCloud, as it is an electronic system and the job will be passed
to the Driver via his mobile phone, but Labels are very
helpful, and here we can print labels based on the quantity of items
on the Consignment.
This assists the Driver when collecting and delivering the Consignment
to identify the items that belong to a consignment.
It also supports selecting multiple consignments at a time, like the last
two consignments we just booked and printing all the relevant lables in
one go, which is much more efficient.
Finally we will move onto confirming the Consignments that have been booked,
with this manifest. The manifest is created automatically,
and recorded as a Draft, we can find it
in Draft Manifests and view them.
We can view the consignments included on this manifest including the
pick up Consignment that was automatically created for this Manifest.
And then we can finalise the manifest, entering in the total number of
pallets for this Manifest, which updates operations to let them
know the Consignment is ready for collection. The Final step is to print
if we haven't already the labels for all the consignments on this manifest.
One click will automatically produce all the labels,
relating to each of the Consignments on this Manifest.
The Next step is to be able to monitor the Consignment status. We do this
by returning to the Consignments screen, where we can see all the Consignments
and in the Status Column, the Status relating to each of the Consignments
This is updated live and in real time.
We can see some examples, Awaiting Pick up, Delivered, In Warehouse,
and finally In Transit from Warehouse to Delivery
Once a Consignment has been updated to delivered, the POD
is available for viewing. To do this click on the Consignment
You have 2 options of where to download the POD.
When you click on either option, it will produce a PDF
Document with the electronic signature embedded in the document,
showing you the name of the person that signed and the time and date
of the delivery.
This concludes the overview of managing Consignments.