Overview
Note: This is a paid module, please discuss this with your Account Manager to learn more.
The Cartons & Pallets module allows you to see an overview of existing cartons and pallets, create new and generate labels. The Carton & Pallets Overview page can be used to view all existing carton and pallet records, along with what they hold. As part of the Overview, you can; filter by carton or pallet, edit or delete (It must be empty first) a carton or pallet via actions and perform bulk actions. You can create a new carton or pallet from the overview, as well as have the option to upload cartons and pallets in bulk.
Example Spreadsheet
This article is split into the following sections:
Roles and permissions.
Setup - Creating Cartons/ Pallets Types.
Setup - Creating Cartons/ Pallets.
Setup - SSCC.
Storage Costs for Carton and Pallet Types.
Picking Costs for Carton and Pallet Types.
1. Adding roles and permissions
If you cannot see the Cartons & Pallets module on the lefthand sidebar please do the following:
Click Settings then Warehouse User Accounts.
Find the affected user.
Click Actions then Manage Roles.
Tick the Module-Pallets&Cartons role group.
Click Update.
2. Set-Up: Creating Carton and Pallet Types
The first step is to set up your Carton/Pallet Types on the system. To do this go to Cartons & Pallets then Extras. Users will be able to add new carton or pallet types, as well as edit and delete existing entries.
2.1 Carton Types
When adding new Carton types the following information is needed:
Name: The name of the Carton.
This is also referred to as the Storage Media Name.
Description: A short description of what the Carton is used for.
Prefix: A code that is applied to the Carton.
Weight (KG): How much does the Carton weigh when empty.
Length, Width, Height(CM): The dimensions of the Carton.
MaxWeight(KG): What is the maximum weight allowed in the Carton.
Once this information has been added please click Create.
2.2 Pallet Types
When adding new Pallet types the following information is needed:
Name: The name of the Pallet.
This is also referred to as the Storage Media Name.
Description: A short description of what the Pallet is used for.
Prefix: A code that is applied to the Pallet.
Weight (KG): How much does the Pallet weigh when empty.
Length, Width (CM): The dimensions of the Pallet.
Max Weight (KG): What is the maximum weight allowed on the Pallet.
Once this information has been added please click Create.
3. Set-Up: Creating Cartons and Pallets
3.1 Set-Up: Creating a Carton
To create a new carton please do the following:
Click Cartons & Pallets.
Next, click Create New Carton.
Select the Warehouse.
(3PL Only) Select the Client.
Enable Auto Generate Code or enter a Carton Code in the Code field.
Select the Carton / Pallet Type: Choose the Type you want to apply.
This is also referred to as the Storage Media Name.
Select the Location: Where is the Carton located.
Select the Assigned Pallet: You can assign a new carton directly to an existing pallet.
Next, click Create.
3.2 Set-Up: Creating a Pallet
To create a new pallet please do the following:
Click Cartons & Pallets.
Next, click Create New Pallet.
Select the Warehouse.
(3PL Only) Select the Client.
Enable Auto Generate Code or enter a Pallet Code in the Code field.
Select the Carton / Pallet Type: Choose the Type you want to apply.
This is also referred to as the Storage Media Name.
Select the Location: Where is the Pallet located.
Next, click Create.
4 Carton/ Pallet Set-Up SSCC
Auto Generate SSCC Number: SSCC numbers are required for B2B shipments and will only auto-generate if the information is set up on the system.
Full SSCC Number: Enter the full SSCC number if needed.
4.1 Set-Up: Adding GS1 and SSCC Numbers
If you have a GS1 account and wish to use SSCC numbers, you can now set this up for you and your clients. To set this up please do the following:
Click Clients then Overview.
Find the client you want to set up.
Click Actions then Edit.
Then click the SSCC Config tab.
You will then be asked to input your GS1 information, which will be used to generate SSCC numbers for shipments.
5. (3PL Only) Storage Costs for Carton and Pallet Types
For users with the Cartons and Pallets module, we have introduced the ability for users to charge clients based on the Carton and/or Pallet Types used. To use this new type of storage charge, please do the following:
Click Clients then Overview.
Find the Client.
Click Actions then Edit.
Next, click the Storage Costs tab.
Set Use Carton/Pallet Type Storage Cost to ON.
Finally, click Save.
Once this has been enabled on the Client(s) you can add Carton/Pallet Type Storage Prices. To set up storage costs for Cartons and Pallets please do the following:
Click 3PL Accounting then Overview.
Next, click Carton/Pallet Type Storage Prices then Create.
Set the Client or leave as ALL.
Select the Carton/Pallet Type.
Set the Cost.
Then, set the Frequency.
Finally, click Create.
Repeat for additional costs if needed.
6. (3PL Only) Picking Costs for Carton and Pallet Types
For users with the Cartons and Pallets module, we have added the ability to set picking costs against your Carton and Pallet types. To use this new type of picking charge, please do the following:
Click Clients then Overview.
Find the Client.
Click Actions then Edit.
Next, click the Picking Costs tab.
Set Use Carton/Pallet Type Picking Cost to ON.
Finally, click Save.
Once this has been enabled on the Client(s) you can add Carton/Pallet Type Picking Costs. To set up picking costs for Cartons and Pallets please do the following:
Click 3PL Accounting then Overview.
Next, click Carton/Pallet Type Picking Costs then Create.
Set the Client or leave as ALL.
Select the Carton/Pallet Type.
Set the Standard First Carton/Pallet Type picking Cost.
Then, set the Additional Carton/Pallet Type picking Cost.
Finally, click Create.
Repeat for additional costs if needed.