Freight Carton overrides on Simplified Sessions
Customer users cannot select the cartons to be used to dispatch the orders, leaving it to the system to determine.
While in most cases this works well, some simplified products may have specific packaging requirements that are not automatically selected using the carton rules in freight admin.
An example may be posters that you ship in tubes, or cartons that are larger than the product, which can be packed 2 or 4 up.
Setting up cartons for simplified products based on the finished price offers a more granular control over packaging of your products.
Internal users can access and edit the carton definitions on quoted products, overriding the systems calculations.
On simplified session definitions there is an optional Cartons section that can be enabled and used to add specific cartons based on the size of the finished product.
This provides a means of specifying which carton to use when shipping this product and the quantity each carton can hold:
Carton selection is ‘prioritised’ in the order they are listed here. Cartons can be re-ordered by dragging the icon on the left.
When Cartons are enabled on simplified product definitions, printIQ will work down through the carton definitions in the order they are listed until it finds a carton that the product will fit into.
If multiple cartons match a product, it will select the carton that has the highest order/priority.
If none are suitable, it will default to the carton definitions as set up under freight admin.
New cartons are added using the ‘+’ symbol to the right of the title bar.
The carton entries can be edited from the pencil icon to the left or deleted using the ‘x’ on the right.
Cartons should be listed from smallest product size to largest so the correct carton is selected for the given finished size.
Multiple entries for the same carton can be added.
The smallest product sizes should be at the top of the list, with any ‘Catch All’ carton entry last…
Below, an A5 product can be packed in 1000’s into an A4 box, while an A4 sized product will only hold 500.
Any larger finished sizes will result in the ‘Default Carton’ being selected in dispatch:
The only mandatory fields in these carton entries are the selected Carton itself and the quantity it can hold. The dimensions are optional.
Items per Box is used to calculate the number of boxes required.
Max Width is the maximum width of the product with that can fit into this carton.
Max Depth is the maximum depth of the product that can fit into this carton.
Both Max Width and Max Depth override the cartons definition in freight admin when used in a simplified product.
The cartons to be used and the required number of cartons is determined from:
• If multiple lines match, choose the carton with the highest priority.
• If no carton definitions on the product match, revert back to the default freight carton logic.
If there are no cartons defined under Freight Admin, the system will create a ‘faux’ carton matching the dimensions of the product.
If this does not occur, check the following setting is enabled:
Quoting
When quoting a product with cartons defined, the best matching carton is brought through onto the Dispatch details on the checkout screen.
Internal users also have more control than ever with the ability to edit the existing cartons’ content quantity or selecting another existing carton or defining a one-off carton for this dispatch.
Under the Freight portion of the checkout screen, the selected cartons can be viewed, changed or modified:
Clicking the Edit Carton opens the Manage Cartons modal where the user can still change the number of boxes and / or the quantity per box.
If a different carton is required, clicking on the carton selector presents available cartons in 2 ‘groups’ – Applicable Cartons (cartons that are bigger than the finished product) and Smaller Cartons.
A role-based system setting controls whether users can see the Smaller Cartons entries:
The last carton presented under Applicable Cartons in the drop-down is a Custom Carton:
Allowing a custom size carton size to be defined for use on this quote:
The custom carton is added to the delivery details.
It is always added as a single carton holding the full ordered quantity.
The number of boxes or items per box can then be modified by the user:
The cartons’ quantity is determined from the items per box quantity on the Manage Cartons modal.
The cartons will contain this quantity, with the remainder (if any) going into the last carton.
This is reflected on the box and carton labels:
Related Articles
Carton Selector on Dispatch Record
Introduction On a delivery record, we have a field showing the default cartons selected for the job to be packed into: This is designed to provide the user a quick lookup of suitably defined cartons that the product will fit into. This refers back to ...Training Videos simplified sessions.
Video covers 1. Setting up a basic simplified session for a business card Simplified VideosSIMPLIFIED - Quote engine pricing
Introduction Manage Simplified Sessions – Creating & Editing Simplified Sessions ‘Simplified’ products are predefined products that you create where you can offer ‘non-estimators’ access to quote. This included internal sales staff and even ...Simplified Quoting View Options
For Simplified quoting, we now have three layout options available for you to choose from. These options are available for both internal and customer users. These options are: Simple Tabbed Accordion By default, all users will see the Simple ...Packing Operation with Carton Calculations
You can now expand the functionality of your packing operations to calculate the packing time as well as the required quantity of the most suitably defined Cartons needed for the job. There are two parts to setting this up Material (the carton ...