Carton Cloud Warehouses

Connecting Vinsight to a Carton Cloud Warehouse

You will need to contact your warehouse and request access to their Carton Cloud system via an “API Client”. They will provide you with a “Client ID” and a “Client Secret” which you will need to set up the addon in Vinsight. More information on this can be found on the Carton Cloud Help Website.

Once you have received your Client ID and Client Secret from the warehouse, you can set up your addon in Vinsight. Go to “Settings > Addons > Carton Cloud API” and click the “Add” button.

You may need to accept additional charges to enable the Carton Cloud addon.

Enter your Client ID and Client Secret into the addon settings and press “Save Configuration” at the bottom of the page.

Vinsight will then check your settings and tell you if you are connected to the warehouse or not.

If you have issues connecting, check with the warehouse to see if they have generated the credentials correctly.

Shipping Products from a Carton Cloud Warehouse via Vinsight

Once the connection between Vinsight and the Carton Cloud warehouse has been activated, you can then use a Sales Order in Vinsight to ship your products directly from the warehouse to your customer.

You can do this either from a single Sales Order, or in bulk from the Sales Order list.

Shipping a Single Sales Order

To ship the products on a single Sales Order, you will need to have a Despatch Note available. You can generate a Despatch Note for a Sales Order using the “Pick For Despatch” action:

This will generate and open up a new Despatch Note for this order. Check that the Despatch Location and item amounts are what you expect. Then save the Despatch Note, and then press “Ship via Carton Cloud”.

Vinsight will ask you to confirm that you want to ship your products to the customer. Press the green button to confirm:

If you receive an error message like this indicating there is no link between the stock item in question and the Carton Cloud product, you will need to take the steps set out below to set up this link.

Setting Link Between Stock Item and Carton Cloud Product

You can click the link in the error message to take you straight there, or use the “Manage Stock Links” option next to the table of items.

This will take you to a screen that shows you products in Carton Cloud on the left, and their equivalent Vinsight Stock Items on the right. You can use this area to search for products in Carton Cloud, then match them to products in Vinsight.

Once you have finished matching the required products, return to the Sales Order Despatch. Select the option “Redo Shipment Choices” or “Pick Shipment” to update the products being shipped.

Press the “Ship via Carton Cloud” button again. You will again be asked to confirm that you want to ship your products to the customer. Click the green button to continue.

You will receive the following message:

After a while, you should receive another message detailing either success or failure. In this example, we have received an error stating that the delivery address uses an invalid combination of suburb, state and postcode:

To fix this, you would need to update the suburb listed in the Despatch Note to one of the available options. In this case, the suburb has been entered as MONAK instead of PARINGI, which is one of the available options.

Pressing “Ship via Carton Cloud” again will ask Vinsight to try again now that the address has been updated. This time it is successful:

You can also see the results of this in the Recent Activity area on your Integration Settings page:

Shipping Multiple Sales Orders in Bulk

If you need to ship multiple Sales Orders at once, you can do this from the Sales Orders list. When using this method, it is not required that you start with a Despatch Note, Vinsight can generate one for you if you start on the “Undespatched” tab.

With the Carton Cloud addon activated, Vinsight will have two new tabs available to you in the Sales Orders list:

To start with, you will probably want to work from the “Undespatched” tab. When you have an order that has not been despatched, you can use the “Despatch” bulk action to generate pending Despatch Notes. Usually this action would complete the despatches for you, but if a Despatch needs to be sent to a Third Party Warehouse (for example, Carton Cloud), then Vinsight will leave the Despatch Note as “Pending” until it has successfully notified the warehouse.

This process allows you to fix any errors returned by the warehouse before completing the Despatch in Vinsight, without having to void any movements.

You can then move to the “3PL Shipment Pending” tab. This will list all orders that have despatch notes waiting to ship via a Third Party Warehouse, based on their set Despatch Location. This will also list any orders with despatches that are connected to any integrated carrier systems, such as SmartFreight.

From here you can select the orders you want to ship via Carton Cloud (Third Party Warehouse), and use the bulk action menu:

Again, you will be asked to confirm the shipping of orders:

You can also use the “Ship via Third Party Warehouse” action from inside the “Undespatched” tab. Vinsight will combine the two steps of generating a pending despatch with sending that despatch to the warehouse.

If you would like Vinsight to also automatically complete the pending despatch as soon as it has been successfully sent to the warehouse, this can be done in your addon settings: