CartonCloud Client How-To Guide

CartonCloud Client How-To Guide

Welcome to CartonCloud!

This guide will help you access your CartonCloud account and navigate the most common customer functions. Each guide below includes step by step instructions and a video tutorial provided by CartonCloud.

Getting Started

Accessing CartonCloud

  1. Open your CartonCloud login page provided by Virago Logistics.
  2. Enter your email address and password.
  3. Click Log In.
  4. If this is your first time logging in, follow the prompts to set your password.
  5. Once logged in, you'll have access to your inventory, purchase orders, sales orders, and reports based on your account permissions.

If you've forgotten your password, click Forgot Password on the login page to reset it.

Guide: https://help.cartoncloud.com/help/s/article/Logging-In

Inventory

View Current Stock

View your available stock, allocated stock, incoming stock, and product information.

Guide: https://help.cartoncloud.com/kb2/web-app-page-specific-support/customer-pages/warehouse-customer/products-customer

Customer Stock Report

Generate reports showing current stock levels, allocated stock, incoming stock, and inventory movements.

Guide: https://help.cartoncloud.com/knowledge/Customer-Stock-Report

Inbound Stock

Create a Purchase Order (Stock In)

Create a Purchase Order to notify the warehouse of incoming stock.

Guide: https://help.cartoncloud.com/knowledge/purchase-orders-stock-in-as-a-customer

Outbound Orders

Create a Sale Order (Stock Out)

Create customer orders for warehouse fulfilment.

Guide: https://help.cartoncloud.com/x/BAKYHw

Editing an Existing Sale Order

If an order has already synced to CartonCloud and you need to make changes (such as updating quantities, removing items, or adding notes), please make the changes directly in CartonCloud where possible. Changes made only in Shopify may not automatically sync to CartonCloud.

The following guides will help you manage existing Sale Orders:

If you're unable to make the required changes, or if the order has already been processed by the warehouse, please contact shipping@viragologistics.com.au as soon as possible so we can assist before the order is dispatched.

Important Notice

If orders are updated, they must be updated in both Shopify and CartonCloud. Changes made in Shopify do not automatically update existing orders in CartonCloud.

Bundle Products

If your store sells bundles, they must be configured as multi-SKU bundles. Single-SKU bundles will not work correctly within the system. Please let us know during onboarding if you sell bundle products so we can ensure they are configured correctly.

General

Search Orders, Products & Consignments

Quickly locate orders, products, and consignments.

Guide: https://www.cartoncloud.com/en-us/search-for-anything

Manage Users

Invite and manage users within your CartonCloud account.

Guide: https://help.cartoncloud.com/help/s/article/Users-Customer

Upload Documents to an Order

Attach documents, such as invoices or packing slips, to your orders.

Guide: https://help.cartoncloud.com/knowledge/uploading-invoices-or-documents

Need Assistance?

If you have any questions about your CartonCloud account or warehouse operations, please contact the Virago Logistics Client Service team.