Configure a stock item for automatic packaging

To enable the system to determine optimal packages for any sales order or shipment, you must specify packaging settings for each stock item in the Stock items (IN202500) window.

If the Automatic packaging functionality is not enabled in the Enable/disable functionalities (CS100000) window, you can use these settings for the calculation of weight and volume of each sales order and shipment, and users will be able to select the boxes for each order manually.

  1. In the Inventory preferences (IN101000) window, make sure that the base weight UoM is selected in the Weight UoM field and that the base volume UoM is selected in the Volume UoM field.
  2. In the Units of measure (CS203100) window, make sure that the UoM to measure the weight of the item's base unit is defined and that a conversion factor to convert this UoM to the base weight UoM is specified.
    Also, make sure that the UoM to measure the volume of the item's base unit is defined and that the conversion factor to convert this UoM to the base volume UoM is specified.
  1. Go to the Stock items (IN202500) window.
  2. In the Item ID field, select a stock item.
  3. In the Weight field on the Packages tab, type the weight of the base unit of the item.
  4. In the Weight UoM field, select the UoM used to measure the weight.
  5. In the Volume field, type the volume of the base unit of the item.
  6. In the Volume UoM field, select the UoM used to measure the volume.
  7. If this item should always be packed separately from other items, select the Pack separately check box.
  8. If the Automatic packaging functionality is not enabled in the Enable/disable functionalities (CS100000) window, proceed to Step 10.
  9. In the Packaging option field, select one of the available options:
    • Manual
      If the item should always be packed manually.
    • By weight
      If the item should be packed by weight.
      In the Boxes table (which appears), create a list of boxes that can be used for this item.
    • By quantity
      If the item should always be packed by quantity.
      An item to be packed by quantity is always packed separately from other items.
      (When you select this option, the Pack separately check box is selected and unavailable for editing.)

      In the Boxes table (which appears when you select this option), create the list of boxes, and for each box, specify the maximum quantity of the base units of this item that this box can hold.

    • By weight and volume
      If the item can be packed by weight or volume jointly with other items from a sales order.

      In the Boxes table (which appears when you select this option), create the list of boxes that can be used for this item.

  10. Click .

Related concepts

About stock and non-stock items

About item attributes

About item costs and valuation methods

About item cross-references

About default prices

Related tasks

Maintain default prices for stock items

Specify standard costs for stock items

Related windows

Stock items (IN202500)

Item classes (IN201000)