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.
Before you proceed
- 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.
- 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.
Configure a stock item for automatic packaging
- Go to the Stock items (IN202500)
window.
- In the Item ID field, select a stock item.
- In the Weight
field on the Packages tab, type the weight of the base unit of the item.
- In the Weight UoM field, select the UoM used to measure the weight.
- In the Volume field, type the volume of the base unit of
the item.
- In the Volume UoM field, select the UoM used to measure the volume.
- If this item should always be packed separately from other items, select the
Pack separately check box.
- If the Automatic packaging functionality is not enabled in the Enable/disable functionalities (CS100000) window, proceed to Step 10.
- 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.
- Click
.
