Packaging management for products

Dawid Kaczmarek Updated by Dawid Kaczmarek

Path: PIM/Common/Released products

When you have selected a released product, you can go to the "Product" tab page and select "Shipping packaging". In this form, you define how the packaging 'composition' is done for the various packaging groups in combination with sites and warehouses.

In the example below, we have defined that for the packaging group "DS", we have a CHEP crate for each 4 items. We pack 4 of these crates on to a Cage pallet.

The Site and Warehouse dimensions can be used to differentiate used shipping packaging combinations, this can e.g., be used if the packings are different when shipping from or receiving at another combination. The system will use the most detailed applicable setup for the vendor/item or customer/item combination.

NOTE : It is not allowed to have more than one element on the lowest level i.e., the content type 'Item' can only be setup once in a group (the inner packaging). Also, the same packaging ID can only be part of the group once and can only be 'content' in one other packaging ID.

Figure 11: Shipping packaging

Purchase/sales/transfer specific setup

If a product can be purchased/sold/or transferred in more than one Unit of measure, it is now possible to create settings, that based on the UoM on the order type, will find a corresponding setup. The actual setup is, as always, the Inventory unit, but the system will use the Unit of measure on the orders to find the setup to use – Example:

Product A is purchased in Green creates of 24 liters, put into inventory in liters (unit conversion between green crates and liters) and sold in blue creates holding 12 liters (unit conversion between blue crates and liters)

All crates are received/sold stacked on to pallets that are all wrapped in foil when sold.

A pallet can hold 15 green crates OR 30 blue crates

2 setups are done: 1 for order line unit Green crates and 1 for order line unit Blue crates

The setup for green crates is used when creating a purchase order and the setup for blue crates is used when selling the product.

On transfer orders/-journals it is now also possible to select the Order line unit used to find the correct packaging setup.

Another example is that the purchase and inventory unit is fixed (and the same), but the product can be sold in 3 different sales units depending on where the product is sold to – In this case you will create a setup for the purchase/inventory unit and 3 setups for the sales units.

Existing setup records where the Order line unit field is blank, will apply to all orders.

Order line unit field on packaging setup

On the Shipping packaging setup from Released products or Packaging item groups, a new field ‘Order line unit’ has been added. Default the value is blank, which means that if no more detailed setup exists, this setup record will apply to all UoM’s. But to create a setup specific to a certain order line unit, you fill in the wanted Unit, and then this is the setup that will be used on orders with this UoM:

Figure 12: Shipping opackaging setup

Note:

  • Depending on the Use Catch Weight in the calculation flag setting, for products with Catch Weight enabled, this unit refers either to the Inventory Unit or the Catch Weight Unit.
  • For products without Catch Weight enabled, it always refers to the Inventory Unit.

Order line unit field on Transfer order/journal lines

When using shipping packaging management on transfer orders or journals, the inventory transactions will always be in the Inventory unit. To enable using the Unit specific setup when transferring goods, the same field ‘Order line unit’ has been added to the Transfer order lines and the Transfer order journal lines:

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How did we do?

Packaging filters and overview

Linking registrations to shipment/loads

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