Packaging management for custoners/vendors

Dawid Kaczmarek Updated by Dawid Kaczmarek

If you wish to use the packaging framework for a customer/vendor, you must on the Customer/Vendor form go to the fast tab Addresses under packaging management and select "Set up". Here you can also see the balance of packaging for the customer/vendor via the menu item "Packaging account" and you can create a packaging invoice (or credit note) using the menu item "Settle packaging". Thereby you invoice the customer/vendor based on the balance of returnable packaging that has not yet been returned.

The address must be setup as "Primary" and/or have the type "Delivery"

Figure 16: Packaging management setup

On the Setup form, you define the packaging group to be used for this customer address and additionally, you select at which site and warehouse packaging items of the type "Return" will be 'placed' when the sales order is shipped. This is used for the "Packaging account" balance overview and the settling process. The control of whether to print the used packaging on to the sales packing slip can also be found here.

If handling packaging material from a pallet pool, the Id for the receiving location that is used when reporting to the pool owner, can be setup for each pool Id being used.

Figure 17: Packaging account setup

You can also see the balance (current on-hand) of packaging for the address via the menu item "Packaging account" and you can create a packaging invoice/credit note using the menu item "Settle packaging". Thereby you invoice the customer or vendor based on the balance of returnable packaging that has not yet been returned using a sales/purchase order. The invoicing will be done by a purchase order to the carrier, using the vendor account setup for the carrier company. If settling the account results in the balance against a vendor being in our favor (i.e., he owes us some packaging) the purchase order line created will be a negative/credit line. If settling the account results in the balance against a customer is in his favor (i.e., we owe him packaging) the sales order line created will be as a negative/credit line.

NOTE : If you have setup the products used on packaging types as Site + Warehouse AND location, you must remember to setup a packaging (receipt) location on both the sending/receiving and customer/vendor/carrier warehouses:

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