Set up packaging

Article • 5/5/2025 • 4 min read

Before working with packaging some setup is required. This setup determines the packaging items and the packaging locations that will be used.

On the Packaging Setup page, you can determine configurations based on which the packaging calculations are performed.

To configure the Packaging Setup page, follow these steps:

  1. Select the Search icon , enter Packaging Setup, and then choose the related link.
    The Packaging Setup page opens.
  2. On the General FastTab, fill in the fields as follows:
FieldDescription
Packaging Location bySelect the option from which the location should be considered for packaging calculations.
Document Header – The packaging location configured on the Location Card page of the location specified in the order header is used for packaging calculations for the items in the order lines. This is the default option.
Document Line - The packaging location configured on the Location Card page of the location specified in the order line is used for packaging calculations for the items in the order lines. This is the default option.
This functionality is applicable to the following documents:
  • Purchase orders
  • Purchase invoices
  • Purchase return orders
  • Purchase credit memos
  • Sales orders
  • Sales invoices
  • Sales return orders
  • Sales credit memos
    For more information, see Packaging calculations.
    • Packaging Calculation MethodSelect the appropriate option.
    Manual – The Packaging calculations are initiated when the packaging page is manually opened from the order. The lines for packaging items are added to the order upon posting the receipt or shipment.
    On Release - The packaging calculations are initiated and the lines for packaging items are added to the order when the order is released.
    For more information, see Packaging calculations.
    Calculate Packaging PerSelect the option based on which the packaging calculations should be handled when multiple items share the same packaging type and packaging location. This field is editable only when the Packaging Calculation Method field is set to On Release.
    Order - The packaging calculations are performed when the order is released and the lines for packaging items are added to the order below the already existing lines. If multiple items in the order have the same packaging type and same packaging location, the quantity for the relevant packaging item is consolidated and presented as a single line.
    Item – Packaging calculations are performed when the order is released and the lines for packaging items are added below each order line for which it is calculated. Even when multiple items in the order have the same packaging type and same packaging location, the packaging items are calculated separately, and their lines are added individually below each corresponding order line.
    For more information, see Packaging calculations.
    Allow Recalculate PackagingTurn on this toggle to automatically select the Allow Packaging ReCalculation checkbox for each order line, which determines whether the quantity of the relevant packaging items should be automatically updated when the quantity of non-packaging items in the order is modified. The Allow Packaging ReCalculation checkbox is available on the documents, such as sales orders, sales invoices, sales return orders, sales credit memos, purchase orders, purchase invoices, purchase return orders, purchase credit memos, and transfer orders. This toggle is editable only when the Packaging Calculation Method field is set to On Release.
    For more information, see Packaging calculations.
    Round Order Bound Shipping Containers PerSelect the option that determines the sequence of operations, such as summing and rounding off, when calculating packaging quantity for combined order bound if multiple items within the order share the same packaging type and same packaging location. This field is editable only when the Packaging Calculation Method field is set to On Release and Calculate Packaging Per field is set to Order. This functionality works only for sales documents, such as sales orders, sales invoices, sales return orders, and sales credit memos.
    Order – The calculated quantity for order bound packaging items is first summed across all order lines and then rounded off to the to the next whole integer.
    Order Line – The quantity for order bound packaging items is calculated per line, rounded off to the next whole integer, and then these quantities are summed across all lines.
    For more information, see Packaging calculations.