Set up packaging types

Article • 3/12/2025 • 2 min read

You can link packaging types to an item number in order to manage stock levels and stock values for packaging. The system will create order lines and item ledger entries for transactions in which the packaging type is used. If no item is linked, the system will only register the packaging type code within transactions, without keeping stock of the packaging item.

An important condition for the items that are used as packaging is that these items have no item tracking code.

  1. Select the Search icon , enter Packaging Types, and then choose the related link.
    The Packaging Types page opens.

  2. On the action bar, select New.

  3. In the Code field, enter the required code of the packaging.

  4. In the Description field, enter the required description of the packaging.

    You can edit this value even if there are existing packaging entries for the packaging type.

    The items linked to a packaging type are kept in inventory.

  5. In the Item No. field, select the required item number linked to the packaging type from the drop-down menu.

  6. In the Shipping Type field, select the required options from the drop-down menu. The related options are:

    • Shipping Container: A Shipping Container is, for example, a pallet that contains stacked trade items such as cases or crates. The shipping containers are shipped as individual logistics units.
    • Shipping Unit: A Shipping Unit is a transport item used to ship small quantities of one or more items such as cases, crates, or trays.

  7. In the Handling field, select the handling type for the packaging item such as Deposit or Lost.

    The packaging type is now set up.

In the case of partial transactions, if the value is changed in the second or upcoming transaction, the system considers the present value when the document is posted.

Setup wizard to create item for packaging types

You can create a packaging item using a function if the type of item for packaging does not already exist.

 [!NOTE] You cannot create packaging items for items with the Order Tracking Policy field value set to Tracking Only or Tracking & Action Msg. on the Item Card or the Config. Template Header page.

  1. On the Packaging Types page, on the action bar, select New and enter the required code.
  2. On the action bar, select Actions > Create item for Packaging type.

The item templates are shown on the Item Templates page, and you can set up an item template dedicated to packaging items.