Creating Packages

Article • 4/3/2023 • 4 min read

The items that have been assigned to a sales order are packaged from the Sales Packaging page. You create a new package record by clicking the Home tab and selecting one of the options in the Pack group:

Available package options are:

When you select a package option, a new package record is created. A sales order’s existing packages are displayed on the Packages FastTab.

The values in the displayed fields are for informational purposes only, and cannot be edited on the package line. General information about each package (such as the number, status, and package date) is automatically determined by the program when the package record is created. Other settings (such as the shipment method, shipping agent, and shipping agent service) are copied from corresponding settings on the sales order from which the package was created. Some package values (such as the carton type and carton type code) are determined by default settings that were entered when the Aptean Pack and Ship solution was initially set up.

Depending on setup, the package’s weight may be calculated automatically by the program or may be capture by a scale.

A package’s weight is based on the weight of each item within it. Each item’s weight is multiplied by the quantity of the item that has been assigned to the package. The sum of these values is presented as the total weight of the package. There are multiple ways in which an item’s weight may be determined:

Information about a package’s contents is presented, as well. The Package Lines field displays the number of lines that exist for the package, while the No. of Units (Base) field displays the total number of item units that have been assigned to the package. You view the underlying package details that comprise one of these numbers by clicking on the value in the desired field. The program will present a list of the package’s contents.