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Packaging

Packaging allows you to create and manage all packaging options available in your warehouse, including boxes, envelopes, and pallets. The system uses this information to automatically recommend the best packaging for each order based on product dimensions and weight.

Why use Packaging?

Section titled “Why use Packaging?”

Automatic Recommendations

The system automatically recommends the best packaging for each order based on product dimensions.

Cost Optimization

Configure packaging costs and prices to calculate and optimize shipping costs.

Inventory Management

Track available quantity of each packaging type (Qty Good) to ensure availability.

Eligibility Rules

Configure exclusive packaging for specific accounts or particular SKUs for special cases.

Multiple Types

Supports different packaging types: Box, Envelope, Pallet, and No-Box according to your needs.

Bulk Import

Import multiple packages from CSV for quick and efficient configuration.

Access Packaging

Section titled “Access Packaging”

You can access Packaging from:

  1. Inventory Menu: Navigate to Inventory > Packaging
  2. Directly: Access /packaging.php or /Packaginglist.php

Packaging types

Section titled “Packaging types”

Packaging supports four main packaging types:

  • Box: Standard boxes for regular products
  • Envelope: Envelopes for flat and light products
  • Pallet: Pallets for large or bulk shipments
  • No-Box: For products that don’t require additional packaging

Create a new package

Section titled “Create a new package”

  1. Access Packaging

    Go to Inventory > Packaging or access directly to the Packaging page.

  2. Click Add New Package

    At the top of the table, click the Add New Package button.

  3. Complete basic information

    In the “Packaging” section, complete:

    • Type Pack: Select the type (Box, Envelope, Pallet, No-Box)
    • Nick: Enter a code or short name to identify the package
    • Description: Describe the package clearly
    • Qty Good: Enter initial available quantity

  4. Configure package data

    In the “Package Data” section, enter:

    • Box Weight: Empty package weight
    • Cost: Package cost
    • Price: Package sale price (if applicable)
    • Location: Physical location of the package in the warehouse

  5. Define outer dimensions

    In “Outer Dimensions”, enter:

    • Length: Package length
    • Width: Package width
    • Height: Package height
    • Max Weight: Maximum weight the package can contain

  6. Define inner dimensions

    In “Inner Dimensions”, configure:

    • % Inner: Percentage of inner dimensions (40% to 130%)
    • Inner Length: Inner length (calculated automatically or enter manually)
    • Inner Width: Inner width
    • Inner Height: Inner height
    • Volume Capacity: Package volume capacity

  7. Configure eligibility (optional)

    In “Elegibility”, you can configure:

    • OMS Account Exclusive: Assign package exclusively to a specific account
    • Priority & Exclusive for Sku(s): Select specific SKUs that make this package eligible
    • Shipping Method Exclusive: Assign package to a specific shipping method
    • Stackable: Indicate if the package is stackable or not

  8. Save the package

    Click Add to create the new package.

Fields and configurations

Section titled “Fields and configurations”

Basic information

Section titled “Basic information”
  • Type Pack: Package type (Box, Envelope, Pallet, No-Box)
  • Nick / Code: Code or short name to identify the package
  • Description: Detailed package description
  • Qty Good: Available package quantity in stock

Outer dimensions

Section titled “Outer dimensions”
  • Length: Package length (in configured units)
  • Width: Package width
  • Height: Package height
  • Max Weight: Maximum weight the package can contain

Inner dimensions

Section titled “Inner dimensions”
  • % Inner: Percentage representing inner dimensions relative to outer dimensions (40% to 130%)
  • Inner Length: Package inner length
  • Inner Width: Package inner width
  • Inner Height: Package inner height
  • Volume Capacity: Calculated or manually entered volume capacity

Financial information and location

Section titled “Financial information and location”
  • Box Weight: Empty package weight
  • Cost: Package cost for internal calculations
  • Price: Package sale price (if applicable)
  • Location: Physical location of the package in the warehouse

Eligibility rules

Section titled “Eligibility rules”
  • OMS Account Exclusive: Restricts package to a specific account
  • Priority & Exclusive for Sku(s): Package is only eligible if the order contains one or more of the listed SKUs
  • Shipping Method Exclusive: Restricts package to a specific shipping method
  • Stackable: Indicates if the package can be stacked (Stackable) or not (NonStackable)

Edit an existing package

Section titled “Edit an existing package”

  1. Search for the package

    In the Packaging table, find the package you want to edit using available filters.

  2. Click edit

    Click the edit button (pencil icon) in the package row.

  3. Modify fields

    Update any field you need to change. All fields are editable.

  4. Save changes

    Click Update or Save to save changes.

Import packages from CSV

Section titled “Import packages from CSV”

You can import multiple packages from a CSV file:

  1. Download template

    Click Upload Package and then Download template CSV to get the template.

  2. Prepare your CSV file

    Complete the CSV file with your package information. Make sure that:

    • In the “PackageName” column you use one of these values: Box, Envelope, Pallet, or No-Box
    • All required columns are complete
    • Format matches the template exactly

  3. Upload the file

    Click Upload Package, select your CSV file, and click Upload.

  4. Verify import

    Review the Packaging table to confirm packages were imported correctly.

Add carrier packages

Section titled “Add carrier packages”

You can add packages directly from carrier catalogs:

  1. Access Add Carrier Packages

    Click the Add Carrier Packages button on the Packaging page.

  2. Select the carrier

    In the modal, you’ll see a list of available packages from the selected carrier.

  3. Select packages

    Check the packages you want to add to your Packaging list.

  4. Configure quantity

    For each selected package, you can configure available quantity (Qty Good).

  5. Add packages

    Click Add to add selected packages to your list.

Section titled “Print package labels”

You can print labels for your packages:

  1. Select packages

    In the Packaging table, select packages for which you want to print labels.

  2. Access Print LPN/Tray Labels

    Click the Print LPN/Tray Labels button at the top of the page.

  3. Configure printing

    Select desired format and printing configuration.

  4. Print labels

    Confirm printing to generate labels.

Analyze sample

Section titled “Analyze sample”

You can analyze how sample products are packaged:

  1. Access Analyze sample

    Click the Analyze sample button on the Packaging page.

  2. Enter product information

    Provide dimensions and weight of the product you want to analyze.

  3. Review recommendations

    The system will show which packages are suitable for that product and why.

Section titled “Print package list”

You can print a complete list of all your packages:

  1. Sort table (optional)

    If you want to customize printing, sort the table by ‘ID’ or ‘Nick/Code’.

  2. Click Print List

    Click the Print List button at the top of the page.

  3. Review preview

    A preview of the list will be generated for printing.

  4. Print the list

    Use your browser’s print function to print the list.

Best practices

Section titled “Best practices”

Keep quantities updated

Regularly update the “Qty Good” field so the system only recommends available packages.

Use precise dimensions

Enter exact dimensions for both outer and inner. This improves accuracy of automatic recommendations.

Configure maximum weight

Always configure “Max Weight” to avoid overloading packages and problems with carriers.

Use exclusivity carefully

Configure exclusive packages only when necessary. Too many restrictions can limit packaging options.

Review inner percentage

Inner percentage (% Inner) affects how the system calculates available space. Adjust according to package type.

Import from CSV for multiple

To create many packages, use CSV import instead of creating them one by one. It’s much more efficient.

Use descriptive codes

Use codes or names (Nick) that are easy to identify and remember to facilitate daily management.

Configure costs and prices

Complete Cost and Price fields for accurate shipping cost calculations and billing.

Troubleshooting

Section titled “Troubleshooting”

System doesn’t recommend my package

Section titled “System doesn’t recommend my package”

Problem: A package that should be recommended doesn’t appear in suggestions.

Solution:

  • Verify “Qty Good” is greater than zero
  • Review eligibility rules (exclusivity by account, SKU, or shipping method)
  • Make sure package dimensions are adequate for products
  • Verify package maximum weight is sufficient for products
  • Check that product dimensions are configured correctly

Error importing CSV

Section titled “Error importing CSV”

Problem: The CSV file doesn’t import correctly or shows errors.

Solution:

  • Verify you use the exact template downloaded from the system
  • Make sure “PackageName” contains only: Box, Envelope, Pallet, or No-Box
  • Check that all required columns are complete
  • Verify numeric values are valid (no special characters)
  • Make sure file format is correct CSV

Inner dimensions don’t calculate

Section titled “Inner dimensions don’t calculate”

Problem: Inner dimensions don’t calculate automatically when changing the percentage.

Solution:

  • Verify outer dimensions are entered first
  • Make sure inner percentage (% Inner) is between 40% and 130%
  • Try entering inner dimensions manually if automatic calculation doesn’t work
  • Reload page and try again

I can’t assign SKU exclusivity

Section titled “I can’t assign SKU exclusivity”

Problem: I can’t find or select SKUs for exclusivity.

Solution:

  • Make sure SKUs exist in the system
  • Verify you have permissions to view products
  • Try searching for the SKU by typing its full name
  • If SKU doesn’t appear, it may not be active or doesn’t belong to the correct account

Package doesn’t appear in shipping recommendations

Section titled “Package doesn’t appear in shipping recommendations”

Problem: A configured package doesn’t appear when processing an order.

Solution:

  • Verify “Qty Good” is greater than zero
  • Review exclusivity rules - package may be restricted to a specific account or SKU
  • Make sure dimensions and maximum weight are adequate for order products
  • Verify shipping method matches if you configured exclusivity by shipping method
  • Check that products have dimensions configured correctly
Section titled “Related”