How To: Set Up Packaging

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There are four areas that need setting up before using Sales Invoice manager's "Packing" stage to record which items have been packed into each box:

  1. Create packaging stock items.
  2. Set the default packaging stock item (used where a stock item has not been linked with a specific packaging item).
  3. Stock items requiring dedicated packaging (e.g. maps and posters being shipped in tubes) need to be linked with the required packaging material.
  4. Packaging items that need to be sent by a specific courier (e.g. pallets being delivered using fork-lift trucks) need to be linked with the courier.

Link Stock with Packaging

  1. Open a System Data screen (show me how).
  2. Open the [ Courier/Shipping | Link Stock/Packaging ] screen.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right   to add a new item.
  5. Find and load the item of stock to be packaged in the Stock Lookup dialog.
  6. In the Packaging column press F4 to select the item of packaging to be associated with the stock item. Stock Items need to have their weight recorded on the stock screen for this to work.
  7. Amend the Auto Pack Qty if required:
    • if 0 (default) any quantity of the stock item or other items can be packed in a packaging item;
    • if 1 then only that stock item can be packed in a single packaging item;
    • if 2 then only two of that stock item can be packed in a packaging item etc.
  8. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save the changes.

Link Packaging Items with Couriers

  1. Open a System Data screen (show me how).
  2. Open the [ Courier/Shipping | Packaging Options ] screen.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right   to add a new item.
  5. In the Packaging column press F4 and select the packaging item from the list.
  6. In the Courier column press F4 and select the courier from the list.
  7. In the Capacity column set the weight of items to pack into the box by default.
  8. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save the changes.

See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

Contact the Khaos Team