Maintain Packaging Basics

Your Packaging database is administered through Maintain Packaging. From here you can define packaging details and view package types.

Manage Packaging

On the Maintain Packaging page, click the Add Packaging button to launch a dialog where you can enter new Packaging information.

If you want to edit an existing Packaging entry, select the Edit button in its row.

The main window shows you a list of your current packaging. You can click a column heading to move the column or change the sort order (ascending/descending).

Search Packaging

Add filters or type directly into the Search field to find specific Packaging. The first column defines the Search field criteria. To change the Search field, you can drag a column to the first position.

To create a more advanced search based on shipment fields, you can build a query that can be saved and reused in Maintain > Packaging. See Queries for more information.

Packages vs. Handling Units

Packages are identified as the boxes, bags, or other packaging material into which you place items. This packaging is then placed on larger storage units, which are loaded onto trucks. The larger storage units are called Handling Units, the most common forms being pallets, skids, and slips. The default Package and default Handling Unit are shown at the top of the Packaging grid.

To set default packaging, edit a packaging entry and enable the “Default” check box.

Packaging Dimensions and Weight

It is important to enter the dimensions and weight of packages and handling units because they factor into the rate you’re charged. If the weight is not correct, your shipment may be audited by the carrier, possibly costing you extra time and additional fees.