Create Packaging

Overview

Process

To Create Packaging:

  1. Hover the mouse over Product.
  2. Click Package Create.

The Packaging Management page opens to the Create Packaging tab.

  1. Enter the External Package ID. This is the customer's ID number for the packaging.
  2. Enter the External Invoice Package ID, if needed. This is a second customer reference for the packaging.
  3. Enter the Packaging Description, if needed.
  4. Enter an Internal Package ID, if needed. This defaults to a sequential number assigned automatically by Optimiz.
  5. Search for and select the Customer associated with the packaging.
  6. Select if the packaging is a Returnable Container.
  7. Select a Status for the packaging. Status defaults to Active.
  8. Click Save Package to create the packaging or Cancel Dimensions to discard it.

Result

The packaging is created and available for use throughout Optimiz.