Packaging Management with the Packaging Manager Module

Full training library

Overview

General

Business Activities

Overview

Product Basics

Product Management

Overview

Review Purchasing & Vendor Info

Create a Purchase Order

Receive & Invoice a Purchase Order

Additional Processes

Overview

Sales Basics

Quotes

Order Entry

Order Processing Basics

Service Orders

Advanced Order Processing

Order Picking

Order Packaging

Order Shipping

Payment Entry

Enter Customer Payments

Order Invoicing

Credit Memos

Overview

Edit Customer Window Overview

Customer List & Credit Management

Create Customers

Overview

Receipts

Adjustments

Transfers

Assemblies

Landed Cost

Vendor Bill Allocation to Inventory Cost

Track & Trace

Track & Trace Inventory Movement for Lot/Serial Items

Void Transactions

Void Inventory Sessions

The Packaging Manager module allows users to package orders into shipments containing multiple cartons for effective packaging management. This gives you the ability to see which products are in which cartons. If you sell and ship to EDI trading partners, you may be required to send an EDI Transaction (856 Advanced Ship Notice) which details the cartons and carton contents in a shipment. This requirement for EDI packaging management would be satisfied by using the Packaging Manager module.

Packaging Management with Packaging Manager has three main sections of steps.

Packaging Management: Configuration Considerations

Before using Packaging Manager, you should be sure that the list of Carriers, Carrier Services, and Ship Via’s are configured for seamless packaging management. In the Carrier section of the Configuration Manager you should enter the carrier’s SCAC code if it’s not already present.

If you want to be able to be suggested by the next action button on the sales order to Create a Shipment, then you need to enable the Show Packaging Shipment button in the Sales Order section of the Configuration Manager. This will simplify the process of packaging management.

Acctivate allows the ability to Auto Package a shipment, also known as “Standard Pack”, based on the product’s Packaging Unit. The Packaging unit can be defined in the Edit Product window. Acctivate will pack up to the Packaging unit qty per carton.

Additionally, the Specs tab of the Edit Product window allows you to enter in the Inner Pack, Outer Pack, and Weight per stocking and packaging unit. These are required, but can be entered in during the Packaging Management Process.

EDI Trading Partners can have specific Packaging Configuration per partner. Please contact Acctivate Support to discuss the configuration options for EDI Trading Partners.

If you are required to print a Serial Shipping Container Code barcode (SSCC barcode), you need to set the Package Prefix in Number section of Configuration Manager.