How to: Set up Container Types
When you are working with containers, there are multiple container types that can be used. Each type has its own unique characteristics, a number of which can be entered in the Container Type Card:
- In the search box, enter Container Type, and then choose the related link.
- On the Home-tab, in the new group, choose New.
- Fill in the fields on the card. The following fields are required
| Field | Description |
|---|---|
| Code | The code you wish to assign to this Container Code. |
| Description | A brief meaningful description of the type of container that will be associated with this code. Examples are Wood Pallet, CHEP pallet, Railway Car, 40Ft Container etc. |
| Container Item No. | If the container should be inventory-tracked in your warehouse, the container type should be linked to an item of the type Container. This ensures proper tracking of inventory and can serve as a further setup of tracking inventory value and the serialization of the containers. |
| Setup Level | This field determines what items are allowed on containers of this type. The possible values are: |
- All: all items are allowed on containers of this type
- Item Category: Only items that belong to this specific (parent) item category and its possible descendants are allowed on container of this type. The categories are specified on the Items-tab.
- Specific: only specific items are allowed on containers of this type. The items are specified on the items-tab.
- Container Sales Processing: Determines what happens with a container linked to an outbound process. The possible values are:
- Adjustment: The container will automatically be adjusted out of inventory on posting of the shipment.
- Transfer:The container will automatically be transferred to the Container Location on posting of the shipment. The container location is set up on the Inventory Setup page.
- Sales: The container is sold, meaning it is treated the same way as a regular item.
- Container Purchase Processing: Determines what happens with a container linked to an inbound process. The possible values are:
- Adjustment: The container will automatically be adjusted into inventory on posting of the receipt.
- Transfer: The container will automatically be transferred from the Container Location to the location on the document on posting of the receipt. The container location is set up on the Inventory Setup page.
- Purchase: The container is purchased, meaning it is treated the same way as a regular item.
- No. of labels: This field determines the default number of labels that is printed when a container-label is created and printed.
- Tare Weight: The tare weight of an individual container. This tare weight is used in calculation of the total weight of a container, as well as in the weight shown on the Sales Statistics page.
- Tare Unit of Measure: The unit of Measure code in which the tare weight is expressed.
- Capacity: The capacity of the container. This field is for informational purposes only.
- Capacity Unit of Measure: The Unit of Measure Code in which the capacity is expressed.
In the item tab the following fields can be used.
Please note that when the setup level ALL is selected, it is still mandatory to go into the line and in that way create an entry in the "Container Usage" table.
| Field | Description |
|---|---|
| Item Type | This field determines which item-types are allowed on the container. The value of this field follows the value in the field Setup level. |
| Item Code | This field is used to determine which item categories or specific items are allowed on containers of this type. The list of values possible depends on the value of the field Item type. If the Item Type field is set to all, no Item Code needs to be entered. |
| Unit of Measure Code | This field can be used to filter specific units of measure codes allowed on containers of this type. |
| Default Quantity | When a new containerline is created, the field quantity can be populated with a default quantity set here. |
| Single Lot | This field prevents a container from containing multiple lots of the same item. This is valid for Warehouse containers only. Shipping containers can always contain multiple lots for the same item. |
| Single Item | This field prevents a container from containing multiple items. Available since 21.4.202310.0 and 22.4.202310.0, see Handling multi-item containers |
The Navigate Tab contains two options, setting up the Container Charges and setting up the Container Labels.
For more information on Container Charges, please click here.
For more information on labelprinting, please click here.
For more information on using and setting up containers, click here.