How to set up container types
When working with containers, several container types are available. Each type has its own unique characteristics, a number of which you enter on 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 want to assign to this container type. |
| Description | A brief, meaningful description of the type of container associated with this code. Examples are Wood Pallet, CHEP Pallet, Railway Car, 40Ft Container, and so on. |
| Container Item No. | If the container should be inventory-tracked in your warehouse, link the container type to an item of type Container. This ensures proper tracking of inventory and can serve as further setup for tracking inventory value and the serialization of containers. |
| Setup Level | Determines which items are allowed on containers of this type. The possible values are: All (all items are allowed), Item Category (only items belonging to this specific item category and its descendants are allowed: categories are specified on the Items tab), Specific (only specific items are allowed: 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 is automatically adjusted out of inventory on posting of the shipment), Transfer (the container is automatically 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 and 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 is automatically adjusted into inventory on posting of the receipt), Transfer (the container is automatically 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 and treated the same way as a regular item). |
| No. of Labels | The default number of labels printed when a container label is created and printed. |
| Tare Weight | The tare weight of an individual container. Used in the calculation of the total weight of a container and 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. |
On the Items tab, the following fields are available.
When the setup level All is selected, you must still open the Items tab and create an entry in the Container Usage table.
| Field | Description |
|---|---|
| Item Type | Determines which item types are allowed on the container. The value follows the value in the Setup Level field. |
| Item Code | Determines which item categories or specific items are allowed on containers of this type. The list of possible values depends on the Item Type field. If Item Type is set to All, no item code needs to be entered. |
| Unit of Measure Code | Filters the specific units of measure allowed on containers of this type. |
| Default Quantity | When a new container line is created, the Quantity field is populated with this default quantity. |
| Single Lot | Prevents a container from containing several lots of the same item. Valid for warehouse containers only. Shipping containers can always contain several lots for the same item. |
| Single Item | Prevents a container from containing several items. Available as of release 21.4.202310.0 and 22.4.202310.0. See Handling multi-item containers. |
The Navigate tab contains two options: setting up container charges and setting up container labels.
For more information on container charges, see How to: Set Up Container Charges.
For more information on label printing, see Label printing.
For more information on using and setting up containers, see About Containers.