How to use packaging for product on Sales order

By | May 26, 2021

As we all know the importance of packaging. Packaging refers to the process of designing, evaluating, and producing packages. Packaging is the technology of enclosing or protecting products for distribution, storage, sale, and use. Packaging keeps the product safe during shipment between the manufacturing facility and the retailer and must prevent damage while the product sits on the shelf.

Sage x3 also has in build setting of packaging. In this blog we will see how to setup and how to use the packaging in sales order.

Before we use the packaging function on sales order, we need to first set the setup of packaging and to do the same you can refer our below blog link. Basically, in below blog link we have shown the setup in sage x3 V8 but the same way you can setup in the V12

How to Setup packaging in Version 8 of Sage X3

In above blog you can see the setup of packaging in product category screen but apart from that we need to set the setting in product site as well. At the Product-site level, more specifications can be defined for each product; for example, the Stock detail box can be checked to indicate whether the stock must be displayed in the parcels. Each product for each site can have its own packaging identification code and packaging capacity. To make the setting in product site you may need to navigate.

All >> Common data >> Products >> Product Site.

Fig : Product Site

Now to check its working we need to create the sales order. To do the same navigate to All >> Sales module >> Order.

Fig : Sales order

In the above screen shot you can see sales order created with the order quantity 50. Now to create a packaging first you need to create the delivery from the respective sales order. And before validating the delivery need to create the packaging. See below screen shot for more details.

Fig : Delivery

Packing option will be present in Action button, just click on packing option to open the packaging screen. Once you click on packing button you will get below screen of packaging.

Fig : Packaging

In the above screen shot you can see 5 lines were generated with 10 in the QTY. to pack field (based on the product-site setup). You can also change or modify the QTY and the number of packages as needed.

Once you save this record the number of packages will update in the field “Number Of packages”.

Fig : Packaging no

Once you validate the delivery after creation of package that number of packages will get display in the generated delivery as well.

Fig : Package no on delivery

So that while delivering the product user can manage number of packages for the delivery product. Which will be very helpful to trace the number of product and number of packaging for the respective product.

This how we can use the packaging in sale module.

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