Manually assigning products to cartons

Use these instructions to manually assign one or more products on a sales order or warehouse transfer to a carton.

You might manually assign products to cartons for these reasons:

  • The warehouse or customer requires manual assignment.
  • The product is identified as a special dimension product.
  • The product is a nonstock product without a Product Catalog record.
    Note: Separate instructions are provided for manually assigning a nonstock to a carton.
  1. Select Product > Entry > Cartonization.
  2. Search for the order to manually process, and then click the right arrow to open the record.
  3. Click Manually Create/Change Cartons.
  4. Select a product in the Unpackaged Items grid, and then click Add To Carton.
  5. Specify this information:
    Add To

    Select Existing Carton to add the product to a carton that is already used on the order. Select that carton in the Carton ID field.

    Select New Carton to create another carton for the order, and then select the package to use.

    Quantity

    Specify the quantity of the product to add to the carton.

  6. Click OK, and then click Save to update the Package Detail grid.

    If you included the product in a new package, the carton ID is generated.

  7. Review the Item Package Type for the product to ensure that you selected the appropriate type of package.
  8. Repeat the previous steps to assign any remaining unpackaged products to cartons.
  9. Click the back arrow to return to the Packages page.
  10. If you manually assigned a special dimension product to a carton, select the exception in the grid, and then click Delete.