Setting up an inventory or catalog product for cartonization

The cartonization settings for products are available in Product Setup and Product Catalog Setup. During cartonization processing, cartonization settings on product records take precedence over catalog product records.

Specify cartonization settings for a product only if the product requires special packaging or handling.

  1. To specify cartonization settings for an inventory product, select Product > Setup > Product.

    To specify cartonization settings for a catalog product, select Product > Setup > Catalog.

  2. Search for the product to set up for cartonization, and then click the right arrow to open the record.
  3. On the General tab, verify that values are specified for the length, width, and height of the product.
    The values are required for the auto-cartonization process.
  4. Click Cartonization, and then click Edit.
  5. Specify this information, if it applies to the cartonization requirements of the product:
    Package Type

    Specify the package type that is required for the product. You can leave the field blank if the product can ship in a standard package.

    Manually Pack - Special Dimension Item

    Select this option to indicate that the product cannot be packed in a standard box, based on cubic dimensions.

    Packing Instructions

    Specify any special packing instructions for the product. The instructions are included on the pick ticket.

    Item Dimensional Sized Measure in Cubic

    Specify the unit of measurement (UOM) to use to determine the size of product. If you select AO Default to use the UOM from SA System Administrator-System-General, the UOM is displayed beside the field.

    Shelf to Ship Package

    Select this option if the product can be shipped in the packaging in which it is stored in the warehouse without further packing. Examples include boxes of tiles, small air conditioning units, or ready-to-assemble furniture. If the unit for a line item corresponds to the stocking unit on this record, a carton ID is assigned to the container in which the product is packaged.

    Packing Restriction

    Select one of these values to place packing restrictions on the product:

    • Do Not Mix

      The product must be packed individually.

    • Group Type Only

      The product can be packed with other products, based on the package group types that you select.

      To select a package group type, click the package group type and then click the right arrow. You can also drag a package group type into the Selected column.
  6. Click Save.
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