Package

Once you open the **Package under Inventory, a standard list of packages will show up.

Create Package

To create a package, proceed with the following steps:

1. Navigate to Package / Inventory.

2. Click the “Create” button (Top right corner)

3. The following information should be inserted:

   • Name (Required: Enter the unique name for the package.)
   • Package Type (Required: Select the type of this package from the dropdown menu.)
     • Options listed are created in the settings
   • Returnable Checkbox (Check this box if the package is returnable.)
   • Category (Required: Select the category of this package.)
     • These are widely recognized and commonly used categories within the packaging and logistics industries worldwide.
     • For more information, refer to the end of this section to find brief explanations on each category
   • Deposit Charge Currency (Optional: Select the type of currency in which the deposit for this package will be charged)
     • This is only applicable if the package is returnable.
     • Currencies listed are by default the primary and secondary currencies configured for your company
       (Upon selecting the currency you will be able to enter the deposit amount)
   • Deposit Charge (Required: Enter the specific amount of the deposit charged for this package, based on the currency selected above)
     • This is only applicable if the package is returnable.
   • Length (Optional: Enter the length of the package.)
   • Width (Optional: Enter the width of the package.)
   • Height (Optional: Enter the height of the package.)
   • Volume (Optional: Enter the total volume of the package.)
   • Description (Optional: Provide a brief description)

4. Click “Save”, once all necessary information is entered

Package Categories

These categories help classify packages based on their function, material, or purpose:

• Primary: This refers to the packaging that directly contains the product. It's what the customer typically sees first and directly interacts with (e.g., a bottle for a drink, a tube for toothpaste).
• Secondary: This packaging holds one or more primary packages. It often serves for branding, display, or to group multiple units of a product (e.g., a box holding a perfume bottle, a carton of soda cans).
• Tertiary: This is bulk packaging used for handling, warehousing, and shipping. Its main role is to protect secondary packages during transport and storage (e.g., a corrugated box holding multiple cartons, stretch wrap around a pallet).
• Disposable: Packaging designed for a single use, intended to be discarded after the product is consumed or removed. It's typically not designed for reuse or return.
• Sustainable: Packaging designed with environmental impact in mind. This could include materials that are recyclable, compostable, biodegradable, made from recycled content, or sourced from renewable resources.
• Retail: Packaging specifically designed for display and sale in a retail environment. It often includes features for shelf appeal, product visibility, and branding to attract customers
• Luxury: High-end packaging that emphasizes premium aesthetics, materials, and finishes. It's used to enhance the perceived value of the product and provide an elevated unboxing experience.
• Flexible: Packaging made from materials that can change shape easily, such as films, foils, papers, or thin plastics (e.g., pouches, bags, wrappers).
• Rigid: Packaging made from materials that maintain a fixed shape and provide structural protection, such as thick cardboard, plastic bottles, glass jars, or metal cans (e.g., boxes, jars, bottles).
• Custom: Packaging specifically designed and manufactured to meet unique requirements for a particular product, brand, or shipping need, rather than using standard off-the-shelf options.

Edit Package

To edit package details, proceed with the following steps:

1. Navigate to Package / Inventory.

2. Locate and right-click on the desired package

3. Click the “Edit” button

   Making Your Edits

   Once the package’s details page is open, you’ll find that the fields and tabs are identical to those used during package creation.

   • For detailed explanations of any field or option (e.g., Name, Package Type, Deposit Charge, Dimensions), please refer to the “Create Package” section.

4. Click “Save” to apply your changes, after all your desired updates are applied

Delete Package

Note: Once a package has been used in other records, it can not be deleted

To delete a package, proceed with the following steps:

1. Navigate to Package / Inventory.
2. Locate and right-click on the desired package
3. Click the “Delete” button
4. Upon selecting delete, a confirmation pop-up will appear to ensure the action is intentional.
   Click “Confirm” to continue

Note: To access detailed instructions on common system actions, please refer to the following resource: "Common Actions"