Packaging

Packaging allows you to create and manage all packaging options available in your warehouse, including boxes, envelopes, and pallets. The system uses this information to automatically recommend the best packaging for each order based on product dimensions and weight.

Quick Access

The page shows as Packaging List in the system. Go to Inventory → Packaging to view all packaging options.

Why use Packaging?

Automatic Recommendations

The system automatically recommends the best packaging for each order based on product dimensions.

Cost Optimization

Configure packaging costs and prices to calculate and optimize shipping costs.

Inventory Management

Track available quantity of each packaging type (Qty Good) to ensure availability.

Eligibility Rules

Configure exclusive packaging for specific accounts or particular SKUs for special cases.

Multiple Types

Supports different packaging types: Box, Envelope, Pallet, and No-Box according to your needs.

Bulk Import

Import multiple packages from CSV for quick and efficient configuration.

Access Packaging

You can access Packaging from:

1. Inventory Menu: Navigate to Inventory > Packaging

Important

ShipEdge will only recommend packages with available quantity greater than zero (Qty > 0). Make sure to keep quantities updated.

Packaging types

Packaging supports four main packaging types:

• Box: Standard boxes for regular products
• Envelope: Envelopes for flat and light products
• Pallet: Pallets for large or bulk shipments
• No-Box: For products that don’t require additional packaging

Create a new package

1. Access Packaging

   Go to Inventory > Packaging or access directly to the Packaging page.

2. Click Add New Package

   Above the table, click the Add New Package button.

3. Complete basic information

   In the “Packaging” section, complete:

   • Type Pack: Select the type (Box, Envelope, Pallet, No-Box)
   • Nick: Enter a code or short name to identify the package
   • Description: Describe the package clearly
   • Qty Good: Enter initial available quantity

4. Configure package data

   In the “Package Data” section, enter:

   • Box Weight: Empty package weight
   • Cost: Package cost
   • Price: Package sale price (if applicable)
   • Location: Physical location of the package in the warehouse

5. Define outer dimensions

   In “Outer Dimensions”, enter:

   • Length: Package length
   • Width: Package width
   • Height: Package height
   • Max Weight: Maximum weight the package can contain

6. Define inner dimensions

   In “Inner Dimensions”, configure:

   • % Inner: Percentage of inner dimensions (40% to 130%)
   • Inner Length: Inner length (calculated automatically or enter manually)
   • Inner Width: Inner width
   • Inner Height: Inner height
   • Volume Capacity: Package volume capacity

7. Configure eligibility (optional)

   In “Elegibility”, you can configure:

   • OMS Account Exclusive: Assign package exclusively to a specific account
   • Priority & Exclusive for Sku(s): Select specific SKUs that make this package eligible
   • Shipping Method Exclusive: Assign package to a specific shipping method
   • Stackable: Indicate if the package is stackable or not

8. Save the package

   Click Create to create the new package.

Fields and configurations

Basic information

• Type Pack: Package type (Box, Envelope, Pallet, No-Box)
• Nick / Code: Code or short name to identify the package
• Description: Detailed package description
• Qty Good: Available package quantity in stock

Outer dimensions

• Length: Package length (in configured units)
• Width: Package width
• Height: Package height
• Max Weight: Maximum weight the package can contain

Inner dimensions

• % Inner: Percentage representing inner dimensions relative to outer dimensions (40% to 130%)
• Inner Length: Package inner length
• Inner Width: Package inner width
• Inner Height: Package inner height
• Volume Capacity: Calculated or manually entered volume capacity

Consistent Units

Package units must be consistent with units used for product dimensions. Make sure to use the same unit system (inches, centimeters, etc.) in both.

Financial information and location

• Box Weight: Empty package weight
• Cost: Package cost for internal calculations
• Price: Package sale price (if applicable)
• Location: Physical location of the package in the warehouse

Eligibility rules

• Oms Account Exclusive: Restricts package to a specific account
• Priority & Exclusive for Sku(s): Package is only eligible if the order contains one or more of the listed SKUs
• Shipping Method Exclusive: Restricts package to a specific shipping method
• Stackable: Indicates if the package can be stacked (Stackable) or not (NonStackable)

Edit an existing package

1. Search for the package

   In the Package List table, find the package you want to edit using the search filters in the column headers.

2. Open the menu

   Click the menu button (three dots) at the start of the package row to open the dropdown.

3. Click Edit

   Select Edit from the dropdown menu. The create/update modal opens with the package data loaded.

4. Modify fields

   Update any field you need to change. All fields are editable.

5. Save changes

   Click Update to save changes.

Import packages from CSV

You can import multiple packages from a CSV file:

1. Download template

   Click Upload Package and then Download template CSV to get the template.

2. Prepare your CSV file

   Complete the CSV file with your package information. Make sure that:

   • In the “PackageName” column you use one of these values: Box, Envelope, Pallet, or No-Box
   • All required columns are complete
   • Format matches the template exactly

3. Upload the file

   Click Upload Package, select your CSV file, and click Upload.

4. Verify import

   Review the Package List table to confirm packages were imported correctly.

Add carrier packages

You can add packages directly from carrier catalogs:

1. Open Add Carrier Packages

   Click the Add Carrier Packages button on the Package List page.

2. Select packages

   In the modal, you’ll see a table of available carrier packages. Check the boxes next to the packages you want to add.

3. Add packages

   Click Add to add the selected packages to your list.

4. Set quantity (optional)

   After adding, you can click Edit on a carrier package row to open the “Update Qty Good” modal and set the available quantity (Qty Good).

Print package labels

You can print labels for your packages:

1. Open Print LPN/Tray Labels

   Click the Print LPN/Tray Labels button in the page header.

2. Choose label type

   The modal has three tabs: TRAYS, LPNs, and Carton IDs. Select the tab for the type of labels you need.

3. Configure options

   For TRAYS: Enter PREFIX (e.g., “tray”), INITIAL number, and number of labels to PRINT. For LPNs: Configure label size and other options. For Carton IDs: Follow the on-screen instructions.

4. Print

   Click Print to generate the labels.

Analyze sample

You can analyze how sample products fit in your packages:

1. Open Analyze sample

   Click the Analyze sample button in the page header (next to Unit Of Measure, Print List, and Print LPN/Tray Labels).

2. Enter product information

   Provide dimensions and weight of the product you want to analyze.

3. Review recommendations

   The system shows which packages are suitable for that product and why.

Print package list

You can print a complete list of all your packages:

1. Sort table (optional)

   For a personalized print, sort the table by Id or Nick / Code before printing.

2. Click Print List

   Click the Print List button in the page header.

3. Print

   A print preview opens. Use your browser’s print function to print the list.

Best practices

Keep quantities updated

Regularly update the “Qty Good” field so the system only recommends available packages.

Use precise dimensions

Enter exact dimensions for both outer and inner. This improves accuracy of automatic recommendations.

Configure maximum weight

Always configure “Max Weight” to avoid overloading packages and problems with carriers.

Use exclusivity carefully

Configure exclusive packages only when necessary. Too many restrictions can limit packaging options.

Review inner percentage

Inner percentage (% Inner) affects how the system calculates available space. Adjust according to package type.

Import from CSV for multiple

To create many packages, use CSV import instead of creating them one by one. It’s much more efficient.

Use descriptive codes

Use codes or names (Nick) that are easy to identify and remember to facilitate daily management.

Configure costs and prices

Complete Cost and Price fields for accurate shipping cost calculations and billing.

Troubleshooting

Error importing CSV

Problem: The CSV file doesn’t import correctly or shows errors.

Solution:

• Verify you use the exact template downloaded from the system
• Make sure “PackageName” contains only: Box, Envelope, Pallet, or No-Box
• Check that all required columns are complete
• Verify numeric values are valid (no special characters)
• Make sure file format is correct CSV

Inner dimensions don’t calculate

Problem: Inner dimensions don’t calculate automatically when changing the percentage.

Solution:

• Verify outer dimensions are entered first
• Make sure inner percentage (% Inner) is between 40% and 130%
• Try entering inner dimensions manually if automatic calculation doesn’t work
• Reload page and try again

I can’t assign SKU exclusivity

Problem: I can’t find or select SKUs for exclusivity.

Solution:

• Make sure SKUs exist in the system
• Verify you have permissions to view products
• Try searching for the SKU by typing its full name
• If SKU doesn’t appear, it may not be active or doesn’t belong to the correct account

Package doesn’t appear in shipping recommendations

Problem: A configured package doesn’t appear when processing an order.

Solution:

• Verify “Qty Good” is greater than zero
• Review exclusivity rules - package may be restricted to a specific account or SKU
• Make sure dimensions and maximum weight are adequate for order products
• Verify shipping method matches if you configured exclusivity by shipping method
• Check that products have dimensions configured correctly

Related

• Warehouse Overview - Warehouse overview
• Shipping Labels - Shipping labels that use Packaging information
• Processing Orders - Order processing that uses Packaging recommendations
• Units of Measure (UOM) - Units of measure for dimensions