To cartonize a sales order in Sales Orders, Order Control, or Shipping:
Select Cartonize from the sales order command options. The following Cartonize command options will appear:
- Cartonize – Select Cartonize to use the default carton and carton fill weight for each item on the order that requires a carton. The default carton is based on the default carton in Shipping Options, the customer default carton, or the specific carton or it’s alternative assigned to the item
- Cartonize Manually – Select Cartonize Manually to assign the specific carton and specify how many cartons will be used.
- Single Carton – Select Single Carton to assign all items that require a carton to a single carton. The specific carton assigned to the item cannot be changed.
- Change Carton – Select Change Carton to view a selection box with a list of alternative cartons.
Based on the cartons selected above and their carton fill weight, the number of cartons needed to ship the order is calculated.
If you select Cartonize, a Cartonize window appears and displays the following information:
- Unit – The selling or shipping unit of measure and description
- Item in Carton – The item ordered
- Quantity – The number of units of the item in each carton
- Weight – The total weight of the item in the carton
- # – The carton or box number. Carton numbers are assigned sequentially, starting with 1, for each sales order
- Carton – The carton name for the carton used
- PRTD – If Y (Y=yes), a carton label has been printed for the carton.
The following options appear:
F3 – Add a carton. Press F3 to add a carton to an item. Scroll to the item and press F3. An Add a Carton for (item name) window appears with a list of all cartons defined in the system. Scroll to the carton to add or select EXIT to exit. The carton selected will appear as the last carton for the item. Enter the number of units or pounds to add to the new carton. Select one of the existing cartons for the item and enter zero to remove the units or pounds from the carton. Continue adding and entering weights until the item is in the correct cartons with the correct weight. As cartons and weight are added and removed from cartons, the quantity displayed next to the item name will go up or down for the amount of weight that still needs to be added or removed from cartons. The quantity next to the item name must equal zero to continue.
F5 – Move to existing carton. Press F5 to move weight from one carton to another. Items can share the same carton if both the Share Cartons setting for the department has been set to Y (Y=yes) and the item has the Share Carton setting set to Y (Y=yes). Scroll to the item and carton number to move and press F5. A Cartons selection box will appear with a list of all cartons currently on the sales order. It displays the carton number, carton name, and percentage full. Scroll to the carton to move the weight into and press Enter. Enter the number of units or pounds to move into the selected box. Select one of the existing cartons for the item and enter zero to remove the units or pounds from the carton. Continue adding and entering weights until the item is in the correct cartons with the correct weight. As cartons and weight are added and removed from cartons, the item quantity displayed next to the item name will go up or down for the amount of weight that still needs to be added or removed from cartons. The quantity next to the item name must equal zero to continue.
F6 – Clean. Press F6 to remove cartons with zero quantities and reset the sequence numbers of the cartons if carton labels have not been previously printed.
F7 – Manifest. Press F7 to display a manifest or summary listing by carton number. The screen displays the following:
- # – The carton number
- Carton – The carton name
- Tare – The tare weight or weight of the empty carton
- Weight – The number of pounds of the item in the carton
- Item in carton – The item name of the item in the carton
- Line – The sales order line number
F8 – Cartons. When used with the next day freight services, press F8 to view a screen displaying the information provided by the next day freight service:
- # – The carton number
- Carton – The carton name
- Weight – The number of pounds of the item in the carton
- Tare – The tare weight or weight of the empty carton
- Tracking No – The tracking number assigned by the next day freight carrier
- Charge – The freight charge for the carton
F9 – Uncartonize. Press F9 to remove all cartons from the sales order and recalculate the carton quantity based on the carton fill weight for the item, item alias, or item alias group.
F10 – Exit. Press F10 to exit the Cartonize option and continue processing the sales order.
If you select Cartonize Manually
A Cartonize Order window appears. The items will not have cartons assigned to them. The cartons need to be added manually using the F3 option.
The following information will display:
- Unit – The selling or shipping unit of measure and description
- Item in Carton – The item ordered
- Quantity – The number of units of the item in each carton
- Weight – The total weight of the item in the carton
- # – The carton or box number. Carton numbers are assigned sequentially starting with 1.
- Carton – The carton name for the carton used
- PRTD – If Y (Y=yes), a carton label has been printed for the carton.
You will need to press F3 for add a carton before the sales order line items can be cartonized. The following options appear, just as in Cartonize:
F3 – Add a carton. Press F3 to add a carton to an item.
F5 – Move to existing carton. Select F5 to move weight from one carton to another carton (a carton must have been assigned using the F3 option first). Items can share the same carton if both the Share Cartons setting for the department has been set to Y (Y=yes) and the item has the Share Carton setting set to Y (Y=yes).
F6 – Clean. Press F6 to remove cartons with zero quantities and reset the sequence numbers of the cartons if carton labels have not been previously printed.
F7 – Manifest. Press F7 to display a manifest or summary listing by carton number.
F8 – Cartons. When used with the next day freight services, press F8 to view a screen displaying the information provided by the next day freight service.
F9 – Uncartonize. Press F9 to remove all cartons from the order and recalculate the carton quantity based on the carton fill weight for the item, item alias, or item alias group.
F10 – Exit. Press F10 to exit the Cartonize option and continue processing the sales order.
If you select Single Carton, a Select a Carton window will appear with a list of all cartons defined in the system, scroll to the carton to add or select EXIT to exit.
All line items that require a carton will be placed in the carton selected if the line items do not have a default carton.
The following options appear, just as in Cartonize:
F3 – Add a carton. Press F3 to add a carton to an item.
F5 – Move to existing carton. Select F5 to move weight from one carton to another carton (a carton must have been assigned using the F3 option first). Items can share the same carton if both the Share Cartons setting for the department has been set to Y (Y=yes) and the item has the Share Carton setting set to Y (Y=yes).
F6 – Clean. Press F6 to remove cartons with zero quantities and reset the sequence numbers of the cartons if carton labels have not been previously printed.
F7 – Manifest. Press F7 to display a manifest or summary listing by carton number.
F8 – Cartons. When used with the next day freight services, press F8 to view a screen displaying the information provided by the next day freight service.
F9 – Uncartonize. Select F9 to remove all cartons from the sales order and recalculate the carton quantity based on the carton fill weight for the item, item alias, or item alias group.
F10 – Exit. Press F10 to exit the Cartonize option and continue processing the sales order.
If you select Change Carton
If you select Change Carton a Select A Carton window will appear with a list of cartons. Select the carton that is to be used and press Enter.
The sales order will be cartonized based on the selected carton.
The following options will appear, just as in Cartonize:
F3 – Add a carton. Press to F3 to add a carton to an item.
F5 – Move to existing carton. Select F5 to move weight from one carton to another carton (a carton must have been assigned using the F3 option first). Items can share the same carton if both the Share Cartons setting for the department has been set to Y (Y=yes) and the item has the Share Carton setting set to Y (Y=yes).
F6 – Clean. Press F6 to remove cartons with zero quantities and reset the sequence numbers of the cartons if carton labels have not been previously printed.
F7 – Manifest. Press F7 to display a manifest or summary listing by carton number.
F8 – Cartons. When used with the next day freight services, press F8 to view a screen displaying the information provided by the next day freight service.
F9 – Uncartonize. Select F9 to remove all cartons from the sales order and recalculate the carton quantity based on the carton fill weight for the item, item alias, or item alias group.
F10 – Exit. Select F10 to exit the Cartonize option and continue processing the sales order.
After the sales order is cartonized, the carton items and the number of cartons will be added to the sales order. If the sales order is re-cartonized, the sales order will be updated with the changes made to the carton items and number of cartons.
To manually assign the carton count