Create instruction for a packaging specification

Packaging specifications are created for the packaging of products, their components and materials. A packaging specification can consist of any number of instructions. An instruction consists of a list of packaging materials and the products, components or materials to be packaged.

An instruction can contain multiple options for packing a product, a component or a material.

The Nexeed Packaging Control client retrieves the instructions from the packaging specifications to provide the information during packing.

Requirements

• Categories of packaging materials, products, components and materials have been created.
  Create a new category
• Expert or Administrator role

Procedure

1. Open the Packaging specifications menu.
   Packaging Instructions
2. If the packaging specification is not yet displayed in the overview, open the Add new packaging specification dialog window in the overview with in the header.

   The new packaging specification is created together with the new instruction.

   Or:

   If the packaging specification to which the instruction is to be added is available in the overview, select the packaging specification. If necessary, filter by packaging specification.

   

   All instructions in the packaging specification are listed in the Variants/versions view.

   • Open the Add new packaging specification dialog window in the Variants/versions view with in the header.

     The new instruction is assigned to the packaging specification.

   

   If the packaging specification has been selected in the overview, the Packaging specification number text box is grayed out and cannot be edited.

3. If necessary, assign a number in the Packaging specification number text box.
4. Enter the name of the packaging specification in the Packaging specification nametext box.
5. Check the Versioned checkbox if the packaging specification is to be versioned.

   : A new version of the instruction created after each change. A packaging specification can have any number of versions of instructions.
   : The instruction can be edited without creating a new version of the instruction. A packaging specification can only have one non-versioned instruction.

6. Use Add to create the packaging specification.

   

   An instruction is created for the packaging specification; this instruction must consist of packaging materials and the products, components or materials of a product to be packaged.

7. Create the individual items of the instruction in the header using :

   The item can be used for a packaging material, a product, a component or a material of a product.

8. Enter the following data for each item:
   • Standard
     The parent items can be marked as a preferred packaging option by activating the checkbox. The items subordinate to this item then serve as the preferred method of packing.

     Only one parent item can be marked as default.

   • Packaging level
     Packaging option. Other subordinate items belong to the same packaging level.

     Can be used on a user-specific basis.

   • Position
     Numbering of the item in the current packaging level.

     Can be used on a user-specific basis.

   • Material number
     The material number can belong to a product, a component or a material of a product or to a packaging material.
   • Material name
     Product, component, material of a product or packaging material belonging to the material number.
   • Category
     Category of the material entered in Material number and Material name.

     The default category Material stands for the product, component or material of the product that is being packed.
     Categories can be created and edited in Master data > Categories.
     Master data: Categories

   • Quantity
     Quantity of products, components, materials of a product or of the packaging material entered in Material number and Material name.
   • Unit
   • SRS order
     Automatic re-ordering of the material via a Smart Replenishment System (SRS).
   • If necessary, use in the row to add subordinate items to an item.

     The Administrator can use to delete individual components and materials from the product parts list in the row of an item.

9. Use in the header to create the instruction for the packing specification.
10. Confirm the creation in the dialog window using Yes.

The Variants/versions view appears with the created instruction. The new packaging specification is displayed in the overview of packaging specifications.

• Continue with Edit the instruction of a packaging specification or create a copy as a variant to create further instructions for a packing specification or to version an instruction.