Edit the instruction of a packaging specification or create a copy as a variant

Depending on the client setting, it is possible to save the changes in the open instruction or to create a variant or version from it in which the changes are saved. The instruction that has been edited retains its original data.

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
• At least one packaging specification with one instruction has been created.
  Create instruction for a packaging specification
• Expert or Administrator role

Procedure

1. Open the Packaging specifications menu.
   Packaging Instructions
2. In the overview of packaging specifications, select the packaging specification whose instruction is to be edited. If necessary, filter by packaging specification.

   

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

3. Select the instruction you want to edit.
4. Open the instruction using .

   

   The instruction lists packaging materials and the products, components or materials of a product to be packed.

5. To edit the instruction, click in the header.
6. If necessary, add individual items of the instruction using in the header.
7. If necessary, change the data of the existing items or enter data of the newly added items:

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

   • Standard
     The parent items can be marked as a preferred packaging option by activating the checkbox. The items subordinate to this item are used for the instructions in 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.
   • Position
     Numbering of the item in the current packaging level.
   • 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.

8. Click in the header to save the changes in the instruction and confirm with Yes in the dialog window.

   No other version of the instruction is created.

   is displayed if the original instruction was not saved as Versioned.

   Or:

   Use in the header to save the changed instruction as a version or variant.

   is displayed if the original instruction was saved as Versioned.

   Before the change is saved, you can undo the changes with .

   

9. If necessary, change the Packaging specification number and Packaging specification name.
10. 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.

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

• Continue with Import packaging specification from ERP system to import packaging specifications from the ERP system.
• Continue with Delete instruction of a packaging specification to delete instructions for a packaging specification.
• Continue with Delete packaging specification with all instructions to delete packaging specifications with all their instructions.