Packaging
The packaging setup allows you to define all the different units, containers, and vessels your organization uses to sell and ship products to customers. Having accurate packaging specified is critical for:
Proper Pricing. The packaging type determines the quantitative amount that pricing applies to (e.g. price per liter, per kilogram, etc.).
Logistics Planning. The dimensions and weights of packaging impact space/transportation requirements.
Aligning to Customer Needs Ensuring packaging formats provided match customer specifications for dispensing, storage, etc.
From the Team Settings > Quotes area, go to the "Packaging" section. Here you can add new packaging types or edit existing options.
Common packaging types include:
Bottle (e.g. 1 l, 2 gal)
Drum (e.g. 180 kg, 55 gal)
Supersack/Tote (e.g. 1,000 kg)
Truckload (e.g. 10 mt)
Pail (e.g. 10 kg, 20 kg)
Individually wrapped units
Case/Carton
You can also designate certain packaging types as samples, for handling product evaluation requests.
It's important to comprehensively build out your packaging catalog. This gives sales teams the ability to accurately quote the right packaging for each order.
Last updated