Skip to main content

Set up package, closure, and label types

Define each container once under Setup. The package type's fill size and unit are then used everywhere packaging is recorded.

Package types are your containers: the 5 oz woozy bottle, the 8 oz jar. You define each one once, and everything else refers to it.

  1. Open Setup and, under Packaging, click Package Types.
  2. Click Add package type.
  3. Enter the Package Type Name, the Fill Size, and its Unit of Measure (mL, L, fl oz, gal, g, kg, oz, lb, or each). If you enter a fill size, the unit is required.
  4. Add the Material and a Description if useful, then click Create Package Type.

The package type is the single source of truth for fill size. When someone records a packaging run, the run's stored fill size is filled in from the package type automatically. The fill size also gives the estimated count on Package Batch (batch size divided by fill size) and the How many per batch count on a bill of materials packaging line (yield divided by container size). That is what keeps packaging totals, fill warnings, and per-unit costs consistent.

Two sibling catalogs work the same way:

  • Closure Types: caps and lids, with a size (like 28mm), material, color, and the Compatible Package Types they fit.
  • Label Types: your label stock, with its size or dimensions, material, color, and compatible package types.

You cannot create two package types with the same name, size, and unit. Deleting any of these is a soft delete: the type is deactivated and disappears from pickers, but history that references it stays intact.

Add Package Type form The Add Package Type form filled in for a 5 fl oz glass woozy bottle: Package Type Name, Fill Size, Unit of Measure and Material, each with its help text, and a Create Package Type button. Add Package Type Define the canonical Fill Size and Unit of Measure that packaging workflows will reuse automatically. * Required fields are marked with an asterisk. Package Type Name * Woozy Bottle Package type name (e.g., Bottle, Can, Jar) Fill Size (optional) 5 Set the stored fill size for this package type. Unit of Measure (optional) fl oz Choose from the supported liquid, mass, or count units: mL, L, fl oz, gal, g, kg, oz, lb, each. Material (optional) Glass Package material (e.g., Glass, Plastic, Aluminum) 3 Create Package Type Cancel 4
Add Package Type: the fill size and unit set here are reused everywhere you package.
Set these up before you package

Packaging runs, packaging purchases, and bills of materials all pick from these catalogs. With no package type set up, the batch page warns "No container set up: packaging stock not drawn." Ten minutes here saves confusion later.

Related