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.
- Open the account menu and, under Settings, click Package Types.
- Click Add Package Type.
- Enter the 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.
- Add the material and a description if useful, then click Create Package Type.
[facsimile candidate: Add Package Type form]
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. 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), color, and which package types they fit.
- Label Types: your label stock, with its dimensions.
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.
Advanced-mode packaging runs, packaging purchases, and bills of materials all pick from these catalogs. Ten minutes here saves confusion later.
Related