Introduction

The Package Type master setting allows you to define the various forms of packaging used in your logistics operations. By standardizing package types (such as Boxes, Pallets, or Crates), you ensure consistent data entry during shipment creation and provide accurate dimensions for vehicle capacity planning.

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Steps to Manage Package Types

1. Navigate to System Settings Click on the System Settings icon in the left-hand navigation bar. Under the Masters section, select Package Type. [PLACEHOLDER: Insert image]

2. Add a New Package Type Click the + Package Type button in the top left corner to open the creation form. [PLACEHOLDER: Insert image]

3. Enter Package Details Input the Package Name and provide a brief Description of the packaging material. [USE CASE: A logistics firm creates a "Wooden Pallet" type to distinguish bulk cargo from individual "Small Cardboard Box" shipments.]

4. Set Unit and Status Choose the appropriate unit of measurement and ensure the Status toggle is set to Active so the type appears in shipment dropdown menus. [PLACEHOLDER: Insert image]

5. Save the Configuration Click the Save button in the top right corner to add the new type to your master list.

Notes / Best Practices

• Standardization: Use clear, universal names for package types to avoid confusion between different warehouse locations.

• Active Status: If a specific packaging material is no longer used, toggle the status to "Inactive" rather than deleting it to preserve historical shipment records.

• Descriptions: Include typical dimensions or weight limits in the description field as a quick reference for data entry operators.

• Global Access: Once saved in System Settings, these package types will be available globally across all DMS modules, including the Shipment and Delivery sections.

Related Articles

• [LINK: Next Help Article → Setting Up Vehicle Master Categories]

• [LINK: Next Help Article → Configuring Unit of Measurement (UOM) Settings]