In line with the order management concept each product you stock can be packaged using a specific method. For example, small items are packed into bubble padded packages, or small carton boxes, whereas bigger items in larger boxes with padding etc. Firstly, you will need to set up the packaging groups and packaging types you will be using.
Settings > Postal Services Methods > Packaging groups
Packaging group is simply a unique name (a group) of different packaging types. Each packaging group will have several packaging types, for example we can create packaging group Standard letters with types: size AA, size AB and size AC.
Now you can create types for this packaging group by clicking on New Type button and choosing the name for a Type. For example Size AA.
Now you can choose the settings for this type (packaging weight and weight of product).
To use this tool you have to assign each stock item to a packaging group which is used to pack the item in the Stock Item screen.
Inventory control > Stock Item > choose the product > Edit button > Postage description
Next, click on the Apply Changes button and than OK button.
Now the system is able to work out which packaging type to use for packing this item and can calculate the weight of the order correctly (the weight of the packaging will be added to the total order weight).
If an order contains multiple items the system will try to use a packaging group which matches all items in the order, if such cannot be found the user will have to define the packaging method manually.
Those orders where the system failed to automatically select a packaging group or the postal service has not been defined, the user will have to assign postal service, packaging group and the weight manually. To do this for multiple orders in one screen go to Order Book > Service Assignment
The top of the screen displays unassigned orders and the bottom correct ones. By hovering over the red cross you can get more information about the problem the system has encountered.
To assign the order to the correct packaging group or postal service - use the drop down boxes in the grid. The system will automatically work out which packaging type should be used. You cannot overwrite a packaging type (Pack column). If there are no more errors in the postage information the order will move up to the top grid.
After making the changes click the Save changes button.
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