# Configure products, packages, and delivery

## Products, packages, and delivery setup

Product packagings describe how a product is contained and identified. Package types describe the
size and weight limits of a container. Packages are container records that group products so the
whole package can move together, or its products can later move as individual units. Use these
setup records before you work with inventory movements that depend on their packaging or delivery
details.

| If you need to… | Go to |
|---|---|
| Reach a setup list | [Find an inventory setup record](#find-an-inventory-setup-record) |
| Prepare access before editing | [Before you start](#before-you-start) |
| Maintain product packaging details | [Configure product packagings](#configure-product-packagings) |
| Set container dimensions and limits | [Define package types](#define-package-types) |
| Review a container and its contents | [Manage packages and contents](#manage-packages-and-contents) |
| Resolve access or navigation problems | [Handle access and setup problems](#handle-access-and-setup-problems) |
| Continue with inventory operations | [Inventory overview](doc:inventory-overview) |
| Continue with administrative inventory work | [Configure inventory overview and transfers](doc:admin-inventory-overview-and-transfers) |
| Configure warehouses and replenishment | [Configure warehouses and replenishment](doc:admin-warehouses-and-replenishment) |
| Find general error guidance | [General error messages](doc:general-error-messages) |
| Find common solutions | [Common issues and solutions](doc:common-issues-and-solutions) |

Start with [Before you start](#before-you-start) to confirm access, then use [Find an inventory
setup record](#find-an-inventory-setup-record) to open the relevant list.

## Before you start

Before you change an inventory setup record, know which list you need and have the required access
group for that surface. Product Packagings, Packages, Package Types, Barcode Nomenclatures, and Zip
Prefix each use access rules. Fields such as Unit of Measure, Company, Owner, and Lot or Serial
Number also depend on the required access group.

| Before you start | Why it matters |
|---|---|
| Access group for Product Packagings | It controls access to **Product Packagings**. |
| Access group for Packages and Package Types | It controls access to **Packages** and **Package Types**. |
| Required access group for an optional field | It determines whether fields such as **Unit of Measure**, **Company**, **Owner**, or **Lot/Serial Number** appear. |
| The packaging or package information you want to maintain | It lets you enter the product, quantity, dimensions, weight, barcode, or contents in the appropriate surface. |

With the required access and information ready, use [Find an inventory setup record](#find-an-inventory-setup-record).

## Find an inventory setup record

Use this procedure to open the list that matches the inventory setup job you need to do.

**Prerequisites**

- You know which setup record you need.
- You have the permission for that surface.

**Steps**

1. Open **Inventory**.
2. Open the menu branch shown in the table, then select the corresponding entry:

   | Menu path | If you need to… | Select |
   |---|---|---|
   | Inventory → Configuration → Products | Maintain product packaging | Product Packagings |
   | Inventory → Products | Review containers and their contents | Packages |
   | Inventory → Configuration → Delivery | Define container dimensions and limits | Package Types |
   | Inventory → Configuration → Products | Open barcode configuration | Barcode Nomenclatures |
   | Inventory → Configuration → Delivery | Open delivery zip-prefix configuration | Zip Prefix |

**Result:** The selected inventory setup list opens, ready for the matching setup procedure below.

## Configure product packagings

Use a product packaging record to record how many units a packaging holds and how that packaging is
identified.

**Prerequisites**

- You have opened **Product Packagings**.
- You have the required access group for Product Packagings.

**Steps**

1. Review the packaging list. Its columns include the sequence handle, **Product**, **Packaging**,
   **Contained quantity**, **Unit of Measure**, **Barcode**, and **Company**.
2. Open a packaging record to review its form.
3. Review **Packaging** as the packaging name.
4. Review **Product** as the associated product.
5. Review **Contained quantity** as the quantity held by the packaging.
6. Review **Unit of Measure** when your account has the required access group for units.
7. Review **Barcode** as the packaging identifier.
8. Review **Company** when your account has the required access group for company fields.
9. On a saved packaging record, treat **Product** as read-only.

The **Product** field appears on the standard packaging form and is omitted from the alternate form.
The alternate list makes the packaging list editable at the bottom. The **Unit of Measure** and
**Company** fields follow the required access group.

**Result:** The packaging list or form shows the product packaging details available to your
account; continue to [Define package types](#define-package-types) when container limits are next.

## Define package types

Use a package type when packages need consistent physical limits, storage capacity, or an optional
barcode.

**Prerequisites**

- You have opened **Package Types**.
- You have the required access group for Package Types.

**Steps**

1. Review the package type list. Its columns include **Name**, **Height**, **Width**, **Length**,
   **Maximum Weight**, and **Barcode**.
2. Open a package type to review its form.
3. Enter or review the container **Size** using **Length**, **Width**, and **Height**.
4. Enter or review **Base Weight**.
5. Enter or review **Maximum Weight**.
6. Enter or review **Barcode**.
7. Review **Company** when your account has the required access group for company fields.
8. Review storage-category capacity when your account has the required access group for storage categories.
9. In the capacity list, review **Storage Category** and **Quantity** for each capacity row.

The size display uses the length unit shown with the dimensions. Storage-category capacity is
controlled by the required access group, and **Company** is available only with the required access group.

**Result:** The package type form shows the dimensions, weights, barcode, company, and available
storage-category capacity; continue to [Manage packages and contents](#manage-packages-and-contents)
when you need to review a container.

## Manage packages and contents

Use a package record to review grouped products, move the whole package together, or return its
products to individual-unit handling.

**Prerequisites**

- You have opened **Packages**.
- You have a saved package to review before using its form actions.

**Steps**

1. Open a package record.
2. Review **Package Reference** to identify the package.
3. Review **Package Type**, **Company**, **Owner**, and **Location**.
4. Review the **Content** list.
5. Review the content fields that are available to your account:

   | Content detail | What to review |
   |---|---|
   | **Product** | The item included in the package. |
   | **Lot/Serial Number** | The lot or serial identifier. |
   | **Quantity** | The number of units included. |
   | **Unit of Measure** | The unit used for the amount. |
6. Select the action that matches your next task:

   | If you need to… | Select |
   |---|---|
   | Return the contents to individual-unit handling | **Unpack** |
   | Review transfers connected with the package | **Package Transfers** |

The Packages action opens in kanban, tree, or form mode. When the list is empty, the screen uses
these messages:

`Create a new package`

`Packages are usually created via transfers (during pack operation) and can contain different products.`

`Once created, the whole package can be moved at once, or products can be unpacked and moved as single units again.`

**Result:** The package form shows its reference, available details, contents, and package actions;
continue to [Handle access and setup problems](#handle-access-and-setup-problems) if a list, field,
or response does not appear as expected.

## Handle access and setup problems

Inventory setup surfaces can vary with access and access-controlled fields. Use the table below
to choose the next action when a list, field, or response does not appear as expected.

| What you see | What it means | What to do |
|---|---|---|
| **Product Packagings** is unavailable | The menu entry requires its access group. | Ask an administrator for the required access group. |
| **Packages** or **Package Types** is unavailable | The menu entry requires its access group. | Ask an administrator for the required access group. |
| **Barcode Nomenclatures** or **Zip Prefix** is unavailable | The menu entry requires its access group. | Ask an administrator to review access for the relevant menu. |
| A field such as **Unit of Measure**, **Company**, **Owner**, or **Lot/Serial Number** is not visible | The field requires an access group. | Ask an administrator to review the required access group. |
| The main Product Packagings route shows an empty page | No labelled controls, columns, or buttons are visible on the route. | Return to **Inventory** and open the setup list again. |
| The Inventory menu does not open | The menu-opening action timed out. | Use the access and navigation guidance in [Common issues and solutions](doc:common-issues-and-solutions). |

After you resolve an access or navigation problem, return to [What to do next](#what-to-do-next).

**Result:** You are ready to continue with [What to do next](#what-to-do-next).

## What to do next

After you review or configure these records, continue with the operational task that uses them.

| If you need to… | Go to |
|---|---|
| Work in the inventory workspace | [Inventory overview](doc:inventory-overview) |
| Administer inventory operations and transfers | [Configure inventory overview and transfers](doc:admin-inventory-overview-and-transfers) |
| Administer warehouses and replenishment | [Configure warehouses and replenishment](doc:admin-warehouses-and-replenishment) |
| Find general error guidance | [General error messages](doc:general-error-messages) |
| Find common access and navigation solutions | [Common issues and solutions](doc:common-issues-and-solutions) |