Saving Package Templates

Creating a package template will save all of the material and package information (but not the shipment information). This template can be accessed for future use by clicking on the dropdown menu under Select a Package Template after clicking on Add Material.

 

Saving Your Package Template

After adding the material and packaging to the shipment, click on the packaging on top left of the screen.

Please refer to the article Adding Your Material and Packaging to add your material and packaging to the shipment.

 

From here, click Save Package Template in the action bar on the package screen. This will save all of the materials and quantities in the package as a template.

Selecting Your Package Template

From the Current Shipment screen, click Add Material and select the package template that you created.

 

You’ll see that the specifications previously entered for the material are pre-populated for the shipment.

 

 

 

 

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