Empty boxes

Package icon In Λctiv8 Manager, every sales order is defined not only by the contents to be included, but also by a number of characteristics that describe how the merchandise will be sold and shipped: its weight, sales tax and shipping and handling rules, discounts, and so on. For a retail sale from inventory, a customer selection order, or a “shopping cart” or event-cart sale, Manager uses the number of items being sold to select an empty box package of the appropriate size, and applies the characteristics defined in the package to the sale.

The system includes empty box definitions for packages from one to twelve bottles, as well as a generic package type for other contents; you should not delete these. To ensure that transactions based on them apply the correct values, youʼll need to configure these definitions appropriately for your own use before you create any of these transactions.

To configure Empty Box settings:

  1. In the Package list, search for records of Type 'Empty Box.'

  2. For each item in the list, open the record in the Package Data Entry dialog.

  3. On the General tab, edit the Weight and Shipping & Handling Rule Overrides if necessary (see Setting package details).

  4. On the Details tab, edit the Rules, Discount, and other settings as needed.

Note: As part of your club setup, youʼll also need to configure the full-box definitions.

Using package subtypes

When first installed, Manager includes definitions for a number of empty boxes; these may include:

In the Package list, youʼll see that some of these form the basis for whole “families” of packages: for example, there are 'Standard' and 'Guest Shopper' versions of both empty and full boxes from one to twelve bottles.

To make the package system more flexible and suited to your own needs, youʼll probably want to create additional definitions from which you can build groups of packages with different basic properties — for example, for:

New package definitions are defined in Managerʼs Package Setup list, where you can create them as Subtypes of the original templates. For example, you might copy the 'Standard' package setup to a new record with the subtype 'Connoisseurs.' Once the subtype exists, you can use it as the basis for new club packages for your “Connoisseursʼ Club,” with special selections, discounts, or other rules.

To create a new package subtype:

  1. To open the Package Setup list, choose Setup : Package Setup from the Network menu.

  2. Note: Package Setup is available to Senior Operators and Administrators.

  3. In the list, open a new record and configure the new package definition in the Package Setup Data Entry dialog:

  4. Label: Enter a name for the new package configuration. (This is an internal system name that appears in the Label column of the Package list.)

    Type: Choose ‘Empty Box.’

    Subtype: Choose an option from the drop-down list of available subtypes.

    Name: Enter a full descriptive name for the new configuration.

    Use Bottle Count to Determine Package to Use: Select On and specify the maximum size box available for this type of package.

    For orders that include more items than will fit in the largest available package, Manager will create a shipment of multiple packages as called for — for example, an order of fifteen bottles might be packed in a twelve-bottle box and a three-bottle box — and will print shipping labels and assign tracking numbers for each. The club discount defined for the largest box will be applied to the entire shipment.

    Often, it's more useful to turn off item counting at the inventory level, for example for items like event tickets that take up no appreciable space in the box.

    Use This Definition for Box Packing: Choose 'Yes' to make this package the default for all transactions.

  5. Click Save.

The new package configuration will now be available in the Package list, so that you can use it to create new packages.

Related topics:

Managing packages

Empty boxes

Full boxes

Creating a club package

Product packages

Archiving old packages