This article explains how to use the Packing Materials feature. See our article Understanding Packing Materials to learn more about how this feature works.

Navigating to Packing Materials

You can manage and configure packing materials from Orders > Manage Packing Materials. The grid can be filtered by selecting the material type with the Material Type drop-down menu. The packing material’s filters are accessed by selecting an order from the grid and clicking the Edit button to open the Edit Packing Definition window.

1.    Go to Orders > Manage Packing Materials.

2.    Filter the grid by selecting the material type with the Material Type drop-down menu. 

3.    Select an order and click the Edit button. 

4.    Set your desired insert filters in the Edit Packing Definition window.

System Rules

By default, the insert quantity is one. The “System Rules” section of the “Edit Packing Definitions” window includes the option “Insert quantity matches item quantity.” Selecting this option adds the same amount of inserts as ordered items. 

Insert filters  

Insert definitions support several optional filters to determine if an order qualifies for a given insert. 

• Lifespan: The insert lifespan defines the time period during which the insert definition is active. If an insert definition has a lifespan, orders qualify for it only if the order’s Created Date falls within the insert's lifespan. Set the lifespan by specifying a Start Date and/or an End Date.  
• Ignore for EDI orders: If an insert definition has Ignore for EDI orders checked, orders qualify for it only when they were not created via a native 3PL Warehouse manager EDI connection. This lets you exclude B2B orders from getting inserts intended for consumers.
• Trigger Item: If an insert definition has one or more Trigger Items, orders qualify for it only if the order includes one of those trigger items.
• Shipping Destination: If an insert definition includes Country and State/Province/Region filters, orders qualify for inserts only when their Ship to Address matches the selected filter values.
• Order Source(IM Cart Name): When enabled, incoming orders qualify for the insert only if they were imported through the specified shopping cart connection.

Note: This filter only supports connections originating from Extensiv Integration Manager. Native 3PL Warehouse Manager connections are not supported.

Setting up Inventory Alerts  

Manage Packing Materials lets you configure in-app inventory alerts for both Package definitions and non-SKU insert definitions. Once configured, you will receive an alert the next time you login after the inventory depletes below the defined minimum value. 

To configure inventory alerts:

1. From the Packing Materials home page, Create a new insert or Edit an existing insert.
2. In the Create/Edit Packing Definition window, configure the appropriate fields in the Inventory section.
   1. Warehouse: Select the warehouse where this inventory configuration applies.
   2. Alert Recipient: Select the warehouse user that should receive the in-app inventory alerts for this package or insert. By default, the system users the global alert recipient, if defined, but you can override this user with another if desired.
   3. Current Quantity: Specify the quantity of this package or insert that is currently on hand in the selected warehouse. The system automatically decrements this value each time an order is closed (shipped) that uses this package or insert.
   4. Min Quantity: Specify the quantity at which the alert recipient should start receiving alerts saying it’s time to restock this package or insert.
   5. Add Another Warehouse: If you have multiple warehouses, click to add another warehouse section so you can configure the alert settings for each warehouse independently.
      
      
3. Click Save.