How to use Items for Cartonization [Step-by-step guide][Information]

Modified on Mon, 13 Oct at 2:45 PM

When using Cartonization, techSHIP will need to know the weight and dimensions of each item, to be able to automatically reorganize them within the most efficient box option.

NOTE: Depending on your Integrated System, some capabilities might not be supported.

WARNING: Depending on the case, you might need to enable Override WMS Items weight and Override WMS Items dimensions if you will use techSHIP Item managed weight and dimensions.

Items can be added by either:

Creating them manually,
Syncing with the WMS automatically (limited support), or
Upload a template file with item details

All these options will be described below in order of efficiency, branching from the common steps.

Once Items are created, they can be edited or deleted using the controls on each row:

To begin setting up items you will have to:

1. Access Clients under the Maintenance menu.

2. Click the Client for which you will add the Items.

3. Click the Items tab.

4. Follow the process according to the option you choose to move forward with.

SYNC WMS ITEMS

NOTE: For this case, we will assume that the SKUs have already been set up in the WMS.

WARNING: If importing from 3PL Central, techSHIP only synchronizes SKUs with 1 Primary Unit Per Package.

5. Click Sync WMS items.

6. (Optional) Check Delete items not in WMS if you want techSHIP to delete the SKUs on techSHIP's end which are not coming from the WMS anymore (have been removed).

7. Confirm the operation by pressing Run sync.

techSHIP will read your SKUs' information from your WMS system and push it, creating (or updating, overriding all the previous information) all the entries necessary.

ADD AND UPDATE ITEMS VIA FILE

NOTE: The item import file can also include a CUSMA Certificate column to attach customs documents in bulk. For more details, see: How to Import Items for a Client from an XLSX File [Step-by-Step Guide].

NOTE: For this case, we will assume that you already have the file with the SKUs. If you still don't have the Import Source File, click Download Items to get the template and complete it accordingly.

5. Click Choose File and select your import file.

6. Click Import & Replace Items.

7. Confirm the action

techSHIP will read your SKUs' information from the file, overriding all the previous records.

ADD ITEMS MANUALLY

5. Press Add item.

6. Complete the SKU code, Description and Basic fields.

7. (Optional) Check Exclude from Cartonization if your purpose is not to cartonize this item, or check Ship in own packaging if you wish to separate this SKU to not include it in the Cartonization process and package it separately as detailed in How to ship items in their own packaging [Step-by-Step guide].

WARNING: Exclude Items from Cartonization via API has not been implemented yet, it can only be used for imports from the WMS.

8. (Optional) If applicable:

Attach a CUSMA Certificate of Origin as detailed in: How to Attach and Manage a CUSMA Certificate of Origin to an Item [Step-by-Step Guide].
Complete the Carrier specific Dangerous Goods fields.

Once finished, press Save to confirm the action.

techSHIP will add the individual SKU you created.