Reusable Packaging

Overview

If your company provides or receives returnable packaging for goods transportation, you can define packaging return conditions and deposit amounts in sales orders and purchase orders.

Enabling Reusable Packaging

To enable returnable packaging in the system:
  1. Go to Master data and settings > Master data and sections > Items.
  2. Select the Reusable packaging checkbox under Accounting dimensions.

Creating Reusable Packaging

To create a reusable packaging in the Items catalog:
  1. Go to Master data and settings > Items.
  2. Click Create.
  3. Select the Item kind with the Package item type.
  4. Fill in the required details.
To specify a reusable package for a particular goods:
  1. Go to Master data and settings > Items.
  2. Open the required item.
  3. Click the Attributes tab and then click Units of measure and storage conditions.
  4. Open the set of packaging units (click List).
  5. Open a packaging unit you want to supply in reusable packaging.
  6. Select the Supplied in a packaging unit checkbox and select a Reusable packaging.
  7. Prompt users to choose packages in full or starting with a particular quantity. For example, if there are packages for 20 bottles of water, you can allow using packages starting from 15 bottles.

Specifying Packaging Return Conditions in Orders

  1. Go to Sales > Sales orders or Purchasing > Purchase orders.
  2. Click the More tab.
  3. Select the Return reusable packaging in checkbox and specify a return period.
  4. Select the Packaging deposit is required checkbox if applicable.

Specifying Reusable Packaging in Orders

  1. Go to Sales > Sales orders or Purchasing > Purchase orders.
  2. Open the required order.
  3. Click the Goods tab.
  4. Select the line with goods and click Fill > Add packaging.
  5. Select a returnable packaging and click Exit. The system automatically adds new lines, fills them with Items and Quantity of returnable packaging units.
  6. Check the information and specify the Price according to the deposit estimation (if required).
  7. Post the document.

Registering Reusable Packaging Return

Registering Packaging Return from Customers

To register a packaging return from a customer:
  1. Go to Sales > Returnable packaging documents.
  2. Select the Date of return.
  3. Select the package you want to return and click Register packaging return. The system will create the Sales return.
  4. Check if the data is correct and click Post and close.
If there was a package deposit, return it to the customer using the Outgoing payment – Bank account or Outgoing payment – Cash account document. You can register it based on the Sales return document.

Registering Package Redemption (Customers)

If the customer damaged the package, you need to register a package redemption:
  1. Go to Sales > Returnable packaging documents.
  2. Select the Date of return.
  3. Select the damaged package or packages and click Register packaging redemption. The system will automatically create a new Customer invoice – returnable packaging document to record that the package was purchased by the customer.
  4. In the Customer invoice – returnable packaging document, make sure the required fields are filled correctly: Customer, Counterparty, Company, Terms of sales and Contract.
5. On the More tab, fill the Employee and Business unit. These fields can be filled automatically with the data of the user who creates the document.
6. Define the order Taxation: Sale is subject to VAT or Sale is not subject to VAT.
7. Select Packaging deposit is required if it is required. This can be filled by default form the terms of sales.
8. Click the Goods tab.
9. Check or fill the Items, Quantity, and deposit Price for the packaging to return.
10. Specify the initial Customer invoice in the Sales document column for each line. To fill it from scratch:
11. Clear all lines.
12. Click Fill > Select transferred reusable packaging.
13. Select the lines and click Add to document.
14. Post the document.
To review redemption transactions of returnable packaging:
  1. Go to Sales > Sales reports > Returnable packaging logistics.
  2. Specify the Period and Customer and then Generate the report.
  3. Analyze transactions related to movements of the returnable packaging.
Finally, send Customer invoice – returnable packaging to the customer.
  1. In the Customer invoice – returnable packaging document, click Print, select the print form, print and send it to the customer.
  2. Record the communication in Business Interactions.
  3. Register the receipt of package deposit from the customer based on the Customer invoice – returnable packaging document.

Registering Packaging Return to Vendors

To return a package to the vendor:
  1. Go to Purchasing > Returnable packaging documents.
  2. Select the package you want to return and click Register packaging return.
  3. The system will create a Return of goods to vendor. Check if the data is correct and click Post and close.
Once the vendor returns you the package deposit, register it with the Incoming payment – Bank account or Incoming payment – Cash account document.

Registering Package Redemption (Vendors)

If you damaged the package, you need to register a package redemption:
  1. Go to Purchasing > Returnable packaging documents.
  2. Select the damaged package and click Register packaging redemption.
3. The system will create a Vendor invoice - returnable packaging. Check if the data is correct and click Post.
4. Write off the package using Stock shortage recognition in Warehouse and delivery > Inventory adjustments.

Monitoring Packaging Units Held by Customers

You might want to monitor information on returnable packaging transferred to customers regularly.
To review items and deadlines:
  1. Go to Sales > Sales reports.
  2. Run the Returnable packaging logistics report.
  3. Set the Date of return, Customer and then Generate the report.
  4. Review the list of Packaging units, Customers, and Dates of return.

Monitoring Packaging Units Received from Vendors

You might want to monitor information on returnable packaging received from vendors regularly.
To review items and deadlines:
  1. Go to Purchasing > Purchasing reports.
  2. Run the Received returnable packaging logistics report.
  3. Set the Period, Vendor and then Generate the report.
  4. Review the list of Packaging units and Vendors.