How to Add Packaging to Case Goods

Need to add labels to your shiners after bottling? Or re-pack your case goods with new packaging items? Record an 'Add packaging' action or task to apply packaging items to your case goods!

How to record an Add Packaging action

Go to the 'Add packaging' action from the Record Action dropdown in the Case Good lot details page. Alternatively, an 'Add packaging' task can be added to a work order.

Lot - Select your Case Goods lots from the lot dropdown or lot picker

Add Packaging to - Check the box to add packaging to the entire lot, or else enter the number of pallets, cases, and bottles.


Transfer to - Select to 'Retain Case Goods lot', 'Combine with an existing Case Goods lot' (both lots must have the exact same composition), or 'Create a new Case Goods lot'.
    • 'Retain Case Goods lot' means that you are adding packaging to the same lot code 
    • 'Combine with an existing Case Goods lot' means that you are adding packaging to the specified number of cases, and moving those cases into an existing lot code
    • 'Create a new Case Goods lot' means that you will moving the specified number of cases into a new, empty lot code, with the requested packaging.

Packaging - Click on 'Edit packaging' to select and enter your packaging products, batches, used and scrap amounts