Packaging

The Reports > Packaging link takes you to the packaging inventory screen — the same place packaging stock gets received and adjusted. This page covers that screen, the two ways packaging inventory gets into it, and the other reports where packaging quantities and costs show up.

The Packaging Inventory Screen

Reports > Packaging opens Settings > Inventory > Packaging (/settings/inventory/packaging).

This screen is organized by location tab and lists every packaging item with its Qty On Hand, Qty Received, Qty Issued, and Spent This Month.

There are two ways packaging inventory gets added here:

Way 1 — Add It Manually

1. Find the packaging item on the location tab you want to adjust.
2. Enter a quantity in the input box next to it.
3. Click one of the three action buttons:
   • Green “+” — Adds inventory
   • Red “−” — Removes inventory
   • Yellow pencil — Removes inventory without adjusting price
4. In the “Adjust Inventory” modal that opens, pick a Type (reason code) and add Notes, then confirm.

Every adjustment is logged — click See This Month’s Packaging Logs on any item to see its running balance for the month. Use this method when packaging stock needs to be corrected or added without a formal receiving document.

Way 2 — Receive It on a Finished Goods Receivable

1. Go to Boards > Receivables and click Add Receivable.
2. Set the Type dropdown to Finished Goods. This switches the product picker to a general product search, so you can select a packaging item as the line item instead of a regular product.
3. Fill in the receivable as normal — lot number, reference number, driver/truck, and receiving location.
4. Check the receivable in.

Because the receivable type is Finished Goods and the item is a packaging product, checking it in adds the quantity to packaging inventory at that location automatically. Use this method when packaging is arriving from a vendor and you want it tied to a proper receiving record.

Note: These are the only two ways to create packaging inventory. General inventory-entry tools used for product inventory won’t accept packaging.

Where Else Packaging Shows Up in Reports

• Reports > Inventory — Use the Inventory Type filter and select Packaging to filter the standard inventory report down to packaging rows only (lot, location, qty, weight, etc.).
• Reports > Grower Settlements — Shows a Has Packaging column (marks products that have packaging assigned), a Packaging Rate column, and a Packaging Total line in the summary — reflecting the packaging cost deducted from the grower for packed inventory.
• Reports > Shipped/Sold — Shows a Packaging Cost column (when your account uses default pack charges), subtracted from FOB to get the net price.

Permissions