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Manual packing

Overview

Manual packing (manual process)

The general concept here is that the products will be moved to a packing location, where the warehouse workers will manually create containers and assign the products to them, and once the containers have been fully packed they will be moved to a staging location or the final outbound location.

  • When a sales order (or transfer order) is entered, warehouse work is created through a wave that has the packing station as the put location. Warehouse workers, using the mobile device, pick products from the storage locations and move them to the packing stations.
  • In the packing station, the necessary containers are created and the picked items are assigned to the appropriate container.
  • When a container is fully packed, the container is closed and moved to the outbound bay door. The products are now ready for shipping.
Setup
Manual packing
First, create the necessary warehouse locations for packing.
  • Create a location type of Pack via Warehouse Management > Setup > Location types and then specify this as the packing type in Warehouse management > Setup > Warehouse management parameters:

  • Next, a location profile must be created to be used for packing stations via Warehouse Management > Setup > Warehouse > Location profiles with the location type set to Pack. The location profile establishes information and rules that apply to the associated locations.

  • And finally, you must have at least one location where items will be put to be packed into containers. These are created in Warehouse Management > Setup > Warehouse > Locations. This screenshot shows three PACK locations, one for three different warehouses.

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Then, create the Container packing policies

The container packing policy defines how a container should be processed. Each time that you create a new container, you’ll also select a container packing policy to apply to it. The container packing policy determines details such as the weight unit, what happens when a container is fully packed, whether warehouse work is required to move the packed containers out of the packing station, and whether any manifest documentation is required. Manifesting is the process of specifying the weight of a container, container group, or shipment, together with the tracking ID that is received from a transportation provider.

  • Weight unit – The default unit of measure to use when a container is closed. This field applies to policies with or without work creation.
  • Container closing policy – The following options define what should occur when the container is closed:
    • Automatic release – The container will be considered released from the packing station, and the action that is specified in the Container release policy field will be triggered immediately
    • Delayed release – The container won’t immediately be released from the packing station. A warehouse worker must manually release it later.
    • Optional – While a worker is closing the container, they’ll be able to choose whether the container should be released.

If the packing station mainly handles single containers that are shipped directly to customers, the most natural approach is to release the containers immediately. If the packing station handles shipments that consist of multiple containers or even pallets, it’s probably best to delay the release until the whole shipment or pallet has been packed and is ready for pickup.

  • Container release policy – The following options define what should occur when the container is released from the packing location:
    • Make available at final shipping location  – The container will be located at the final shipping location. If this option is selected, the Default location for final shipment field is used to specify a preferred location for the container after it is closed.
    • Create work to move container from packing station – Warehouse work is created to move the container from the packing station to the staging area or directly to the bay door. The Work template field is used to specify the work template that should be applied when work is created for the container.
    • Assign container to outbound sorting position – This option is used with the outbound sorting capability.

In most cases, it is recommended to create work to move containers, because this approach better represents the actual manual processes in the warehouse. However, for simple scenarios, or situations where the packing station is located directly in the bay door area, it might be preferable for the container to be immediately available at the final shipping location.

  • Work template – Select the work template that should be applied when work is created for the container. This field is available only when the Container release policy field is set to Create work to move container from packing station and related to a work order type that is named Packed container picking.

Then, create the Container types

During the manual packing process, containers must be created before items can be packed into them. Each container must be based on a container type, which defines a container’s maximum volume and weight capacity. These are created via Warehouse management > Setup > Containers > Container types

 Note: For the manual packing process, Dynamics 365 only uses the value of the Maximum net weight field and the value of the Volume field in the Maximums section.

Then, create the Packing profiles

Packing profiles are required for the packing process and link the warehouse worker to their default container packing policy. These are created via Warehouse management > Setup > Packing > Packing profiles and contain some additional configuration settings such as; should the container ID’s be created automatically or manually, the default container type, should a new container be created automatically when one is closed and whether a container label should be automatically printed.

Finally, setup warehouse workers

For each warehouse worker that is required to pack containers, they must be associated with a Container packing policy and Packing profile ID via Warehouse management > Setup > Worker to define how containers are processed at the packing station.

Examples
Manual packing

The manual packing process workflow would typically be as follows:

After a sales order is entered it will be reserved and released to the warehouse. This example is for a quantity of 2:

The warehouse work will be created to pick from the storage location to the pack location which the warehouse worker will process using the mobile device. In this example the wave is set to automatically process and release, so you can see that the shipment and load have also been created.

The packing operatives will then create a container and pack the items. This is done via Warehouse management > Packing and containerization > Pack. The default warehouse, location and packing profile for the logged-in user will be automatically displayed.

This will take the user in to the Pack screen where they would typically enter the shipment ID. This will show all the information relating to that shipment i.e. customer, order details etc.

The items that remain to be packed are shown on the Open lines tab. All of the items included in this shipment are shown on the All lines tab.

The New Container button is clicked to create a new container. This will auto-generate the container ID (if setup on the packing profile) and the default container type:

Now the container is created the items can be packed. This can be achieved by selecting the Open lines and clicking the Pack button or selecting the Quantity and Identifier:

In the example above, a quantity of 1 was selected and the screen updates to show that 1 has been packed out of a quantity of 2. The user can now proceed to pack other items into the container until it is full. When a line is completely packed, it will be removed from the Open Lines tab. It, however, can still be viewed on the All Lines tab.

In each packing action, the system validates the total item weight inside the container against the maximum allowed weight of the container as specified in the container type setup. If it exceeds the limit, the system will prevent the item from being packed into the container and displays an error. However, the system does not validate other physical dimensions such as volume, width, height, and length. This allows flexibility during packing, for example, a packer might be able to squeeze the items into the container although the volume exceeds the nominal value.

At any time during packing, you can view and modify all containers created for the shipment by clicking the Containers for shipment button and Open / Closed Containers at packing station buttons.

When a container is fully packed, it must then be closed. Closing a container will prevent any additional items from being packed into the container. Depending on the container packing policy settings, the close container process either moves items to the final shipping location and the items are ready for shipping or warehouse work is created to move the containers. When the Close container button is pressed, the packer is prompted for the gross weight, which can either be manually entered or the calculated system weight can be entered:

Learning with Microsoft

Further information related to Manual packing and containerisation can be found on Microsoft Learn via the URL below.

Packing and containerization – Training | Microsoft Learn