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Containers

What is a Container?

A container is a storage location that is made up of bundled items. Generally, these 'bundled' items will be forced to move with the other items in the bundle because they are packaged in such a way that prevents them from moving independently.

The other very important feature of the container is that your general item entry users that do not have permissions to create new storage locations in the system can indeed create a container storage location (but only within the container folder). These users also have the ability to generate labels to go on the bundle for processing.

Enabling Containers

The containers option must be enabled in your Organization. Go to Settings > Organization and find the section for 'User'Use Containers'. Edit the option and turn this on.

When this option is turned on, it will create a single folder in the root of your Tools > Storage Locations called 'Containers'.

How to Bundle (Containerize) items

Here is a case with three items and they are all stored in a temporary locker. When the user is entering the items, they will simply select a storage location they have access to. The option to 'Add to Container' will come after they have entered all the items.

After all the items have been created, go to Action > Add to Container.

This will bring up the Item Check In screen but now one very important option has been enabled. The user doing the transaction can now name a new container or choose from an existing container.

In the Container Name field, simply begin to type the new of a new container or it will provide a list of existing containers to choose from.

In this example, I am typing the word 'conta' and it is showing any other containers that already have my text in the name.

Or you can type a new container name. When done click Save.

Now we see all of our items in this new container (storage location) called NewContainer1 and it's within the storage location 'Containers'.

Printing A Container Label

Any container that is still in the Containers structure will show a print icon next to the name. This is shown in the menu so that standard users, without access to storage locations, can print these location labels. The user will simply click the print icon and the label will appear. They will print this out and put on the bundled package.

Changing Containers

Items can be moved to other containers simply by clicking the items to be moved and doing the same 'Add to Container' transaction.