Configure automatic packaging
/visma-net-erp/help/sales/configure-automatic-packaging
section
Visma Net provides options that give your company the ability to configure and use the automatic packaging functionality for the sales orders and shipments to be shipped, either via carriers with which integration is established or via other carriers whose delivery services your company uses.
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# Configure automatic packaging
Visma Net provides options that give your company the ability to configure and use the automatic packaging functionality for the sales orders and shipments to be shipped, either via carriers with which integration is established or via other carriers whose delivery services your company uses.
You can set up the application to calculate a set of boxes for each sales order and shipment and calculate the freight.
> [!NOTE]
> To use this functionality, make sure the **Automatic packaging** is enabled in [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window. With this functionality disabled, you will need to manually select all the boxes for sales orders and shipments and specify the gross weights of the resulting packages.
About automatic packaging for non-integrated carriers
/visma-net-erp/help/sales/configure-automatic-packaging/about-automatic-packaging-for-non-integrated-carriers
page
With Visma Net, you can configure and use the automatic packaging functionality for all the carriers used by your organisation to ship the sales orders.
2026-02-19T17:09:06+01:00
# About automatic packaging for non-integrated carriers
With Visma Net, you can configure and use the automatic packaging functionality for all the carriers used by your organisation to ship the sales orders.
> [!NOTE]
> To use this functionality, make sure **Automatic packaging** is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.
With this functionality enabled and configured, the system will determine the optimal set of boxes (packages) for each sales order and shipment and calculate the freight.
For detailed instructions, see: [Configure automatic packaging](/visma-net-erp/help/sales/configure-automatic-packaging/configure-automatic-packaging/).
## Package calculation for a sales order
Once the automatic packaging functionality has been configured, you can use it when you prepare a sales order for shipping or create a consolidated shipment.
Because the calculation of packages is resource-intensive, the system calculates packages only
when the user requests this calculation.
As you are preparing a sales order in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window and adding items, the system calculates the weight
and volume of the sales order.
Once you specify the delivery information on the
**Delivery settings** tab, including the ship via code, the shipping
terms, and the shipping zone, and save the order, the system determines the set of boxes,
each package weight, the freight cost, and the freight charges.
The system uses a heuristic algorithm (an algorithm that quickly finds a satisfactory set of boxes, however it does not guarantee that this set is the best one) and the following information to make suggestions about the boxes required for the order:
+ The lists of boxes assigned to each ship via code, with the maximum weight and volume each box can hold and the weight of the box (which must include the weight of any packaging material)
+ The quantity of each stock item in base units, the weight and volume of the base unit of the item, and the option instructing the system about how to pack this item
+ The quantity of each non-stock item in base units, and the weight and volume of the base unit of the item
You can view the particular packages in the **Shop for rates** dialog box,
which opens when you click the **Packages** button on the
**Delivery settings** tab.
You can review the calculated totals on the
**Totals** tab of the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
If freight for a
specific ship via code should be specified manually, you can enter the total freight amount in
the **Freight** field on the **Totals** tab.
In some cases, you may need to edit the packages manually. If you select the **Manual packaging** check box, you can adjust information about the boxes and their contents to match the quantities and weights of actual packages.
> [!NOTE]
> For packages
> that have been suggested automatically (those with **Auto**selected in the
> **Type**column), the system adds the weights of the boxes automatically.
>
> For each box that is added manually, you must specify the gross weight of the box.
## Package calculation for a shipment
Once a shipment is generated for a sales order, the system updates the packages calculated
for the order (if needed), and information about particular boxes used for the shipment becomes
available for review on the **Packages** tab.
If needed, you can adjust the
packages manually: correct the gross weights of particular packages, or select another box (or
other boxes) to match the quantities and weights of the actual packages.
## Package calculation for consolidated shipments
You can create shipments for multiple orders by using the [Process orders (SO501000)](/visma-net-erp/help/sales/sales-windows/process-orders-so501000/) window.
If multiple orders are consolidated into one shipment, you can recalculate
the packages initially determined for sales orders by clicking the **Refresh packages** button in the toolbar on the **Packages** tab of
the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window.
Once the set of boxes is determined for
the consolidated shipment, you can review and edit this list if needed on the
**Packages** tab.
## Manual packaging for specific items
You can specify that certain items should always be packed manually; for example, if the items
are small and can fit into a box packed with other items.
To exclude such items from automatic
packaging, you should select **Manual** in the **Packaging option** field in
the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window (on the **Packaging** tab).
Then when preparing a sales order with such items in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window,
you will need to select the boxes to be used to ship these items on the **Shop for rates** dialog box, specify their gross weights and the declared values in the
**Packages** table.
Recalculation of these packages will not be performed
automatically for this order and that these particular packages will be used for shipping (even
if the order is a part of a consolidated shipment).
Related pages
Concepts
Tasks
Windows
About freight calculation
/visma-net-erp/help/sales/configure-automatic-packaging/about-freight-calculation
page
With Visma Net, you can manage freight to better control any additional costs and revenues on sales transactions.
2026-02-19T17:09:06+01:00
# About freight calculation
With Visma Net, you can manage freight to better control any additional costs and revenues on sales transactions.
With Visma Net, you can manage freight to better control any additional costs and revenues on
sales transactions.
The freight amount you charge your customers may include not
only the freight your company is charged by carriers, but also insurance, handling,
and packaging fees defined by your shipping terms and premium freight. You can
define for each sales order type whether freight will be calculated automatically by
selecting the **Calculate freight** check box in the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window. Your company may use shipping services provided by various carriers or provide its own
shipping services.
The freight amount you charge your customers is calculated as the
sum of the following:
+ The freight amount, which is calculated by applying shipping terms to the freight cost
+ The premium freight amount (if any)
The actual amounts of freight and handling may differ from the anticipated cost; the actual cost becomes known only after the shipment is completed or the shipments (if the order may be split into multiple shipments) are completed.
## Freight cost calculated for non-integrated carriers
If the goods for a sales order are shipped under a ship via code associated with a
non-integrated carrier, the system estimates the freight cost based on the rates
defined by the ship via code.
You specify rates for each ship via code based on a
non-integrated carrier on the **Freight rates** tab of the [Ship via codes (CS207500)](/visma-net-erp/help/inventory/inventory-windows/ship-via-codes-cs207500/) window, refer to: [Create a ship via code](/visma-net-erp/help/sales/configure-automatic-packaging/create-a-ship-via-code/).
The number of decimal
places for freight rates is defined by the value in the **Price/cost decimal places** field in the [Organisations (CS101500)](/visma-net-erp/help/organisation-structure/organisation-structure-windows/organisations-cs101500/) window. When a user enters a sales order to be shipped by a non-integrated carrier, the system
estimates the freight cost for the order based on the ship via code, that is, the
predefined rates you have specified for the carrier.
The weight of each order is
calculated automatically in the same weight UoM that is specified in the
**Weight UoM** field in the
[Inventory preferences (IN101000)](/visma-net-erp/help/inventory/inventory-windows/inventory-preferences-in101000/) window.
For details on setting up the order weight calculation, see:
[About automatic packaging for non-integrated carriers](/visma-net-erp/help/sales/configure-automatic-packaging/about-automatic-packaging-for-non-integrated-carriers/). By default, the currency of the freight is the currency of the sales order; however, you can
manually change the currency of the freight or exchange rate for a particular
shipment on the **Delivery settings** tab of the [Shipments - reference information](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window. Rates are specified for shipping zones based on total shipment weight and, optionally, volume.
The weight of an order is compared to break points, and the first one that is less
than the order weight gives the freight rate.
The system calculates the freight cost
depending on the calculation method you have selected in the [Ship via codes (CS207500)](/visma-net-erp/help/inventory/inventory-windows/ship-via-codes-cs207500/) window for the carrier, **Per unit** or **Net**,
with calculations as shown below:
+ For the **Per unit** calculation method:
`FreightCost = BaseRate + (FreightRate x Weight)`
+ For the **Net** calculation method: Here, FreightRate is equal to the rate defined for a specific range of shipment weight and volume, as specified on the **Freight rates** tab of the [Ship via codes (CS207500)](/visma-net-erp/help/inventory/inventory-windows/ship-via-codes-cs207500/) window.
`FreightCost = BaseRate + FreightRate`
For the ship via code of the carrier, if **Manual** is selected as the freight calculation method in the [Ship via codes (CS207500)](/visma-net-erp/help/inventory/inventory-windows/ship-via-codes-cs207500/) window, then when preparing a sales order, you should specify the freight amount in the **Freight cost** field on the **Totals** tab in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
## Freight amount to be charged
Once the freight cost to be charged for the sales order shipped under a specific ship via code is known or estimated (for the codes associated with non-integrated carriers), the system applies the shipping terms used for relations with the customer, as assigned in the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window, to calculate the full freight amount for the order to be paid by the customer. The freight amount may include insurance, handling fees, or line handling fees. The account to be used to record freight for sales orders of a specific type is defined by the option selected in the **Use freight account from** field in the [Shipping terms (CS208000)](/visma-net-erp/help/sales/sales-windows/shipping-terms-cs208000/) window. The default freight account is also specified in the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window; this account is used when the **Use freight account from** option points to an unavailable account. If the **Subaccounts** functionality is enabled in your system, the freight subaccount to record freight is generated according to the rule specified in the **Combine freight sub. from** field in the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window. To encourage larger orders, you can configure the shipping terms so that the customers will not pay freight on orders with amounts greater than a specified value. In the [Shipping terms (CS208000)](/visma-net-erp/help/sales/sales-windows/shipping-terms-cs208000/) window, the level of charges is defined by a sequence of break points based on shipping amount. For ship via codes with **Manual** selected as the freight calculation method, the freight amount is equal to the freight cost entered manually on the **Totals** tab in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window. The freight amount is calculated similarly for all ship via codes, as shown below.
`FreightAmt = (FreightCost x FreightCost% / 100)`
## Premium freight amount to be charged to customers
The premium freight amount is specified for a sales order as a flat amount on the
**Totals** tab of the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
The premium freight amount can be any additional handling flat
fee that originates during the processing of the sales order due to the order's
properties or circumstances, for example, extreme fragility or extreme
dimensions, volume, or weight.
If you need to correct the excessive freight charges that were specified in one of the earlier orders, you can manually adjust the premium freight amount in the current order by decreasing it by the adjustment amount or by entering a negative freight amount.
Notice that the order's total amount, which results from adjusting the premium freight amount, must be greater than zero or, at least, equal to zero. Otherwise, the invoice that is later generated for the order cannot be released.
## Freight allocation on shipments
A sales order can be fulfilled by multiple shipments if it is allowed for the order, and with multiple shipments, your company can define how the freight amount should be allocated among shipments: Use the **Freight allocation on partial shipping** field, located on the **General settings** tab of the [Sales order preferences (SO101000)](/visma-net-erp/help/sales/sales-windows/sales-order-preferences-so101000/) window, and select one of the following options:
Full amount first time
: to assign the freight amount to the first shipment created for the order
Allocate proportionally
: to distribute the freight amount among shipments proportionally to partial shipment amounts
Notice that on shipments shipped with ship via codes for which **Manual** is selected as the freight calculation method, you can edit the freight amounts.
## Recognising freight costs as freight expenses
The freight cost determined for a sales order is not recorded to any expense account until an invoice
from the carrier is processed.
An invoice from the carrier may include freight
charges for all the sales orders that were shipped by the carrier during a specific
time interval (a week, two weeks, or a month).
If the invoices are created for each
ship via code used for shipping, the Freight expense account specified in the [Ship via codes (CS207500)](/visma-net-erp/help/inventory/inventory-windows/ship-via-codes-cs207500/) window can be manually selected on the appropriate lines
of the
invoice.
## VAT applicable to freight sales
For each ship via code defined for the shipping options provided by your company (with the
**Common carrier** check box cleared), in the [Ship via codes (CS207500)](/visma-net-erp/help/inventory/inventory-windows/ship-via-codes-cs207500/) window, you can specify the VAT category that
applies to freight as to additional service provided by your company.
The list of
VAT applicable to the freight will include the VAT that are present both in the
VAT category and in the VAT zone of the branch that sold the goods. If the goods are shipped by a common carrier, the VAT category is applied only to the amount
of freight in excess of freight cost, and the list of VAT applied to the specified
amount is the VAT from both the VAT category and the VAT zone of the customer's
delivery address (the specified VAT zone of the customer location or, if not
specified, the VAT zone automatically determined by the delivery address's post code).
## Further freight adjustments
However, the real cost of freight and handling becomes known only after all shipments are completed and actual shipping charges for all packages have been provided by the carrier.
If you need to correct the excessive freight charges that were specified in one of the earlier
orders, you can manually adjust the premium freight amount in the current order by
decreasing it by the adjustment amount or by entering a negative freight amount.
If
you need to adjust the **Total freight amt.** in an invoice, you
can specify the needed positive or negative **Premium freight amt.** in the
shipment line on the **Freight details** tab.
Notice that the order's total amount, which results from adjusting the premium freight amount, must be greater than zero or at least equal to zero; otherwise, the invoice that is generated later for the order cannot be released.
Create a ship via code
/visma-net-erp/help/sales/configure-automatic-packaging/create-a-ship-via-code
section
In Visma Net, you can create a ship via code for each delivery service your organisation uses and specify which boxes are used for this service and what the freight rates are.
2026-02-19T17:09:06+01:00
# Create a ship via code
In Visma Net, you can create a ship via code for each delivery service your organisation uses and specify which boxes are used for this service and what the freight rates are.
In Visma Net, you can create a ship via code for each delivery service your organisation uses
and specify which boxes are used for this service and what the freight rates are.
You can use this window to create ship via codes. Perform the following steps for each ship via code you need to define.
1. Go to the [Ship via codes (CS207500)](/visma-net-erp/help/inventory/inventory-windows/ship-via-codes-cs207500/) window.
1. Enter the ship via code (which is an alphanumerical string of up to 15 characters) clearly identifying the specific delivery service.
1. Enter a description of the code.
1. On the **Details** tab, select the calendar that provides information about this carrier's work hours.
1. Select the method to calculate the freight from the following options:
+ **Per unit**: To calculate the freight as the rate by weight.
+ **Net**: To use flat rate.
+ **Manual**: To specify the freight amount manually for each sales order in the **Freight cost** field on the **Totals** tab of the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
1. In the **Base rate** field, if **Net** is selected as the calculation method, type the value of the flat-rate charge to be added to the freight amount. If **Per unit** is selected as the calculation method, type the value of the per unit rate.
1. On the **Freight rates** tab, if **Net** is selected as the calculation method, specify the rate ranges as follows:
1. Click **Add row** on the table toolbar to add a new rate range.
1. In the **Rate** column, specify the rate.
1. In the **Weight** column, specify the minimum weight to which the rate may be applied.
1. In the **Volume** column, specify the minimum volume to which the rate may be applied.
1. In the **Zone ID** column, specify the shipping zone to which the goods with the specified weight and volume are shipped.
1. In the **VAT code** field, select the VAT category to be applied to the freight charges.
1. In the **Freight sales account** field, select an income account to record the freight sales.
1. In the **Freight sales sub.** field, select a subaccount to record the freight sales.
1. In the **Freight expense account** field, select an income account to record the freight expenses.
1. In the **Freight expense sub.** field, select a subaccount to record the freight expenses.
1. On the **Packages** tab, select each of the boxes to be used with this delivery service as follows:
+ Click **Add row** in the toolbar to add information about a box.
+ In the **Box ID** column, select a box that is used by the service method.
+ Click **Save** in the toolbar. The box information will appear in the appropriate columns.
1. Click .
Related pages
Concepts
Tasks
Windows
Configure a stock item for automatic packaging
/visma-net-erp/help/sales/configure-automatic-packaging/configure-a-stock-item-for-automatic-packaging
section
To enable the system to determine optimal packages for any sales order or shipment, you must specify packaging settings for each stock item in the Stock items (IN202500) window.
2026-02-19T17:09:06+01:00
# Configure a stock item for automatic packaging
To enable the system to determine optimal packages for any sales order or shipment, you must specify packaging settings for each stock item in the Stock items (IN202500) window.
For more information: [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/).
To enable the system to determine optimal packages for any sales order or shipment,
you must specify packaging settings for each stock item in the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/)
window.
If the **Automatic packaging** functionality is not enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window, you can use these settings for the calculation of weight and volume of each sales order and shipment, and users will be able to select the boxes for each order manually.
## Before you proceed
1. In the [Inventory preferences (IN101000)](/visma-net-erp/help/inventory/inventory-windows/inventory-preferences-in101000/) window, make sure that the base weight UoM is selected in the **Weight UoM** field and that the base volume UoM is selected in the **Volume UoM** field.
1. In the [Units of measure (CS203100)](/visma-net-erp/help/common-settings/common-settings-windows/units-of-measure-cs203100/) window, make sure that the UoM to measure the weight of the item's base unit is defined and that a conversion factor to convert this UoM to the base weight UoM is specified. Also, make sure that the UoM to measure the volume of the item's base unit is defined and that the conversion factor to convert this UoM to the base volume UoM is specified.
## Configure a stock item for automatic packaging
1. Go to the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window.
1. In the **Item ID** field, select a stock item.
1. In the **Weight** field on the **Packages** tab, type the weight of the base unit of the item.
1. In the **Weight UoM** field, select the UoM used to measure the weight.
1. In the **Volume** field, type the volume of the base unit of the item.
1. In the **Volume UoM** field, select the UoM used to measure the volume.
1. If this item should always be packed separately from other items, select the **Pack separately** check box.
1. If the **Automatic packaging** functionality is not enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window, proceed to Step 10.
1. In the **Packaging option** field, select one of the available options:
+ **Manual** If the item should always be packed manually.
+ **By weight** If the item should be packed by weight. In the **Boxes** table (which appears), create a list of boxes that can be used for this item.
+ **By quantity** If the item should always be packed by quantity. An item to be packed by quantity is always packed separately from other items. (When you select this option, the **Pack separately** check box is selected and unavailable for editing.)
In the **Boxes** table (which appears when you select this option), create the list of boxes, and for each box, specify the maximum quantity of the base units of this item that this box can hold.
+ **By weight and volume** If the item can be packed by weight or volume jointly with other items from a sales order.
In the **Boxes** table (which appears when you select this option), create the list of boxes that can be used for this item.
1. Click .
Related pages
Concepts
Tasks
Windows
Configure automatic packaging
/visma-net-erp/help/sales/configure-automatic-packaging/configure-automatic-packaging
section
To make sales order processing more effective, you can configure the system to automatically determine the optimal set of boxes for sales orders and for shipments to be sent via carriers.
2026-02-19T17:09:06+01:00
# Configure automatic packaging
To make sales order processing more effective, you can configure the system to automatically determine the optimal set of boxes for sales orders and for shipments to be sent via carriers.
Configuration includes the following major steps.
## Before you proceed
Make sure the **Automatic packaging** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.
## 1. Create the weight and volume UoMs
Start by compiling a list of the units of measure used in your system to measure weights and volumes for different stock items that are usually shipped via carriers.
Then make sure that all these UoMs are defined in the system in the [Units of measure (CS203100)](/visma-net-erp/help/common-settings/common-settings-windows/units-of-measure-cs203100/) window.
If any UoM is not listed among the
predefined UoMs, define it.
For details, see: [Define weight UoMs](/visma-net-erp/help/inventory/manage-inventory-defaults/define-weight-uoms/).
## 2. Specify the base UoMs to measure weights and volumes
Decide on the base unit of measure (UoM) to be used for weight and the base unit of
measure to be used for volume in your system.
For more information, see: [About units of weight and volume](/visma-net-erp/help/inventory/manage-inventory-defaults/about-units-of-weight-and-volume/).
After you have created the UoMS that
you planned to use as the base UoMs for weights and volumes, you use the
[Inventory preferences (IN101000)](/visma-net-erp/help/inventory/inventory-windows/inventory-preferences-in101000/) window to select these UoMs
as the base weight and volume UoMs as follows:
1. Go to the [Inventory preferences (IN101000)](/visma-net-erp/help/inventory/inventory-windows/inventory-preferences-in101000/) window.
1. In the **Weight UoM** field, specify the UoM to be used to measure the weights of the stock items.
1. In the **Volume UoM** field, specify the UoM to be used to measure the volumes of the stock items.
1. Click ****.
## 3. Specify the rule for converting the base UoM to the carrier UoM for weight
Make sure that the conversion rules from the base weight UoM to the UoM (which is equal to the carrier unit of weight) are defined in the [Units of measure (CS203100)](/visma-net-erp/help/common-settings/common-settings-windows/units-of-measure-cs203100/) window.
## 4. Define the boxes to be used for shipping
To make it possible for the system to make packaging suggestions for sales orders, in the [Packaging types (CS207600)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/packaging-types-cs207600/) window, list all the available boxes with their own weights (which may include the weight of all packaging materials) and their capacities for weight and volume.
Linear dimensions for boxes are optional and for information purposes only. The values are not used in any calculation.
For details, see: [Define a box](/visma-net-erp/help/sales/configure-automatic-packaging/define-a-box/).
## 5. Create ship via codes and assign boxes
For each delivery service used by your organization, create a ship via code by using
the [Ship via codes (CS207500)](/visma-net-erp/help/inventory/inventory-windows/ship-via-codes-cs207500/) window, specify the freight calculation method and
freight rates, and create a list of boxes on the **Packages**
tab.
The rates of different carriers or different delivery services for boxes of the
same capacity may vary significantly, and some services may be available for only
packages with specific weights, volumes, or dimensions.
For more details, see: [Create a ship via code](/visma-net-erp/help/sales/configure-automatic-packaging/create-a-ship-via-code/).
## 6. Configure stock items for automatic packaging
For each stock item, on the **Packaging settings** tab of the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window, specify the weight and volume of the base unit and the packaging option that defines how this stock item should be packed:
+ By quantity, separately from other items
+ By weight, separately from other items
+ By weight, not necessarily separately from other items
+ By weight and volume, generally with other items
+ Manually
For detailed instructions, see: [Configure a stock item for automatic packaging](/visma-net-erp/help/sales/configure-automatic-packaging/configure-a-stock-item-for-automatic-packaging/).
Related pages
Concepts
Tasks
Windows
Define a box
/visma-net-erp/help/sales/configure-automatic-packaging/define-a-box
section
To send shipments via different delivery services and carriers, you need to define the types of boxes used by each of the carriers.
2026-02-19T17:09:06+01:00
# Define a box
To send shipments via different delivery services and carriers, you need to define the types of boxes used by each of the carriers.
To send shipments via different delivery services and carriers, you need to define the types of boxes used by each
of the carriers.
1. Go to the [Packaging types (CS207600)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/packaging-types-cs207600/) window.
1. Click  on the table toolbar to add a new line to the table.
1. Type a unique ID for the box.
1. In the **Weight UoM** box, select the UoM to be used to measure the weight.
1. Specify the weight of the box in the selected UoM.
1. Specify the maximum weight the box can hold.
1. In the **Volume UoM** box, select the UoM to be used to measure the volume of the box.
1. Specify the capacity of the box in volume UoMs.
1. Specify the maximum volume that the box can hold.
1. Optional: specify the linear dimensions (such as width, height, or length) for information purposes only; the values are not used in any calculation.
1. Specify a description for this box.
1. Make sure the **Active by default** check box is selected for the box, if boxes of this type are used for shipping by most of the carriers and should appear by default on the list of boxes used for any ship via code in the [Ship via codes (CS207500)](/visma-net-erp/help/inventory/inventory-windows/ship-via-codes-cs207500/) window.
1. Click .
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Tasks
Windows