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Overview

The Containers page provides management of container type configurations used for shipping items in the RESTOCK™ module. Define container specifications including capacity and dimensions to optimize load planning and shipping efficiency.

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Accessing Containers

Navigate to RESTOCK™ > Data Management > Containers to access the containers management interface.

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Container List Grid

The Containers page displays all container configurations in a sortable, filterable grid format.

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Grid Columns

ColumnDescription
Container CodeUnique identifier for the container type
Category CodeClassification or grouping for the container
Site CodeOptional site-specific identifier
Max Trays Per LayerMaximum number of trays that fit in one layer
Max Layers Per ContainerMaximum number of layers that can be stacked in the container
StatusActive or Inactive status
Use the search and filter features in the grid to quickly find specific container configurations.

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Adding a Container

1

Open the Add Form

Click the Add Container button in the grid ribbon to open the container form.
2

Enter Container Details

Fill in the required fields:
  • Container Code (required) - Unique identifier for this container type
  • Category Code (required) - Classification for grouping containers
  • Max Trays Per Layer (required) - Number of trays per layer (minimum: 1)
  • Max Layers Per Container (required) - Number of stackable layers (minimum: 1)
  • Site Code (optional) - Site-specific identifier if needed
3

Save the Container

Click Save to create the container configuration. The new container will appear in the grid.

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Editing a Container

1

Select a Container

Click on any row in the containers grid to open the edit form.
2

Modify Fields

Update any of the editable fields:
  • Container Code
  • Category Code
  • Max Trays Per Layer
  • Max Layers Per Container
  • Site Code
  • Active/Inactive status toggle
3

Save Changes

Click Save to apply your changes. Use Reset to revert to the original values, or Close to cancel without saving.

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Managing Container Status

Each container can be activated or deactivated to control its availability in the system.

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Activating a Container

  1. Click on the container row to open the edit form
  2. Toggle the Active switch to the ON position
  3. The container will be immediately activated and available for use

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Deactivating a Container

  1. Click on the container row to open the edit form
  2. Toggle the Active switch to the OFF position
  3. The container will be deactivated and unavailable for new assignments
Deactivating a container does not affect existing records that reference it. It only prevents the container from being used in new configurations.

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Deleting a Container

Deleting a container is permanent and cannot be undone. Ensure the container is not actively in use before deletion.
1

Open Container Edit Form

Click on the container row you want to delete.
2

Click Delete

Click the Delete button at the bottom of the form.
3

Confirm Deletion

Review the confirmation dialog showing the container code, then click Delete to confirm.

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Best Practices

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Container Naming

  • Use descriptive, consistent naming conventions for Container Codes
  • Include size or capacity indicators when helpful (e.g., “CART-48”, “PALLET-100”)
  • Keep codes short but meaningful for easy identification

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Capacity Planning

  • Accurately measure and record Max Trays Per Layer based on physical container dimensions
  • Account for stacking limitations when setting Max Layers Per Container
  • Consider weight limits and stability when configuring layer counts

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Category Organization

  • Use Category Codes to group similar container types
  • Establish a standard categorization scheme across your organization
  • Categories can help with reporting and container selection

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Status Management

  • Keep unused containers inactive rather than deleting them to preserve historical data
  • Document the reason for deactivation in your internal records
  • Review active containers periodically to ensure accuracy

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Common Use Cases

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Standard Shipping Containers

Define commonly used shipping containers with standard dimensions:
  • Carts with specific tray capacities
  • Pallets with layer configurations
  • Boxes with unit counts

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Site-Specific Containers

Use the Site Code field for containers that are specific to certain locations or facilities, enabling location-based load planning.

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Seasonal Containers

Create container configurations for seasonal products or special events, activating and deactivating them as needed throughout the year.

Data Management: Items

Configure item-specific container utilization

Load Lists

Use container configurations in load planning