---
tags:
- packing
alias: pack-material
description: "This documentation outlines the process of packing materials into packages, managing quantities and tracking operations"
---

# Pack Material

:lock: Material.**Pack**

## Overview

This operation is used to Pack a **Material** into one or multiple packages.  

This is the Level 1 packing operation which is possible for different content types:

* Material Quantity Single/Multiple (Package is not trackable) - has Primary Quantity and Sub-Materials are equal to zero.
* Material Ids (Package is trackable) - has Sub-Materials and Primary Quantity is equal to zero.

## Setup

No specific setup is required other than to meet the preconditions of the transaction.

## Preconditions

* The **Material Logistics** module is properly licensed in the system.
* The **Material** must be Active, and Non-Template.
* The **Material** must be In Process and the Assembly Type must be Packing.
* The **Material** must not be On Hold.
* The **Material** Current BOM Version contains only one BOM Product, the **Product** is of Product Type Packing, and this BOM Product does not contain substitutes.
* If the property Packing Step of the **Step** associated to the **Material** is set to `True`, the system must ensure the following:
    * The **Material** is TopMost and has a Maximum Material Depth of 1. This means that the Sub-Material Count of their **Sub-Materials** must all be zero.
    * The **Material** Package Count is greater than zero.
    * The **Material** Primary Units must match the Packed Quantity Units of any Active Package of that **Material**.
    * The **Material** and **Sub-Materials** Primary Quantity must be equal to the Total Packed Quantity of all the Active Packages that reference that **Material** - including Packages of Content Type Material Ids.
    * Taking into account all the Active Material Packages that reference the **Material**, their depth from their TopMost Parent Package must be greater or equal to the Step From Packing Level Minus One and less or equal to the Step To Packing Level.

## Sequence of Steps

### Step 1: General Data - Material Quantity

1. Select **Pack** on the top ribbon.

    ![Screenshot showing a UI with a selected "Pack" option on the top ribbon.](images/pack_material_01.png)

2. The left panel of the page shows the following:
      * Packed Quantity progress bar.
      * Packages information of the packages created for this **Material**.
      * Two Actions - in Material Quantity mode it is possible to **Create Single** or **Create Multiple** package(s).  
      * Recent Activity information - the last two entries are visible on the page, but if you select :material-eye:, you can access all the available information.

    ![Screenshot showing a UI with a table displaying general data and material quantity, with nearby instructions for accessing recent activity information.](images/pack_material_02.png)

3. The right panel of the page shows the following:
     * Bom Items information.
     * Consumables information:
         * From here you can scan or use the manual Insert Barcode to add consumables that might be missing.

        ![Screenshot showing a barcode scanner interface with an "Insert Barcode" button.](images/pack_material_03.png)

         * From here you can select a consumable and go to the Record Material Loss/Bonus operation.

        ![Screenshot showing a UI with options for recording material loss or bonus, including fields for quantity and reasons.](images/pack_material_04.png)

4. Select **Create Single** to create only one package.

    ![Screenshot showing a UI with a field related to material quantity, in the context of creating packages.](images/pack_material_05.png)

5. Confirm the details and select **Create**.
6. Or select **Create Multiple** to create more that one package. The difference in this wizard is that you can define the Package Quantity.

    ![Screenshot showing a UI with options to create multiple packages, including a field for defining package quantity.](images/pack_material_06.png)

7. Confirm the details and select **Create**.

    ![Screenshot showing a UI with a list of materials, including "Pack Material 07".](images/pack_material_07.png)

8. When all the **Material** is packed, you can **Track-Out**. When you track out, you will see Resource State information, and will be able to Record Loss/Bonus.

    ![Screenshot showing a UI with packed material quantity information.](images/pack_material_08.png)

9. Select **Track-Out** to complete the operation.

    !!! note
        As the Parent Package is not Trackable, although the Package Quantity is 6, only one Package was created, this is, the packages were coalesced.

    ![Screenshot showing a quantity input field for material in a manufacturing process.](images/pack_material_09.png)

    !!! info
        For more details on this Package, select it and its Details page will open in the Package entity of the Business Data menu.  

### Step 1: General Data - Material IDs

1. Select **Pack** on the top ribbon and notice that this **Material** has a **Sub-Materials** section, which will give us the Package IDs.

    ![Screenshot showing a UI with a Material ID field and a Sub-Materials section in the top ribbon.](images/pack_material_10.png)

2. The left panel of the page shows the following:
      * Packed Quantity progress bar.
      * Packages IDs information of the packages created for this **Material**.
      * One Action - in Material IDs mode it is only possible to **Create**.  
      * Recent Activity information - the last two entries are visible on the page, but if you select :material-eye:, you can access all the available information.

    ![Screenshot showing a list of material IDs with nearby instructions for accessing recent activity information.](images/pack_material_11.png)

3. The right panel of the page provides the same operations as for Material Quantity (number 3 above).
4. Select **Create** to create the package.
5. Scan the Sub-Material IDs or use the manual Insert Barcode and select **OK**.

    ![Screenshot showing a barcode scanner interface with "Insert Barcode" label and a filename hint reading "pack material 11a".](images/pack_material_11a.png)

6. In the Create Package Material Id wizard, select **Create**.

    ![Screenshot showing a UI with selected option to create package material ID in the Create Package Material Id wizard.](images/pack_material_12a.png)

    !!! Note
        In the Create Package Material Id wizard you can remove an added **Sub-Material**.

7. Perform this operation as many times as needed. In this example 5 of 5 were packed.

    ![Screenshot showing a packing operation with material ID "pack material 13" displayed on screen.](images/pack_material_13.png)

8. If you use two **Sub-Materials** in the same package, you can view them in full by selecting :material-eye: in the Material ID column.

    ![Screenshot showing a table with material IDs, including "51109" and "100 Kg", in the context of managing general data.](images/pack_material_13a.png)

9. This opens the View Sub-Material ID's window with more detailed information.  

    ![Screenshot showing the View Sub-Material ID's window, displaying sub-material IDs and a filename hint "pack material 13b".](images/pack_material_13b.png)

10. If configured in the [MaterialPackingPrintableDocumentContext](../../administration/tables/smart-tables/materialpackingprintabledocumentcontext.md) smart table, you can print the documents for the package that are associated with the Close Operation. Select the package, select **Print** on the top ribbon, and then select the appropriate option.

    ![Screenshot showing a UI element related to printing material documents.](images/pack_material_14.png)

    !!! note
        This is possible for both Material Quantity and Material IDs.<br>
        For Level 1 packing, only the configured Printable Document(s) for the Close Operation are printed.

    Example of a Package document:

    ![Screenshot showing a list of Material IDs in a table, as part of Step 1: General Data.](images/pack_material_14b.png)

    Example of two Package documents:

    ![Screenshot showing a list of material IDs in the "Packages" section.](images/pack_material_14c.png)

11. You can confirm what you created in the **Packages** section of your **Material**.

    !!! note
        As the Parent Package is Trackable, the packages were not coalesced.

    ![Screenshot showing a list of material IDs with a filename "pack material 15" in the background.](images/pack_material_15.png)

    !!! info
        For more details on any Package, select it and its Details page will open in the Package entity of the Business Data menu.

12. Proceed with **Track-Out** as you would for Material Quantity.

!!! info
    For more information, see [Packing](../../../../tags#packing).