Pre-Package Assignment

Package details can be assigned and stored for your Magento catalog products, with this information used to pre-fill shipping options during checkout and reduce data entry for the shopper. This feature is available for Simple Product and Bundle Product types, allowing specific packaging information to be assigned to the product or for the product itself to be treated as a package.

Assigning package information for a product enables:

  • Business logic to be pre-defined, presenting preferred packaging to the Picker/Packer during the fulfillment process

  • Efficient workflows when fulfilling a shipment as the packaging assignment can be automatically pre-defined

After a packaging type is assigned, any future orders that include the product will have the packaging information automatically set during the shipment fulfillment process (Batch Processing and Individual Orders).

Pre-Package settings are defined for a product in the Shipping tab in Product Settings. An item that has a packaging option assigned in the Shipping tab are referred to as a Pre-Packaged item.

Shipping

Define Pre-Package Assignment

The Packaging Type setting is only available for Simple Product and Bundle Product types.

  1. On the Admin sidebar, choose Catalog and then Products.

  2. Locate the item in the product list and click Edit in the Action column.

  3. Scroll down and expand the Shipping section.

  4. Choose an option for Packaging Type:

    Pre-packaged - Choose this option when the item is shipped in its original packaging. When set to this option, additional fields appear to define the product’s packaging dimensions: Item Length, Item Width, and Item Height.

    Assigned - Choose this option to set an assigned packaging type (i.e., Small Fedex Box) for the product. When set to this option, an additional field appears to select a pre-defined Packaging Name. The list of available packaging options include both carrier-specific packaging as well as merchant-defined packaging.

  5. When complete, click Save.

Shipping tab, Pre-packaged

Shipping tab, Assigned

Example

The following example demonstrates how Pre-Package definitions function when fulfilling an order with a combination of products with and without Packaging assigned.

  • Joust Duffle Bag - Assigned (Small Box)
  • Strive Shoulder Pack - Pre-Packaged (10x10x10)
  • Crown Summit Backpack - None

Shipping Example

Each Joust Duffle Bag is allocated to a separate Small Box and additional items are prevented from being included in the Package. The Strive Shoulder Pack has been defined with Pre-Packaging and pre-filling the Length, Width, and Height values. The remaining item(s) are added to an empty package.

Shipping Example

When a package that contains a Pre-Packaged product is deleted, click Pre-Pack to re-assign the package.

Shipping Example

Additional Notes

  • When shipping an order with multiple items that have a packaging assigned, each item will be separated into it’s defined, respective package.

  • When an order contains multiple of the same item, the packaging logic does not aggregate items into a single package, thus each item will fulfill in a separate package.

  • When fulfilling a shipment for items with a defined packaging, you can change the packaging. Either the dimensions of the package can be overwritten or the package can be deleted, allowing the product to be allocated to a different package.

  • When fulfilling a shipment for items with a defined packaging, you cannot add other products into a package containing a item with a defined packaging. Adding of any other products into a Pre-Packaged package is prevented.