In order to build a bill of materials for your products, add inventory, or have packaging materials populate in drop-downs on POs and more you need to have a packaging material database built. You can build this list by building it manually, importing your packaging material list, or importing your packaging material inventory.
Pro Tip: To make getting started with Ollie Ops easy, we suggest importing your packaging material inventory to set up your ingredient database list.
You can learn more about importing your packaging material inventory, here.
Importing your Packaging Material List
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Go to the dial in the top right corner and select Packaging Materials
2. Click the Import button
3. Click the Download Template button
4. Fill out the template according to the column headers, but be sure to delete the first line (which is an example). A description of what is needed for each column can be found on the right hand side of this screen.
5. Click “Choose File” , select the completed CSV file from your computer, and click Import
Adding Packaging Materials Manually
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Go to the dial in the top right corner and select Packaging Materials
- Click the “New” button to the right of the screen.
- Fill out the following fields and click “Save”
Packaging Material Specs:
- Name: Name of the Packaging Material
- Notification threshold: When your inventory of this material hits or goes below this amount, you will be notified. Learn more about notification thresholds by clicking here.
The fields below will automatically populate when you add this grain to a purchase order or use the raw material forecast.
- Preferred Vendor: The vendor you typically order this material from. This is preferred meaning you can order this material from any vendor you’ve added under the vendor tab.
- Preferred amount per unit: How much of the product comes in a typical package when you purchase it (this needs to be a number). e.g. 1,000 for a 1,000 cans per pallet
- Preferred quantity unit of measure: The unit you use to order this material, i.e. what form of measure does this item usually come in. e.g. pallet for a 1,000 cans per pallet
- Unit price: How much you typically pay for this item and will populate when you create a PO.
You can learn more about editing, disabling or deleting packaging materials from your packaging material database, click here.