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Adding Sales Order Lines to a Sales Container from the Sales Order

Assigning Order lines to a Sales Container
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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics This video includes functionality from the app "Sales Container Handling" which is available at Microsoft AppSource. Click to visit AppSource. Sales Container Handling

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Presenter: Sune Lohse, Chief Strategy Officer

One of the ways to add a sales order line to a container would be directly from a sales order, and actually, you can also create a new container directly from a sales order. So let’s make a new sales order including a new container.

In Business Central, you can add a sales order line to a container directly from the sales order. You can also create a brand new container from the sales order without leaving the document.

In the Container Code field on a sales line, you only see containers that are not yet completed. The full container list also shows closed containers.

You can assign the same container code across multiple sales orders and transfer orders, then view everything collected in the outbound container list.

Creating a container directly from a sales order

One of the ways to add a sales order line to a container is to do it directly from a sales order. You can also create a new container from the same place, so you don’t have to set it up in advance.

Start by making a new sales order. Enter a customer number and add the items you want to ship, just like you normally would. This part is all standard functionality in Business Central.

Once your lines are in place, go to the Container Code field. Here you can select an existing container if you want to add the line to one that already exists. If you don’t have a container yet, you can create a new one directly from this field. You don’t need to know the full details of the container at that point. You can create it, select it, and fill in the rest later.

Which containers show up in the Container Code field

When you open the Container Code field, the overview only displays containers that are not completed. So if your first available container is number three, that’s because the earlier ones are already closed.

If you want to see all containers, including the closed ones, open the full container list instead. That list shows everything, regardless of status.

Adding the same container across multiple orders

On the next sales line, the container you created already exists, so you just select it. You can continue the same way across other sales orders and transfer orders, selecting the same container code for those lines.

When you open the outbound container list, you can see all the sales orders you’ve added to the container collected in one place. This gives you a single way to create a new container and add lines to it from the documents you’re already working in.

Q&A

Can you create a new container directly from a sales order in Business Central?

Yes. In the Container Code field on a sales line, you can create a new container without leaving the sales order. You can create it, select it, and fill in the details later.

Why don’t all containers appear in the Container Code field?

The Container Code field only displays containers that are not completed. To see all containers, including closed ones, open the full container list instead.

Can you assign the same container to multiple orders?

Yes. You can select the same container code on lines across several sales orders and transfer orders. All of them then appear together in the outbound container list.

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