This article will walk you through adding containers (bulk) or just setting up Containers for the first time when you are loading your beginning balances.

First Time Setup

1. Create Product Category for Container – defined as EACH
   Typically define one PC for all containers (Mini-bulks and Bulk Tanks)

2. Setup Common Weight/Volume UOM
   INV -> General Setup – Common Weight/Volume Unit of Measure – LBS/GALLONS

3. Setup Number of Days to allow Returns
   INV -> Invoicing setup option – screen 1 of 3 – Number of Days to allow returns (for ALL products)…no exceptions at point of entry…HARD stop

4. Setup Standard Remarks for Tank (if desired)
   Standard Remarks for Tank history (if desired) – INV->SETUP->STANDARD REMARKS

Step One: Setup or Mark an item as Item Option 3) stored in containers

Warning: Do not flip this flag back and forth. There are consequences to this that need to be understood before removing an item from DGT.

• Select inventory item that will be stored in containers.

• Suggest adding DGT to the very end of the inventory item description to make searching for it easier.

• Mark the item as an Option 3) Store in Containers

• Products to be stored in tanks required LBS/Gallon (Weight per Stocking Unit of Measure) on Pricing screen defined

By using DGT as part of the description, you can use it to filter to those items in searches.

Step Two: Adding Containers (like Bulk) to Inventory

• Add primary TANK item number. –

• Item number should be SHORT and EASY – see example

• Item numbers will be marked as ITEM OPTION type 2 = Container  

• You can add a “C” at the end of the item description and use it to help search for container items in filter searches.
  o   Description will default to ALL children so don’t get super wordy
  o   Don’t use SERVICE item….you can touch a container…should be regular item.
  o   Regular price is deposit price.   If not collecting deposit till the end of the year, leave price blank and utilize yearend report to create invoices for non-returned containers

Example List of Container (type 2 Item Option) inventory

Step Three: Adding Containers Linked to Inventory in Durable Goods Tracking

• Set up Children items (inserting tanks in DGT)
  INV > Inventory > durable goods Tracking > Insert button

• Container ID (GUID) –
  UNIQUE code for dataset and CANNOT BE CHANGED once saved (as of sp25)

• Scan ID = Unique Bar code
  Unless you are running bar barcode, the recommendation is this scan id matches the Container ID.

• Select the inventory item that is marked for option 3) stored in containers

• Select the inventory item to fill from.  This can be any item but if you are just setting up first time, it is usually the same item as the assigned product.

• Click OK to complete setup

• Key in Empty Weight (this is how much container weighs empty. 
  This field must be completed with some value.  By default, key 500 on containers that cannot move although any value works. The 500 just provides an easy value for calculations. We just need a value. 

• Key in Capacity of bulk container. This is the amount of product the container will hold.

• Answer YES to Bulk?
  this means you will NOT be asked for a container at time of sale.
  This is what AGY will use in blends.
  you can sell any quantity, unlike a 110-gallon shuttle will always invoice out at 110-gallons or whatever amount is still in the container.

• Click OK to Add Container

Step Four: Place Container in Service

• Select the <In Service> button to make the container active or “in service” so it can be used.
  If a container is out-of-service you cannot fill it, fill from it, or invoice it.

• Fill in the remark if you require it.

• 

Step Five: Fill the Container

This step will fill the container from an existing container OR just move a balance from the fill inventory item to the container.

• ·         Select FILL button

  

• Blank out everything in the Container ID to just load a balance from the existing inventory item
  click OK and you will just load a beginning balance so that the Assigned item quantity matches the Container Quantity

  

• If you search or look for a container ID, then it moves product out of that container and into your container.
  but if you are starting with a brand-new setup (never had bulk container setup before) you usually are just loading it (not wanting to change amounts on any other item)

  

Step Six: Final Result

Now your container is setup with quantity, in service, ready to be used.