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How do I allocate a product to a transport unit?


A product is a customer unit (CU) which in bigger amounts can be consolidated into a transport unit (TU). What kind of TU to use depends on the packing instructions.


  1. Open an existing product or create a new one.
  2. Go to the tab “CU-TU Allocation” at the bottom of the page and click . A new window opens up.
  3. Select some Packing Instructions, e.g. IFCO.
  4. Option 1: Enter a specific fixed Quantity to put into the TU. The UOM is always the product’s stock UOM.
    Option 2: If the quantity is unknown or variable, check the box Unspecified Capacity.
  5. Set a Valid from date.

    Note: If this date lies in the past the packing instructions are effective immediately. If it lies in the future they will only apply from that date. metasfresh takes the date promised of sales orders or purchase orders as reference and then suggests the respective packing instructions valid at that time.

  6. Optionally, you can add a Business Partner if you want to activate these packing instructions for this partner only.
  7. Click “Done” to close the window and add the allocation to the list.

    Note: Repeat steps 2 to 7 to add further allocations with different packing instructions to the list.

Next Steps


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