Note: actions performed on the Easilys platform are subject to user access permissions. If you are unable to carry out the actions described in the articles, it may be because you do not have the necessary permissions activated on your user profile. Contact the Support team, or your administrator, for help.
Start from: The Easilys menu.
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Navigate to Shipment > Smart Packaging.
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Select the + Create button at the top right of the screen.
Configure rule settings
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In the Create screen, fill out the following fields:
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Name: Enter a name for the rule
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Active starting from: Set a start date and, optionally, an end date
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If no start date is added, today’s date will be used by default
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If no end date is provided, the rule will remain active indefinitely unless manually disabled
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With a priority of: Assign a priority level, if needed
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Concerning: Choose the sites to which this rule will apply. Note: For more on tagged sites, refer to the article Tag "Packaging sites".
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Which can be grouped: A recipe that has several compatibilities and/or concerns different guests will have its contents grouped together, where possible, within the same package.
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Rounded up: When the remaining quantity is greater than the specified percentage (100%) compared to the total capacity of the package at the end of the line, then the system will calculate the amount of material required to fill the package.
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Define application criteria (Which applies on)
You can choose one of two options when creating a rule:
Option A: General criteria
Select General criteria to apply the rule based on multiple attributes:
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Menu items
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Guests
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Meal types
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Recipe categories
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Production workshops
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Diets
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Segments
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Textures
Note: If you select multiple general criteria, the rule will only apply to recipes that meet all the conditions. Avoid making rules overly complex, as this may reduce effectiveness.
Option B: Specific recipe criteria
Select Recipe criterion to target specific recipes:
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Recipe: Choose one or more recipe sheets
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Diets: Apply the rule only if the recipe is suitable for selected diets
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Segments: Limit the rule to applicable segments
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Textures: Filter by texture compatibility
Define packaging types
Once your application criteria are set, define the types of packaging to be used:
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Select a packaging type (you may need to create one if you have permissions)
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Choose a unit (e.g. portion, litre) on the far right
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Enter the allowed quantity per packaging unit
Note: You can define multiple quantities for the same type of packaging. For example, a GASTRO TRAY x20 could be used for 10, 15, or 20 portions. Easilys will use this flexibility to optimise packing. If you have 35 portions to pack, the system may suggest using two trays, one filled with 20 portions and the other with 15.
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Use Add packaging to include more types and improve the rule's flexibility
Example:
You have:
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GASTRO TRAY x20 (10, 15 or 20 portions)
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TRAY x5 (2, 3, 4 or 5 portions)
If you need to pack 47 portions, Easilys may suggest using:
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2 x GASTRO TRAY x20
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2 x TRAY x5 (one containing only 2 portions)
Save the rule
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Once you have configured all settings, select Create to save the Smart Packaging rule.
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The rule will now appear in the list and will be Active by default. You can Deactivate it by using the toggle button.
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