A pallet provides a handling base; a crate adds an enclosure around goods. Either can be appropriate, but the choice depends on the product, its support needs and the planned handling. A crate is not automatically stackable, and placing goods on a pallet does not by itself secure or protect them.
This worksheet helps a shipper discuss packaging with the product supplier or a competent packer. It is not a structural design or a certification that a particular package can withstand transport.
Describe the product before selecting the container
Start with shape, packed orientation, sensitive surfaces, concentrated loads and parts that can move. Ask the supplier for handling and packaging requirements. Tell the packer how the goods will be loaded and unloaded, including any restrictions at the receiving site.
| Question | Pallet-based preparation | Crate-based preparation |
|---|---|---|
| Does the item need an enclosure? | Identify how exposed areas are protected | Identify what the enclosure protects |
| How is the item supported? | Specify suitable base/support | Specify internal support as well as enclosure |
| Can handling equipment access it? | Confirm entry and lifting method | Confirm base and lifting instructions |
| Can anything be placed above it? | Obtain the permitted arrangement | Do not infer from a flat lid |
| What travels back after delivery? | Note reusable base if relevant | Plan empty-crate return when needed |
Include the packaging in the freight request
Once a solution is chosen, measure the final outside dimensions and packed gross weight. Crating can change both. Supply the revised measurements before accepting a transport quotation based on an earlier uncrated product description.
Mark the handling units clearly. If a machine and its accessories travel in separate packages, show how those packages belong to the same order without obscuring the physical count.
A useful supplier conversation
For an illustrative piece of test equipment, ask whether its transport orientation is fixed, which parts require restraint and whether the manufacturer provides a reusable shipping case. A general instruction to “build a strong box” does not answer those questions.
The packer can then propose suitable protection. The carrier can assess the packed result, access and handling. Those responsibilities should be connected without assuming the carrier designed the packaging.
Keep protective claims specific
Describe what has actually been supplied: enclosure, internal blocking, surface protection or an identified handling instruction. Do not describe a homemade crate as certified unless you have the relevant basis for that claim.
For the broader preparation discussion, see our existing freight damage-prevention guide. For the separate space question, use the stackability worksheet.
WTM can review transportation once the packed shipment is defined. Send the final dimensions, gross weights and loading arrangements through our freight quote form, together with any supplier handling instructions that must accompany the movement.
