Administration

The Admin menu at the bottom of the sidebar holds everything needed to set up and maintain Boxture: accounts and users, warehouses, carriers and shipping methods, settings, integrations, imports, messages and documents. This section explains each screen.

Who sees the Admin menu

The Admin menu is shown to admins, to account owners and to billing admins, but the items differ:

User	Admin menu items
Admin (and Super user)	All items listed below
Super user	Additionally Mobile apps, for uploading app builds
Account owner or Shopify account owner of the current account	Users only, to manage the users of their own account
Billing admin	Exceptions

All other screens in the Admin menu check that you have the Admin role and send other users back to the dashboard. See Users and roles for the full permission table.

Everything is per account

Most admin screens work on the current account: the account selected at the top of the screen. New records are created in that account, and lists show the records of that account (and often of its child accounts). Switch account before you create something for another account. Bin locations and totes work on the current location instead.

The Admin menu

Menu	Item	What you do there	Documentation
Users & Accounts	Accounts	Create accounts, edit their contacts, activate and deactivate them	Accounts
	Users	Create users, assign roles, reset 2FA, impersonate, import users	Users and roles
Carriers & Services	Carriers	View carriers and edit their per-carrier settings	Carriers and shipping methods
	Channels	View the sales channels	Channels
	Service types	View the carriers' service types	Carriers and shipping methods
	Shipping methods	Create the shipping methods orders use	Carriers and shipping methods
	Holidays	Add days on which orders are not shipped	Holidays
	Reasons	Maintain return reasons	Reasons
Warehousing	Locations	Create warehouses, their contacts, layout map and pick start	Locations
	Bin-locations	Create and import bin locations of the current location	Warehousing setup
	Totes	Create and import totes of the current location	Warehousing setup
	Packing materials	Boxes, pallets and other packaging	Packing materials
Settings		All configurable behaviour, per account, with conditions	Settings
Integration	Flows, Messages, Credentials	Integration flows and their message log	Vorto
	OAuth › Authorized, Applications	API applications and the access you granted	OAuth
	Third party	Shopify, WooCommerce, NetSuite and other integrations, and the Shopify migration	Integrations
Imports		Results of all imports	Imports
Messaging	Messages, Templates, Layouts, Locales, Campaigns, Lists	E-mails and other notifications Boxture sends	Messaging
Papers	Templates, Locales	Labels and documents Boxture prints	Papers
Mobile apps		Upload new builds of the mobile app (super users)	Mobile apps
Exceptions		Technical errors for support	Exceptions

Setting up a new client

A typical order of work when a new client (account) starts in an existing warehouse:

1. Account: switch to the parent account and create the client's account. Activate it. See Accounts.
2. Location: share the warehouse location with the new account through Accessible by accounts, or create a new location. See Locations.
3. Shipping methods and reasons: add the account to Available for accounts of the shipping methods and return reasons it may use, or create its own. See Shipping methods and Reasons.
4. Holidays: switch to the new account and add the warehouse's closing days, because holidays are not inherited. See Holidays.
5. Settings: review the settings that should differ for this client, such as allocation, default shipping method and cutoff time. See Settings.
6. Users: create an account owner and other users for the client. See Users and roles.
7. Products and inventory: import the client's products and, if needed, opening stock. See Imports.
8. Integrations and messages: connect the client's webshop and set up messaging templates. See Integrations and Messaging.

Setting up a new warehouse

1. Create the location with its address and time zone, and activate it.
2. Check the default bin location names in the Warehousing settings before creating the location, or rename the bin locations afterwards.
3. Import the bin locations with their coordinates, and check them on the warehouse layout map.
4. Set the Pick start bin location on the location's Bin management tab.
5. Create or import totes and activate them.
6. Make sure the right packing materials are available.
7. Set location-specific settings, such as working days, cutoff time and carrier pickup times, and add holidays for the location.
8. Give users access to the location, see Users and roles.