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Getting started with Boxture
Boxture is an order management system (OMS) and warehouse management system (WMS) in one. It takes in orders from webshops, marketplaces, ERP systems, imports and the API, decides which stock in which warehouse fulfils them, guides warehouse staff through picking, packing and shipping, and reports back to the systems the orders came from. The same system handles inbound goods (purchase orders and returns), moving stock between warehouses, kitting, scrapping and inventory corrections.
This section explains the basics you need before you dive into a specific topic: how to sign in, how the screens are organised, what the dashboard shows and the core concepts the rest of the documentation builds on.
Who uses Boxture
Boxture is used by several kinds of people, often within the same company. What you see in the menu depends on the roles your user has (see Users and roles).
| Who | Typical work in Boxture | Start with |
|---|---|---|
| Warehouse staff (pickers, packers, receivers, shippers, kitters) | Receive inbound goods, pick and pack orders, ship parcels, move and count stock, mostly on a handheld scanner or tablet | Mobile app, Warehouse operations |
| Warehouse associates and pick list planners | Plan and release picking work, solve picking problems, keep the warehouse layout up to date | Pick lists, Pick list plans, Problems |
| Customer service | Look up orders, put them on hold or release them, correct addresses, answer "where is my parcel" questions | Orders, Holds, Global search |
| Account owners (the brands or merchants whose goods are stored) | Follow their orders, inventory and shipments, manage their own products, customers and vendors | Dashboard, Inventory, Products |
| Boxture administrators | Set up accounts, users, locations, carriers, integrations, templates and settings | Administration, Settings |
A system for many companies at once
Boxture is multi-tenant: a logistics provider runs one Boxture for itself and all of its clients. Each client is an account, usually a sub-account of the logistics provider. That is why the account switch in the top bar and the account hierarchy are so important; see Key concepts.
What Boxture does, end to end
A typical outbound flow looks like this:
- An order arrives. A sales order comes in from a webshop integration (for example Shopify or WooCommerce), an import, the API or is entered by hand (Creating orders).
- The order is confirmed and allocated. Boxture reserves specific units of stock in a specific warehouse for each order line (Allocation). Lines that cannot be fulfilled become backorders.
- Picking work is created. Allocated orders are grouped into pick lists, either by hand, by pick list plans or in waves.
- Warehouse staff pick and pack using the mobile app, putting goods in totes and parcels.
- A shipment is labelled and shipped with a carrier (Shipments, Labels and documents), and the tracking information is sent back to the source system and, through messaging, to the customer.
Inbound, the mirror image happens: a purchase order or return order announces goods, they are received into bin locations and become available inventory.
When something goes wrong (stock that is not where it should be, an order with invalid details, a container put on hold) Boxture creates a problem ticket so someone can follow up. See Tickets.
In this section
| Page | What you learn |
|---|---|
| Signing in | Logging in, "Remember me", resetting your password, two-factor authentication, session timeout |
| Navigating Boxture | The sidebar menu, the top bar, switching account and location, global search, notifications, "What's new", your profile, and how every table works |
| The dashboard | What each dashboard tile counts and the analytics charts |
| Key concepts | Accounts and sub-accounts, locations, bin locations, containers, totes, customers, vendors, channels, business models, order types and inventory states |
| Customers and vendors | Managing customers and vendors, their contacts and contact kinds, disabling and anonymizing |
| Glossary | An A–Z of the terms used in Boxture |
Where to go next
- New to the warehouse floor? Read Key concepts first, then the Mobile app section.
- Working in customer service? Read Navigating Boxture, then the Order lifecycle.
- Setting up a new client account? Start at Accounts and the Settings reference.