Appearance
The dashboard
The dashboard is the first screen you see after logging in, and you can always return to it with Dashboard at the top of the sidebar. It answers the question "what is waiting for us right now?" with a grid of counters, followed by a few analytics charts.
Every number is a link: click it to open the matching list, already filtered on that state. The dashboard is calculated when you open it; reload the page to refresh the numbers.
How the counters are scoped
The counters respect the account switch and location switch in the top bar:
- Account: counters include the current account and all its sub-accounts.
- Location: most counters only include work in the current location. The exceptions are noted in the tables below.
- Your permissions: you only ever count records you are allowed to see.
A counter showing 0 is greyed out. The number next to each group's title is the sum of the counters in that group.
Counter groups
Sales Orders
Open sales orders that ship from the current location (or that have no location yet).
| Counter | What it counts |
|---|---|
| Concept | Sales orders in state concept: created but not yet confirmed |
| Pending | Open sales orders that still have order line items waiting to be allocated |
| Processing | Sales orders in state processing: being allocated, picked, packed or shipped |
| Hold | Sales orders that are on hold, or that have one or more items on hold |
See the Order lifecycle for what these states mean and Holds for how holds work.
Shipments
| Counter | What it counts |
|---|---|
| Pending | Shipments in the current location that have not been labelled yet |
| Labelling | Shipments in the current location that are being labelled (the label is being created with the carrier) |
| Shipped | Shipments in the current location that have been shipped |
| Hold | Shipments on hold, in all locations |
See Shipments.
Purchase Orders
The same four counters as for sales orders (Concept, Pending, Processing, Hold), for purchase orders arriving at the current location.
Pick Lists
Pick lists in the current location.
| Counter | What it counts |
|---|---|
| Pending | Pick lists that are ready but not yet assigned to a picker |
| Assigned | Pick lists assigned to a picker who has not started yet |
| Picking | Pick lists that are being picked |
| Reallocating | Pick lists for which Boxture is re-optimising the bin locations to pick from, for example when a wave or bulk pick list is released. They return to Pending when this is done; a pick list that stays here for long needs attention |
Kit Orders
Concept, Pending and Processing kit orders, counted like sales orders.
Containers
Containers in the current location.
| Counter | What it counts |
|---|---|
| Expected | Containers announced on an inbound order or in transit, not yet received |
| Picked | Containers that have been picked as a whole |
| Packed | Containers that have been packed for shipping |
| Hold | Containers on hold, in all locations |
When you work in a sub-account, only containers that hold that account's products (or that are empty) are counted.
Products
Products of the current account and its sub-accounts (not limited to the location).
| Counter | What it counts |
|---|---|
| Concept | Products in state concept: not yet published |
| Active | Published products that can be ordered |
| Expired | Products that are no longer active |
| Missing Price | Products whose cost price and customs value are both zero. A customs value is needed for shipments that leave the customs area, so fix these before they are shipped abroad |
See the Product lifecycle.
Tickets
Tickets you can see, by state: Open, Pending, Solved and Hold. These include both work orders and automatically created problems.
Papers
Printed: the number of papers (labels and documents) that were generated for you. Click it to see them in Papers.
Not shown to account owners
The Tickets and Papers groups are not shown to users who have the account owner or Shopify account owner role in the current account.
Complete your setup
Accounts connected to Shopify through the Boxture Shopify app see a Complete your setup banner as long as the account has no products or no inventory yet. It explains that products have to be added in Shopify and inventory has to be set up in Boxture, with a button to start setting up inventory. See Shopify.
Analytics
Below the counters, the Analytics section shows four charts. Unlike the counters, these charts are calculated for the current account only (not its sub-accounts) and are not limited to the current location, unless stated otherwise.
| Chart | What it shows |
|---|---|
| Open Order Aging | How many open orders (state pending or processing) of the current account were created 1, 2, 3, 4 and 5 or more days ago. A growing bar on the right means orders are getting stuck. |
| Open Sales-orders per account | The number of open sales orders (pending or processing) per account, for the current account and its sub-accounts. Useful for logistics providers to see which client generates the most work. |
| Completed orders per month | The number of sales orders of the current account completed per calendar month. |
| Inventory (value) by location | The value of the current account's inventory per location: the quantity on hand multiplied by each product's default price, per currency. Products without a price do not count. |