Navigating Boxture

Every screen in the Boxture web interface has the same frame: a sidebar menu on the left, a top bar across the top and the page content in the middle. Almost every list in Boxture is a table that works the same way. Learn these once and you can find your way everywhere.

The sidebar menu

The sidebar is the main menu. Items only appear when your roles allow you to use them, so two users can see different menus. On small screens the sidebar is folded away behind a menu button. At the bottom of the sidebar you see the version of Boxture you are using.

Menu item	What you find there	More information
Dashboard	Counters for open work and analytics charts	Dashboard
Orders	All orders of every type: sales, purchase, return, transfer, scrap, kit and inventory orders	Orders
Pick orders	Opens the mobile picking interface in the browser	Mobile app
Picklists, with Plans and Waves	Pick lists and the plans and waves that create them	Pick lists, Plans, Waves
Shipments	Shipments and their parcels, labels and tracking	Shipments
Inventory	Stock per product, bin location and state. Users who may not see detailed inventory go to the consolidated inventory overview instead	Inventory
Container	Pallets, boxes and other containers that hold inventory	Containers
Products, with Product categories	The product catalogue	Products
Customers	The customers of your account(s)	Customers and vendors
Vendors	Suppliers that you buy from	Customers and vendors
Reporting	Ready-made reports such as Inventory on hand, Open sales orders and Shipped products. Only the reports your role allows are listed	Reporting
Tickets, with Work orders, Problems, Groups, Contacts, Organizations	Manual tasks and automatically created problems	Tickets
Mobile apps	Download links for the native warehouse apps, when apps are available for your account	Mobile apps
Admin	Users, accounts, carriers, warehousing setup, settings, integrations, imports, messaging, papers and exceptions	Administration

What account owners see

Account owners see an Admin menu with only Users, so they can manage the users of their own company. Users with the Shopify account owner role do not see Customers and Vendors. Administrators see the full Admin menu: Users & Accounts, Carriers & Services, Warehousing, Settings, Integration, Imports, Messaging, Papers and Exceptions.

The top bar

From left to right the top bar contains:

1. The logo or name of the account you are working in.
2. The global search field.
3. The account switch (book icon) and the location switch (warehouse icon).
4. The What's new button (gift icon), the theme switch (sun/moon) and the notifications bell.
5. Your avatar, which opens the profile menu.

On small screens the buttons in step 4 are hidden.

Account switch

The account switch shows the account you are currently working in. Open it to see the accounts you can switch to: your own account and the sub-accounts below it (see Accounts and sub-accounts), as long as they are active or inactive (not disabled) and share at least one location with you.

What the account determines:

• Which data you see. Lists show the records of the current account and all its sub-accounts. If you work in a parent account you see the orders, products and inventory of all its clients; switch to a sub-account to see only that client's data.
• Where new records are created. A new product, customer, vendor or order is created under the current account by default.
• Which settings you edit. Admin › Settings shows and changes the settings of the current account.
• Which locations are available. Only locations that the account may use are offered in the location switch.

What happens when you switch:

1. Choose another account from the dropdown.
2. If none of the locations you may access are available to that account, Boxture refuses the switch with the message "… has no locations setup".
3. If your current location is not available to the new account, Boxture switches you to the first location that is.
4. You see Switched account to …. All open Boxture tabs in the same browser session refresh, so you never work in two accounts at once by accident.

Location switch

The location switch shows the location (warehouse) you are working in. It lists the active locations that both you and the current account may access. When you log in you start in your user's main location.

What the location determines:

• Warehouse work: pick lists, shipments, containers, totes and bin locations are shown for the current location.
• Orders: the orders list shows orders that ship from or to the current location (and orders without any location yet), unless you filter on an origin location yourself.
• Inventory: the inventory overview shows stock in the current location unless you choose another one.
• The dashboard: most counters are for the current location; see Dashboard.
• Location-specific settings: settings that can differ per location use the current location.

After choosing another location you see Switched location to … and, as with the account switch, all your open tabs refresh.

Can't find an order or pick list?

Check the account and location in the top bar first. An order that ships from another warehouse does not appear in the orders list until you switch to that location, and records of a sibling account are not visible from a sub-account. Global search respects the account but finds records regardless of the current location.

Global search

The search field in the top bar (Search orders, shipments, serials, containers, products…) finds records anywhere in the accounts you have access to, without first opening the right list.

1. Click the field and type at least 2 characters.
2. Results appear as you type, grouped by type, with at most 5 results per type and 20 in total.
3. Click a result, or use the arrow keys to highlight one and press Enter, to open it. Escape closes the result list.

Result type	What is searched	How the result is shown
Order	The order number (the first part of its ID) and the customer reference number	#1A2B3C4D (customer reference)
Shipment	The shipment number	#1A2B3C4D
PickList	The pick list name	#1A2B3C4D
Inventory item	The serial number	The serial number
Container	The container number	#1A2B3C4D
Product	Product number, name and EAN/UPC, and the number and EAN/UPC of product aliases	Product number and name

Matching is "contains" and ignores upper and lower case, so 4d2 finds order #A14D2E90. Only records you are allowed to see are returned.

Notifications

Boxture tells you about the result of what you do, and of work that runs in the background, with notifications.

• Pop-up notifications appear briefly in the corner of the screen, for example Switched location to Main warehouse or Order … has been put on hold. Most disappear by themselves after a few seconds; some stay until you close them.
• The notification drawer sits behind the bell icon in the top bar. Hover over the bell to open it. It holds up to 25 of your most recent notifications that you have not closed, newest first. The bell icon changes when there are unread notifications.

A notification can contain a title and text, links (for example to the order it is about), buttons, attached files to download and a progress bar for background work that is still running. Click the × on a notification in the drawer to close it; it is then removed from the drawer for good.

What's new

The gift icon in the top bar opens the What's new window with the release notes of recent Boxture versions, newest first. When a new version has been released that you have not seen yet, a red dot appears on the gift icon and the window opens automatically the first time you load Boxture. Opening the window marks all versions as seen. This is remembered per browser, so on a new computer you see the latest release notes once. The full history is in the Release notes.

Theme

The sun/moon button switches the interface between the light and the dark theme.

Profile and preferences

Click your avatar in the top-right corner for the profile menu:

• Profile opens your own user settings.
• Logout signs you out after confirmation (see Signing in).
• Stop Impersonating appears instead of Logout when an administrator is working as you.

The Profile page has three tabs.

About

Your avatar (photo), first name, last name, email and company name. To change your password, fill New password and New password confirmation; leave them empty to keep your current password.

Printing

Which computer and printers Boxture uses when it prints labels and documents for you: your current computer and, per use, a preferred printer. These options are only shown when printers have been set up; see Papers and Labels and documents.

Preferences

Field	What it does
Available	Whether you are available for work. Only available users can be chosen when a pick list is assigned. The mobile app switches this on when you start working and off when you stop.
Time zone	All dates and times are shown in this time zone.
Week start	The first day of the week in date pickers and week-based reports. When empty, the account setting Week start is used.
Account	The account you start in.
Location	Your main location: the warehouse you start in after logging in.
Default packing bin location	The packing station (a bin location with purpose packing in your location) used by default when you pack.

Language

Boxture is available in English and Dutch. The language follows the preferred language of your browser: set your browser to Dutch to use Boxture in Dutch. Any other language falls back to English. Some texts that come from templates (e-mails, labels) have their own translations, managed in Messaging and Papers.

Working with tables

Orders, shipments, products, customers, tickets and almost every other list in Boxture are shown in the same kind of table. Hover over a table and press ? to get a short guided tour of its features.

Opening a record and row actions

Click a row to open the record. Some tables show small action icons at the start of each row (for example to edit or delete) for quick actions without opening the record.

Below the table you see which rows are displayed (for example Displaying orders 1-25 of 312) and the page navigation.

Searching

Type in the Search and filter field above the table and press Enter. The search looks in all columns of the table. The search applies on top of the active view and filters.

Filtering

Click the plus button (Add filter), choose a column, an operator and a value. Each active filter is shown as a pill; click a pill to change it, or remove it with its cross. Which operators you get depends on the kind of column:

Column type	Operators
Text	is, isn't, matches (contains, ignoring case), doesn't match
Numbers	is, isn't, greater than, less than, greater than or equal to, less than or equal to, between
Dates and times	greater than, less than, greater than or equal to, less than or equal to, between
Yes/no, states and lists of values	is, isn't
Most columns	is empty, is not empty, is duplicate

Columns with a fixed list of values (such as State) let you pick from that list. between takes a from and a to value and includes both; leave one side empty for an open range. Use the Reset button in the control bar to clear your search and filters in one go.

Sorting

Click a column header to sort by that column; click it again to reverse the order. Not every column can be sorted (columns that are calculated for display only have no sort link).

Choosing and ordering columns

Use the Columns button in the control bar to show or hide columns and drag them into the order you prefer. Your choice is remembered in your browser.

Grouping

Use the Group by button to group rows by a column, for example orders by state. Each group gets a header with the value and the number of rows; click it to collapse the group. Where available you can add calculations (count, sum, min, max) per group. The calculations cover the whole group, also the rows on other pages.

Views

Many tables have views: predefined combinations of filters, sorting and columns, shown as tabs above the table. The orders table for example has views such as Sales orders, Purchase orders and Allocated. The first view, usually All, shows everything the table can show.

On tables that support custom views you can save your own:

1. Set up the search, filters, sorting and columns you want.
2. Click Save. Choose Save as new view and give it a Name and, optionally, a Description.
3. To change a view of your own later, adjust it and choose Update view.

Custom views are personal: other users do not see them.

Exporting

Click the export button in the control bar to download the table as a CSV file.

1. Choose what to export: All records (matching current filters) or only the Current page.
2. Choose the format: CSV for Excel, Numbers, or other spreadsheet programs, or a Plain CSV file.
3. Choose Repeat: Only once, or Repeating daily, weekly, monthly, quarterly, bi-yearly or yearly.
4. Click Export.

The export is prepared in the background (Preparing…). When it is finished it appears under Available downloads in the same export window, where you can Download it or Delete export. A badge on the export button shows when downloads are available. The export contains the visible columns with their on-screen names.

Selecting rows and batch actions

Tables that support batch actions show a checkbox in front of each row. Tick rows, or use the checkbox in the header to select all rows on the page. A bar appears above the table with the number of selected rows and the available actions, for example:

• Orders: Confirm, Allocate, Pick (each only carried out when your role allows it).
• Products: Publish, Expire, Republish.

The action is carried out for every selected row. Allocating and picking orders is started in the background. When the action cannot be carried out for some of the selected orders, a notification lists the order numbers that failed. Click the checkbox in the bar to deselect everything.

Record pages

When you open a record (an order, a product, a customer) you see a card with:

• the title with the record's number, which you can copy with one click;
• tabs for the different parts of the record, for example Attributes, Billing contact, Orders;
• buttons at the top right, typically Update and continue editing (save and stay on the page) and a button that saves and returns to the list;
• a menu (the vertical dots) with the actions that are possible in the record's current state, such as Confirm, Allocate, Hold or Cancel on an order. Actions that are not possible right now are not shown.

Many records also have a section at the bottom with related information: tickets, e-mail notifications, integration messages, papers and the transaction log.