Appearance
Inventory overview screens
Boxture has three screens that show inventory totals: Inventory, Consolidated and Kits. All three are counts of individual inventory items, grouped differently.
Inventory
Open Inventory in the sidebar. The page shows one row for each combination of:
- location
- bin location
- container (inventory directly in that container)
- product
- status (New or Defective)
So one product can show up on several rows: one per bin location, per container and per status. Only rows with a total above zero are shown. By default the table shows your current location. Use the column filters to narrow it down, or to look at another location you have access to.
Columns
| Column | Meaning |
|---|---|
| Account | The account that owns the location. Only shown if your account has sub-accounts. |
| Product Account | The account that owns the product. |
| Location | The warehouse. |
| Bin Location | The bin location. Click it to open the bin location. |
| Bin Location Purpose | Picking, Bulk, Receiving, and so on. See Bin locations. |
| Container | The container the units are directly in, if any. Click it to open the container. |
| Product Number / Product Name | The product or packing material. |
| Status | New or Defective. |
| Available | Units free to be allocated. |
| Expected | Units announced on a confirmed incoming order (for example a purchase order) but not received yet. |
| Allocated | Units reserved for an order line, not yet being picked. |
| Picking | Allocated units on a pick list that is being picked. |
| Picked | Units picked into a tote, not yet packed. |
| Packed | Units packed in a parcel, not yet shipped. |
| Hold | Units on hold. See Holds and releases. |
| Expired | Units past their expiry date. |
| Total | All units that are not retired: the sum of all the columns above. |
Click a row to open the list of the individual inventory items behind it (same location, product, status and bin location). This needs a role other than Account owner. See Inventory items and states.
You can save your own column and filter combinations as a custom view, and download the table as CSV.
Finding everything in one bin
From the bin location list (Admin › Warehousing › Bin locations), the shelves icon on each row opens the inventory overview filtered to that bin location.
Consolidated
Inventory › Consolidated adds up the same data per location, product and status, without bin locations or containers. Use it to answer "how many of this product do we have in this warehouse". It has the same quantity columns as the Inventory page, except Picking. Units that are being picked are still part of the Total.
Clicking a row opens the individual inventory items for that product, location and status.
Kits
Inventory › Kits lists every kit product with two columns:
- Available: the number of kits that can be supplied from your current location. This is the stock of the kit product itself (if kits are stocked) plus the number of complete kits that can be built from available component stock. A kit counts as buildable when its components' available quantities allow it, limited by the scarcest component. Buildable kits are only included when Kits › Kit to order is on for the product or account.
- Bin Locations: the Picking bin locations that hold available units of the kit or its components.
See Kits for how kits are defined.
Which numbers count where
The overview screens show every state separately. Other parts of Boxture combine them:
| Figure | How it is calculated |
|---|---|
| Available for allocation | Units in state Available, with status New, in bin locations with purpose Picking or Bulk. This is what allocation works from and what most sales channel integrations report as stock. |
| On hand | Units in state Available, Allocated, Picking, Picked or Packed, in bin locations with purpose Picking, Bulk, Replenishment, Packing, Kitting or Receiving (or with no bin location). Units on hold, expired, expected or in Problem, Defective, Returns, Shipping or Hold bins are not on hand. Some integrations, such as Shopify, use this figure. |
| Total (overview screens) | Every unit that is not retired, in any state and any bin location. |
When a sales channel is involved, the available or on-hand figure is multiplied by Inventory › Reporting percent. This setting can be set per channel, location and product, and is 100% by default. Set it lower to keep a safety buffer, so a channel doesn't sell your last units.
How up to date are the numbers?
The overview tables are updated immediately whenever an inventory item changes. In addition, Boxture rebuilds the whole overview from the individual items every Monday at midnight, as a consistency check.
Who sees what
Every user can open the Inventory, Consolidated and Kits pages. You only see inventory of products that belong to accounts you have access to, in locations you have access to. Account owners see these totals, but can't open the individual inventory items behind them.