Order lines and items

Every order consists of one or more order lines. A line says what is ordered and how many. When the order is confirmed, Boxture splits each line into order line items, one per unit, so it can track every single unit through allocation, picking, packing, shipping or receiving.

Order line fields

Which fields you see depends on the order type.

Field	Order types	Meaning
Product	All	The product ordered. Only active products of the order's account can be chosen. Inbound orders only accept products that are held in inventory. Kit orders only accept kit products.
Origin location	Sales, transfer, scrap	The location the line ships from. Required on transfer and scrap orders. On sales orders it may be left empty, so allocation can choose a location.
Quantity	All	A whole number greater than zero.
Status	Return, transfer, scrap	The condition of the units: new or defective. Sales and purchase orders always use new.
Serial number	Sales, return, scrap (in the form); also purchase and transfer orders through import or the API	Ask for, or announce, one specific serialized unit. Only allowed for serialized products, and the quantity must then be 1.
Lot	Sales, scrap	Ask for units from a specific lot. Only allowed for lot-tracked products and must match the product's lot pattern if it has one.
Expires on	Sales, scrap	Ask for units with a specific expiry date. Only for products with an expiry date.
Price, Currency, Tax, Discount	Sales	The unit price and its currency, plus tax and discount. Price and currency are pre-filled from the product.
Customs description, Customs value, Customs value currency	Sales (Customs tab)	Used on customs documents. Pre-filled from the product.
Declared value, Declared value currency	Sales (Insurance tab)	The insured value for carriers that support it.
Description	Sales (Other tab)	A description of the line, pre-filled with the product name.

Fields such as serial number, lot and expiry date only appear in the form once you pick a product that uses them.

Validations

• Quantity is a whole number above zero. With a serial number it must be 1.
• Serial number, lot and expiry date are only accepted on products that are serialized, lot-tracked or expiring, and only on order types that support them.
• Prices, tax and discount must be zero on any order type other than sales orders.
• All lines of an order use the same price currency; tax and discount use the same currency as the line.
• The status must be one the order type allows.
• On return orders that refer to a sales order, products, quantities and serial numbers must match what was shipped on that sales order (see Return orders).

Values and totals

For sales orders Boxture calculates per line:

• Total price = price × quantity
• Total customs value = customs value × quantity
• Total discount = discount × quantity
• Line total = total customs value (or, when there is no customs value, total price) minus total discount

You see these in the Pricing and values tab of the order page.

Order line items

When an order is confirmed, each line gets as many items as its quantity. Outbound orders start with pending items, inbound orders with expected items. From then on, each item moves through its own states, such as allocated, picked, packed and shipped. The full list is on Order lifecycle.

This is why a single line can show, for example, Quantity 10, Allocated 6, Backordered 4: six units have stock reserved, four are waiting for stock.

The Lines tab

The Lines tab on the order page shows, per line: #, State, Product number, Product name, Status, Quantity, Ordered serial number, Ordered lot, Ordered expiration date, a counter for each item state (Expected, Backordered, Pending, Allocated, Picking, Picked, Packed, Shipped, Received, Hold, Cancelled), Origin location and Destination location.

The Items tab

The Items tab shows the individual units with: # (the line number), State, Status, Quantity, Product number, Product name, Ordered serial number, Serial number (of the actual inventory item), Lot, Expires on, Origin location, Destination location, Bin location, Container, Tote, Parcel, From container and From bin location. Use it to see exactly which inventory was allocated, where it was picked from and in which tote or parcel it is now.

Kits on order lines

A kit is a product made up of other products (its components). See Kits.

• On a sales order, a kit line starts with one item per kit. During allocation Boxture first looks for ready-made kits in stock. If there are none and Kits › Kit to order is on (the default), the kit is split into its component items and the components are allocated instead. The Product components tab then shows the components. When you unallocate, the components are merged back into kit items.
• On a kit order, the line is immediately split into its components, because the components are what you pick and build with. See Kit orders.

Counters on the order list and order page show complete kits for orders with kit lines: a kit counts as allocated when all of its components are.

Changing lines after confirmation

As long as all items of an outbound order are still pending or backordered, you can still edit lines:

• Raising the quantity adds pending items.
• Lowering the quantity removes pending or backordered items. This fails if not enough of them are left; unallocate or cancel first.
• Adding a line confirms that line straight away.
• Removing a line deletes it with its items.

To change lines of an order that is already (partly) allocated, unallocate first, or cancel the units you no longer need. Purchase and return order lines can only be changed in concept.