Appearance
Products
A product is anything Boxture keeps track of in the warehouse or puts on an order: a T-shirt in a given size, a bottle of shampoo, a gift box made up of several items, or a leaflet that goes into every parcel. Every order line, inventory item, pick list line and parcel item refers to a product. Before you can receive, store, pick or ship something, its product has to exist in Boxture and be active.
Products belong to an account. If your account has child accounts, you see the products of your own account and of all accounts below it, and the product list shows an Account column. In dropdowns elsewhere in the app a product then shows as [Account name] NUMBER Name.
What you find under Products
The Products item in the sidebar opens the products overview. Below it is one sub-item:
| Menu item | What it is for |
|---|---|
| Products | The list of all products you have access to. Create, import, open and edit products, and publish or expire them. |
| Product categories | A list of categories you can use to group products. See Categories. |
The products overview
The overview is a table with one row per product. By default it is sorted by name. These columns are available:
| Column | Meaning |
|---|---|
| Account | The account that owns the product. Only shown when your account has child accounts; can be filtered. |
| Number | The product number (SKU). Always stored in uppercase. |
| Name | The product name. |
| EAN/UPC | The product barcode. |
| UN number | The UN number for dangerous goods, if any. |
| Category | The product category; can be filtered. |
| Kit | Whether the product is a kit (has components). |
| Lot tracked | Whether a lot number is required on inventory. |
| Lot pattern | The pattern lot numbers have to match. |
| Cost price | The cost price of the product. |
| Customs value | The value used on customs paperwork. |
| Serialized | Whether the product has serial numbers. |
| Serialization mode | An icon for the serialization mode: an arrow into a line for Full, an arrow out of a line for Outbound. |
| Serial number pattern | The pattern serial numbers have to match. |
| Expirable | Whether inventory of this product has an expiry date. |
| Weight | The weight and its unit. |
| Origin Country | The country of origin. |
| State | Concept, active or expired. See Product lifecycle. |
| Created at | When the product was created. |
| Standard bin location | The standard bin location(s) of the product, one per location, separated by commas. |
Every row also has an Inventory action. It opens the inventory overview filtered on that product. The icon shows full shelves when the product has inventory that isn't retired, and empty shelves when it has none.
Click a row to open the product. The table supports search, filters, custom views and a CSV export, just like the report tables. See Working with a report table for how these work.
Packing materials are kept separately under Admin › Warehousing › Packing materials and don't show in this list. See Packing materials.
Batch actions
Select one or more rows to use the batch actions Publish products, Expire products and Republish products. Each selected product that is in the right state moves to the new state; the others are skipped. See Product lifecycle.
Who can do what
| Action | Who |
|---|---|
| View products and categories | Every user who can sign in to the account |
| Create and edit products, publish, expire and republish | Boxture admins, warehouse associates and account owners (including Shopify account owners) of the product's account |
| Create and edit product categories | Same as for products |
| Import products | Boxture admins and account owners (including Shopify account owners) |
Products can't be deleted. A product you no longer use is expired instead, so that its history on orders and inventory stays intact.
How products are used across Boxture
- Orders: Only active products can be selected on order lines. When you pick a product on a sales order line, its price and customs value are filled in from the product. See Order lines.
- Receiving and inventory: The product's tracking flags decide what a warehouse associate has to enter when receiving or adjusting inventory: a lot number for lot-tracked products, an expiry date for expirable products, serial numbers for serialized products. See Serial numbers, lots and expiry.
- Picking: The standard bin location of a product is where picking looks first. The product description can be shown in the picking app. See Picking.
- Packing: The packing materials configured on the product can be required and consumed during packing. See Packing.
- Shipping: Weight, dimensions, HS code, country of origin and customs value end up on labels and customs paperwork. See Labels and documents.
- Kits: A product with components is a kit. Kits can be built in advance with a kit order or put together at the moment they are ordered. See Kits.
- Integrations: Shop integrations such as Shopify create and update products automatically. See Shopify and API.
In this section
- Creating products: create products by hand, by import, or through an integration, including all import columns.
- Product details: every tab and field on the product screen and what it does.
- Kits: kit products, components, building kits, kit to order, and impromptu kits from Shopify.
- Categories: grouping products into categories.
- Product lifecycle: the concept, active and expired states and which changes are blocked once a product has inventory.
Related settings
Product behaviour is also controlled by account settings and by settings on the product itself:
- Product settings: reorder level, reorder quantity and kit to order for a single product.
- Inventory › Restrict transactions to setup complete
- Inventory › Allow kit to inventory
- Kit › Kit to order
- Internationalization › Default currency: the default currency for new products.