Settings

Settings change how Boxture behaves for an account: whether orders are allocated automatically, when the cutoff time is, which shipping method a new order gets, what the default bin locations are called, and so on. This section is the reference for every setting. This page explains how settings work: where you find them, how a setting is built up from levels and conditions, and how Boxture picks the value that applies.

Where to find settings

Go to Admin › Settings in the sidebar. The Admin menu, and so Settings, is only shown to users with the Admin role (see Users and roles).

The settings page always shows the settings of the current account, the account you have selected in the account switcher. To change the settings of another account, switch to that account first. If you open a link to a setting of a different account, Boxture switches you to the same setting of your current account and shows a notice.

The page has a tab per group (Accounts, Allocation, Carrier, and so on). Each tab lists the settings of that group with two columns:

Column	Meaning
Name	The setting name. Click it to open the setting.
Levels	How many levels are configured. 0 means nothing is configured and the system default applies.

Some settings can also be edited from other screens:

• The settings of a carrier (pickup time and credentials) are shown on the carrier page under Admin › Carriers & Services › Carriers, with that carrier already filled in. See Carrier settings.
• Product settings (reorder level, reorder quantity, kit to order) are shown below the product form when you edit a product. See Product settings.

Levels and conditions

When you open a setting you see its description, followed by the system default between brackets, for example What is the latest allocation time for the order to be shipped today (local to the location). (default: 13:00).

Below the description are the levels. A level is one rule: a value plus optional conditions. The conditions available depend on the setting; for example Shipping › Cutoff time can be made specific to a Location, Business model and Shipping method. Each condition is a dropdown. Leave a condition empty to have the level apply to every value of that condition.

At the bottom is the New level form. Fill in the conditions and the value, then click Save. Each existing level has its own Save and Delete buttons.

Save one level at a time

Every level is a separate form. Clicking Save on one level only saves that level; changes you made in another level at the same time are lost.

The conditions

These are all conditions used by settings. Which ones a setting offers is listed on its reference entry.

Condition	What it matches
Location	The warehouse location involved, for example the origin location of an order.
Customer	The customer of the order.
Order type	Add inventory order, Kit order, Purchase order, Remove inventory order, Return order, Sales order, Scrap order or Transfer order.
Business model	Business to consumer, Business to business, Business to government, or Buy online, pickup in shop.
Channel	The sales channel of the order.
Destination Country	The country the order ships to.
Export order?	A switch. When on, the level only applies to export orders (destination in another country than the origin location, and not both inside the EU). When off, the level applies to all orders.
Shipping method	The shipping method of the order.
Carrier	The carrier (directly, or through the shipping method's service type).
Service-type	The carrier service type.
Purpose	Shipping or Customs (carrier account numbers only).
Product	A specific product.
Traffic Light Models	The kind of connection a traffic light is shown for (an integration type, Vorto or Nuntius).

The first matching level wins

When Boxture needs a setting, it takes the situation at hand (the order's location, customer, order type, and so on) and checks the levels from top to bottom. The first level whose filled-in conditions all match is used. Empty conditions always match. If no level matches, the system default is used.

This means the order of the levels matters. Put specific levels at the top and general ones at the bottom. A level without any conditions matches everything, so a level below it is never used.

• A new level is always added at the top of the list, so it takes priority over the existing levels.
• Drag a level by its handle (the grip icon at the start of the row) to move it up or down.

Example: default delivery terms

Suppose Shipping › Default delivery terms has these levels, top to bottom:

1. Destination Country = Netherlands, Order type = Sales order → EXW - Ex Works
2. Destination Country = Netherlands → FCA - Free Carrier
3. No conditions → DAP - Delivered At Place

A sales order to the Netherlands gets EXW (level 1). A transfer order to the Netherlands gets FCA (level 2). Any order to another country gets DAP (level 3). If you dragged level 2 to the top, sales orders to the Netherlands would get FCA and level 1 would never be used.

To apply one value to several (but not all) locations, products or customers, add one level per value. For settings that hold a list (for example Internationalization › Working days) the value is a multi-select; choose All to select every option.

Which account's settings are used

Settings are stored per account. Which account is consulted depends on the setting:

• The account the record belongs to. This is the case for most settings. Order settings (allocation, shipping, packing behaviour, receiving) come from the order's account. Settings about the warehouse floor (bin location names, product packing materials, product description in the picking app, container required, inventory reporting percentage) come from the account that owns the location. Only that account's levels are checked, then the system default. Settings of parent accounts are not inherited for these settings.
• Looked up through the account hierarchy. A few settings are looked up across the account and its parent accounts. Boxture starts at the top-level account and works down to the account itself, and uses the first account where the setting has a value. This is noted on each setting as "Account lookup: hierarchy".
• Carrier credentials are looked up from the account itself upward: the nearest account that has a value wins, separately for each credential.

Hierarchy settings with a system default

When a hierarchy setting has a system default (for example the purging settings and Packing › Create label on pack complete), the top-level account always resolves to a value, so in practice the top-level account's configuration applies to all its sub-accounts. Configure such settings on the top-level account, using conditions where you need differences.

For the account structure itself see Accounts.

Overriding settings on a single order

Orders created through the API can carry a settings object that overrides settings for that one order, for example:

{
  "settings": {
    "allocation": {
      "auto_allocate": false
    }
  }
}

The override is used for the order settings (allocation, shipping, packing, receiving and carrier pickup time). The API also has endpoints to read and change account and product settings. See API.

Setting groups

Group	What it covers
Accounts	Billing contact requirement and extra contact kinds.
Internationalization	Default currency, first day of the week, working days.
Allocation	Automatic allocation, backorders, partial allocation.
Sales orders	Extra required delivery contact fields.
Receiving	Over-receiving and serial numbers on returns.
Packing	Open shipments, auto ship, packing materials, labels on pack complete.
Shipping	Partial shipping, cutoff time, SLA, default shipping method, delivery terms and business model.
Carrier	Pickup time and carrier connection credentials.
Warehousing	Names of the default bin locations.
Picking	Auto pack, pending picking, mobile picking options.
Inventory	Containers, serial number recycling, setup complete, inventory reporting.
Data protection and privacy	Automatic anonymization of orders and shipments.
Purging	Retention periods for old orders, inventory, messages and imports.
Traffic light	Error thresholds for connection status lights.
Kit	Splitting kits into components when ordering.
Product settings	Settings stored on a product: reorder level and quantity, kit to order.

Modules

There is also a Modules group that switches optional modules on or off for an account, such as the Shopify module and asynchronous picking. This group is only visible to super users and is managed by Boxture. Module settings are looked up through the account hierarchy, so the value of the highest account in the chain that has one applies to all accounts below it. When no account has a value, the module is off.