Purchase & Sales Feature Improvements

Purchase & Sales Feature Improvements

πŸ“’ You can upload Excel in Purchase & Sales, and Member & Role has been updated with new roles.

Hello!
This is Hailey from BoxHero.

Many users have been waiting for an update to these new features in our Purchase & Sales.
I'll explain to you in detail below πŸ™Œ

Set roles on the features in Purchase & Sales

You can hide the cost & price, preventing specific members from creating orders in Purchase & Sales. Check the new roles from Payment & Settings > Member & Role > Manage Role > Add.

  • Cost & Purchase Order (create, edit, delete): If this feature is not allowed, the cost is shown as 0, and that member cannot create / edit / delete purchase orders.
  • Price & Invoice (create, edit, delete): If this feature is not allowed, the price is shown as 0, and that member cannot create / edit / delete sales orders.

For members who are not allowed the above roles in Purchase & Sales, it will always show the Sales Analysis feature as 0 πŸ™‹β€β™€οΈ

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Upload Excel files in Purchase & Sales

When there were too many products to create a purchase / sales order, many users had issues with selecting the products individually.
Now you can use Excel the same way as Stock In & Out.
Save valuable time for inventory managers with the new Excel upload feature!

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You must fill in Barcodes and Quantities in the Excel file.
If you do not have an Excel file with barcodes, you can download a file containing the barcodes from Data Center > Product. Then, search with the categories you need and download Excel!

Manage your inventory more conveniently with the enhanced Purchase & Sales.
Please feel free to contact us if you have any questions while using BoxHero. Thank you πŸ™

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