Stocks

Stock can be an external service which takes care of the packaging and delivery of customer’s order and it can also be your own stock - a place where you store your products and control their availability (and also the location in the real physical warehouse).

If want to control the availability of your Products, you have to use BizBox Stock, define the inventory (quantity of particular products) which allows you to control the availability and makes it unable for customers to buy a Product that you don’t physically have (out of stock).

To create a new stock, click the New button located in the toolbar. A new window appear. In the Stock Service select box are all stock services defined in the Stock Services application available. If the External Stock addon is enabled on your account, the External setting is available for the Inhouse BizBox Stock Services. The External setting is used to define if the stock condition can be manually edited (in such a case you are unable to change the stock condition using receipts and issues). The stock condition of Inhouse BizBox Stock Services, which are marked as external, is manually edited or imported from external source (if you change imported values manually, it can be overwritten by the future import). The manual editing is done in a stock detail on the Stock Supply (or Product Batch Stock Supply if you work with batches) tab. The External setting cannot be changed after saving.

If the External setting is enabled, then reservations are made as follows: first, the available quantity is used from internal stocks. If it is necessary to reserve more product units, the available quantity on external stocks is checked. If it is available here, the reservations are assigned to the external stock with the highest priority (as it happens with products with the ‘always’ marketability).

Note

Remember that you have to approve the Project in which you have created the Stock. After the approval a new Stock appears in the Products module in the Stock application – this one is used to define the stock’s inventory.

In case you are using your own Stock (Inhouse Stock Management) and not an external service such as Geis or ComGate and other services, you have to define its inventory (add the products to the Stock).

Changes created in the Stock Management applications group are not a part of a project - they became active automatically after the change is saved.

Stock application displays all Stocks connected to your account. Every Stock displayed here must have been previously added (created) in the Stock Services application located in the Administration.

Note

Bundles, master and coupon card products cannot be received/issued/transferred. In these applications you work only with particular (single) products and events.

Stocktaking Report

In a stock detail or directly in the application is the Stocktaking button available. It creates a stocktaking report to a selected date (you can use an e-shop settings for the price definition).

Click the Stocktaking button and fill in the Date To (it is the date to which you want to create the report). Optionally select an e-shop settings which will be used to determine the products’ prices. Click the Export button and after a short while you will be able to save a XLSX file to your computer.

This report contains all products from the selected stock, their quantity from the beginning to the selected date (received, issued and current stock supply). Received and issued products are counted according to finished receipts (finished and confirmed state) and issues (issued and dispatched state). The report is also completed with additional product information columns (manufacturer, brand, activity, product group, categories, supplier, tags).

Stock Detail

To edit or display Stock detail select one of the Stocks and click the Edit button located in the toolbar.

General Tab

On the General tab is the basic info (Name, Internal Name and Stock Service). The Priority setting is used in case you are using more Stocks. Customer Labels (Label and Description) are used to provide information for customers (or visitors). Notice that these fields can be translated.

Configuration Settings allows you to make the Stock inactive (inactive stock is taken as if they never existed) and to use locations. Locations can be used only for Inhouse Stock Management and are intended to define concrete places in your warehouse.

Note

If you turn off a stock (Active setting) it is a change that is not stored in your project and it become active immediately.

Locations allows you to enable/disable the usage of locations on this stock. Locations are used to define where the supplies (particular products) are located on the stock. You can define as many locations as you need on the second Locations tab. The location of a product is defined on a receipt.

Stock Supply

The Stock Supply tab contains a full list of items (particular Products and Bundles from your Products) that are delivered through this Stock. Along with that you can see the availability (reservations and current stock supply) of particular Products.

Note

If you use the Minimum Required Stock Quantity setting and the current stock drops below the set limit, the stock supply will be marked with a red icon.

The action button on the right is available. Thanks to it you can display Reservations and Stock Card.

For Reservations, a new table will appear. It contains a list of all orders on which is the product reserved (together with particular contact, contact’s e-mail address and stock).

For the Stock Card, a new widow will be displayed. It contains current product availability (reservations and current stock supply) together with the stock movements table. Here all receipts and issues on which this product appears (its date, number, order number, customer info, quantity, price and creator) are displayed.

Tip

You can delete obsolete items with no reservations and zero stock condition - click the delete button located in the Stock Supply tab toolbar.

Note

Work with stock supplies is not stored in a Project. Changes made here are automatically approves and can be seen in the live web version (just like the Orders in the Sales module).

Manual Editing of Stock Condition

These conditions has to be met to manually edit the stock condition:

  • the External Stock addon is enabled on your account,
  • the stock service has the Edit Available Amount setting enabled,
  • the stock is marked as external or the stock service type is BizBox Provider Stock Service,
  • the :ref:Stock Product Batch addon`<lab-stock-product-batch-addon>` is not enabled on your account (if so, the discussed features are available on the Product Batch Stock Supply tab).

If the conditions are met, the Add and Edit buttons in the toolbar are available. Click the Add button and search for a product from your catalog for which you want to add a stock supply. Fill in the available amount.

If the product for which you want to edit the stock supply is already listed on the Stock Supply tab, select it and click the Edit button, where you can change the stock supply.

Note

If the stock supply is synchronized from an external service, edited items can be overwritten by the next data import.

Product Batch Stock Supply

Note

This tab is available only on accounts with the addon Stock Product Batch enabled enabled.

This tab displays the stock inventory including batches.

Each product can have an unlimited number of batches. You can specify the expiration date for each batch on the receipt. Products with the earliest expiration date are issued first automatically.

Note

The expiration date can also be displayed on the web using the earliestExpirationDate parameter.

To export the Product Batch Stock Supply click the Export button in the toolbar and select the Export Product Batch Stock Supply option.

Tip

You can delete obsolete items with no reservations and zero stock condition - click the delete button located in the Stock Supply tab toolbar.

Manual Editing of Stock Condition

These conditions has to be met to manually edit the stock condition:

  • the External Stock addon is enabled on your account,
  • the stock service has the Edit Available Amount setting enabled,
  • the stock is marked as external or the stock service type is BizBox Provider Stock Service,
  • the :ref:Stock Product Batch addon`<lab-stock-product-batch-addon>` is enabled on your account (if not, the discussed features are available on the Stock Supply tab).

If the conditions are met, the Add and Edit buttons in the toolbar are available. Click the Add button and search for a product from your catalog for which you want to add a stock supply. Fill in the available amount.

If the product for which you want to edit the stock supply is already listed on the Stock Supply tab, select it and click the Edit button, where you can change the stock supply.

Note

If the stock supply is synchronized from an external service, edited items can be overwritten by the next data import.

More Stocks Per One Service

You are able to create more Stocks per one Stock Service. This is used in case you physically use more stocks. The preferred Delivery Methods can also be defined for each stock. If the Delivery Method added here is used for an order, this stock will be used in preference for product reservation and dispatch. The offered list of Delivery Methods is taken from the Delivery Services application located in the Administration module.

In the detail of a Stock, there is a Priority setting. It is used when you have more Stocks per one Stock Service. It determines which one of the Stocks will be used to reserve and dispatch products from an order. This calculation is always combined with the Delivery Method settings (on the Delivery Method tab). If an order placed on your online store uses delivery service that is defined on a Stock, this Stock will be used in preference. If this Delivery Method is not defined for any Stock or is defined for more Stocks, the priority setting will be used to determine which Stock will be used. The Stock with higher priority number will be used in preference.

Receipts

Receipts application is used for creation and management of receipts - this is the only way how you can manually add a product to your Stock.

This application is not available for all account automatically, you need to have the Inhouse Stock Management addon allowed on your account.

You are also able to receive products to a stock directly in a particular product detail or in the Products application. For more information see the Stock button.

Receipt is a BizBox acknowledgment that specified products have been received on the Stock. Thanks to the connected template you are able to display it and print it.

  1. Click the New button and select the target Stock and type of the Receipt:

    • Stock Receipt is a standard receipt for adding products to the Stock
    • Order Return is used in case you want to receive products, you have already issued, back to the Stock (your customer has returned his/her order)
  2. Now fill in all required fields:

    • Number is filled in automatically after you click the Save button in the toolbar. It will be generated according to the used Document Sequence used for receipts that you have connected to the Stock Service in the Administration module.
    • Date (required) is the date this receipt has been/will be performed. This date will be displayed on the generated document.
    • Stock is the stock to which are the products from this receipt are received.
    • Type (required) is the receipt type (internal information).
    • State defines the current state of receipt. If you want to change it, you have to use the buttons in the toolbar (Take, Receive, Reopen, Cancel).
    • Supplier is used in case you work with a supplier and allows you to connect a particular supplier with this receipt. Suppliers have to be previously created in the Suppliers application.
    • Supplier Address field is used to select a previously defined address of the supplier selected above.
    • In the Comment field (optionally) fill in your own description.
  3. Second Items tab is used to define the products you want to receive.

    • Click the Add button and start typing in the Product field - product name, code or EAN. Search for the concrete product and click the desired one. The pricelist price is displayed for searched items.
    • Quantity (How many units of this product will be received?) is the number of products you want to add to the Stock.
    • Product Batch allows you to insert the batch of the products. You can directly enter the batch number or choose an existing one. This field is available only on accounts with the addon Stock Product Batch enabled enabled.
    • Expiration Date is an optional field which allows you to specify the expiration date for entered/selected batch. Each batch can only have one expiration date. This field is available only on accounts with the addon Stock Product Batch enabled enabled.
    • Purchase Price (optional) is used in case you want to track the price you (your online store) have spent for the product (per piece).
    • Gross Price (optional) defines if the purchase price is defines with (YES) or without (NO) VAT.
    • Tax Rate (optional) defines the tax rate which is applied on the defined purchase price.
    • Currency is the currency in which is the purchase price added.
    • In case you have allowed the usage of Location on your Stock, you can select the locations to which you want to receive this product. Locations can be used only with the Inhouse Stock Management.
    • When you are done, click the Add button or the Add and New button in case you want to receive more products per one receipt.
  4. Save your receipt! For every added item, the small cog button on the right is available. Use it to display Stock Card or Reservations info. On the first tab you can see, that the number has been successfully generated from the document sequence connected to the Stock Service.

  5. Now click the Take button and subsequently the Receive button (means that the products have been received by the stock).

  6. Check out the Stock supplies in the Stock application (Products module) on the Stock Supply tab.

Receipts can be exported using the export templates. Click the Export button in the toolbar, select Custom Export and a template which you have previously created in the Exports application (Administration module).

Import Receipts

In the toolbar (in the Receipts application) is the Import button which allows you to upload a XLS, XLSX or XML file with products and their quantity.

Following columns are available:

Column Name (Excel) Filed Name (Application) Short Description
code Product Required. The code of the product you want to receive.
quantity Quantity Required. The quantity (number) of products you want to receive.
purchasePrice Purchase Price Optional. The purchase price of the product. If you want to import the purchase price, all fields listed below has to be filled in.
priceGrossPrice Gross Price Optional. Defines if the purchase price is defined with (1) or without (0) VAT.
priceTaxRate Tax Rate Optional. Defines the tax rate (as a percentage) applied in the purchase price.
priceCurrency Currency Optional. Defines the currency of the purchase price - example: ‘CZK’ or ‘EUR’.
productBatch Product Batch Optional. Insert the name of the batch to which the products will be added. If the batch does not exist a new one will be automatically created.
expirationDate Expiration Date Optional. Enter the expiration date of the batch. This date can not be entered separately (without batch). If the expiration date is not filled in, the first batch of the given number will be used or a new batch will be created without an expiration date.

Note

Bundles and Master products cannot be imported. Its stock condition is consisted of particular products (bundle) or variants (master). Bundles and master products doesn’t have stock condition.

Note

Inserted prices will be rounded according to a particular pricelist currency setting automatically. Currencies (and their rounding) are set in the Administration module in the Currencies application.

Export Receipts

Data about receipts can also be exported. To make the export functional, you first have to create its settings in the Administration module in the Exports application.

When the export template and export settings are created, publish your project. After that you should be able to export the receipts data according to the export settings.

Issues

Issues application is located in the Products module. It is used to create Issues - documents that allow you to write off products from your Stock. It is the inverse of the receipt.

This application is not available for all account automatically, you need to have the Inhouse Stock Management addon allowed on your account.

You are also able to issue products from a stock directly in a particular product detail or in the Products application. For more information see the Stock button.

Products that are sold (purchased) are automatically subtracted from the stock supplies (from the moment you mark a particular order as dispatched). If you want to write off some products (for various reasons you can specify on each issue) you have to use an issue.

  1. Click the New button and select the target Stock and type of the Issue:

    • Damage is used in case you want to issue products that have been depreciated or destroyed
    • Dispatch is used in case you have dispatched some products from the stock
    • Missing is used in case the products are missing in the stock
    • Order is used in case you have just sold them - as a part of a regular order
    • Other is used for any other reason
  2. Now fill in all required fields:

    • Number is filled in automatically after you click the Save button in the toolbar. It will be generated according to the used Document Sequence used for issues that you have connected to the Stock Service in the Administration module.
    • Date (required) is the date this issue has been/will be performed. This date will be displayed on the generated document.
    • Stock is the Stock from which you want to write some products off.
    • Type (required) defines the issue type (internal information).
    • State defines the current state of issue. If you want to change it, you have to use the Actions buttons in the toolbar.
    • Contact is an optional field. It is used to connect a particular contact with this issue.
    • In the Comment field (optionally) fill in your own description.
  3. Second Items tab is used to define the products you want to issue.

    • Click the Add button and start typing in the Product field - product name, code or EAN. Search for the concrete product and click the desired one.
    • Product Batch allows you to select the batch from which the product will be issued. The batch with the lowest expiration date is automatically selected first. Furthermore, products stored without the batch are used after the products from batches with no expiration date. This field is available only on accounts with the addon Stock Product Batch enabled enabled.
    • Quantity is the number of products you want to remove from the Stock.
    • When you are done, click the Add button or the Add and New button in case you want to receive more products per one receipt.
  4. Save your Issue! On the first tab you can see, that the number has been successfully generated from the document sequence connected to the Stock Service.

  5. Now click the Take button in the toolbar (you have checked the issue, everything is OK), click the Issue button when the products have been issued from the Stock and finally click the Dispatch button when the products have been successfully dispatched from the Stock.

  6. You can check out your Stock supplies in the Stock application located in the Products module.

Issues can be exported using the export templates. Click the Export button in the toolbar, select Custom Export and a template which you have previously created in the Export application (Administration module).

Import Issues

In the toolbar is the Import button which allows you to upload a XLS, XLSX or XML file with products and their quantity.

Following columns are available:

Column Name (Excel) Filed Name (Application) Short Description
code Product Required. The code of the product you want to issue.
quantity Quantity Required. The quantity (number) of products you want to issue.
productBatch Product Batch Optional. Insert the batch number from which the products will be issued.

Note

Bundles and Master products cannot be imported. Its stock condition is consisted of particular products (bundle) or variants (master). Bundles and master products doesn’t have stock condition.

Export Issues

Data about issues can also be exported. To make the export functional, you first have to create its settings in the Administration module in the Exports application.

When the export template and export settings are created, publish your project. After that you should be able to export the issues data according to the export settings.

Transfers

Transfers is application located in the Products module. It is used to ship items from one Stock to another. The products will be issued at first and then will be received to another Stock. Transfer is an issue and a receipt in one.

This application is not available for all account automatically, you need to have the Inhouse Stock Management addon allowed on your account.

For proper work with Stocks you don’t have to use this application. And in case you have only one Stock, you really don’t need to use transfers at all.

In you have two and more Stocks, please create a document sequence and a template for it (just like for the receipts and transfers) in the Administration and Tools modules.

Transfer Products from one Stock to another

You need to have at least two Stocks. Without it you cannot transfer Products from one Stock to another because you have only one Stock. There is just no place where you can transfer it.

  1. Run the Products module and the Transfers application.
  2. Click the New button and create new transfer.
  3. Select the Source Stock from which will be issued the products selected in the next step and also the Target Stock, to which will be these received. Click the Continue button.
  4. On the second Items tab add the particular products you want to write off and which you want to receive on the target Stock and add the quantity.
  5. Now the work is the same as the work with an issue followed by the work with a receipt. Take the issue, issue it and dispatch (use the buttons in the toolbar).
  6. Subsequently take the receipt and receive products.
  7. And you are done! You can check you work out in the Products module in the Stocks application. Select the Stocks you have changed and see their Inventory tabs.

Transfers can be exported using the export templates. Click the Export button in the toolbar, select Custom Export and a template which you have previously created in the Export application (Administration module).

Import Transfers

In the toolbar is the Import button which allows you to upload a XLS, XLSX or XML file with products and their quantity.

Following columns are available:

Column Name (Excel) Filed Name (Application) Short Description
code Product The code of the product you want to transfer.
quantity Quantity The quantity (number) of products you want to transfer.
productBatch Product Batch Optional. Insert the batch number from which the products will be issued.

Note

Bundles and Master products cannot be imported. Its stock condition is consisted of particular products (bundle) or variants (master). Bundles and master products doesn’t have stock condition.

Export Transfers

Data about transfers can also be exported. To make the export functional, you first have to create its settings in the Administration module in the Exports application.

When the export template and export settings are created, publish your project. After that you should be able to export the transfers data according to the export settings.

Suppliers

The Suppliers application is used to manage your suppliers (manufacturers, contractor or distributor) - legal entities and natural persons which are connected to your Stocks (they supply the products).

Thus created Suppliers can be subsequently used in the Receipts application (someone who supplies products from a particular receipt), Scheduled Deliveries application and in a particular product settings (someone who is responsible for the product delivery/completion/manufacturing).

Suppliers is an application that stores info (names, addresses and contacts) about concrete companies and people, who are responsible for supplying. Records created here are selected along with the creation of receipts, scheduled deliveries or products. The field for supplier is always optional, if you don’t want (or need) to, you don’t have to use this application at all.

You will be able to create a user account for a supplier. This is important in case you want to use the suppliers’ portal (you connect suppliers with products for which the suppliers are responsible for the delivery/creation/dispatch and suppliers can find the orders/product in this portal they should resolve). You can use the toolbar buttons to create their accounts and change their passwords.

Data from this application (when connected with a receipt or scheduled delivery) can be displayed on the Receipt document or on the website (in case of scheduled delivery or product).

This application is not available for all account automatically, you need to have the Inhouse Stock Management addon allowed on your account.

Product Suppliers

Suppliers can also have their own user (customer) account which allows them to log into your website and work with the suppliers’ portal. In this portal, orders that contain products marked with the particular supplier (on the General tab of a particular product is this supplier selected in the field named Supplier) are available. Thanks to this, the supplier can see all the products (and orders) he/she has to supply. You can see this suppliers’ portal as a place where a particular supplier signs in and see how many products/order must be dispatched by him/her.

Note

In the user portal customers can see their orders. In the supplier portal, suppliers can see orders (products) they have to process.

Create a new Supplier

  1. Run the Products module and the Suppliers application.
  2. Click the New button and create new supplier.
  3. On the first tab fill in the required Name field. This name can be displayed on the website (scheduled delivery) or on a receipt document. Identification Number and Tax Identity are optional (and you are also able to display them on a website or receipt).
  4. Optionally add main phone contact and URL address of the supplier.
  5. Tab Contact Persons allows you to define particular persons responsible for the supplying. Click the add button and insert a base info about them.
  6. Last Addresses tab allows you to define concrete persons. Data inserted here can be selected on a receipt and can be also displayed on it.
  7. When you are done, click the Save button and your Supplier is ready.

Remember that you don’t need to approve the Project after you perform some changes in this application. They became active automatically after you save them.

Note

You can define a notification that will be sent only to a particular supplier if a new order is placed and contains products the supplier should supply.

Scheduled Deliveries

This application is not available for all accounts automatically, you need to have the Inhouse Stock Management addon allowed on your account.

The Scheduled Deliveries application is used when you know that there will be a receipt of products in your stock and you want to display this information on your online store to the customers. In this application you can define products and date of the expected receipt.

You can transform a scheduled delivery to a receipt by clicking the Create Receipt button in the scheduled delivery detail (or directly in the Scheduled Deliveries application). Only scheduled deliveries in the new state can be transformed in a receipt. Thus created receipt is in the new state and should be processed manually. Once the receipt has been created, the scheduled delivery switches to the confirmed state.

A scheduled delivery can be displayed on the website:

  • Use the system URL address for the product component: system/withScheduledDelivery
  • Use the method ecommerce.products.getWithScheduledDelivery()

How to create a scheduled delivery

  1. Select the Stock to which the products will be received and click the Continue button.
  2. Fill in all required fields - the date of expected receipt and optionally also the Supplier (Suppliers are created in the Suppliers application in the Products module) and your own comment.
  3. On the second Items tab define product that are expected to receive on the selected Stock.
  4. Add products that should be received on the Stock and their quantity.
  5. Save the Scheduled Delivery and confirm it (by the button in the toolbar).
  6. You can transform a scheduled delivery to a receipt by clicking the Create Receipt button in the scheduled delivery detail (or directly in the Scheduled Deliveries application).

Import Scheduled Delivery

In the toolbar (in the Scheduled Deliveries application) is the Import button which allows you to upload a XLS, XLSX or XML file with products and their quantity.

Following columns are available:

Column Name (Excel) Filed Name (Application) Short Description
code Product Required. The code of the product you want add to the scheduled delivery.
quantity Quantity Required. The quantity (number) of products you want to add to the scheduled delivery.

Export Scheduled Delivery

Data about scheduled deliveries can also be exported. To make the export functional, you first have to create its settings in the Administration module in the Exports application.

When the export template and export settings are created, publish your project. After that you should be able to export the scheduled delivery data according to the export settings.

Stock Services

Stock can be an external service which takes care of the packaging and delivery of customer’s order and it can also be your own stock - a place where you store your products and control their availability (and also the location in the real physical warehouse).

If want to control the availability of your Products, you have to use BizBox Stock, define the inventory (quantity of particular products) which allows you to control the availability and makes it unable for customers to buy a product that you don’t physically have (out of stock).

Remember that you have to approve the project in which you have created the stock. After the approval a new stock appears in the Products module in the Stock application – this one is used to define the stock’s inventory. In case you are using your own Stock (not an external service such as Geis or ComGate and other services), you have to define its inventory (add the products to the Stock).

The Stock Services application allows you to add and connect available Stock Services with your BizBox Admin. When creating and/or editing a product (or Event), you have to select a Delivery Service for this product. One of the offered options here is stock. Stock is an external service which takes care of the packaging and delivery of customers’ orders.

Stock Service added in the Stock Services application is not ready for use with your products. You need to create a stock in the Products module first.

Create a new Stock Service

To add a new Stock Service, go to the Administration module, run the Stock Services application, click the New button and select the Stock you want to add from the offered list. This is a default system list and you are not able to change its items, you can only select them.

  • BizBox Provider Stock Service is used to add an external stock service. The stock condition is imported from an external service.
  • Inhouse BizBox Stock Service defines your own stock, which you record in BizBox using receipts and issues.

Tip

If you need to create a combination of these two approaches, you need to have the External Stock addon enabled on your account. It allows you to create your own stock (with receipts and issued), which is complemented by an external warehouse (its condition can be imported from external services or manually defined).

After the stock selection fill in its Name (required) that serves only for your own and BizBox Admin purposes and Description field (optional). The Description is intended to provide a short piece of information about this Stock Service (this information is only for your own purposes and is never visible to visitors or customers).

In the Dispatch State for Reservation Removal select one of the offered order dispatch states. If an order reaches this dispatch state, the order product reservations will be removed.

Edit Available Quantities option defines if the stock condition can be manually changed (it can be used only for stocks of the Inhouse BizBox Stock Service which are marked as external). Manually changed values can be overwritten from external source. This option is available only with the External Stock addon enabled.

Edit Scheduled Deliveries setting is available only for the Provider Stock Service. This option has to be enabled if you want to manage scheduled deliveries for this stock service.

Service Settings tab

Service Settings tab allows you to fill in the login information you get from the Stock Service provider. This setting is available only for the BizBox Provider Stock Services. For the Inhouse BizBox Stock Service is available only with the External Stock addon enabled.

Documents tab

The Documents tab is used to define stock documents, such as Receipts, Issues, Transfers and Picking Lists. All these must have a previously defined template (this is done in the Templates application located in a particular Website Settings). If you want to use receipts and issues for your stock, you have to add its template here. And don’t forget about the document sequences for it (Accounting tab).

Handling Methods tab

Handling Methods defines particular methods that are used in the stock to pick up the products. Define its name, customer labels and limits. You can also add small and big images which can be displayed to customers in the checkout. Don’t forget to add a price for it in the Pricing module.

Packing Boxes tab

Packing Boxes tab allows you to define particular packing materials and methods of packing. You can also add small and big images which can be displayed to customers in the checkout. The Material Manager is available here.

Accounting tab

Accounting tab defines Document Sequences used for documents added on the Documents tab. Document Sequences are created in the Administration module in the Document Sequences application.

After that you need to save this newly created item and then subsequently approve the project you are currently working on. After that a new Stock (in the Stock application located below this one) will be automatically created. It appears on the Stocks application and is available for use with your Products.

You are able to create more Stock Services for one Stock Service Provider, because for every created Stock Service here will be (after approval of the current Project) automatically created a new Stock (in the Stock application), which you can use for your Products.

Packing Boxes

Packing Boxes allows you to predefine boxes (sizes and materials) used for packing the orders from your online store. This works in case you are using stock and want to define what packing box should be used for an order (quality, material). This application calculates and recommends the best packaging option according to the ordered goods (to make this feature work you need to set this information to the products you sell - on the Inventory tab in the Product detail). Information about the selected packing box can be displayed in the order detail and is also sent to the stock service (thanks to this can the stock service know which packing box fits for the order).

The Packing Boxes are defined in settings of the Stock Service you use on your online store. Go to the Administration module and run the Stock Services application. Select the one for which you want to define packing boxes and edit it. Here you can see the Packing Boxes tab, where you define the particular boxes and materials.

Click the Add button and Name your Packing Box. On the General Limits tab define the measurements and maximal weight the box can carry. The last tab is used to define materials (to add a new one, use the Material Manager first. It serves as a storage for all the materials you can use and subsequently select). When you are done, click the Add button and your box will be successfully created. Define all the boxes you need to.

Now you should define its pricing. This is done like the usual work with pricelists. Go to the Pricing module and run the Pricelists application. Edit the pricelist you use to define prices for payments, delivery and handling. As you can see, there is also a Packing Boxes tab. Set the price for the boxes you have created. The first tab (Base Info) defines the price a customer will pay. Costs defines the price you pay for it (this is used in reconciliation and you can clearly see how many do you pay for packing boxes - run the Reports module and see the Order Costs application).

And you are done. All this will make the whole packing boxes feature work. If you want to let your customers know what they are paying for, you should also change the Checkout Overview Widget, where the recapitulation of ordered goods together with the used payment, delivery, handling and packaging methods is displayed.

The packing box will be selected automatically according to the measurements and weight of the order. But we recommend you to display its price on the last checkout step (in the Checkout Overview Widget) so the customer will see what he/she is paying for.

This is done by editing the Checkout Overview Widget. To display the Packing Box, use the following parameters:

cart.packingBox Type Unites all the packing box parameters listed below.
cart.packingBox.taxExclusiveAmount Integer A price for selected packing box without tax included.
cart.packingBox.taxInclusiveAmount Integer A price for selected packing box with tax included.
cart.packingBox.taxExclusiveAmountRounded Integer A rounded price for selected packing box without tax included.
cart.packingBox.taxInclusiveAmountRounded Integer A rounded price for selected packing box wit tax included.
cart.packingBox.name String A name of the selected packing box.
cart.packingBox.taxAmount Integer A total tax amount of the selected packing box.
cart.packingBox.taxAmountRounded Integer A rounded total tax amount of the selected packing box.

Thanks to this you are able to display the name and price of used packing box. The price of this box is always counted in the final price, regardless of the special display of packing boxes.

Define packing boxes and their costs

Except for payment, delivery and handling methods you can also define the packing box that will be used to ship the order. This feature is used only in combination with Stocks - in case you use one, you can define boxes they can use for packing of orders. The first box that fits the requirements (measurements and weight of ordered items) will be used. Thanks to that the stock knows, what box they should use for packing.