Purchase & Sales
Purchase & Sales feature is in beta, with mobile support coming later.
You can manage the entire inventory cycle within BoxHero including purchasing, receiving, selling, and shipping using the Purchase & Sales feature.
Key Features
Create purchase orders, sales slips, and reflect them in inventory when they are actually received/released.
Track price based on individual orders or contracts.
Analyze your sales & purchases in the Sales Analysis menu.
You can create bundled items (set products, boxes).
Bundles
You can organize your items into sets, or bundle them in boxes.
You can organize your bundled items as shown below.
Add a bundled item called [Suit Set]
Connect items: 2 Jackets + Pants
Create a sales order and ship the [Suit Set].
2 Jackets + Pants reflected in inventory
Purchase
The status of a purchase order looks like the following.
Draft: A draft of the order has been created but the order has not been placed yet.
In Transit: Your partner has sent the items but you haven’t received them yet.
Partial: Items are partially received.
Received: You received all the items from the purchase order.
Sales
The status of a sales order looks like the following.
Draft: A draft of the order has been created but the order has not been placed yet.
In Transit: A sales order has been created but you haven’t shipped the items yet.
Partial: One or more item has been sent.
Delivered: You have sent all the items in the sales order.
Email Delivery
You can send a sales order/purchase order to your partner via email.
Discounts
You can select between two different discount methods.
Rate Discount: Select a rate like 10% off an item.
Price Discount: Select a set amount like $50 off an item.
Taxes
You can select between two taxation methods.
Inclusive: Tax is included in the item price.
Exclusive: Tax is exclusive of the item price.
Discounts are applied before taxes.
Returns
You can create a return by clicking the Add Return
button on the top right and entering the relevant sales order number.
If you don't know the order number, please select the sales order to be returned from the Sales list. Then click the Add Return
button at the bottom to enter the return details.
Sales Analysis
You can analyze sales data using sales and purchase orders.
Profit Analysis
You can retrieve gross profit derived from the item’s purchase price.
You can check the following metrics.
Average Sales Price: Sales / Orders
Sales Quantity: Total number of items sold.
Sales Amount: Revenue derived from items sold.
Net Profit: Sales Amount - (Cost * (Sales Quantity - Return Quantity))
Calculation based on the cost registered for the item
Profit Rate: Net Profit / Sales Amount
Purchase & Sales Analysis
You can check the following metrics.
Sales Quantity: Total number of items sold.
Sales Amount: Revenue derived from sales.
Purchase Quantity: Total number of items ordered.
Purchase Amount: Purchase cost derived from purchases.
Profit: Sales Amount - Purchase Amount
Frequently Asked Questions (FAQ)
Is the Purchase & Sales menu available on the mobile app?
No, currently the menu is in beta version and only accessible on PC.
How should I handle exchanges or returns?
First, you should update the invoice, and then make the necessary modifications to the associated sales order. Please be aware that the inventory quantities for each item are not updated automatically, so the sales status in the Sales menu should be manually updated.
Can I set the unit prices specifically for each trading partner (customer or supplier)?
Currently, it is only possible to specify a single price for the item.
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