Purchase & Sales Feature Improvements
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๐ข 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 ๐
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 ๐โโ๏ธ
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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 ๐
- Email : support+boxhero@bgpworks.com