Importing your product list from a spreadsheet without reshaping it
What the OpenBoxes Lift import wizard handles in a messy spreadsheet, and what to clean first: codes, names, categories, units, quantities and dates.
Blog
News, how-to articles and the monthly What's new from the OpenBoxes Lift team.
What happens to your data if you leave a hosted provider
What to ask any host about leaving, and what OpenBoxes Lift offers: database backups, the account data export, cancelling versus closing, and what is kept.
The nonprofit discount: who qualifies and how to claim it
Who qualifies for the OpenBoxes Lift nonprofit discount, what it takes off each plan, how it fits with the founding-member offer, and what to send to claim it.
Your stock data in Excel or Power BI with Power Query
Bring daily stock, expiry, order and activity figures into Power BI or Excel with a Power Query recipe: the key, the values choice and small refreshes.
A scheduled CSV export for your accountant (or your donor report)
Get stock, value and activity figures as CSV files every day, week or month: how to get them to an accountant, and their limits for a donor report.
Self-hosted or managed OpenBoxes: a total-cost worksheet
The line items to compare running OpenBoxes yourself with a managed host: server, database, backups, upgrades and staff hours, against published plan prices.
Webhooks: react in your own system when a purchase order is received
Use the order.received webhook to act when a purchase order is fully received in OpenBoxes: what it carries, a safe receiver, and when to reconcile instead.
When a spreadsheet stops being enough for your stock
Seven signs a stock spreadsheet is costing you (several sites, lots and expiry, no audit trail, late stock-outs) and what switching to OpenBoxes involves.
Cycle counting for small warehouses: count a little every week
Replace the annual stock count with a weekly rotation: plan it, count so the numbers can be trusted, and use the cycle count workflow in OpenBoxes.
