New Features for BlueBox Forms (Financial Document Lines)

Recently added to BlueBox2.0 financial document lines are 3 long-awaited features:

• Editing Lines where the Items have Sizes/Colours
  Previously newly added items with sizes/colours were sent to the end of the list of items. Now, if the current line has been 'cleared' of it's item the first click/select of a new item will fill the current row.. any subsequent clicks will auto-populate at the end of the form.
  
  
  
• Draggable Line Ordering:
  
  For new lines added to any form there is now the ability to drag the line into any position amongst the other newly added lines. The catch here is that this ONLY applies to newly added lines... any lines that are part of a previous posting and are being edited cannot be moved and cannot have any new items mixed among them.
  
  
• Ajax Loading for Extra Details:
  
  For very large forms the extra fields in the [+] extra items area has slowed up the page load considerably. To get around this we now only load the extra fields as required via Ajax when the [+] is clicked.
  

General ledger Postings for Sales and Procurement Documents

BlueBox2.0 uses document maps to dictate GL movements from the document layer. This means that you can specify which entries get posted whenever specific documents are created, and using advanced condition statements you can be very precise about these postings.

Once your document maps are set up your system will populate the GL automatically providing you with a live Trial Balance, Balance Sheet and Income Statement.

The GL allocations for a stock-based business that uses GRN's to receive stock and Despatch Notes to ship stock have a specific layout that is worth noting:

• GRN
• DR Stock GL Account
  Note: for non-stock items being received be sure to set the 'GRN asset acct' to a special asset account (ie something like Non-stock Assets Received)
• CR GRN Suspense Account
  Note: this Liabilities account should not be changed via item-data settings
• Creditors Invoice
• DR GRN Suspense GL Account
  Note: This 'expense' account must not be changed via item-data settings if the item was GRN'd in originally. For CR Invoices that are captured directly without a previous GRN this expense account can be set to anything.
• CR Accounts Payable
• DR Input Tax Account
• Despatch
• DR Cost of Sales
  Note: The 'DSP expense account' can be overridden at item-data level as required
• CR Stock
  Note: be sure to set the 'DSP asset account' on non-stock items to the same asset account used in the GRN above
• Debtors Invoice
• CR Sales Revenue
  Note: this income Account can be overridden at item-data level as required
• DR Accounts Receivable
• CR Output Tax Account

Debug Toggle

For developers who want to see runtime errors pertaining to their BlueBox PHP scripts adding

&global[debug]=1

to their URLs will display any errors found.

Sending Email from BlueBox with Mandrill

Mandrill.com (the platform/infrastructure behind Mailchimp.com) offers a powerful email sending solution for outbound emails. It can be very helpful for mail tracking (opens and clicks) and having some control over your outbound email messages.

In BlueBox we have recently added additional email settings to the bb_email module which allow you to configure your system to use Mandrill as the outbound mail server.

Setting up your Mandrill.com account:

Firstly you need to set up your Mandrill account. The free account comes with 12000 free emails per month. Within your account you can set up 2 control mechanisms to separate 'who is sending the messages' and thereby have one account for all your sites/customers if you have more then one BlueBox server to manage:

• API Keys > these are essentially the 'passwords' used for sending outbound messages. You can have multiple keys and so using this method can control who is sending which messages.
  
• Sub accounts > these are more detailed and offer more control, and can be used in conjunction with a key to for a true sub account for the customer/sender complete with mail limits etc.

Setting up your BlueBox system:

To set these go to Admin > Modules > Module Settings and select 'bb_email' as the module/class.

You will then see a set of bbsettings which can be configured, namely:

• bbsetting_email_from_name
  (This setting overrides the same setting in the config file if set.)
• bbsetting_email_from_email
  (This setting overrides the same setting in the config file if set.)
• bbsetting_email_smtp_server
  smtp.mandrillapp.com
• bbsetting_email_smtp_port
  587
• bbsetting_email_smtp_username
  (your Mandrill username, normally your email)
• bbsetting_email_smtp_password
  (the API key generated on Mandrill, see above)
• bbsetting_email_smtp_security
  tls
• bbsetting_email_smtp_headers
  X-MC-Subaccount=(subaccount_name),X-MC-Track=Opens|Clicks,

Note that for the last setting, bbsetting_email_smtp_headers, these are optional, and there is a pipe | between Opens and Clicks because commas are reserved for BlueBox bbsetting array separators.

Updating the DNS records for the 'from domain':

Because the emails are being sent from Mandrill.com's platform we need to tell the DNS network that they are authorised to send emails 'as' our 'from domains' - so for each from domain you should ideally edit it's DNS records and set the DKIM and SPF records in the TXT section of the DNS record. This is really quick and easy to do - simply follow the instructions on the Mandrill control panel and you have them set in a minute.