Partners

Manage your partners — both the suppliers and customers you work with — to track inventory orders. You can save and access details like their names and contact information.

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Definitions

A Customer is a partner who receives items from your inventory. Customers are linked to Stock Out transactions and can be used to track sales orders.

A Supplier is a partner who provides items to your inventory. Suppliers are linked to Stock In transactions and can be used to track purchase orders.

The Data Center is one of the main tabs on BoxHero’s menu bar that allows users to manage data like items, attributes, and partners.

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Adding Partners

On Your Computer

1. Navigate to Data Center > Partners.

2. Click “Add Partners” in the top-right corner.

3. Choose between Supplier or Customer.

4. Enter the partner's details.

5. Click “Add.”

On Your Phone

You can add partners in the same way on the mobile app.

Add Multiple Partners

You can also add multiple partners at once using an Excel file by selecting one of the following under the “Add Partners” dropdown:

• Import Excel (Suppliers)

• Import Excel (Customers)

Make sure to download the template for reference. Your Excel file should include these columns:

• Name

• Phone Number

• Email

• Address

• Memo

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Inventory Transactions for Partners

A. Stock Out to Customers

When recording a Stock Out transaction, you can select one of the registered customers from your Partners list.

B. Stock In from Suppliers

For a Stock In transaction, you can select one of the registered suppliers from your Partners list.

Note: If you don’t need to add a partner, you can skip this step and continue.

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Managing Orders for Partners

A. Sales Orders for Customers

You can create a Sales Order (SO) for a specific customer and keep track of your orders.

1. Go to Purchases & Sales > Sales.

2. Select Customer from the dropdown.

3. The system will auto-fill the customer’s saved address and phone number from your Partners list.

Send a Sales Invoice

You can also email the invoice directly to this customer.

• Go to the completed sales order and click the ... (more) button > Send Email.

• The customer’s saved email information will be used automatically.

B. Purchase Orders for Suppliers

Similarly, you can create a Purchase Order (PO) for a specific supplier through the Purchases & Sales menu. The PO can be easily edited, deleted, printed, or saved as a PDF at any time.

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Filtering by Partner

You can filter by partner to streamline your view across these BoxHero features:

• Transactions

• Purchases

• Sales

• Returns

• Sales Reports

• Summary

Filter Transactions history by specific partners

Filter Summary by specific partners

To share inventory details with your partners in real time, use the Inventory Link feature.