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.

Definitions

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.

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.

Adding Partners

On Your Computer

Navigate to Data Center > Partners.
Click Add Partner in the top-right corner.
Choose between Supplier or Customer.
Enter the partner's details.
Click Add.

On Your Phone

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

Go to Settings > Data Center > Partners.
Click the + (add) button in the top-right corner.
Choose between Supplier or Customer.
Enter the partner's details.
Click Save.

Add Multiple Partners

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

Add Suppliers via Excel
Add Customers via Excel

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

Name
Phone Number
Email
Address
Memo
Language

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.

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.

Go to Purchases & Sales > Sales.
Select Customer from the dropdown.
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

You can also create a Purchase Order (PO) for a specific supplier.

Go to Purchases & Sales > Purchases, where you can edit, delete, print, or save the PO as a PDF. To change how it looks, adjust the print layout settings.

Filtering by Partner

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

Transactions
Purchases
Sales
Returns
Sales Reports
Summary