# Inventory Transactions
***
## Types of Inventory Transactions
You can manage your inventory quantities with BoxHero’s four key inventory transactions:
* **Stock In**: Record items entering your inventory.
* **Stock Out**: Record items leaving your inventory.
* **Adjust Stock**: Modify inventory quantities for reasons like damage or loss.
* **Move Stock**: Transfer inventory between locations.
{% embed url="" %}
***
## Stock In
Use the **`Stock In`** menu to add incoming inventory, such as new purchases or returned items.
{% hint style="success" %}
**Pro Tip**: Use ***hashtags*** in the memo field to helps distinguish specific transactions in your team's history.
{% endhint %}
## Stock Out
Use the **`Stock Out`** menu to record outgoing inventory, like sales, shipments, or disposals.
***
## How to Update Item Quantity
### A. Select Each Item
Choose an inventory transaction of your choice and choose a location, select specific items, and enter their quantities. For quick access, you can also ***filter*** items using keywords.
{% embed url="" %}
### B. Edit Items via Excel
You can upload an Excel file to update inventory for multiple items at once. Make sure the [Excel file](https://www.boxhero.io/en/blog/import-excel-boxhero-guide) has separate columns for **SKU** and **item quantity**.
### C. Use a Barcode Scanner
Scan barcodes to select items for **`Stock In`**/**`Stock Out`** transactions.
{% content-ref url="scan-barcode" %}
[scan-barcode](https://www.boxhero.io/docs/key-features/scan-barcode)
{% endcontent-ref %}
### D. Save Draft
You can save your inventory transactions as *drafts* before finalizing them. Drafts are listed and easy to find when you open the **`Stock In`**/**`Stock Out`** menu.
You can also choose to ignore drafts and create new transactions at any time.
{% hint style="info" %}
If you have multiple saved drafts, you can process several items at once.
{% endhint %}
***
## Adjust Stock
Use the **`Adjust Stock`** menu to update stock counts to correct errors or reflect changes like damaged or lost items.
{% hint style="success" %}
**Note:** You can *attach files* (such as photos or invoice copies) along with your notes in the [memo field](https://www.boxhero.io/en/blog/boxhero-memo-field-hashtags-and-attachments).
{% endhint %}
***
## Move Stock
Use the **`Move Stock`** menu to transfer inventory between one or more locations.
{% hint style="warning" %}
**Note**: Make sure to set up your locations in the **`Data Center`** first.
{% endhint %}
***
## Transactions
Any changes to your inventory quantity made through the four inventory transactions (*Stock In, Stock Out, Adjust Stock, Move Stock*) will be recorded in the **`Transactions`** menu. Here, you can view the complete history of all past inventory activities.
### A. Filter Transactions
To find specific transactions, select the **applicable date range** or add other **filters** (e.g., transaction type, partner, location).
Add a filter by Transaction Type (e.g. Stock In)
Add a filter by Edit Status (e.g. Deleted)
### B. Print Transactions
You can print your inventory transactions by clicking **`More`** > **`Print Summary`** or **`Download PDF`**.
### C. Delete Transactions
If a transaction is incorrect, you can modify or delete it.\ **`Transactions`** > **`More`** > **`Edit or Delete`**.
### D. Edit Transactions
An updated transaction will be marked with an orange badge labeled **"Edited"** and will also display its **version number**.
{% hint style="danger" %}
Changes made to past records will update your *current inventory levels*, so please proceed carefully.
{% endhint %}
***
## Frequently Asked Questions (FAQ)
### How do I handle returned items?
Please modify the existing **`Stock Out`** transaction or use the **`Adjust Stock`** menu to update inventory levels.
### Can I record a transaction for a past date?
Yes, when creating a **`Stock In`**/**`Stock Out`** transaction, you can select a past date.
### Can I edit the date of an existing transaction?
Yes, go to **`Transactions`** > Select the transaction > **`More`** > **`Edit or Delete`**.\
Then, change the date and save.
### I want to reset my transaction history.
Please contact [Support](https://www.boxhero.io/docs/resources/contact) for assistance.
---
# Agent Instructions: Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://www.boxhero.io/docs/key-features/tx.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
.png?alt=media)
