Stock movements

How to record stock coming in, going out, being adjusted, or moved between locations using BoxHero’s inventory transactions.

---

What's the difference between “Adjust Stock” and “Stock In/Out”?

• Use Stock In and Stock Out to record real inventory movements — receiving from a supplier, fulfilling an order, shipping, or disposing of items.

• Use Adjust Stock to correct discrepancies that aren't tied to a movement (e.g., damage, loss, theft, or a cycle count correction).

Keeping these separate makes your transaction history easier to audit later.

When should I use Inventory Transactions vs. Purchases & Sales?

• Use Transactions for quick internal stock updates that don't need a document trail.

• Use Purchases & Sales when you need a purchase order, sales order, invoice, or pricing record tied to the movement.

	Transactions	Purchases & Sales
Workflow	Update stock levels immediately by selecting an item and entering the quantity.	Create an order (P.O. or S.O.) first, then process it upon shipment or arrival.
Method	Use Stock In for items entering inventory and Stock Out for items leaving inventory.	Link Stock In to purchase orders and Stock Out to sales orders for better tracking.
Purpose	Manual stock adjustments and simple quantity levels.	Order management with real-time inventory updates.

Can I record a transaction across multiple locations at once?

Each Stock In or Stock Out transaction is tied to a single location. To transfer inventory between locations, use Move Stock. To stock the same item into multiple locations, create a separate transaction for each.

Can I save a transaction without finalizing it?

Yes. Stock In, Stock Out, and Move Stock support drafts. Saved drafts appear the next time you open a menu, so you can come back to finish, or process several drafts at once.

Can I attach photos or files to a transaction?

Yes. The memo field on every transaction supports file attachments (e.g., invoice copies, packing slips, damage photos, or signed receipts). You can also use hashtags in the memo to tag and later filter related transactions.

What happens if I try to take out more stock than I have?

BoxHero will warn you that there isn't enough stock to complete the transaction. You can either cancel, or proceed and let the item go into negative inventory.

If your physical count differs from the system, use Adjust Stock to correct the quantity first, then record the Stock Out.