Stock movements

• 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).

• 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.

Use Edit via Excel under Data Center > Items > Import from Excel to change every item's quantity to 0 at once.

If you both receive stock from and ship stock to the same partner, add them twice — once as a supplier and once as a customer. Then, in Transactions or Summary, select both entries to see all of that partner's activity together.

No. Bundles only work in Purchases & Sales. Even if you don't need prices or order documents, you can use POs and SOs like a stock transaction:

1. Create an order with the bundle. Leave prices blank if you don't need them.
2. Before saving, check "Stock in items now" or "Stock out items now" at the bottom, then click Save. Your inventory is updated right away.

Yes — use Excel to copy your data:

1. Export from your current team
   1. Item details: Data Center > Items > Export to Excel. To move only some items, keep just those rows in the file.
   2. Item photos: Data Center > Items > ··· (more) > Download Photos. Unzip the downloaded file.
2. Import into the new team
   1. Attributes: Under Data Center > Attributes, add the same attributes you used in your old team.
   2. Items: Under Data Center > Items > Import from Excel, upload the file you exported.
   3. Item photos: Under Data Center > Items > ··· (more) > Upload Photos, upload the photos.

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.

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.

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.

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.

BoxHero is an inventory management system — it's built to track what you have and where it is, rather than to run end-to-end warehouse fulfillment.

BoxHero handles the stock side well: large numbers of SKUs with custom attributes, photos, and barcodes; purchase and sales orders with printed invoices; and stock tracked across multiple locations using Move Stock transactions.

What it doesn't include is a dedicated picking and packing workflow. You can record Stock Out transactions and scan barcodes as you fulfill orders, but there are no pick lists, wave picking, pack stations, or pick-and-pack workflows.