Getting Started

You can sign up with your email or use a Google, Apple, or Kakao account — or log in instantly by scanning a QR code. You'll get a free 30-day trial of the Business Plan, with no commitment or payment required.

Once you've signed up, your first step is to set up a Team.

Think of a team as a shared workspace where you and your colleagues can manage inventory, track items, and control user access in one place.

• Keep it simple: Most businesses only need one team.
• Stay organized: If you need to strictly separate departments or locations, you can create additional teams.
• Name it right: We recommend starting with your business name. You can rename a team later.

Items are the basic units of inventory you manage in BoxHero.

1. To add an item, go to Item List and click the Add Item button.
2. Then, fill in your item information and click Save at the end.

• SKU^* — A Stock Keeping Unit is the item's unique identifier. BoxHero generates one automatically, or you can enter your own. No two items can share the same SKU.
• Name^* — The primary name used to identify the item.
• Barcode — Add a barcode so you can look items up instantly by scanning.
  • Existing barcode: Enter it manually or scan it in (USB scanner or mobile camera).
  • No barcode? Click Generate to create a random 13-digit number. You can print this onto labels after saving the item.
• Photo — Upload an image for quick identification (max 3 MB).

• Attributes — Add any custom details you need to help categorize and filter your inventory (e.g. brand, manufacturer, color, size, sell-by date).

• Cost & Price (Optional) — Set a default unit cost and selling price for your items. These values will autofill in your purchase and sales orders.
  • Unit cost and selling price are for reference only.
  • They do not calculate profit margins or track historical price fluctuations.

• Quantity (Optional) — You can save an item with a zero balance and add stock later.
  • Managing multiple storage sites? Assign a quantity to each location.

Search for items in the Item List, or use the Group by function to organize them into folder-style categories. You can also Sort (⇅) items by quantity (high to low) or alphabetically.

In the Data Center, you can:

• View your items in a table
• Sort items by any column
• Select multiple items to edit or delete at once

After you add items, update quantities with stock transactions. Each one updates on-hand quantities and is recorded in your team's transaction history.

• Stock In: Increases on-hand quantity (e.g., receiving new inventory).
• Stock Out: Decreases on-hand quantity (e.g., shipping or selling items).
• Move Stock: Transfers items between locations.
• Adjust Stock: Corrects or modifies stock levels for loss, damage, or counting differences.

1. In the left sidebar, go to Stock In.
2. Select a location.
3. (Optional) Select a partner — the supplier you're receiving from.
4. Choose the item and enter the quantity.
5. (Optional) Add a reference, note, or attachment (e.g., a supplier invoice or packing list).

1. In the left sidebar, go to Stock Out.
2. Select a location.
3. (Optional) Select a partner — the customer you're shipping to.
4. Choose the item and enter the quantity.
5. (Optional) Add a reference, note, or attachment (e.g., a packing slip or delivery note).

1. In the left sidebar, go to Move Stock.
2. Select the source location (From) and the destination location (To).
3. Choose the items and quantities to move.
4. (Optional) Add a reference, note, or attachment.

1. In the left sidebar, go to Adjust Stock.
2. Select a location.
3. Select the item and enter the new quantity.
4. (Optional) Add a reason, reference, or attachment (e.g., loss, damage, or count difference).

• Use the Transactions menu to review every inventory action and find the details you need for reconciliation or audits.
• Set a Date Range, + Add Filter, or Export to Excel to download your inventory records.

More Actions:

• Print a summary
• Download as PDF
• Print labels
• Export to Excel
• Edit or delete a transaction
• Restore a previous version

Go to Settings > Members to invite or remove team members.
Invite anyone who will help manage your inventory so you can test features together.

Use the BoxHero mobile app to manage inventory on the go — sign in with your account to access your team, scan barcodes, and record stock transactions from your phone.

• Android: Get it on Google Play
• iOS: Download on the App Store

If you decide to continue after the free trial, go to Settings > Billing to start your subscription.

About your data: Any data you enter during the free trial stays in your account after the trial ends. If you subscribe to the team you used for testing, you can continue using it without interruption.

If you want to start fresh: You can reset your test team in one of the following ways:

• Delete all items in the team and contact Support to reset your transaction history.
• Or create a new team and start with a clean setup.

Need a hand? Check out our quick video tutorials for web and mobile.