> For the complete documentation index, see [llms.txt](https://www.boxhero.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.boxhero.io/docs/getting-started.md).

# Getting Started

***

## Sign Up

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.

<figure><img src="/files/ISLrsLiJL2EbFZZaHHrx" alt="BoxHero Sign In Screen with Social Logins and QR Code"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note**: If you don’t start a subscription, your account will automatically move to the free [Personal Plan](/docs/pricing.md#personal-plan) when the trial ends. Premium features will no longer be available.
{% endhint %}

## Create a Team

Once you’ve signed up, your first step is to set up a <mark style="color:$primary;">`Team`</mark>.&#x20;

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.

<figure><img src="/files/Rq1cFnbF3g6EX2G5zOCj" alt="BoxHero New User Getting Started Screen"><figcaption></figcaption></figure>

#### Best Practices

* **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.

{% hint style="success" %}
**Need help with these terms?**\
Check out our [terminology guide](https://www.boxhero.io/blog/terminology-guide) for clear definitions and explanations of key concepts in BoxHero.
{% endhint %}

***

## Add Items

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

1. To add an item, go to <mark style="color:$primary;">`Item List`</mark> and click the <mark style="color:$primary;">`Add Item`</mark> button.
2. Then, fill in your item details and click <mark style="color:$primary;">`Submit`</mark> at the end.

{% embed url="<https://customer-0jrbilsa8yt3k758.cloudflarestream.com/8bc236d2e4544fc6b64e9e2630975610/iframe?autoplay=true&controls=false&letterboxColor=transparent&loop=true&muted=true&poster=https://customer-0jrbilsa8yt3k758.cloudflarestream.com/8bc236d2e4544fc6b64e9e2630975610/thumbnails/thumbnail.jpg?height=1080&preload=true>" %}

#### Basic Info

* **Item Photo** — Upload an image for quick identification (Max: 3 MB).
* **SKU**<sup><mark style="color:$danger;">**\***<mark style="color:$danger;"></sup> — A unique identifier for the item. BoxHero generates one automatically, or you can enter a custom "Stock Keeping Unit." Must be unique, so duplicates aren't allowed.
* **Item Name**<sup><mark style="color:$danger;">**\***<mark style="color:$danger;"></sup> — The primary name used to identify the item or product.
* **Barcode** — Adding a barcode allows for instant lookup via scanning.
  * **Existing Barcode**: Type it in manually or use a scanner (USB or mobile camera).
  * **No barcode?** Select <mark style="color:$primary;">`Generate`</mark> to create a random 13-digit number. You can print this onto labels after saving the item.

#### Attributes

* [**Attributes**](/docs/concepts/attributes.md) — Add any custom details you need to help categorize and filter your inventory.\
  (Examples: *brand, manufacturer, color, or size)*

#### Pricing

* **Cost & Price** *(Optional)* — Set a default unit cost and selling price for your items. These values will autofill in your [<mark style="color:blue;">purchase and sales orders</mark>](/docs/key-features/purchase-and-sales.md).
  * Unit cost and selling price are for reference only.&#x20;
  * They do *not* calculate profit margins or track historical price fluctuations.

#### Initial Quantity

* **Quantity** *(Optional)* — You can save an item with a zero balance and add stock later.
  * If you have multiple storage sites, you can assign specific quantities to each [<mark style="color:blue;">location</mark>](/docs/concepts/locations.md).

<figure><img src="/files/T1GopKbgL5EcpLH8saYO" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**Save time**: You can import an Excel file and upload a spreadsheet to [**add items in bulk**](/docs/concepts/items.md#add-items-via-excel).
{% endhint %}

***

## View Items

Search for items in the <mark style="color:$primary;">`Item List`</mark>, or organize them into folder-style categories using the <mark style="color:$primary;">`Group by`</mark> function. Sort items by quantity (high to low) or in alphabetical order.

<figure><img src="/files/WLkoDcjcyvjer8TiYQjM" alt=""><figcaption></figcaption></figure>

In the <mark style="color:$primary;">`Data Center`</mark>, you can:

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

<figure><img src="/files/R1uuTwVZduDHlhBTiR2Q" alt=""><figcaption></figcaption></figure>

***

## Inventory Transactions

After you add items, update quantities with the **Stock In**, **Stock Out**, **Adjust Stock**, and **Move Stock** menus. Each transaction updates on-hand quantities and is recorded in the item history.

* <mark style="color:$primary;">`Stock In`</mark>: Add inventory.
* <mark style="color:$primary;">`Stock Out`</mark>: Reduce inventory.
* <mark style="color:$primary;">`Adjust Stock`</mark>: Correct or modify stock levels (loss, damage, counting difference).
* <mark style="color:$primary;">`Move Stock`</mark>: Transfer items between locations.

<figure><img src="/files/cwhPeAHrnf6ihBvwGg4v" alt=""><figcaption></figcaption></figure>

### Stock In & Stock Out

1. In the left sidebar, go to <mark style="color:$primary;">`Stock In`</mark> or  <mark style="color:$primary;">`Stock Out`</mark>.
2. Select a location.
3. *(Optional)* Select a [partner](/docs/concepts/partners.md) — a **supplier** for Stock In, or a **customer** for Stock Out.
4. Choose the item and enter the quantity.
5. *(Optional)* Add a reference, note, or attachment (invoice, packing list, photo).

{% hint style="warning" %}
The "**location**" option only appears if you're using more than one location. New teams start with a free 30-day trial of the [Business Plan,](/docs/pricing.md#business-plan) which includes multi-location support.
{% endhint %}

{% tabs %}
{% tab title="Stock In" %}

<figure><img src="/files/hlhrU4Yd0nY3xg3EfUJ2" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Stock Out" %}

<figure><img src="/files/M7KZ3bCAiVDhxnacWjuS" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

{% hint style="success" %}
**Quick** **Shortcuts**:\
Use <mark style="color:$primary;">`Import from Excel`</mark> or <mark style="color:$primary;">`Scan Item Barcode`</mark> to add multiple items or quantities at once.
{% endhint %}

### Adjust Stock

1. In the left sidebar, go to <mark style="color:$primary;">`Adjust Stock`</mark>.
2. Select a location.
3. Select the item and enter the new quantity.
4. *(Optional)* Add a **reason** or **reference** (e.g., loss, damage, count difference) and attach any supporting documents or photos.

<figure><img src="/files/IrzV7MdjffRJqeiTJvQp" alt=""><figcaption></figcaption></figure>

### Move Stock

1. In the left sidebar, go to <mark style="color:$primary;">`Move Stock`</mark>.
2. Select the **source** **location** (From) and the **destination** **location** (To).
3. Choose the items and quantities to move.
4. *(Optional)* Add a reference or note if needed.

<figure><img src="/files/uDgnr89F33Ey2ukDthfz" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
The **Move Stock** feature is only available when you have 2 or more locations set up in your team.
{% endhint %}

***

## View Transaction History

* Use the <mark style="color:$primary;">`Transactions`</mark> menu to review every inventory action and find the details you need for reconciliation or audits.
* Set a <mark style="color:$primary;">`Date Range`</mark>, <mark style="color:$primary;">`+ Add Filter`</mark>, or <mark style="color:$primary;">`Export to Excel`</mark> to download your inventory records.

<figure><img src="/files/eWFu8RoSuVhoTqXk4GIG" alt=""><figcaption></figcaption></figure>

[**More Actions**](/docs/key-features/tx.md#types-of-inventory-transactions)**:**

* Print a summary
* Download a PDF of the transaction
* Print labels for items in that transaction
* Export that single transaction to Excel
* Edit or delete the transaction

{% embed url="<https://customer-0jrbilsa8yt3k758.cloudflarestream.com/5c53f7b97987939072035a0b0b86da7e/iframe?autoplay=true&controls=false&letterboxColor=transparent&loop=true&muted=true&poster=https://customer-0jrbilsa8yt3k758.cloudflarestream.com/5c53f7b97987939072035a0b0b86da7e/thumbnails/thumbnail.jpg?height=1080&preload=true>" %}
Stock transactions sync across all devices in real time.
{% endembed %}

***

## Invite Team Members

Go to <mark style="color:$primary;">`Settings`</mark> > <mark style="color:$primary;">`Members`</mark> to invite or remove [team members](/docs/concepts/members.md#member-settings).\
Invite anyone who will help manage your inventory so you can test features together.

<figure><img src="/files/E2kVZxKFHVP6Oe8Jpa8i" alt=""><figcaption></figcaption></figure>

***

## Get the Mobile App

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**: [Link](http://play.google.com/store/apps/details?id=com.bgpworks.boxhero)
* **iOS**: [Link](http://itunes.apple.com/app/id1325512157)

<figure><img src="/files/CUrLXmVMAUys7H40Dbtw" alt=""><figcaption></figcaption></figure>

***

## Subscribe

If you decide to continue after the free trial, go to <mark style="color:$primary;">`Settings`</mark> > <mark style="color:$primary;">`Billing`</mark> to start your subscription.

<figure><img src="/files/lLmz6sN1vrp7qFAnwq4a" alt=""><figcaption><p>You can find more details about payments and billing <a href="/pages/Mfv1CU48L57nwunDStoO#managing-your-plan">here</a>.</p></figcaption></figure>

**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](/docs/resources/contact.md) to reset your transaction history.
* Or create a new team and start with a clean setup.