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

# Getting Started

> Learn how to get started with BoxHero for effective inventory tracking. Our step-by-step guide covers creating teams, adding items, managing transactions, inviting team members, and more.

---

## 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.

![BoxHero Sign In Screen with Social Logins and QR Code](https://assets.boxhero.io/docs/images/f9412be442fbbf382a4d56ccc57b939f41b0b618534892c716b857a780020995-1618x822.png)

> **Note**
>
> **Note**: If you don't start a subscription, your account will automatically move to the free [Personal Plan](https://www.boxhero.io/docs/pricing.md#personal-plan) when the trial ends. Premium features will no longer be available.

## Create a Team

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.

![](https://assets.boxhero.io/docs/images/3f6324a6ddc2c8e74ee5e5a8ad98a3b23eea8add41c4fe3822c75620e5212f16-2420x1424.jpg)

#### 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.

> **Tip**
>
> **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.

---

## Add Items

**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.

[Video](https://customer-0jrbilsa8yt3k758.cloudflarestream.com/4696778c91b53d9f7d10783b0f627b4c/iframe?poster=https%3A%2F%2Fcustomer-0jrbilsa8yt3k758.cloudflarestream.com%2F4696778c91b53d9f7d10783b0f627b4c%2Fthumbnails%2Fthumbnail.jpg%3Fheight%3D1080&letterboxColor=transparent)

### Item Information

#### Details

- **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

- [**Attributes**](https://www.boxhero.io/docs/concepts/attributes.md) — Add any custom details you need to help categorize and filter your inventory (e.g. _brand, manufacturer, color, size, sell-by date)._

#### Pricing

- **Cost & Price** _(Optional)_ — Set a default unit cost and selling price for your items. These values will autofill in your [purchase and sales orders](https://www.boxhero.io/docs/key-features/purchase-and-sales.md).

  - Unit cost and selling price are for reference only.
  - They do _not_ calculate profit margins or track historical price fluctuations.

#### Starting Quantity

- **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](https://www.boxhero.io/docs/concepts/locations.md).

![](https://assets.boxhero.io/docs/images/84544b4d5b97668d48a2c6bbcee7e1c69a5269a2f8c802993cec1167583f9098-2586x1420.jpg)

> **Tip**
>
> **Save time**: You can import an Excel file and upload a spreadsheet to [**add items in bulk**](https://www.boxhero.io/docs/concepts/items.md#add-items-via-excel).

---

## View Items

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.

![](https://assets.boxhero.io/docs/images/514ab1f0f33bf92d1f60e8627fcb16607ce7bc53eb6f236e04aeded1832d9b7a-2800x1468.jpg)

![](https://assets.boxhero.io/docs/images/d29f92ebe4a3c6a352b505ad91afde7b91da59ffe8c6af5dcc5095000a1b31b1-2800x1463.jpg)

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

![](https://assets.boxhero.io/docs/images/f5547967b37a040ef1f2f27c3636f9041fe789ec67595eec1b18d77cc78a6fe5-2800x1538.jpg)

---

## Inventory Transactions

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.

![](https://assets.boxhero.io/docs/images/26574d83be0e268f66642af08b833b2a44831c64d712d891b1b725a673ca5c77-2566x1323.jpg)

### Stock In

1. In the left sidebar, go to  `Stock In`.
2. Select a location.
3. _(Optional)_ Select a [partner](https://www.boxhero.io/docs/concepts/partners.md) — 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).

![](https://assets.boxhero.io/docs/images/8494685e3d39dc883570d96bfc8e73e6af66e6eefb32b6ef9bbda28d47af0a7f-2566x1661.jpg)

> **Caution**
>
> The "**location**" step only appears if you're using more than one location. New teams start with a free 30-day trial of the [Business Plan](https://www.boxhero.io/docs/pricing.md#business-plan), which includes multi-location support.

### Stock Out

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).

![](https://assets.boxhero.io/docs/images/4c8b323e29c2e3e7d390e3c7a30503b02428dd89e3e3a5e83b23c41c89410fe7-2556x1634.jpg)

> **Tip**
>
> **Quick** **Shortcuts**:\
> Use `Import from Excel` or `Scan Barcode` to add multiple items or quantities at once.

### Move Stock

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.

![](https://assets.boxhero.io/docs/images/c21320aa91fa7ef7e7cc9498eb509152012471a1f9b3861236ebbced8282e059-2400x1469.jpg)

> **Note**
>
> **Note:** [Move Stock](https://www.boxhero.io/docs/key-features/tx.md#move-stock) is only available when your team has **two or more locations** set up.

### Adjust Stock

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).

![](https://assets.boxhero.io/docs/images/f17cdd8468eb984d2c7dd80d33e5bd7b0e4e326a843b51b343d7b51d904f1772-2574x1570.jpg)

---

## View Transaction History

- 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.

![](https://assets.boxhero.io/docs/images/89efce4df58868a08ed7943a1aa082407e6d3500266c59c27c6f3ddcf75da9c7-2800x1489.jpg)

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

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

[Video](https://customer-0jrbilsa8yt3k758.cloudflarestream.com/5c53f7b97987939072035a0b0b86da7e/iframe?poster=https%3A%2F%2Fcustomer-0jrbilsa8yt3k758.cloudflarestream.com%2F5c53f7b97987939072035a0b0b86da7e%2Fthumbnails%2Fthumbnail.jpg%3Fheight%3D1080&letterboxColor=transparent)

Stock transactions sync across all devices in real time.

---

## Invite Team Members

Go to `Settings` > `Members` to invite or remove [team members](https://www.boxhero.io/docs/concepts/members.md#member-settings).\
Invite anyone who will help manage your inventory so you can test features together.

![](https://assets.boxhero.io/docs/images/c26899a9bd5e56b9ffa86466efc6d8cf1268f3514b60217b874ce1fde8b30c97-2068x1202.jpg)

---

## 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**: [Get it on Google Play](http://play.google.com/store/apps/details?id=com.bgpworks.boxhero)
- **iOS**: [Download on the App Store](http://itunes.apple.com/app/id1325512157)

![](https://assets.boxhero.io/docs/images/0184c7f83a526634e85c79332bbe8f03508b3cc2aa46fbe5e173dd82169a16be-2880x1080.png)

---

## Subscribe

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

![You can find more details about payments and billing here.](https://assets.boxhero.io/docs/images/153d26c8471c79b609ab2d8d2f6490a59c9929a91dd2bc50e070a338cbcf8a44-1864x1230.png)

You can find more details about payments and billing [here](https://www.boxhero.io/docs/pricing.md#managing-your-plan).

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

![](https://assets.boxhero.io/docs/images/6ecf2d713ffef259924e7520f17027e898409e0a87aa71011b9564ba4887a3a0-2374x1358.jpg)

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

- [Video Tutorials](https://www.boxhero.io/docs/video-tutorials.md)