Inventory Transactions

Use the In, Out, Adjust, and Move functions to record any changes to your inventory. Keeping accurate records for each type of transaction makes inventory management much easier.

---

Types of Inventory Transactions

You can manage your inventory quantities with BoxHero’s four key inventory transactions:

• Stock In: Record items entering your inventory.

• Stock Out: Record items leaving your inventory.

• Adjust Stock: Modify inventory quantities for reasons like damage or loss.

• Move Stock: Transfer inventory between locations.

---

Stock In

Use the Stock In menu to add incoming inventory, such as new purchases or returned items.

Pro Tip: Use hashtags in the memo field to helps distinguish specific transactions in your team's history.

Stock Out

Use the Stock Out menu to record outgoing inventory, like sales, shipments, or disposals.

---

How to Update Item Quantity

A. Select Each Item

Choose an inventory transaction of your choice and choose a location, select specific items, and enter their quantities. For quick access, you can also filter items using keywords.

B. Edit Items via Excel

You can upload an Excel file to update inventory for multiple items at once. Make sure the Excel file has separate columns for SKU and item quantity.

C. Use a Barcode Scanner

Scan barcodes to select items for Stock In/Stock Out transactions.

Barcode Scanning

D. Save Draft

You can save your inventory transactions as drafts before finalizing them. Drafts are listed and easy to find when you open the Stock In/Stock Out menu.

You can also choose to ignore drafts and create new transactions at any time.

If you have multiple saved drafts, you can process several items at once.

---

Adjust Stock

Use the Adjust Stock menu to update stock counts to correct errors or reflect changes like damaged or lost items.

Note: You can attach files (such as photos or invoice copies) along with your notes in the memo field.

---

Move Stock

Use the Move Stock menu to transfer inventory between one or more locations.

Note: Make sure to set up your locations in the Data Center first.

---

Transactions

Any changes to your inventory quantity made through the four inventory transactions (Stock In, Stock Out, Adjust Stock, Move Stock) will be recorded in the Transactions menu. Here, you can view the complete history of all past inventory activities.

A. Filter Transactions

To find specific transactions, select the applicable date range or add other filters (e.g., transaction type, partner, location).

Add a filter by Transaction Type (e.g. Stock In)

Add a filter by Edit Status (e.g. Deleted)

B. Print Transactions

You can print your inventory transactions by clicking More > Print Summary or Download PDF.

C. Delete Transactions

If a transaction is incorrect, you can modify or delete it. Transactions > More > Edit or Delete.

D. Edit Transactions

An updated transaction will be marked with an orange badge labeled "Edited" and will also display its version number.

Changes made to past records will update your current inventory levels, so please proceed carefully.

---

Have questions about transactions? Check out our FAQ:

Stock movementsTransaction history