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.
• Move Stock: Transfer inventory between locations.
• Adjust Stock: Modify inventory quantities (for damage, loss, etc.)

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

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

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

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

BoxHero gives you a few ways to speed up a new transaction.

Once you've chosen a transaction type (Stock In, Stock Out, Move Stock, Adjust Stock) and set the location and date, you'll find three shortcuts for adding items:

1. Select Multiple
2. Import from Excel
3. Scan Barcode

Click Select Multiple to add several items from a single searchable list. Search by name, barcode, price, or attribute. Enter a quantity for each item and click Confirm.

• Click Import from Excel to update many items at once from a spreadsheet.
• Then, Download Template to get the correct format and fill in the two columns — Barcode (or SKU) and Quantity — following the Excel file guidelines.
• Drag and drop your file into the upload area or switch to the Copy & Paste tab to paste your rows directly.

• Click Scan Barcode to add items with a connected barcode scanner.
• Point your scanner at a barcode to begin. Each scan adds the item to the list, and you can scan again or use the + / – controls to set the quantity.
• When you're done, click Apply to add everything to your transaction.

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

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

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

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

When a transaction is edited, it's marked with an orange "Edited" badge and displays its version number.

To restore a previous version, select the one you want and click More > Restore this Version.

Save a transaction as a draft before you finalize it. Drafts appear in the stock transaction menu in the sidebar, so you can pick up where you left off — or ignore them and start a new transaction anytime.

Have questions about transactions? Check out our FAQ: