# Inventory Transactions

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-2570d955f569a92c2bd2234540c411a7ee1dbc33%2F%E1%84%8C%E1%85%A2%E1%84%80%E1%85%A9%E1%84%80%E1%85%AA%E1%86%AB%E1%84%85%E1%85%B5.png?alt=media" alt=""><figcaption></figcaption></figure>

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## 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.

{% embed url="<https://customer-0jrbilsa8yt3k758.cloudflarestream.com/5bb921546f874b48abf70669252a6203/iframe?autoplay=true&controls=false&letterboxColor=transparent&loop=true&muted=true&poster=https://customer-0jrbilsa8yt3k758.cloudflarestream.com/5bb921546f874b48abf70669252a6203/thumbnails/thumbnail.jpg?height=1080&preload=true>" %}

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## Stock In

Use the <mark style="color:blue;">**`Stock In`**</mark> menu to add incoming inventory, such as new purchases or returned items.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-5418a141a5bcedec176b19ced34fc42bccc1b66f%2Fboxhero-stock-in-web-ui.png?alt=media" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**Pro Tip**: Use ***hashtags*** in the memo field to helps distinguish specific transactions in your team's history.
{% endhint %}

## Stock Out

Use the <mark style="color:blue;">**`Stock Out`**</mark> menu to record outgoing inventory, like sales, shipments, or disposals.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-8832fceb714b0681c77101ff471926eb7e9ef8a4%2Fboxhero-stock-out-web-ui.png?alt=media" alt=""><figcaption></figcaption></figure>

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## 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.

{% embed url="<https://customer-0jrbilsa8yt3k758.cloudflarestream.com/6e816d0018904cc0add821024197b9b8/iframe?autoplay=true&controls=false&letterboxColor=transparent&loop=true&muted=true&poster=https://customer-0jrbilsa8yt3k758.cloudflarestream.com/6e816d0018904cc0add821024197b9b8/thumbnails/thumbnail.jpg?height=1080&preload=true>" %}

### B. Edit Items via Excel

You can upload an Excel file to update inventory for multiple items at once. Make sure the [Excel file](https://www.boxhero.io/en/blog/import-excel-boxhero-guide) has separate columns for **SKU** and **item quantity**.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-46d8e352c3a0acbbc6a52fe2d00e0184dbd18f63%2Fbulk-edit-quantity.png?alt=media" alt=""><figcaption></figcaption></figure>

### C. Use a Barcode Scanner

Scan barcodes to select items for <mark style="color:blue;">**`Stock In`**</mark>/<mark style="color:blue;">**`Stock Out`**</mark> transactions.

{% content-ref url="scan-barcode" %}
[scan-barcode](https://www.boxhero.io/docs/key-features/scan-barcode)
{% endcontent-ref %}

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-cfa9d1efe30a8c188dd879598da94f5a27319589%2Fbarcode-scan-stockout.png?alt=media" alt=""><figcaption></figcaption></figure>

### 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 <mark style="color:blue;">**`Stock In`**</mark>/<mark style="color:blue;">**`Stock Out`**</mark> menu.

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

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-00a798a88ff3f89c4a50b7fd809e2c38d39087eb%2Fsaved-drafts.avif?alt=media" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If you have multiple saved drafts, you can process several items at once.
{% endhint %}

***

## Adjust Stock

Use the <mark style="color:blue;">**`Adjust Stock`**</mark> menu to update stock counts to correct errors or reflect changes like damaged or lost items.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-314b167e5ad1963ae2441af252d43e8e00820989%2Fboxhero-adjust-stock-web-ui.png?alt=media" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**Note:** You can *attach files* (such as photos or invoice copies) along with your notes in the [memo field](https://www.boxhero.io/en/blog/boxhero-memo-field-hashtags-and-attachments).
{% endhint %}

***

## Move Stock

Use the <mark style="color:blue;">**`Move Stock`**</mark> menu to transfer inventory between one or more locations.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-982e1a158d90cc5da4a33e4d5d8c0f249bc3a98f%2Fboxhero-move-stock-web-ui.png?alt=media" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
**Note**: Make sure to set up your locations in the <mark style="color:blue;">**`Data Center`**</mark> first.
{% endhint %}

***

## 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 <mark style="color:blue;">**`Transactions`**</mark> 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).

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-b32db243509fd6b5521b5b01666bdab62cb09e8a%2Ftransactions-filterby-type.png?alt=media" alt=""><figcaption><p>Add a filter by Transaction Type (e.g. Stock In)</p></figcaption></figure>

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-62a357a0024ee6004b27c3d14e6ba653b9d9c43d%2Ftransactions-filterby-editstatus.png?alt=media" alt=""><figcaption><p>Add a filter by Edit Status (e.g. Deleted)</p></figcaption></figure>

### B. Print Transactions

You can print your inventory transactions by clicking <mark style="color:blue;">**`More`**</mark> > <mark style="color:blue;">**`Print Summary`**</mark> or <mark style="color:blue;">**`Download PDF`**</mark>.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-4dd543f2e1e83ab12b52349b8bc6bd9cfc4e80c3%2Fboxhero-tx-more-options%20(1).png?alt=media" alt=""><figcaption></figcaption></figure>

### C. Delete Transactions

If a transaction is incorrect, you can modify or delete it.\ <mark style="color:blue;">**`Transactions`**</mark> > <mark style="color:blue;">**`More`**</mark> > <mark style="color:blue;">**`Edit or Delete`**</mark>.

### D. Edit Transactions

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

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-b4fb0a014c879f44e3373177c640fe83b3dace9b%2Fboxhero-tx-edit-versions.png?alt=media" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
Changes made to past records will update your *current inventory levels*, so please proceed carefully.
{% endhint %}

***

## Frequently Asked Questions (FAQ)

### How do I handle returned items?

Please modify the existing <mark style="color:blue;">**`Stock Out`**</mark> transaction or use the <mark style="color:blue;">**`Adjust Stock`**</mark> menu to update inventory levels.

### Can I record a transaction for a past date?

Yes, when creating a <mark style="color:blue;">**`Stock In`**</mark>/<mark style="color:blue;">**`Stock Out`**</mark> transaction, you can select a past date.

### Can I edit the date of an existing transaction?

Yes, go to <mark style="color:blue;">**`Transactions`**</mark> > Select the transaction > <mark style="color:blue;">**`More`**</mark> > <mark style="color:blue;">**`Edit or Delete`**</mark>.\
Then, change the date and save.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-de0eb3602555ea794829e73c792135c1c742e163%2Fboxhero-tx-edit-tx.png?alt=media" alt=""><figcaption></figcaption></figure>

### I want to reset my transaction history.

Please contact [Support](https://www.boxhero.io/docs/resources/contact) for assistance.
