# BoxHero User Guide

## Documentation

- [BoxHero](https://www.boxhero.io/docs/readme.md): BoxHero is the easiest way for small businesses to track, manage, and organize inventory. Trusted by over 300,000 users in 100+ countries, it keeps everything in one simple platform.
- [Getting Started](https://www.boxhero.io/docs/getting-started.md): 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.
- [Pricing](https://www.boxhero.io/docs/pricing.md): Learn about BoxHero's subscription plans and pricing. Compare the free Personal Plan and paid Business Plan features, billing options, and usage limits.
- [Video Tutorials](https://www.boxhero.io/docs/video-tutorials.md): Find step-by-step videos to help you get started and learn key BoxHero features. All videos are available on our YouTube channel.
- [Web Demo](https://www.boxhero.io/docs/video-tutorials/web-demo.md): Quick tutorials for using BoxHero on desktop (web). Learn how to track, organize, and manage your items easily across your team. Follow along with the best inventory solution for small businesses!
- [Mobile Demo](https://www.boxhero.io/docs/video-tutorials/mobile-demo.md): See the latest BoxHero mobile experience. Learn how to add, track, and manage your items on the go. This demo highlights updated mobile features, quick actions, and simple workflows.
- [Items](https://www.boxhero.io/docs/concepts/items.md): Items are the basic unit of products you manage in BoxHero. Easily add, edit, or remove items through the Data Center. BoxHero makes it simple to keep your inventory accurate and up to date.
- [Locations](https://www.boxhero.io/docs/concepts/locations.md): "Locations" in BoxHero represent the physical places where your inventory is stored, such as warehouses, stores, or stockrooms. You can easily track and manage stock by location with BoxHero.
- [Attributes](https://www.boxhero.io/docs/concepts/attributes.md): Attributes let you add extra details to each item in BoxHero, such as category, brand, size, color, and more. You can create and use these fields to organize and manage your items more easily.
- [Members](https://www.boxhero.io/docs/concepts/members.md): Manage your team members in BoxHero. You can invite new members, assign roles and permissions, and remove members as needed.
- [Partners](https://www.boxhero.io/docs/concepts/partners.md): Manage your partners — both the suppliers and customers you work with — to track inventory orders. You can save and access details like their names and contact information.
- [Inventory Transactions](https://www.boxhero.io/docs/key-features/tx.md): 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.
- [Barcode Scanning](https://www.boxhero.io/docs/key-features/scan-barcode.md): Barcode scanning simplifies inventory tasks by automating data entry, reducing errors, and accelerating workflows. BoxHero supports both built-in mobile scanning and external scanners for your needs.
- [Barcode Printing](https://www.boxhero.io/docs/key-features/print-barcode.md): You can print custom barcode labels with BoxHero to speed up inventory tracking. Design labels your way and print using any standard printer—no special equipment needed.
- [Purchases & Sales](https://www.boxhero.io/docs/key-features/purchase-and-sales.md): Streamline your inventory and order management, from purchasing and receiving to selling and shipping. You can manage your orders, track inventory, and analyze your sales.
- [Bundles](https://www.boxhero.io/docs/key-features/purchase-and-sales/bundles.md): Create product bundles in BoxHero to sell multiple items as one unit. You can add bundles manually or via Excel import for purchase and sales orders.
- [Sales Reports](https://www.boxhero.io/docs/key-features/purchase-and-sales/sales-reports.md): The Sales Reports feature provides insights into your purchasing and sales performance.
- [Low Stock Alerts](https://www.boxhero.io/docs/other-features/low-stock-alert.md): BoxHero's Low Stock Alerts feature helps you avoid stockouts by notifying you when inventory levels fall below a threshold. Reorder and replenish before running out to keep enough inventory on hand.
- [Inventory Link](https://www.boxhero.io/docs/other-features/inventory-link.md): BoxHero’s Inventory Link lets you share inventory details with people outside your team including clients, partners, and other stakeholders.
- [Inventory Count](https://www.boxhero.io/docs/other-features/inventory-count.md): Inventory counts help reconcile discrepancies between your actual inventory and the system’s recorded quantities so your records stay accurate and up to date.
- [Summary](https://www.boxhero.io/docs/other-features/summary.md): Review a summary of all inventory transactions (Stock In, Stock Out, Adjust Stock, Move Stock) during a specified period. To customize your view, set the date range and apply filters.
- [Past Quantity](https://www.boxhero.io/docs/other-features/past-quantity.md): BoxHero maintains a comprehensive record of all inbound and outbound transactions, enabling you to easily review the inventory quantity at any specific date in the past.
- [Inventory Reports](https://www.boxhero.io/docs/other-features/analytics.md): The Inventory Reports feature in BoxHero helps you generate custom reports from your inventory and sales data. You can create personalized calculations and track key metrics that matter most to you.
- [Custom Analytics](https://www.boxhero.io/docs/other-features/custom-analytics.md): Query and analyze your BoxHero data directly with SQL. You can pull the exact data you need and build custom reports you need beyond what the standard inventory report feature provides.
- [Team](https://www.boxhero.io/docs/settings/team.md): The "Team Settings" menu lets you manage team details, including the team name, logo, business information, and currency. You can also adjust team-wide preferences for time zone and item identifiers.
- [Account](https://www.boxhero.io/docs/settings/account.md): The "Account Settings" menu lets you manage your personal details, including your name, profile image, language, and email preferences.
- [Webhook](https://www.boxhero.io/docs/integrations/webhook.md): Webhooks are features that allows you to receive real-time notifications when certain events occur in BoxHero.
- [Slack](https://www.boxhero.io/docs/integrations/slack.md): BoxHero integrates with Slack to keep your team informed about inventory updates. Get real-time notifications for key events and stay connected directly within your Slack workspace.
- [Guides](https://www.boxhero.io/docs/resources/guides.md): Step-by-step BoxHero guides for inventory management, barcode printing, label printer setup, and more. Learn how to get the most out of BoxHero.
- [ZEBRA ZD230D](https://www.boxhero.io/docs/resources/guides/zebra-zd230d.md): Learn how to set up the Zebra ZD230D barcode printer with BoxHero. Step-by-step guide for driver installation, label configuration, and mobile printing.
- [Desktop Printing](https://www.boxhero.io/docs/resources/guides/zebra-zd230d/desktop-printing.md): Printing from your computer after completing ZEBRA ZD230D setup.
- [Mobile Printing](https://www.boxhero.io/docs/resources/guides/zebra-zd230d/mobile-printing.md): Printing from your mobile device after completing ZEBRA ZD230D setup.
- [ZEBRA ZD421T](https://www.boxhero.io/docs/resources/guides/zebra-zd421t.md): Set up the Zebra ZD421T thermal transfer printer with BoxHero. Follow our guide for driver install, label design, and printing barcodes on desktop and mobile.
- [Desktop Printing](https://www.boxhero.io/docs/resources/guides/zebra-zd421t/desktop-printing.md): Printing from your computer after completing ZEBRA ZD421T setup.
- [Mobile Printing](https://www.boxhero.io/docs/resources/guides/zebra-zd421t/mobile-printing.md): Printing from your mobile device after completing ZEBRA ZD421T setup.
- [BIXOLON XD5-40](https://www.boxhero.io/docs/resources/guides/bixolon-xd5-40.md): Connect the BIXOLON XD5-40 label printer to BoxHero with this step-by-step setup guide. Covers ribbon loading, driver install, and mobile printing via mPrint.
- [ZEBRA TC21](https://www.boxhero.io/docs/resources/guides/zebra-tc21.md): This guide walks you through configuring a Zebra TC21 so it scans barcodes directly into BoxHero using the device's built-in scanner.
- [Contact](https://www.boxhero.io/docs/resources/contact.md): If you have questions or need help, we’re here for you.

## FAQ

- [Help & Support](https://www.boxhero.io/docs/faq/help-and-support.md): Find answers to the most common questions about BoxHero — from getting started and billing to barcodes, integrations, and security.
- [Plans & pricing](https://www.boxhero.io/docs/faq/billing/plans-and-pricing.md): Learn about BoxHero's free and paid plans, including what's included in each, how the free trial works, available discounts, and how to manage your subscription.
- [Invoices & payments](https://www.boxhero.io/docs/faq/billing/invoices-and-payments.md): Find answers about accepted payment methods, how to update your billing details, downloading invoices, and troubleshooting payment issues.
- [Canceling your plan](https://www.boxhero.io/docs/faq/billing/canceling-your-plan.md): Understand BoxHero's refund policy, how to cancel your subscription, what happens to your account and data after cancellation, and how to resubscribe.
- [Profile & settings](https://www.boxhero.io/docs/faq/account-management/profile-and-settings.md): Update your profile information, change your language or notification preferences, and manage other account settings.
- [Signing in](https://www.boxhero.io/docs/faq/account-management/signing-in.md): Troubleshoot sign-in issues, recover a lost account, and learn about BoxHero's available login methods.
- [Deleting your account](https://www.boxhero.io/docs/faq/account-management/deleting-your-account.md): Learn how to transfer team ownership, delete a team or account, and export your inventory data.
- [Managing members](https://www.boxhero.io/docs/faq/team-management/managing-members.md): Learn how to invite team members, manage invitations, change roles, and remove members to your BoxHero team.
- [Roles & permissions](https://www.boxhero.io/docs/faq/team-management/roles-and-permissions.md): Understand the difference between Admin, Member, and Viewer roles, create custom roles, and learn what each role can and can't access in BoxHero.
- [Items & attributes](https://www.boxhero.io/docs/faq/inventory-and-transactions/items-and-attributes.md): Learn how to set up items, configure attributes, and handle common scenarios like tracking units, photos, serial numbers, and expiration dates.
- [Locations](https://www.boxhero.io/docs/faq/inventory-and-transactions/locations.md): Frequently asked questions about locations in BoxHero — how they work, how they differ from teams, and how to use them to organize inventory across multiple sites.
- [Orders](https://www.boxhero.io/docs/faq/inventory-and-transactions/orders.md): Answers to common questions on purchase orders, sales orders, returns, and invoice customization in BoxHero's Purchases & Sales feature.
- [Stock movements](https://www.boxhero.io/docs/faq/inventory-and-transactions/stock-movements.md): How to record stock coming in, going out, being adjusted, or moved between locations using BoxHero’s inventory transactions.
- [Inventory counts](https://www.boxhero.io/docs/faq/inventory-and-transactions/inventory-counts.md): Frequently asked questions about running inventory counts, editing task sheets, and managing count projects.
- [Transaction history](https://www.boxhero.io/docs/faq/inventory-and-transactions/transaction-history.md): How to find, edit, export, and manage past transactions and how changes impact your team’s current stock levels.
- [Low stock alerts](https://www.boxhero.io/docs/faq/inventory-and-transactions/low-stock-alerts.md): Answers to common questions about safety stock levels, low stock alerts, and notification settings in BoxHero.
- [Inventory link](https://www.boxhero.io/docs/faq/inventory-and-transactions/inventory-link.md): Answers to common questions about Inventory Links — how they work, who can access them, and how to keep your shared data secure.
- [Designing labels](https://www.boxhero.io/docs/faq/barcode-labels/designing-labels.md): Find answers about supported barcode formats, label design options, and how to save or export your labels.
- [Printing & hardware](https://www.boxhero.io/docs/faq/barcode-labels/printing-and-hardware.md): Find answers about compatible printers, mobile printing, label paper options, and printing in bulk.
- [Troubleshooting](https://www.boxhero.io/docs/faq/barcode-labels/troubleshooting.md): Resolve common issues with barcode printing and scanning, including misalignment, scan failures, and print quality problems.
- [Inventory reports](https://www.boxhero.io/docs/faq/reporting/inventory-reports.md): Find answers to common questions about viewing, calculating, and exporting standard inventory reports from your BoxHero team.
- [Custom analytics](https://www.boxhero.io/docs/faq/reporting/custom-analytics.md): Find answers to common questions about querying your data, saving reports, and managing access to custom analytics in BoxHero.
- [Integrations](https://www.boxhero.io/docs/faq/integrations-and-api/integrations.md): Learn how BoxHero connects with Slack, e-commerce platforms, accounting tools, and other apps in your stack.
- [API](https://www.boxhero.io/docs/faq/integrations-and-api/api.md): Build custom integrations with the BoxHero Open API. Find answers about generating API tokens, authentication, and rate limits for real-time event delivery.
- [Data protection](https://www.boxhero.io/docs/faq/security-and-privacy/data-protection.md): Find answers about how your data is stored, secured, and kept available, including backup options, hosting infrastructure, and uptime guarantees.

## Changelog

- [Changelog](https://www.boxhero.io/docs/changelog/readme.md): Discover what's new in BoxHero. Browse our latest product updates, feature releases, and improvements designed to make inventory management simpler and easier.


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