Team

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.

---

Team Settings

You can update team settings under Settings > Team. Changes made here will apply to all team members who are part of your team.

Usage

Review your team's current usage details, including:

• Items

• Members

• Locations

If you exceed the team's usage limits, you can purchase add-ons for an extra cost. Any adjustments will be pro-rated, and the additional charges will be reflected in your next billing cycle.

Team Information

• Name: Create a name for your team. This can be changed anytime.

• Description: Add notes or memos to help distinguish your team, especially if you're manage multiple teams in BoxHero.

• Time Zone: The selected time zone applies to all team members. Everyone will see the same time zone setting.

Business Information

The business information you enter is used when generating purchase orders and sales invoices in BoxHero’s Purchases & Sales feature. BoxHero automatically applies the latest business details, including:

• Name

• Business Registration No.

• Address

• Contact/Representative

• Phone Number

Make sure to click Save after making any changes.

Display Settings

You can update your team’s display settings at any time.

Currency

The default currency used when creating purchase orders and transaction statements. If your preferred currency isn't listed, you can manually add it.

Decimal Places

Sets how many decimal places to show for unit prices and totals in Purchases & Sales.

For example, if you select 2, amounts will show two decimal places (e.g., 0.12).

※ This setting does not affect how you enter quantity decimals.

Item Details

Choose which item details to display in your Item List and inventory transactions.

If you select "Custom", you can show only the item details you need, or manually enter text to display alongside attributes.

Excel Import Settings

For actions like Add via Excel or Edit via Excel, you'll need an identifier for your items. You can choose between SKU or Barcode.

Barcode Scanning

If your item barcodes include expiration dates, serial numbers, or other details--causing the barcode to change depending on when the item is received. please enable the GS1 GTIN setting.

When this setting is turned on, only the GTIN code (which identifies the item) will be extracted from the barcode, ensuring the system recognizes it as the same item.

Delete Data

• Leave Team: You’ll leave the team for now, but the admin can invite you back anytime.

• Delete Team: When you delete a team, all associated data, including team information, will be permanently removed. Any members of the deleted team will lose access, as the team will no longer be available.

---

Still need help? Check out our FAQ:

Deleting your account