> For the complete documentation index, see [llms.txt](https://www.boxhero.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.boxhero.io/docs/video-tutorials/mobile-demo.md).

# Mobile Demo

***

## 1. Add and organize your items

{% embed url="<https://www.youtube.com/watch?index=2&list=PLhFdT5Xem2f-9uapiAGjBZ6UnUUTGh2LB&v=t59OKnxTuY8>" %}

<details>

<summary><strong>What You'll Learn:</strong></summary>

✓ Navigate the mobile app and access your team\
✓ Add a new item, including SKU, barcode, photos, and attributes\
✓ Set initial stock and choose a location\
✓ Organize your items by grouping, sorting, and filtering\
✓ Access the Data Center and invite your team members

</details>

## 2. Record inventory transactions

{% embed url="<https://www.youtube.com/watch?index=1&list=PLhFdT5Xem2f-9uapiAGjBZ6UnUUTGh2LB&v=DaylXNzx3Zg>" %}

<details>

<summary><strong>What You'll Learn:</strong></summary>

✓ Review all item activity using [Transactions](/docs/key-features/tx.md)\
✓ Understand Stock In, Stock Out, Adjust Stock, and Move Stock\
✓ Create a new inventory transaction step by step\
✓ View, edit, or delete an existing transaction\
✓ Filter your transaction history by date, location, item, and more\
✓ Use [Past Quantity](/docs/other-features/past-quantity.md) to see your inventory on any past date

</details>

## 3. Print and scan item barcodes

{% embed url="<https://youtu.be/ZHCtbviQPRM>" %}

<details>

<summary><strong>What You'll Learn:</strong></summary>

✓ How to [scan barcodes](/docs/key-features/scan-barcode.md): both QR codes & standard barcodes\
✓ How to print barcode labels from your mobile device\
✓ How to set up barcode settings for your team and individual members

</details>

## 4. Set reorder points and alerts

{% embed url="<https://youtu.be/7-axl2819O0>" %}

<details>

<summary><strong>What You'll Learn:</strong></summary>

✓ How to create [safety stock attributes](/docs/other-features/low-stock-alert.md#set-safety-stock) and set minimum quantities\
✓ How to configure alerts by location for multi-site tracking\
✓ How to enable push notifications on your preferred schedule

</details>

## 5. Count stock with task sheets <a href="#id-4.-set-reorder-points-and-receive-low-stock-alerts" id="id-4.-set-reorder-points-and-receive-low-stock-alerts"></a>

{% embed url="<https://youtu.be/LOyyahdCmbs?si=fugX_tAeF2sC0mMk>" %}

<details>

<summary><strong>What You'll Learn:</strong></summary>

✓ Create a new [inventory count](/docs/other-features/inventory-count.md) (stocktake)\
✓ Set up and assign task sheets to your team\
✓ Scan barcodes and count stock from your phone\
✓ Review and submit the final count as a team admin

</details>

## 6. Create and manage orders

{% embed url="<https://www.youtube.com/watch?v=LpzZiMI5DXg>" %}

<details>

<summary><strong>What You'll Learn:</strong></summary>

✓ How to create a purchase order and track it (Draft → Ordered → Received)\
✓ How to ship & receive stock — all at once or partially\
✓ How to create a sales orders and track it (Draft → Confirmed → Shipped)\
✓ How to process customer returns and restock items

</details>

## 7. Manage invoice layout and order settings

{% embed url="<https://youtu.be/2XVlP3NCkYo>" %}

<details>

<summary><strong>What You'll Learn:</strong></summary>

✓ How to apply taxes (Inclusive vs. Exclusive)\
✓ How to add discounts (Percentage vs. Fixed)\
✓ How to add custom fields and save them as templates\
✓ How to create bundles and buy/sell grouped items

</details>