> 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

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.

***

## 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 order 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>