# Web Demo

***

## 1. Add items to your team

{% embed url="<https://www.youtube.com/watch?v=cbdEZjX6vNg>" %}

<details>

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

✓ How to add and manage your items\
✓ How to import data from Excel\
✓ How to set up [attributes](/docs/concepts/attributes.md) and [locations](/docs/concepts/locations.md)

</details>

## 2. Track stock with inventory transactions

{% embed url="<https://www.youtube.com/watch?v=KITjMG4Xg70>" %}

<details>

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

✓ How to record incoming and outgoing stock\
✓ How to adjust or correct stock quantities\
✓ How to search and filter your [transaction history](/docs/key-features/tx.md)

</details>

## 3. Print & customize your own barcode labels

{% embed url="<https://youtu.be/eT7wWe_At-g?si=Ef6dUpy-MXrm4H7C>" %}

<details>

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

✓ How to create custom barcode and QR code labels\
✓ How to design your own label templates\
✓ How to use label sheets, thermal labels, or custom paper sizes\
✓ How to print labels directly from BoxHero with your printer

</details>

## 4. Get low stock alerts for reordering

{% embed url="<https://www.youtube.com/watch?v=Mt8HNmNsB30>" %}

<details>

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

✓ How to set [low stock alerts](/docs/other-features/low-stock-alert.md) for each location\
✓ How to create and edit safety stock attributes\
✓ How to receive push notifications for low stock items

</details>

## 5. Perform a stock audit or physical count

{% embed url="<https://youtu.be/nEvYVDT0I64?si=oBQkKBZQf3DFbO_k>" %}

<details>

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

✓ How to start a new inventory count\
✓ How to assign [task sheets](/docs/other-features/inventory-count.md#assign-task-sheets) to team members\
✓ How to review and submit count results\
✓ How quantity updates appear as stock adjustments

</details>

## 6. Manage purchase and sales orders

{% embed url="<https://www.youtube.com/watch?v=vr2QW6Vt5bI>" %}

<details>

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

✓ How to create purchase orders (POs) & sales orders (SOs)\
✓ How to use order statuses like Draft, Ordered, Received, and Shipped\
✓ How to add and manage custom fields for invoicing\
✓ How to apply taxes, discounts, and price lists\
✓ How returns work in BoxHero

</details>

## 7. Generate reports with key inventory metrics

{% embed url="<https://www.youtube.com/watch?v=aVpQ1PZ0c-o>" %}

<details>

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

✓ How to navigate [Inventory Reports](/docs/other-features/analytics.md)\
✓ How to use insert common formulas\
✓ How to create your own formulas with variables and functions\
✓ How to adjust formats, calculation methods, and visibility\
✓ How to sort, filter, and export your completed report

</details>


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