Web Demo
Quick tutorials for using BoxHero on desktop (web). Learn how to track, organize, and manage your items across your team.
1. Add items to your team
Section titled “1. Add items to your team”What You'll Learn:
✓ Add and manage your items
✓ Import data from Excel
✓ Set up attributes and locations
2. Track stock with transactions
Section titled “2. Track stock with transactions”What You'll Learn:
✓ Record incoming and outgoing stock
✓ Adjust or correct stock quantities
✓ Search and filter your transaction history
3. Print custom barcode labels
Section titled “3. Print custom barcode labels”What You'll Learn:
✓ Create custom barcode and QR code labels
✓ Design your own label templates
✓ Use label sheets, thermal labels, or custom paper sizes
✓ Print labels directly from BoxHero with your printer
4. Set reorder points and alerts
Section titled “4. Set reorder points and alerts”What You'll Learn:
✓ Set low stock alerts for each location
✓ Create and edit safety stock attributes
✓ Receive push notifications for low stock items
5. Perform a physical count
Section titled “5. Perform a physical count”What You'll Learn:
✓ Start a new inventory count
✓ Assign task sheets to team members
✓ Review and submit count results
✓ How quantity updates appear as stock adjustments
6. Create and manage orders
Section titled “6. Create and manage orders”What You'll Learn:
✓ Create purchase orders (POs) & sales orders (SOs)
✓ Use order statuses like Draft, Ordered, Received, and Shipped
✓ Add and manage custom fields for invoicing
✓ Apply taxes, discounts, and price lists
✓ How returns work in BoxHero
7. Generate inventory reports
Section titled “7. Generate inventory reports”What You'll Learn:
✓ Navigate Inventory Reports
✓ Insert common formulas
✓ Create your own formulas with variables and functions
✓ Adjust formats, calculation methods, and visibility
✓ Sort, filter, and export your completed report