For the complete documentation index, see llms.txt. This page is also available as Markdown.

Web Demo

Quick tutorials for using BoxHero on desktop (web). Learn how to track, organize, and manage your items easily across your team. Follow along with the best inventory solution for small businesses!


1. Add items to your team

What You'll Learn:

✓ How to add and manage your items ✓ How to import data from Excel ✓ How to set up attributes and locations

2. Track stock with transactions

What You'll Learn:

✓ How to record incoming and outgoing stock ✓ How to adjust or correct stock quantities ✓ How to search and filter your transaction history

3. Print custom barcoe labels

What You'll Learn:

✓ 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

4. Set reorder points and alerts

What You'll Learn:

✓ How to set low stock alerts for each location ✓ How to create and edit safety stock attributes ✓ How to receive push notifications for low stock items

5. Perform a physical count

What You'll Learn:

✓ How to start a new inventory count ✓ How to assign task sheets to team members ✓ How to review and submit count results ✓ How quantity updates appear as stock adjustments

6. Create and manage orders

What You'll Learn:

✓ 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

7. Generate inventory reports

What You'll Learn:

✓ How to navigate Inventory Reports ✓ 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

Last updated