Purchases & Sales

Manage purchase orders, sales orders, and invoices from one place. Send branded documents, apply custom taxes and discounts, and track every order from draft to delivery — while your stock and P&L update automatically.

Start today with a 30-day trial.

Purchases & Sales

Manage purchase orders, sales orders, and invoices from one place. Send branded documents, apply custom taxes and discounts, and track every order from draft to delivery — while your stock and P&L update automatically.

Start today with a 30-day trial.

Purchases & Sales

Manage purchase orders, sales orders, and invoices from one place. Send branded documents, apply custom taxes and discounts, and track every order from draft to delivery — while your stock and P&L update automatically.

Start today with a 30-day trial.

Keep your inventory and sales in sync across every order.

Keep your inventory and sales in sync across every order.

Keep your inventory and sales in sync across every order.

Purchases

Create purchase orders, track them through every stage, and keep supplier records organized. Every PO syncs with your inventory so receiving stock and updating quantities happens in one step.

Purchase Order

Generate detailed POs and share them with your suppliers via email, PDF, or Excel export. Apply saved custom fields and price lists to auto-fill recurring details on each order.

A generated Purchase Order document listing items, quantities, unit prices, and order total.

Purchase Order

Generate detailed POs and share them with your suppliers via email, PDF, or Excel export. Apply saved custom fields and price lists to auto-fill recurring details on each order.

A generated Purchase Order document listing items, quantities, unit prices, and order total.

Purchase Order

Generate detailed POs and share them with your suppliers via email, PDF, or Excel export. Apply saved custom fields and price lists to auto-fill recurring details on each order.

A generated Purchase Order document listing items, quantities, unit prices, and order total.

Status Tracking

Follow every order through four clear stages: Draft, Ordered, Partially Received, and Received. Inventory quantities update when items are physically received.

The Purchases list filtered by status, with Draft, Ordered, Partially Received, and Received labels.

Status Tracking

Follow every order through four clear stages: Draft, Ordered, Partially Received, and Received. Inventory quantities update when items are physically received.

The Purchases list filtered by status, with Draft, Ordered, Partially Received, and Received labels.

Status Tracking

Follow every order through four clear stages: Draft, Ordered, Partially Received, and Received. Inventory quantities update when items are physically received.

The Purchases list filtered by status, with Draft, Ordered, Partially Received, and Received labels.

Vendor Relations

Keep a central database of every supplier with contact info, billing details, and full order history. View a vendor's past POs and billing records from your partner list.

Filtering the Purchases list by Partner, selecting a supplier from the dropdown.

Vendor Relations

Keep a central database of every supplier with contact info, billing details, and full order history. View a vendor's past POs and billing records from your partner list.

Filtering the Purchases list by Partner, selecting a supplier from the dropdown.

Vendor Relations

Keep a central database of every supplier with contact info, billing details, and full order history. View a vendor's past POs and billing records from your partner list.

Filtering the Purchases list by Partner, selecting a supplier from the dropdown.

Sales

Manage the full sales process, from creating orders to delivering invoices and processing returns. Every transaction stays linked to inventory and to its original order record.

Sales Order

Create sales orders that convert into invoices with the same line items, pricing, and customer details. Track each one through four stages: Draft, Confirmed, Partially Shipped, and Shipped.

A generated Sales Receipt document listing sold items, quantities, unit prices, and total.

Sales Order

Create sales orders that convert into invoices with the same line items, pricing, and customer details. Track each one through four stages: Draft, Confirmed, Partially Shipped, and Shipped.

A generated Sales Receipt document listing sold items, quantities, unit prices, and total.

Sales Order

Create sales orders that convert into invoices with the same line items, pricing, and customer details. Track each one through four stages: Draft, Confirmed, Partially Shipped, and Shipped.

A generated Sales Receipt document listing sold items, quantities, unit prices, and total.

Returns & Refunds

Link returns directly to the original sales order. Search for the order number or browse the sales list to add returned items back into your inventory.

A Sales Order with a processed return line deducting quantity and showing the refund amount.

Returns & Refunds

Link returns directly to the original sales order. Search for the order number or browse the sales list to add returned items back into your inventory.

A Sales Order with a processed return line deducting quantity and showing the refund amount.

Returns & Refunds

Link returns directly to the original sales order. Search for the order number or browse the sales list to add returned items back into your inventory.

A Sales Order with a processed return line deducting quantity and showing the refund amount.

Invoice Delivery

Send invoices by email directly from BoxHero or export them as PDFs. Your print layout settings carry over automatically, from logos to lines and shapes.

An email notification alerting a partner that they've received a Sales Order, with a view link.

Invoice Delivery

Send invoices by email directly from BoxHero or export them as PDFs. Your print layout settings carry over automatically, from logos to lines and shapes.

An email notification alerting a partner that they've received a Sales Order, with a view link.

Invoice Delivery

Send invoices by email directly from BoxHero or export them as PDFs. Your print layout settings carry over automatically, from logos to lines and shapes.

An email notification alerting a partner that they've received a Sales Order, with a view link.

Orders

Customize how your order documents look and how you price them. Adjust what appears on orders and invoices, add your own fields, and set different prices and promos.

Flexible Pricing

Set different prices for different customers, promotions, or contracts. Build unlimited price lists and apply them per order. Layer in taxes and discounts — inclusive or exclusive, percentage or fixed-amount.

Choosing a Price List, such as a bulk purchase deal, when creating an order.

Flexible Pricing

Set different prices for different customers, promotions, or contracts. Build unlimited price lists and apply them per order. Layer in taxes and discounts — inclusive or exclusive, percentage or fixed-amount.

Choosing a Price List, such as a bulk purchase deal, when creating an order.

Flexible Pricing

Set different prices for different customers, promotions, or contracts. Build unlimited price lists and apply them per order. Layer in taxes and discounts — inclusive or exclusive, percentage or fixed-amount.

Choosing a Price List, such as a bulk purchase deal, when creating an order.

Custom Fields

Add fields beyond the defaults: contact email, bank account, project codes, delivery instructions, or anything else you need. Save commonly-used fields as templates so they auto-fill on new orders.

Adding custom fields like "Delivery" and "Warranty" to an order invoice

Custom Fields

Add fields beyond the defaults: contact email, bank account, project codes, delivery instructions, or anything else you need. Save commonly-used fields as templates so they auto-fill on new orders.

Adding custom fields like "Delivery" and "Warranty" to an order invoice

Custom Fields

Add fields beyond the defaults: contact email, bank account, project codes, delivery instructions, or anything else you need. Save commonly-used fields as templates so they auto-fill on new orders.

Adding custom fields like "Delivery" and "Warranty" to an order invoice

Branded Documents

Design how your purchase orders and invoices look. Add your company logo, rename document labels, choose which fields display, and pick which item attributes to show.

Customizing a supply order by editing the company logo, document title, and display options.

Branded Documents

Design how your purchase orders and invoices look. Add your company logo, rename document labels, choose which fields display, and pick which item attributes to show.

Customizing a supply order by editing the company logo, document title, and display options.

Branded Documents

Design how your purchase orders and invoices look. Add your company logo, rename document labels, choose which fields display, and pick which item attributes to show.

Customizing a supply order by editing the company logo, document title, and display options.

FAQ

FAQ

Can I customize the look of my invoices and purchase orders?

Can I set different prices for different customers?

Does BoxHero calculate tax inclusive or exclusive?

When do POs and SOs update my inventory levels?

Can I email invoices directly to customers?

Purchase and sales orders in action

Purchase and sales orders in action

Follow a complete order from start to finish. Here’s quick walkthrough on how to create new orders and track each status in BoxHero.

Follow a complete order from start to finish. Here’s quick walkthrough on how to create new orders and track each status in BoxHero.

Check out other related features

Inventory Link

Share current stock levels with people outside your team through a private link, no login required on their end. Choose which items and details appear, and keep the rest of your inventory private.

Reports

Build reports from your inventory and sales data, from stock value and turnover to profit. Use prebuilt formulas or write your own, filter by location and date range, then export to Excel.

Barcoding

Scan with your phone camera or a handheld scanner to add, find, count, and move items. Generate barcodes and print custom labels on any standard or thermal printer.

Check out other related features

Inventory Link

Share current stock levels with people outside your team through a private link, no login required on their end. Choose which items and details appear, and keep the rest of your inventory private.

Reports

Build reports from your inventory and sales data, from stock value and turnover to profit. Use prebuilt formulas or write your own, filter by location and date range, then export to Excel.

Barcoding

Scan with your phone camera or a handheld scanner to add, find, count, and move items. Generate barcodes and print custom labels on any standard or thermal printer.

Check out other related features

Inventory Link

Share current stock levels with people outside your team through a private link, no login required on their end. Choose which items and details appear, and keep the rest of your inventory private.

Reports

Build reports from your inventory and sales data, from stock value and turnover to profit. Use prebuilt formulas or write your own, filter by location and date range, then export to Excel.

Barcoding

Scan with your phone camera or a handheld scanner to add, find, count, and move items. Generate barcodes and print custom labels on any standard or thermal printer.

Simplify your invoices and billing today

Try BoxHero for free for 30 days.

Simplify your invoices and billing today

Try BoxHero for free for 30 days.

Simplify your invoices and billing today

Try BoxHero for free for 30 days.

Manage your orders on the go

Our mobile app makes it easy to sync your inventory with your purchase and sales orders. Use BoxHero on your phone, desktop, or tablet to stay updated.

Manage your orders on the go

Our mobile app makes it easy to sync your inventory with your purchase and sales orders. Use BoxHero on your phone, desktop, or tablet to stay updated.

Manage your orders on the go

Our mobile app makes it easy to sync your inventory with your purchase and sales orders. Use BoxHero on your phone, desktop, or tablet to stay updated.