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Transaction Stats
Check each unit’s stock in, stock out, audited quantity and the current quantity.
note
Product without any transaction is exempted.
Select Period
Select the period of a date and press the Go button.
Or click the arrow next to the Go button to view by the given period.
Export Excel
You can download the transaction stats of the chosen period in an Excel file.
Low Stock Reminder
Insert the minimum quantity for each product and when it’s low, an alarm notification is sent to you.
Selecting Category for Minimum Quantity
Click + Add Category.
App Push Notification
Click ‘Low Stock Notification’ to receive push notifications from BoxHero app.
note
Push notifications are sent every morning at 9 AM.
Insert Quantity
Click the + Edit Quantity button that appears right after clicking the + Add Category button.
Insert the minimum quantity for each product that needs notifications.
After inserting the number, click Edit.
After inserting has been finished, click Done.
You can check the product’s low stock to excess stock status at once.
tip
- Low stock: When the current quantity is less or equal to the minimum quantity.
- Excess stock: When the current quantity is more than 3 times the minimum quantity.
Export Excel
You can download the low stock status in an Excel file.
Expiry
Creating Expiry Category
By starting a category in expiry format, a notification alarm is sent before expiring.
Click the + Add 'Sell By Date' Category button.
App Push Notification
To receive push notifications from BoxHero, please click the checkbox and click Submit.
When the product is near expiring, a notification is sent from BoxHero app.
note
Push notifications are sent on every morning at 9 AM.
Check out the overall expiration statuses of the products.
Excel FIFO
Upload an Excel file with barcode and quantity to make stock out and BoxHero will automatically take sub-items with the nearest expiration to be out of stock first.
Please click the Excel FIFO button on top.
caution
When uploading an Excel file:
- Because the first row is regarded as properties, please insert the title for each row.
- Categories must be added to the Data Center in advance.
- For products without barcodes, you can generate it by leaving the barcode row empty.
Excel file example:
Please upload the file.
Select or drag the file to the page.
Check if each column is properly matching and click Continue.
Sub-item with the nearest expiration's quantity will be taken out first.
You can also edit the quantity from the page's right side.
After the memo input, click the Write Stock Out Form button.
Check once again and finish.
The transaction can be viewed from the History.
View Past Quantity
View the quantity status of a specific date from the past.
note
The displayed time is 23:59:59 of the chosen date.
Click the arrow next to the Go button to view it by the given period.
Analysis
You can analyze your inventory with formulas based on the inventory data on BoxHero.
Please click + Add Formula if you are a first-time user of the feature.
note
For sales management, the relevant categories such as cost price or retail price must exist. If you do not have such categories, please go to Data Center > Category to add. Then, please add relevant information to the products.
Checking Data
You can check the analyzed information from the saved formula.
Sorting
By clicking each name at the top, you can sort the names in ascending, descending order.
By dragging the |, you can also arrange the column width.
Period Settings
Enter the date and click the Go button.
You can also click the arrow button next to Go to view in a certain period.
Excel Export
You can download the analyzed inventory data by clicking the Export Excel button from the upper-right corner.
Counting Method
From the boxes on top, you can change each column's counting method. Only number type formulas are applicable for changing the counting method. Other types can be counted by the number only.
Supported number counting method : total, average, minimum, maximum, and amount.
note
The chosen counting method will not be saved. To have the method fixed for a column, please go to Formula Settings > Edit Counting Method and choose the method to fixate.
Formula Settings
By clicking the Formula Settings button, you can add, edit, or delete the formulas.
Formula List
You can check and edit the saved formulas. By placing the cursor on the icon next to the name, you can also check the formula type.
Saving the Settings
Click the Done button on the top-right corner to go back to the main page.
Changing Formula Order
By dragging the three-lined button on the left, you can change the order of the formulas.
Changing Formula Order
By dragging the three-lined button on the left, you can change the order of the formulas.
More
By clicking the More button on formula's very right, you can edit the formula, displaying format, counting method, or delete the formula.
tip
By clicking the Displaying Format or Counting Format from the formula list, a pop-up to change the settings will be shown.
Editing Formula
You can edit the saved formula. You can also edit from the formula list by placing the mouse cursor on the formula and clicking the pencil icon.
caution
- If an error occurs on another formula while editing the formula, any edits will not be saved.
- Edits will be saved in the draft. To prevent error, editing or deleting any related formula will be saved in a draft all at once.
- You can find out more about the formula error from the error message.
Displaying Format Settings
You can change the displaying format.
note
Only the number type formula's displaying format can be changed.
- You can change the format by the decimal places, percentage, or currency.
- You can also set it to display as red if the negative number or display as '-' if a calculation error occurs.
Counting Format Settings
You can fixate a counting method.
note
Only the number type formula's counting method can be changed.
- Supported number counting method : total, average, minimum, maximum, and amount.
Deleting Formula
You can delete a formula.
caution
- If deleting a formula is expected to be occurring an error to another formula, it will not be applied immediately.
- A new formula list with the deleted formula will be saved as a draft. Once the error-occurring formulas are edited or deleted, all drafts will be saved at once.
- You can find out more about the formula error from the error message.
Adding Formula
By clicking the + Add Formula button, you will be directed to a page to choose a method to add a formula.
Choosing a Method to Add Formula
From Easy Add and Custom Formula, please choose one.
tip
With Easy Add, you can conveniently add formulas provided from BoxHero.
If you cannot find a formula you need from Easy Add, please manually insert it from Custom Formula.
Easy Add
Please select one from Category, Sales Management, or Inventory Management on the 'Adding Simple Formula' page.
On Category, please select from your product category and insert a name for the formula. Then, click 'Save'.
With Sales Management or Inventory Management, various options of the formulas are provided.
After choosing one from the options, a box to insert the required information will appear.
Please insert the formula name and select a value if required. Then, click 'Save' to apply the formula.
tip
If the formula is required to select a value, a recommended option will appear in grey font. Please refer to it when selecting.
If a relevant category does not exist, please go to Data Center > Category to add the required data. After done, please attempt again to add data.
Custom Formula
After inserting the formula and its name, please click Save to finish.
By clicking the buttons on top, you can check the available functions and examples.
tip
An auto-completion is provided in Custom Formula.
- By inserting {{, category and/or formula data will be loaded.
- By inserting $, a variable relating to the inventory data will be loaded. For more information on variables, please refer to the following page.