Partners

In BoxHero, Partners refers to both the suppliers and customers that you work with to manage your inventory orders. Partners can be managed in the Data Center, where you can store and access their details, such as names and contact information.

The Data Center is one of the main tabs on BoxHero’s menu bar that allows users to manage data like items, attributes, and partners.

Definitions

A Customer is a partner who receives items from your inventory. Customers are linked to Stock Out transactions and can be used to track sales orders in the Purchase & Sales menu.

A Supplier is a partner who provides items to your inventory. Suppliers are linked to Stock In transactions and can be used to track purchase orders.

How to Add Partners

1. Navigate to Data Center > Partners.

2. Click “Add Partners” in the top-right corner.

3. Choose between Supplier or Customer.

4. Enter the partner's details.

5. Click “Add.”

You can also add multiple partners at once using an Excel file by selecting one of the following under the “Add Partners” dropdown:

• Import Excel (Suppliers)

• Import Excel (Customers)

Make sure to download the template for reference. Your Excel file should include these columns:

• Name

• Phone Number

• Email

• Address

• Memo

Stock Out to Customers

When recording a Stock Out transaction, you can select one of the registered customers from your Partners list.

Stock In from Suppliers

For a Stock In transaction, you can select one of the registered suppliers from your Partners list.

Sales Order for Customers

You can create a Sales Order (S.O.) for a specific customer and keep track of your orders.

1. Go to Purchase & Sales > Sales.

2. Select Customer from the dropdown.

3. The system will auto-fill the customer’s saved address and phone number from your Partners list.

You can also email the invoice directly to this customer. Go to the completed S.O. and click … > Send Email. The customer’s saved email information will be used automatically.

Purchase Order for Suppliers

Similarly, you can create a Purchase Order (P.O.) for a specific supplier through the Purchase & Sales menu. The P.O. can be easily edited, deleted, printed, or saved as a PDF at any time.

Filter by Partner

You can filter by partner to streamline your view across these BoxHero features:

• Transactions

• Purchases

• Sales

• Returns

• Sales Analysis

• Summary

Filter inventory transactions by specific partner(s)

To share inventory details with your partners in real time, use the Inventory Link feature.