Inventory Transactions
You can modify inventory quantities through the "Stock In, Stock Out, Adjust, and Move" menus.
Stock In: It is used to record inbound inventory.
Stock Out: It is used to record outbound inventory.
Adjust: It is used to modify inventory quantities for reasons other than stock in or stock out, such as losses or damages.
Move: It is used to transfer inventory between locations (exclusive to Location Mode).
When registering the item to BoxHero for the first time, it will be recorded as an adjustment.
Select Item(s) Individually
You can filter items by keywords in the items list and select them individually to enter the quantities.
Bulk Update Using Excel
You can upload quantities for multiple items at once using an Excel file.
The Excel file should include columns for barcode and quantity.
Barcode Scan
You can use a barcode scanner to select items for stock-in and stock-out transactions.
Scan BarcodeModify/Delete Stock In & Stock Out Records
You can modify or delete stock in/out records if you have entered them incorrectly. Please note that modifying past records will automatically update the current inventory quantities, so please be cautious.
Invoice
You can print invoices for "Stock Out" transactions (outgoing inventories).
Frequently Asked Questions (FAQ)
How do I handle returned items?
Please modify the existing Stock Out transaction or use the "Adjust" menu to update the inventory level accordingly.
Can I record the Stock In/Out transaction for a past time frame?
If you have missed a transaction, you can create the one again by selecting the specific "Date" under Stock In/Out menu.
Can I edit the date for an existing transaction?
Currently, the date of an existing transaction cannot be edited. However, you can select a past date after deleting the transaction from your history.
Where is the "Move" menu?
The "Move" menu is only available in Location Mode. Please contact our customer support center if you would like to change the mode of your team.
I want to reset my history.
Please contact our customer support center if you need to reset your team's history.
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