Getting Started

Learn how to get started with BoxHero for effective inventory tracking. Our step-by-step guide covers creating teams, adding items, managing transactions, inviting team members, and more.

Sign Up or Log In

You can sign up with your email or use a Google, Apple, or Kakao account— or log in instantly by scanning a QR code. You’ll get a free 30-day trial of the Business Plan, with no commitment or payment required.

Note: If you don’t upgrade after the free trial, your account will automatically switch to the free Personal Plan, which does not have access to BoxHero's premium features.

Create Your Team

Once you’ve signed up, you’ll set up your first Team.

A Team is a shared workspace where you and your team can add items, track inventory, and work together.

Most businesses use one team, but if you need to keep items or departments separate, you can create multiple team. You can change your team name anytime, so we suggest starting with your business name.

Need help with these terms? Check out our terminology guide for clear definitions and explanations of key concepts in BoxHero.

Add Items

Items are the basic units of inventory you’ll manage in BoxHero.

To start, go to Item List and click the Add Item button to register the items you want to manage.

  • SKU: A unique identifier for your item that is automatically generated. You can input your own SKU, but duplicates aren’t allowed.

  • Item Name: This is a required field for every item.

  • Barcode: If your item doesn’t have a barcode, BoxHero can generate one for you.

  • Attributes: Add custom details like brand, manufacturer, color, size, or anything else you need.

  • Quantity: Set an initial quantity. You can update it later with inventory transactions.

  • Photo: Upload an image for easy identification (max size: 3MB).

To save time, you can Bulk Add Items with Excel instead of adding them one by one.

Inventory Transactions

Once you have added your items, you can update inventory quantities using the Stock In/Stock Out/Adjust Stock/Move Stock menus.

  • Stock In: Use this when adding inventory.

  • Stock Out: Use this when reducing inventory.

  • Adjust Stock: Use this to modify stock levels for other reasons, like losses or disposals.

  • Move Stock: Use this to transfer items between different locations.

Inventory Transactions

How to Create Inventory Transactions

Stock In & Stock Out

  1. Select a location.

  2. Select a partner, such as a supplier or customer (optional).

  3. Choose the item and enter the quantity.

  4. Click the Stock In or Stock Out button at the bottom to update your inventory.

The "location" option only appears if you're using more than one location. New teams start with a free 30-day trial of the Business Plan, which includes multi-location support.

To speed things up, use the Import from Excel or Scan Item Barcode options in the top right to add multiple items or quantities at once.

Adjust Stock

The Adjust Stock menu works similarly, but you’ll enter the new stock quantity directly.

Move Stock

Use the Move Stock menu to transfer inventory from one location to another. Select the source location, destination location, and the items you want to move.

Make sure your locations are set up in the Data Center before you get started.

View Transaction History

The Transactions menu lets you view all inventory activity, including stock in, stock out, adjustments, and transfers. Use the filter function to narrow your search or export the details to Excel for safekeeping.

Invite Members

BoxHero allows multiple users to collaborate on inventory management. The free trial includes full access, so you can invite team members to test the features together.

Members

Get the Mobile App

Download the BoxHero mobile app from Google Play or the Apple App Store. You can log into your account and access your team from any device.

The data you enter in BoxHero during the free trial will not be deleted after the trial ends. You can continue using BoxHero for free through the Personal Plan, or upgrade to the Business Plan to use premium features.

Last updated