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 to the Business Plan after the free trial, your account will automatically switch to the free Personal Plan. Premium features will no longer be available.
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.
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.
How to Create Inventory Transactions
Stock In & Stock Out
Select a location.
Select a partner, such as a supplier or customer (optional).
Choose the item and enter the quantity.
Click the
Stock InorStock Outbutton at the bottom to update your inventory.
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 Team 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.
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.
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