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.
Last updated
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.
Last updated
You can sign up with your email or use a Google, Apple, or Kakao account. When you create an account, you’ll get a free 30-day trial of the Business Plan — no commitment or payment required.
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 Teams. You can change your Team name anytime, so we suggest starting with your business name.
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).
Once you have added your items, you can update inventory quantities using the Stock In/Stock Out/Adjust/Move menus.
Stock In: Use this when adding inventory.
Stock Out: Use this when reducing inventory.
Adjust: Use this to modify stock levels for other reasons, like losses or disposals.
Move: Use this to transfer items between different locations.
Select a supplier or customer (optional).
Choose the item and enter the quantity.
Click the Stock In or Stock Out button at the bottom to update your inventory.
To speed things up, use the Import Excel or Scan Barcode options in the top right to add multiple items or quantities at once.
The Adjust menu works similarly, but you’ll input the new stock quantity directly.
Use the Move menu to transfer inventory from one location to another. Select the source location, destination location, and the items you want to move.
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.
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.
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.
Note: If you don’t after the free trial, your account will automatically switch to the free Personal Plan, which does not have access to BoxHero's premium features.
Need help with these terms? Check out our for clear definitions and explanations of key concepts in BoxHero.
To save time, you can instead of adding them one by one.
Make sure your are set up in the Data Center before you get started.
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