Inventory Transactions

Use the In, Out, Adjust, and Move features to record any changes to your inventory. Keeping accurate records for each type of transaction makes inventory management much easier.

Types of Inventory Transactions

You can manage your inventory quantities with BoxHero’s four key inventory transactions:

  • Stock In: Record items entering your inventory.

  • Stock Out: Record items leaving your inventory.

  • Adjust Stock: Modify inventory quantities for reasons like damage or loss.

  • Move Stock: Transfer inventory between locations.

Stock In

Use the Stock In menu to add incoming inventory, such as new purchases or returned items.

Pro Tip: Use hashtags in the memo field to helps distinguish specific transactions in your team's history.

Stock Out

Use the Stock Out menu to record outgoing inventory, like sales, shipments, or disposals.

How to Update Item Quantity

Select Each Item

Choose an inventory transaction of your choice and choose a location, select specific items, and enter their quantities. For quick access, you can also filter items using keywords.

Select Multiple Items Using Excel

You can upload an Excel file to update inventory for multiple items at once. Make sure the Excel file has separate columns for SKU and item quantity.

Use a Barcode Scanner

Scan barcodes to select items for Stock In/Stock Out transactions.

Barcode Scanning

Save Draft

You can save your inventory transactions as drafts before finalizing them. Drafts are listed and easy to find when you open the Stock In/Stock Out menu.

You can also choose to ignore drafts and create new transactions at any time.

If you have multiple saved drafts, you can process several items at once.

Adjust Stock

Use the Adjust Stock menu to update stock counts to correct errors or reflect changes like damaged or lost items.

Note: You can attach files (such as photos or invoice copies) along with your notes in the memo field.

Move Stock

Use the Move Stock menu to transfer inventory between one or more locations.

Transactions

Any changes to your inventory quantity made through the four inventory transactions (Stock In, Stock Out, Adjust Stock, Move Stock) will be recorded in the Transactions menu. Here, you can view the complete history of all past inventory activities.

Filter Transactions

To find specific transactions, select the applicable date range or add other filters (e.g., transaction type, partner, location).

Add a filter by Transaction Type (e.g. Stock In)

Add a filter by Edit Status (e.g. Deleted)

Delete Inventory Transactions

If a transaction is incorrect, you can modify or delete it. Go to your Transactions history and click More > Edit or Delete.

Edit Inventory Transactions

An updated transaction will be marked with an orange badge labeled "Edited" and will also display its version number.

Changes made to past records will update your current inventory levels, so please proceed carefully.

Print Invoices

You can print invoices for Stock Out transactions by clicking More > Invoice.

Frequently Asked Questions (FAQ)

How do I handle returned items?

Please modify the existing Stock Out transaction or use the Adjust Stock menu to update inventory levels.

Can I record a transaction for a past date?

Yes, when creating a Stock In/Stock Out transaction, you can select a past date.

Can I edit the date of an existing transaction?

No, the date of an existing transaction cannot be updated. However, you can delete the transaction and create a new one with the correct date.

I want to reset my transaction history.

Please contact our support team for assistance.

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