Purchases & Sales
The Purchases & Sales feature streamlines the entire inventory process, from purchasing and receiving to selling and shipping. You can manage your orders, track inventory, and analyze your sales.
Key Highlights
Order Management: Create and manage purchase orders and sales orders.
Status Tracking: Monitor order progress with clear status labels.
Invoicing: Send invoices to partners via email or export to PDF for printing.
Bundled Items: Simplify grouped items by creating bundles.
Custom Pricing: Set custom prices for specific orders, and apply taxes/discounts.
Returns Management: Manage returns and refunds for specific orders.
Sales Reports: Analyze your sales data with detailed reports.
Purchases
Go to Purchases & Sales > Purchases to create and manage purchase orders.
Purchase Order Status
Draft: Order has been saved but hasn’t been sent to the supplier yet.
Ordered: Order has been placed with the supplier.
Partially Received: Some items have arrived, but others are still pending.
Received: All items in the order have been received.
When you create a PO, it’s immediately reflected in your Sales Reports (except for drafts).
Inventory is updated only after the purchase order is created and the Stock In process is completed.
Draft or Ordered → No inventory change
Partially Received or Received → Inventory updated
Note: Order numbers are generated in sequence (e.g., PO-000107, PO-000108, …)
Sales
Go to Purchases & Sales > Sales to create and manage sales orders.
Sales Order Status
Draft: Order has been saved but not confirmed.
Confirmed: Order is confirmed, but items haven’t been shipped yet.
Partially Shipped: Some items have been shipped; others are still pending.
Shipped: All items have been shipped and delivered to the customer.
When you create a sales order, it’s immediately reflected in your Sales Reports (except for drafts).
Inventory is updated only after the sales order is created and the Stock Out process is completed.
Draft or Confirmed → No inventory change
Partially Shipped or Shipped → Inventory updated
Pro Tip: Use the Sales Reports to:
Track key metrics like sales price, quantity, and profit
Analyze sales performance over a selected date range
Identify trends and pricing opportunities
Returns
Returns are easy to process with BoxHero. Simply click "Add Return" on the top right and enter the sales order number.
If you don't know the order number, select the sales order from the Sales list. Then click the “Add Return” button at the bottom to enter the return details.
Pro Tip: Include memos/notes in your return records for better tracking and communication with your team.
For a detailed guide on the Returns feature, check out our blog:
Invoicing
You can easily create and send professional invoices with BoxHero.
Generate invoices directly from sales orders
Send invoices to customers via email
Print invoices as PDF for physical records or mailing
To manage your customers' billing information, add them as Partners.
Print Layout
You can choose what appears on your orders.
Go to: Settings > Purchases & Sales > Print Layout.
Display Options
Business Logo: Upload an image (JPG/PNG file up to 3 MB)
Item Photos: Show or hide
SKU / Barcode: Show SKU or show barcode
Pricing: Show or hide
Memo: Show or hide
Attributes: Select which item attributes to display
Custom Fields
If you need additional fields such as a contact person's email address or bank account information, you can add custom fields while creating a purchase order or sales order.
If you frequently use the same fields, save them as a template.
Go to: Settings > Purchases & Sales > Custom Fields to add a new custom field, and any saved fields and their values will appear automatically whenever you create a new order.
Custom field settings apply at the team level, so all team members will see the same fields. Make sure to set the default values only for information that should be shared across the team.
Taxes & Discounts
You can apply custom taxes or discounts to your orders.
Taxes
Select how taxes are calculated:
Inclusive: Tax is included in the item price.
Exclusive: Tax is added to the total price.
If you regularly apply the same tax rate to your orders, you can set it as the default.
Discounts
Apply discounts to your orders:
Percentage Discount (e.g., 10% off)
Fixed Discount (e.g., $5 off)
Note: When both taxes and discounts are applied, discounts are calculated first, followed by taxes.
Price Lists
Price lists let you save different prices for specific clients, promotions, or special agreements. Along with your default cost and sale price, you can create additional price sets and apply them when you create a purchase order or sales order.
You can create a price list under Data Center > Price Lists.
Price lists can be set up separately for purchase and sales types. Add item prices manually or upload them all at once using an Excel file.
When you create an order, click on the Unit Price field to choose a price list. If you switch to another price list while editing, the unit prices will update based on the one you selected.
If you want to see an item’s default cost or sale price while creating an order, you can adjust your display settings.
Go to Settings > Team, and under Display Settings, choose Cost, Price, All Attributes. This shows the item’s registered prices along with all of its attributes.
Bundles
You can group multiple items into a single bundled item for easier ordering. Go to Data Center > Bundles to create and manage your bundles.
Click "Add Bundle" to create a new bundled item (e.g., Everyday Basic Set).
Fill in the details for the bundle.
Link individual items to the bundle (e.g., Everyday Zip-up Hoodie Sweatshirt, Low Pro Jeans).
Sell and ship the bundle as a single unit in a new order.
When the bundle is sold, the inventory quantities of its component items are automatically adjusted.
Bundles cannot be used in regular Stock In / Stock Out transactions.
For step-by-step instructions on how to use Bundles:
Frequently Asked Questions (FAQ)
How do I select a location in an order?
You don’t choose a location while creating the order. Locations are selected when the items are received or shipped.
Why aren't returned items showing in my Sales Report?
Returns are reflected in your Reports > Sales based on the return date. Make sure the return date falls within the date range you’re viewing.
If I update an item’s cost or sale price, will it change the amounts in existing orders?
No, updating item prices does not change any orders that have already been created. Existing orders keep their original prices.
How do I delete tax or discount options?
You can manage tax and discount options under Settings > Orders.
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