Team
The "Team Settings" menu lets you manage team details, including the team name, logo, business information, and currency. You can also adjust team-wide preferences for time zone and item identifiers.
Team Settings
You can update team settings under Settings > Team.
Changes made here will apply to all team members who are part of your team.
Usage
Review your team's current usage details, including:
Items
Members
Locations
Team Information
Team Name: Create a name for your team. This can be changed anytime.
Team Note: Add notes or memos to help distinguish your team, especially if you're manage multiple teams in BoxHero.
Time Zone: The selected time zone applies to all team members. Everyone will see the same time zone setting.
Business Information
The business information you enter is used when generating purchase orders and sales invoices in BoxHero’s Purchase & Sales feature. BoxHero automatically applies the latest business details, including:
Business Name
Business Registration Number
Address
Representative
Phone Number
Make sure to click Save after making any changes.
Display Settings
You can update your team’s display settings at any time.
Currency: Used for cost, price, and purchase/sales orders. If your currency isn’t listed, you can manually add it to BoxHero.
Item Information: Choose which item details to display in your
Item List. If you select "Custom", you can customize the displayed details or manually enter text alongside attributes.
Import Excel
For actions like Bulk Add, Bulk Edit, or Stock In/Stock Out using Excel, you’ll need an identifier for your items. You can choose between SKU or Barcode.
Barcode Scanning
If your item barcodes include expiration dates, serial numbers, or other details--causing the barcode to change depending on when the item is received. please enable the GS1 GTIN setting.
When this setting is turned on, only the GTIN code (which identifies the item) will be extracted from the barcode, ensuring the system recognizes it as the same item.
Delete Data
Leave Team: You’ll leave the team for now, but the admin can invite you back anytime.
Delete Team: When you delete a team, all associated data, including team information, will be permanently removed. Any members of the deleted team will lose access, as the team will no longer be available.
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