[Desktop] Quick Start Guide for Admins | BoxHero User Guide
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Desktop

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Follow the below steps to create your team easily. If you have any difficulties, please feel free to contact BoxHero customer service.

Sign-up & Login

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Please go to the BoxHero website and log in. If you haven't signed up yet, please create an account.

BoxHero provides sign-in options like the below:

  • Google Easy Login
  • KakaoTalk Easy Login
  • Apple Easy Login
  • Email Login
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If you have checked the 'Remember Me' when logging in, you will be automatically logged in next time you access BoxHero. Please be aware of it if using a public desktop.

Team Creation

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BoxHero is a team-based service. If multiple organizations need inventory management, you can create more than one team.

You will be directed to a team creating page if you are not part of any team.

Creating a Team Profile

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Upload your team photo, and insert your team name and memo if needed.

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You can always edit your team profile later.

Choosing a Mode

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You can create a team by choosing a mode based on your inventory type. Please remember that changing the mode is unavailable once the team has been created.

Basic Mode

  • Easy and simple inventory management.
  • Can be used in all types of businesses.

Location Mode

  • Special mode for managing same products dispersed in different locations such as different offices, branches, or warehouses.
  • Creating transactions based on location as well as moving products between locations available.
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If the same product is stored in one location, you can conveniently use BoxHero with Basic Mode. For most users, the Basic mode is recommended unless you have products dispersed in different places as you have to choose a location every time you make transactions if you use the Location Mode.

Personalize your Inventory Management.

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To personalize your team inventory management, select your previous inventory management experience, industry, and management type. Then, click Create Team button to finish.

Adding Category

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After creating your team, go to Data Center > Category and add categories for your products.

You can efficiently manage your inventory by registering categories on BoxHero.

Besides product names, you can add categories such as brand, size, color, and many more. Then, you can sort and search your inventory by the registered categories to easily check your inventory at once.

When you create a team, a couple of basic categories will be automatically added. If not needed, please delete them.

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Category can always be added, edited, and deleted. Products can be sorted by category in the Product List.

Adding Location (*Location Mode Only)

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If you created a team in Location Mode, please go to Date Center > Location and add your location(s).

You can add multiple locations such as your warehouses, and stores and manage the same products stored in different places.

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Location can always be added, edited, and deleted.

Company Info

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If using BoxHero in your company, register your company information such as the company's name from Payment & Settings > General > Company Info

The saved company information will be automatically filled out when drafting a purchase order or invoice from the Purchase & Sales menu.

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If you don't run a business or Purchase & Sales menu, you don't have to save company information. The saved company information can be edited anytime.

Member Invite

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If you have teammate(s) to manage your inventory with, go to Payment & Settings > Member & Role and invite your teammate(s).

Click the 'Invite Link' button to create and automatically copy the link.

Then, share the invitation link with your teammate(s) for the invitation.

Registering Product

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Lastly, register products to manage the inventory. After registering the products, inventory can be managed through Stock In / Stock Out / Stock Audit.

Products can be registered individually or through Excel.

Registered product information can be changed at any time.

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For Location mode, choose products' location first, and insert the initial quantity for each location through Audit

Adding Product Individually

Click Product List > Add so you can add products one by one.

Importing Excel

Product List > Add button right arrow icon > Import products via excel file

Through Date Centre > Import Excel > Bulk Add you can bring in Excel and add the products.

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Barcode and product name are mandatory information when you register a product. If the product doesn't have a barcode, it will generate one automatically.

Your team settings are now completed. Manage inventory easily and accurately with BoxHero😁

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BoxHero is in sync with the mobile app. β†’ BoxHero supports a powerful mobile app service. Even without a desktop, you can manage inventory with your smartphone anytime, anywhere.

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