How to Make the Most of BoxHero on Mobile and Web

Inventory work happens in different places. Some tasks are best handled on the warehouse floor. Others require a quiet desk and a larger screen. BoxHero is built for both.
The mobile app and the web version each serve a purpose, depending on how and where you manage inventory.
Here’s a look at how they’re different, and what each one does well.
Mobile App
Lightweight and fast for everyday use
The BoxHero mobile app is useful for people who move between locations or need to check or update inventory on the field. According to our data, 87% of teams use the mobile app for some or all of their inventory tasks.

The app supports all the core features you need:
• Stock In/Stock Out Transactions
• Full Inventory History
• Barcode Scanning
• Inventory Counts
Teams use the mobile app on-site in warehouses, retail stores, and more. When something arrives, it’s scanned. When something ships out, it’s recorded on the spot. There’s no need for a separate barcode scanner—just use your phone camera! The app supports both standard barcodes and QR codes.

For teams that split time between the office and the floor, it's easy to switch between the mobile app and the web version. Because both connect to the same data, you can keep your workflow consistent without juggling different tools.

Web Version
Detailed tools for bulk tasks and review
The web version is suited for work that involves large data sets, bulk updates across many items, or tasks that require advanced functionality. It’s also where features for reporting and system integration are available.
Some of the things you can do on the web:
• Analyze inventory trends
• Recover deleted data
• Use extra tools & functions
Excel Import & Export
Upload your spreadsheets to bulk add or update hundreds of items at once. You can also record multiple inventory transactions, like transfers and adjustments, simply by importing your Excel file.

Follow along with our step-by-step guide below:

You can download your inventory data into Excel anytime as well. Export your item details, transaction history, or inventory levels at specific dates. This is useful for creating backups or transferring data to other tools or systems.

Inventory Analytics
BoxHero's Analytics
feature includes over 20 built-in formulas to help you review key inventory metrics like stock levels, turnover, and gross profit. You can also create your own formulas to track what matters most to your team.
Use it to monitor trends, analyze recent activity, and make more informed decisions about purchasing and sales.

Data Recovery
If you delete an item or location by mistake, BoxHero’s web app lets you restore it quickly. You won’t need to re-enter everything—just recover the data with a few clicks!

Additional Tools
BoxHero Web includes several extra features designed to support more advanced functions. Make sure you take advantage of them:

- Inventory Link: Share real-time stock levels with clients or partners.
- Barcode Labels: Create custom, printable barcode labels for any item.
- Open API: Connect BoxHero to other systems and automate tasks.
- Purchase & Sales: Track inventory along with purchase orders and sales invoices.

Purchase & Sales
feature (currently web-only) will be available on mobile soon. Stay tuned!Mobile & Web: How They Work Together
Here’s how a computer store might use BoxHero over the course of a day:
In the morning, a staff member uses the mobile app to log new stock. They scan barcodes with their phone and update quantities as items are unpacked and shelved. As products are sold, they mark them as "Stock Out" transactions in the app. If something’s running low, they create a draft "Stock In" entry for the manager to review.
Later, the store manager signs into the web version to check the team’s activity, review inventory summaries, and plan the next order. They use transaction history and trend analysis to track what’s moving and what needs restocking.
Because both the app and the web version sync to the same data in real time, everything stays consistent (no matter where or how it’s entered)!

Use BoxHero on Both
Each version of BoxHero has its strengths:
▶︎ Use the mobile app for quick tasks on the floor (e.g., barcode scanning, making updates, and day-to-day inventory work).
▶︎ Use the web version when you need detailed reporting, data recovery, bulk edits, or system integrations.
You can switch between them without losing progress. All changes are saved to the cloud and reflected instantly.
If you’re only using one, give the other a try. You might find it makes your workflow easier and more complete. 😉