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How Medical Clinics Can Manage Inventory More Effectively

Medical inventory touches every aspect of patient care. A clinic runs out of sterile gloves during an exam. A small practice discovers expired vaccines that need to be discarded. Most clinics deal with these situations more often than they admit—and these issues can affect patient safety, wasted budget dollars,

BoxHero 2025: Stats, Updates, and What’s Next

2025 was a year of steady growth for BoxHero and the thousands of teams who use it to keep track of their items every day. Here’s a look at what changed, what improved, and how the platform grew over the past twelve months: The Numbers that Defined the Year

Sales Orders: Managing Customers, Invoices, and Shipping Status

When a customer places an order, it triggers a chain of tasks: verifying stock, creating the sales order, issuing an invoice, picking and shipping items, and finally recording revenue. How do you what’s been confirmed, what’s shipped, and what’s still waiting? BoxHero’s Purchases & Sales feature

5 Inventory Hacks for Small Businesses

Managing inventory well is one of the best ways you can protect cash flow and serve your customers reliably. For many small businesses, inventory can be one of the largest uses of your working capital. In this post, we'll take you through 5 practical inventory hacks that small

Purchase Orders: How to Handle Procurement from Start to Finish

Today, we'll take a deep dive into procurement! From buying the items you need to tracking orders, receiving inventory, and keeping everyone aligned, BoxHero helps you handle every step of the purchasing process. The Purchases & Sales feature connects your supplier orders directly with your inventory, giving you

How HVAC Teams Organize Inventory: Parts Tracking

HVAC service work depends on having the right parts available before the day begins. Technicians move between calls quickly, and the difference between a complete repair and a return visit often comes down to a capacitor, a motor, a relay, or a fitting that should have been on the truck.

Beta Release: Custom Analytics

We’re opening up a new way to work with your BoxHero data. Our upcoming Custom Analytics feature is now available in beta. This update lets you query and analyze your data using SQL. You can pull details that were hard to check in the existing Inventory Reports view and

New: Saved Pricing for Orders

Hi there! We’ve added a new Price Lists feature to help you set consistent unit prices across your purchase and sales orders! Price lists let you save preset unit prices for specific groups, such as vendors/suppliers, wholesale customers, or for seasonal promotions and campaigns. After creating a price

Inventory Transactions at a Glance: In, Out, Adjust, Move

In inventory management, each item that comes in, goes out, gets counted, or moves between location tells part of a bigger story. Together, these activities give a complete and accurate view of how stock changes over time. BoxHero calls these records inventory transactions, and they make it easy to see

Custom Fields Are Now Available for Purchases & Sales

We’ve just added a brand-new Custom Fields feature to Purchases & Sales! Until now, you could only use predefined fields when creating an order. With this update, you can add your own fields—such as a contact person, their email address, account details, and more. We’ve also improved

How to Use Excel Spreadsheets for Inventory Tracking

If you run a small shop, warehouse, or side business, chances are your inventory started in Excel. Spreadsheets are familiar, inexpensive, and flexible enough to track stock without learning a new system. But spreadsheets can also get messy fast. One wrong formula or a missed update can ripple through your

4 Lightweight Inventory Apps for Small Teams

Small businesses lose between 10-30% of their annual profits to inventory errors, according to industry experts. Yet most teams of five to fifteen people are caught in an impossible middle ground: spreadsheets have become unmanageable, but enterprise software feels like overkill. The good news is that modern inventory tools are

Member Permissions in BoxHero: A Role-Based Guide

If you manage inventory with more than one person, permissions aren’t a “nice to have. They keep pricing and stock data clean, reduce mistakes, and make sure each teammate sees the parts of BoxHero that match their job. This guide explains how BoxHero’s member permissions work, how to

Manage Purchases and Sales on Mobile (Now Fully Supported)

The long-awaited update is here! You can now create, edit, and delete Purchase Orders (POs) and Sales Orders (SOs), Returns, and Bundles directly from the mobile app. Previously, mobile access was limited to processing existing orders with Stock In or Stock Out transactions. With this update, you can now handle