The Scenario
You've been asked to put together the reorder list before Thursday's supplier call. Your job: find every product in BoxHero whose total quantity across all locations has dropped below ten units, and have it ready in a workbook so you can share it with the purchasing team.
Three weeks ago, someone ran a manual BoxHero export for the same purpose. The file is still floating around in a shared folder. The quantities in it are two weeks stale. You could update it — but you'd need to pull a fresh export, figure out which rows changed, and reconcile the old file against the new one. That's an hour of work you haven't budgeted.
The bad version:
- Export the full BoxHero inventory catalog (200+ items), open the CSV in Excel.
- Add a filter for quantity < 10, copy the filtered rows, paste into the purchasing workbook.
- Realize the export doesn't break out quantities by location — it shows a grand total — so you can't tell whether the low stock is concentrated at one warehouse or spread thin across all of them.
The supplier call is Thursday morning. Sending a stale reorder list, or one that doesn't show location context, is the kind of thing that gets you the wrong shipment.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Excel workbook. It reads your workbook structure, queries BoxHero through its built-in integration, and writes filtered inventory data into your columns — no export, no manual filter, no copy-paste.
Pull all BoxHero items into my Excel workbook and highlight rows where quantity is zero or negative so I can place reorders
What You Get
- One row per BoxHero inventory item, written starting at row 2 with headers in row 1.
- Columns: Item Name, Current Quantity, Primary Location.
- Rows where quantity is zero or negative are flagged in a status column so you can sort or filter to reorder candidates without building your own formula.
- Items with positive stock are still included — you get the full picture, not just the critical ones.
What If the Data Is Not Quite Ready
You want the threshold to vary by product category
Pull all BoxHero items where quantity is below the threshold listed in column C for the matching item name in column B. Write results into a new worksheet called "Reorder Flags."
You need quantity broken out by location, not as a single total
For every BoxHero item with fewer than 10 units total, show the quantity at each warehouse location as separate columns. Use location names as column headers. Items above the threshold should not appear.
Your workbook already has an item list and you just want to add the flag
For every item in column A of this workbook, look up its current BoxHero quantity. If it's below 10, write "REORDER" in column D. Otherwise leave column D blank.
Full kill chain — flag low stock, append supplier contact, sort by urgency
Pull all BoxHero items with fewer than 10 units total. For each one, look up the supplier name in BoxHero partner records and write it into column D. Then sort the results by quantity ascending so the most critical shortages appear first. Add a column E showing how many units are needed to reach 20 (the standard reorder target).
One prompt. No export, no filter, no manual lookup.
Try It
Open your purchasing workbook and get the 7-day free trial of SheetXAI — then ask it to pull your BoxHero reorder candidates before Thursday's call. You can also explore exporting transaction history or see everything SheetXAI can do with BoxHero at the integration overview.