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 sheet 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 a new tab.
- Add a filter for quantity < 10, copy the filtered rows, paste into the purchasing sheet.
- 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 Google Sheet. It reads your sheet structure, queries BoxHero through its built-in integration, and writes filtered inventory data into your columns — no export, no manual filter, no copy-paste.
Check every item in my BoxHero catalog and flag any item with fewer than 10 units total in this Google Sheet, showing item name, current quantity, and location
What You Get
- One row per low-stock item, written starting at row 2 with headers in row 1.
- Columns: Item Name, Current Quantity, Primary Location.
- Only items below the threshold appear — you don't get a 200-row export to filter yourself.
- Items with zero quantity are included; items with negative quantities (adjustment artifacts) are flagged separately.
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 sheet tab 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 sheet already has an item list and you just want to add the flag
For every item in column A of this sheet, 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 the 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 sheet 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.