To create a product in Holded, follow these steps:
Go to Inventory > Products, in the navigation bar.
Click on the "New Product" button in the top right corner:
Enter the basic product information, including a name and description.
To add sizes, batches, etc., see advanced options
Include information relating to sales, purchasing, tracking and stock management.
Under"Options", check the box to add variants, batches, or serial numbers
Complete your product sheet by including tags and categories, and uploading an image to appear in your documents and catalogue.
Click on the "Save" button to save the product
Your product will be visible in the listing, under Inventory > Products
Advanced options when creating a product
In addition to the basic information, you can configure different advanced options for your product, some of them by activating the Inventory gem in the Holded Store:
1. Sales
Create and assign different rates, if you want to apply different selling prices for your product:
Subtotal: the taxable amount of the product.
Tax type: select from the available ones, VAT, Withholding Tax, Sales Equalisation Tax
Manage tariffs: create a new tariff or add already created tariffs to the product.
2. Shopping
From 'Purchases' you can add and manage different purchase prices, depending on the supplier that supplies you with the item. This will make it easier for you to create invoices or purchase orders, as when you assign them a specific "Contact" during their creation, the price defined for that contact will be applied to them.
Use the field below to add additional purchase-supplier prices and the trash buttons on the right to delete them.
Average cost: add the initial cost of the product. This value is automatically recalculated with each new purchase and is applied in the Inventory reports. It is editable, so you can adjust it manually.
✨ Check the margin of your sales thanks to the cost in the Cost report.Default supplier: every time you add the product to the invoice or purchase order, the product will be automatically assigned to the same supplier and the price you have defined here will be applied.
Subtotal: the amount before tax used in purchasing documents, such as invoices or purchase orders. The value of this field is fixed, i.e. it is not calculated automatically, but can be edited manually.
Tax: the tax rate to be applied to the subtotal. You can add at the same time an option for each of the two types of tax present (VAT, Withholding).
Total: this is automatically calculated from the subtotal and the taxes. It is editable, although if you modify it, the subtotal will also be modified.
3. Tracking
SKU: unique reference number, essential to identify your products when importing invoices or integrating your online shop.
Barcode: appears on invoices
Factory code: appears on invoices
Weight - Kg: appears on delivery notes.
4. Stock management
Default warehouse: define your default warehouse for the product, from the ones you have created.
Quantity: number of product units in stock today
5. Options
Check the box to add options to your product:
Variants: e.g. sizes S, M, L, or colours, blue, black, grey
Batches: e.g. in the food or pharmaceutical industry
Serial numbers: typically in electronics, books, magazines, etc.
📚 Learn how to manage variants, batches or serial numbers in these articles.
6. Accounting
Define, in the dropdown, the default sales and purchase accounting account for the product:
Sales account: the account to choose to allocate the invoice to a sales channel (e.g. online shop), and to be able to segment your sales by channel. These should always be sales or revenue group accounts (70, 75, 76 or 77). Use this option if you will always use the same sales channel for the product.
Purchase account: the account to choose to allocate the invoice to a type of expense (e.g. office rent), and to be able to segment your purchases by account. These should always be purchase or expense group accounts (60, 65, 66 or 67). Use this option if you will always assign the product to the same expense account when purchasing it.
7. Categorisation
Tags: tag your product for easy sorting or filtering.
Categories: add categories (available with the Inventory gem) such as "Brand", or "Season" (summer, winter), "Gender" (Man, Woman, Kids), etc.
📚 Learn how to manage categories here