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Stock management in Holded

Keep track of your product inventory

Héctor Emperador avatar
Written by Héctor Emperador
Updated over a week ago

Whether you have one store or multiple warehouses, Holded helps you keep track of your product inventory in a simple way, according to your needs.

💎 Activate the Inventory gem to access the following options.

1. Choose the stock system

Choose between an automatic and a simple stock system. Both are based on the use of the platform documents:

  • Automatic stock system: it is the default system in Holded and intelligently subtracts stock from your invoices, orders and delivery notes, giving preference to its creation date.

  • Simple stock system: allows you to manage simpler stock operations, without automatically subtracting from orders and delivery notes.

2. Manage the stock of your products

There are two methods to manage the stock of your products:

  • From the platform: manage your inventory directly on the platform, viewing and applying stock changes to your products in a simple way. There are two ways:

    • From the product card: update the stock of a single product

    • From the product selector: massively update the stock of several products at once.

  • Through Excel: if you intend to import products into Holded using our Excel template, you can take the opportunity to include the initial stock of each of your products.

    ☝🏼 Use this option only when importing products for the first time. If you already have the products registered in Holded and you import them again, they will be duplicated

3. Manage your warehouses

When you create your account, a default warehouse will be automatically created with the same name as your company. However, you can create as many warehouses as you need, move stock between them and select the origin warehouse to ship your products.

Learn more about warehouse management here.

4. Scan products and print labels

In most businesses, labeling using a barcode scanner has become widespread. This system, combined with an ERP such as Holded, offers great advantages, facilitating the traceability, picking and inventory of your products, also streamlining their labeling and subsequent reading when working with them.

In order to scan, it will be necessary to assign a barcode to your products during the creation process and have a barcode scanner.

Holded's Scan Products functionality also allows you to connect your products with the platform's documents automatically.

Learn how to do it in these articles:

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