✨ First days at Holded? Start with our Inventory Getting Started guide.
Inventory is a section of the platform that allows you to manage the complete cycle of your products and control your stock.
From this section, you will have a global view of your products, your stock, sales orders, purchase orders and delivery notes, being able to access all Inventory functionalities from a single place.
There is the possibility to manage Inventory through the free package, or to activate the Inventory gem, for a fee, which provides advanced functionalities that further improve the management.
Inventory without the Inventory gem
Even without activating the Inventory gem, Holded provides you with basic tools to keep track of your products. Some of the features available are as follows:
Product registration: You can create and edit the basic details of your products, such as their name, description and price.
Stock control: You can track the current stock of your products and make manual adjustments as required.
Basic reporting: Holded allows you to generate simple reports on the status of your inventory, such as stock level and total value.
Inventory with the gem activated
By activating the Inventory gem, you will unlock the Dashboardfrom which you will have a global view of your products, your stock, sales orders, purchase orders and delivery notes, being able to access all Inventory functionalities from a single place.
Additional features of the Inventory gem
Sales orders
Purchase orders
Delivery notes
Organise your orders in different stages (Pipelines)
Multiple rates on your products
Bulk actions
Stock adjustments
Stock transfers
Manage multiple warehouses
Products with variants
Product categories
Batches and serial numbers
Advanced reporting
Product scanning
E-commerce stock synchronisation
Print barcode
1. Product management
Although product management is included in the basic Holded plan, by activating the Inventory gem, you can take your management to the next level, managing warehouses, creating batches and serial numbers, product packs, organising your products by categories and variants (sizes, colours and other characteristics), and even scanning and printing your barcodes and labels.
This is useful for keeping more accurate track of your products and their individual characteristics.
2. Warehouse Management
Within the Warehouse section of the Dashboard you can create and edit warehouses, moving your products between them; modify the stock of your products, updating, adding or subtracting units when creating your documents; or also
manage your products individually or in bulk using templates.
3. Order Management
In the Orders section of the Control Panel you can manage your purchase orders, sales orders and delivery notes. This section is also integrated with other Holded functions, such as purchases and sales. This allows you to manage your inventory more efficiently and accurately in relation to commercial transactions.
4. Operations
From the Operations section of the Control Panel, you can update the stock of several products simultaneously, generate files containing printable barcode labels, move stock between warehouses automatically without creating delivery notes, or access the options for importing and updating products.
5. Product properties
Product properties include categories, variant groups (e.g. size and colour), different rates for the same product, and the logistical stages your shipments are in.
6. Stock management
The Inventory gem allows you to track your stock in real time, facilitating the management of purchases, sales and returns. In addition, you can set minimum stock thresholds to receive alerts and avoid running out of products, or choose a stock system for your products. Remember that if you choose an automatic stock system, the stock of your products will be deducted intelligently when creating invoices, orders and delivery notes. Learn how to choose your stock system here.
7. Export your Inventory
Holded allows you to export all your Inventory information in PDF and Excel formats. You will be able to export your products, your purchase and sales orders, your delivery notes and also your warehouses.
8. Advanced Inventory Reports
The Inventory reports allow you to view aggregated data about your products and stock. This data comes from the information you have entered on sales invoices, sales orders, delivery notes and stock adjustments. This way, you can perform a detailed analysis of this particular aspect of your business.
