Create a rate
To create a sales rate in Holded follow these steps:
💎 Activate the Inventory payment gem in the Holded Store to use the rates 💎
Edit a rate
From the price list, click on the rate you want to modify.
Apply any necessary changes to the "Name" or "Description".
Delete a rate
From the price list, click on the rate you want to delete.
Select "Delete" and confirm this action.
You can also access the rates from the Control Menu by following the Configuration > Inventory > Product Configuration > Price List path.
Assign a rate to a product
During the creation or editing process of a product, you can assign a rate to it by following these steps:
Go to Inventory > Products in the navigation bar.
Click the three-dot ( ⋮ ) button > "Edit" on the product line you need.
Within the product sheet, locate "Rates":
Check the boxes you want to add additional rates to your product (if you are in "edit" mode you must have previously created the rates).
Provide information for each of the following fields that will appear for each rate:
Subtotal: the sales price without taxes.
Taxes: the type of tax that is applied to the subtotal (VAT, Withholding, Equivalence surcharge).
☝🏼 You can add at the same time an option for each of the three types of taxes (VAT, Withholding, Equivalence surcharge), although you will not be able to choose more than one option within each group.
Total: the total amount of the product, taxes included. It is automatically calculated based on the sum of Subtotal + Taxes.
At the top right, click "Save."
Assign a default rate to a contact
Go to Contacts in the navigation bar.
In the list, click on the contact to whom you want to add a rate.
In the side panel, click the "Edit" button:
☝🏼 You can also add a rate from Contacts > New contact.
Under "Edit Contact", go to the "Preferences" tab.
Under "Rates", use the drop-down menu to choose the rate assigned by default.
Update rates in bulk using Excel
To update rates in bulk using Excel, follow these steps:
Go to Menu > Import (alternative path: Inventory > Products > Three Dot Button > Import / Update).
Click "Inventory" and choose "Update Rates."
Download the template by clicking "Download a sample XLSX file":
Once filled, drag or upload it.
Fill out the Update Rates template
Once the template is downloaded, you will be able to see the rates assigned to each product, edit them, and add the information so that a product is assigned to a certain rate.
These are the fields found in the Update Rates template:
1. Non-editable fields
Do not modify: the identifier in the form of an alphanumeric code that identifies the product for which the rates will be updated within the platform.
SKU: the Stock Keeping Unit is the unique reference number that identifies each of your products.
Name: the identifying name of the product.
☝🏼 Remember not to modify these first three fields so that the rates are updated correctly.
2. Editable fields
Subtotal: The sales price without taxes or main fee.
Sales tax: the key corresponding to the tax rate assigned to the product
Subtotal rate: The tax-free rate you created.
Tax rate: the key corresponding to the tax rate assigned to the rate.
If you have already created the rates and have not assigned them to the products yet, the columns for the additional rates will appear empty so you can fill them in with the information you need.
💎 Activate the Inventory gem in the Holded Store to access groups of variants, categories, rates, and logistical stages.