1. Create a test product
To create your first product, follow these steps:
Go to Inventory > Products , in the navigation bar
Click the "New Product" button in the upper right corner
Enter basic product information, including a name and description
✨ To add sizes, batches, etc., consult the advanced options
Indicates the subtotal (tax base) and the type of tax (VAT, Withholding, Equivalence Surcharge) that is applied
Click the "Save" button to save the product.
📚 See here the advanced options for creating products
2. Add your product to a sales invoice
Once your test product is created, you can follow these steps to add it to a test sales invoice:
Go to Sales > Invoices
From the list, identify your test invoice
📚 If you haven't created any sales invoices yet, see here how to do it
Click the three dots button ( ⋮ ) > Edit
In "Concept", find and select your test product, enter the quantity of the product you want to add to the invoice and, if necessary, modify the price
Click "Save"
3. Create a product from a sales invoice
You can also create a product directly from a sales invoice.
Go to Sales > Invoices , and identify your invoice in the list
Click the three dots button ( ⋮ ) > Edit
Under the previous product, select "+ Add line"
Under "Concept", define a name for your new test product
You will see that to the right of "Concept" the "+" button will appear, click on it
Under Add Item, choose "Product"
Defines the product details (price without tax, SKU, tax percentage, tags, cost, description, stock)
Click "Save"
4. Delete the test invoice
Once your test invoice is created, you can delete it so that the related accounting entries disappear (the contacts and products or services you created when generating the invoice will not be deleted).
Go to Sales > Invoices , and select one or multiple invoices
Click "Remove"
✨ Holded will subtract the number of invoices removed to maintain numerical correlation. See here to learn more about deleting a sales invoice
5. Remove test products
Now that you've created your test products, follow these steps to delete them:
Go to Inventory > Products
Select one or more products
Click "Remove"
6. Import your products to Holded
started by importing your real products. Thus, you can view them in Holded and easily manage them:
Go to Inventory > Products
Click the three dots button ( ⋮ ) > Import Products
Select simple as product type
Download and complete the import template in Excel format
Drag or upload the completed import template
📚 Learn more about the import in Holded, or how fill in the import template. Check the stock report for your products here