Inventory Getting Started Guide

Start operating with your products, your stock and your orders

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

1. Create a test product

To create your first product, follow these steps:

  1. Go to Inventory > Products , in the navigation bar

  2. Click the "New Product" button in the upper right corner

  3. Enter basic product information, including a name and description

    ✨ To add sizes, batches, etc., consult the advanced options

  4. Indicates the subtotal (tax base) and the type of tax (VAT, Withholding, Equivalence Surcharge) that is applied

  5. 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:

  1. From the list, identify your test invoice

    📚 If you haven't created any sales invoices yet, see here how to do it

  2. Click the three dots button ( ⋮ ) > Edit

  3. 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

  4. Click "Save"

3. Create a product from a sales invoice

You can also create a product directly from a sales invoice.

  1. Go to Sales > Invoices , and identify your invoice in the list

  2. Click the three dots button ( ⋮ ) > Edit

  3. Under the previous product, select "+ Add line"

  4. Under "Concept", define a name for your new test product

  5. You will see that to the right of "Concept" the "+" button will appear, click on it

  6. Under Add Item, choose "Product"

  7. Defines the product details (price without tax, SKU, tax percentage, tags, cost, description, stock)

  8. 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).

  1. Go to Sales > Invoices , and select one or multiple invoices

  2. 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:

  1. Select one or more products

  2. 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:

  1. Click the three dots button ( ⋮ ) > Import Products

  2. Select simple as product type

  3. Download and complete the import template in Excel format

  4. 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

📖 Keep reading

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