In Holded, a product is the record of a stock item that allows you to consult the information of its purchase and sale, in addition to maintaining a detailed record of its tangible characteristics (shape, size, color. ..) or intangibles (brand, company image, service).
In Holded the Products have more fields and more information than the Services. In the event that you need to control your stock or segment by families, make better use of the Products.
You can manage your products from two main menus, the Product list and the Product sheet .
1. The list of products
The product list is a relationship that shows by rows all the products that you have registered in the Inventory section, as well as their basic characteristics by columns. Within the list, you can click on any product, accessing its file to obtain a detailed and global vision.
Actions available from the product list
1. Create your products so that they appear in the Product List.
2. Import your products to keep a digital record of your physical stock and thus be able to manage them from the platform. 📚 How to import products
3. Customize the view or add predefined filters , in order to get a more detailed view of the characteristics of your products:
2. The product sheet
The product sheet is a digital summary that shows all the characteristics of a product, as well as related information.
Once you have registered a product, you can access its file by clicking on it and thus obtain a more detailed view than in the list view. These are the available actions:
Actions available from the product sheet
Predefined product types in Holded
When creating your products in Holded you can choose between several types, depending on your needs:
💎 Activate the Inventory gem in the Holded Store to access products with variants, lots, serial numbers or packs
Included in all plans at Holded, the simple product is one that does not have variants, serial numbers, batches, nor is it part of a product pack. It contains basic information such as its name and description, as well as a rate or amount that will appear when creating a sales invoice for it. Learn here how to create it.
Product with variants
A product with variants consists of different versions that differ in some selectable option (color, size, shape…). That is, each of the possible combinations of product options constitutes a variant and has its own SKU (for example, the size S variant in blue, the size S variant in black, etc.). In Holded they are available by turning on the Inventory gem .
✨ Variants should not be confused with categories (season, genre, brand...)
On the other hand, in Holded there is the possibility of creating variant groups , which encompasses the combination of all eligible product options belonging to a common context.
Product with batches
The batches are used to track date of manufacture, location, or manufacturer. Normally, they apply to perishable products manufactured in large quantities; In the event of possible quality problems, the batch is used to find the main cause of the problem and stop the manufacture or sale of said batch if necessary. The food sector or the pharmaceutical industry are representative examples of batch production.
Activating the gem Inventory , you can manage your lots from the product sheet , and also specify the start date and the end date (manufacture date, expiration date, best before consumption, etc.), as long as you have activated them when creating the product.
Product with serial numbers
The serial numbers (SN) are unique alphanumeric codes typically used to identify a particular product within a large batch of products. They are useful in quality control, since by identifying the defective batch the serial number can be used to locate the affected units.
usually apply to products that are susceptible to being copied, pirated or stolen; for example, in electronics (televisions, refrigerators, computers, etc.), ISBN (books, maps, magazines), cars (VIN), etc.
Activate the Inventory gem and manage your serial numbers from the product file, where you can edit the price, barcode, start and end dates, etc.
For example, a yarn shop could create a pack with all the necessary items to make a knitted sweater (needles, wool, scissors, tape measure...), and sell them together.
Some advantages of product packs would be:
Increase the average value of your customers' orders.
easier for them to buy, improving their experience.
Differentiate yourself from your competitors.
Give your stock more rotation, thus liquidating the items that interest you the most.