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Purchase and sale orders
Purchase, sale and manufacturing orders
Purchase, sale and manufacturing orders

Orders in Holded and everything you can do with them

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

Sales Orders

A sales order is a document that comprises a contractual agreement between a sales organization and a requester for the delivery of products or the provision of a service with a defined price, quantities and deadlines.

Such an order creates a link between seller and buyer, recognizes the fact of a sale, and is usually generated right after the customer submits a purchase request.

In addition to containing details of the goods or services for sale, a sales order needs to also include:

  • Name or company name of the buyer and seller.

  • Order number (sorted by numerical series).

  • Date of issue of the order.

  • Description of the concept.

  • The price per unit and the price before taxes of each of the goods or services.

  • Possible discounts or advances.

  • Taxes (VAT) and IRPF or mention if it is exempt from VAT or there is a reverse charge.

  • The total amount.

Purchase Orders

A purchase order can be defined as a request or request for goods or services from a specific supplier. This request specifies said goods or services, as well as price, quantity, payment and delivery conditions, among others.

This is a commercial document that obliges the buyer to accept delivery of the products or services they have requested, provided that the agreed terms are met. The buyer prepares the purchase order that is sent to the supplier of goods or services, and the supplier, in turn, issues the sales order to the buyer.

Both the purchase order and sales order are binding documents when accepted. The main difference is that the purchase order authorizes the sale of products, while the sales order confirms the sale of goods.

💎 Activate Inventory from the Holded Store to use Orders and for comprehensive management of your products.

Production orders

Also called a "production order", a production order in Holded is a request for the production of a specific product. This document breaks down the materials required and allows editing of quantities and prices before production.

Once created, the production order not only automatically increases the stock of the manufactured product but also discounts the consumption of the materials involved in the process.

💎 Activate the Manufacture gem to access production orders. Learn more about manufactured products here.

Available Actions

From the Orders section, you can consult the list of all sales, purchase and manufacturing orders registered in Holded, access them to edit them, update them en masse, and import or download them:

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