To choose the stock system in Holded, follow these steps:
Go to Menu > Settings, top right.
In the "Inventory" section, click Logistics Settings.
Select Stock System.
Choose between automatic stock system (default) and simple stock system.
Check the box below if you want to manage the stock of new products by default (default).
Click "Save" in the top right.
💎 Activate the Inventory gem to use stock systems and other advanced Inventory features.
Differences between the two stock systems
In the automatic system, all documents can move stock (under certain conditions), while in the simple system, sales orders, purchase orders and delivery notes cannot move stock unless you convert them into other documents.
Automatic stock system
It is the default system in Holded and smartly subtracts stock from your invoices, orders, and delivery notes, giving preference to its creation date.
Below we show you the documents that move stock automatically, that is, that modify the number of product units in your warehouses:
Sales invoices: move stock when created.
Simplified invoices: move stock when created.
Corrective invoices: they move stock, both when creating them and when converting them.
Purchases: move stock when created.
Sales Orders: Move stock by clicking "Send Units." They do not move stock when converting from other documents.
Purchase Orders: Move stock by clicking "Send Units." They do not move stock when converting from other documents.
Shipments: they move stock when they are created. They do not move stock when converting from other documents.
None of these documents move stock if it has been converted from another document. An exception is corrective invoices that move stock only if they have been converted from the original invoice and not from a sales order.
Simple stock system
The simple stock system allows you to manage simpler stock operations, without automatically subtracting from orders and delivery notes. This is the behavior of the different documents:
Sales invoices: move stock both when creating them and when converting them from another document.
Simplified invoices: they move stock both when creating them and when converting them from another document.
Corrective invoices: they move stock both when creating them and when converting them from another document.
Purchases: move stock both when creating them and when converting them from another document.
Sales orders: do not move stock (unless you convert them into other documents)
Purchase orders: they do not move stock (unless you convert them into other documents).
Shipments: they do not move stock (unless you convert them into other documents).