To choose the stock system in Holded, follow these steps:
Go to Menu, top right
Select "Settings"
In the Inventory section, click on "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", top right
💎 Activate the Inventory gem to use stock systems and other advanced Inventory functionality
Differences between the two stock systems
In the automatic system, all documents can move stock (under certain conditions), while in the simple sales orders, Purchase notes and waybills cannot move stock unless you convert them into other documents.
Automatic
It is the default system in Holded and intelligently subtracts stock from your invoices, orders and waybills, giving preference to its creation date.
Below we show you the documents that move stock automatically, that is, they 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 : they move stock when they are created.
Sales Orders : Move stock when you click "Send Units". They do not move stock when converting them from other documents.
Purchase orders : move stock by clicking "Send Units". They do not move stock when converting them from other documents.
Delivery notes : move stock when they are created. They do not move stock when converting them from other documents.
✨ None of these documents move stock if it has been converted from another document. An exception is the corrective invoices that move stock only if they have been converted from the original invoice and not from a sales order.
S simple
The simple stock system allows you to manage stock operations more easily, without automatically subtracting from orders and waybills.
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 : do not move stock (unless you convert them into other documents).
Delivery notes : they do not move stock (unless you convert them into other documents).