Unlike the management through Excel , the Update stock functionality allows you to manage your inventory directly on the platform, viewing and applying stock changes stock in your products in a simple way.
In Holded there are three ways to update your stock from the platform: from the product sheet, from the product selector, or when creating your documents.
💎 Activate the gem Inventory to access stock management
1. Update stock from the product sheet
With this option you can view and modify the unit stock of a single product in each warehouse:
Go to Inventory > Products , in the navigation bar
Select a product from the list
On the product page, click the "Update stock" button
Specify the units you want to add or subtract, next to the Add field (to add units, enter the amount in positive; to subtract, use the negative sign)
Include a description, if you want to remember any details about this operation
Choose the warehouse on which to apply said movement
Indicates the stock adjustment date
Click the "Confirm" button
2. Update stock from the product selector
From the selector, you can massively update the stock of several products. There are two ways: manually, or with a barcode scanner.
Update manually
Go to Inventory > Products , in the navigation bar
✨ Also access from Control Panel > Operations > Update stock
Click the three dots (⋮) button, top right
Choose the option " Update stock"
In the pop-up menu, click "Product List"
From the Product List, use the search bar, the "+Filters" dropdown, or the paginator to find your products
✨ From the "+Filters" selector, choose Categories or Tracking to narrow your search
Indicate those in which you want to update stock by checking the boxes next to it
Press "Select"
In the following window, use the options to the right of each product to modify the stock:
"Add" - Adds or subtracts a specific number of units
"Set" enters a new total count in your inventory
Select the affected Warehouse and the Date when the stock adjustment takes place
✨ If you selected Set in the previous step, the date will be today
In Description, add a comment or details about the stock modification
Click "Update Stock" to confirm stock adjustment
Update with barcode scanner
Go to Inventory > Products , in the navigation bar
✨ Also access from Control Panel > Operations > Update stock
Click the three dots (⋮) button, top right
Choose the option " Update stock"
Scan your products to select them
💡 You can also use the "Scan your items" field to enter the barcode of your products instead of scanning them
Once they are added to your list, scan again for the ones you want to add units to; Or, use the "Add" or "Set" options to the right of each product to modify the stock:
"Add" - Adds or subtracts a specified number of units
"Set": Enter a new total count in your inventory
Select the affected Warehouse and the Date when the stock adjustment takes place
✨ If you selected Set in the previous step, the date will be today
In Description, add a comment or details about the stock modification
Click "Update Stock" to confirm stock adjustment
3. Update stock when creating documents
If you have activated the automatic stock system (default), the stock of your products will be updated when creating documents on the platform. This procedure is valid for products that you have previously created in Holded.
Update stock when creating invoices
From the creator of invoices , in the Sales section, you can add your products to the concept lines, and specify the number of units for the system to apply the change to your inventory. 📚 Learn here how to create an invoice.
Update stock when creating purchase and sales orders
From the creator of sales orders and the purchase order creator In the Inventory section, you can add products to the concept lines of your order, specifying the number of units for the system to apply the change to your inventory. 📚 Learn here how to create an order.