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.
Click the three dots (⋮) button, top right.
Choose the option "Update stock".
In the pop-up menu, click "Product List", or add products by using the barcode scanner.
Use the search bar, the "+Filters" dropdown, or the pager 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).
Under "Description", add a comment or details about the stock modification.
Click Update Stock to confirm the stock adjustment.
Learn here how to update stock on manufactured products.
Update stock with barcode scanner
Go to Inventory > Products in the navigation bar.
Click the three-dot (⋮) button in the top right.
Choose the "Update stock" option (or "Manufacture", in the case of manufactured products).
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 those in which you want to add units; Or, use the "Add" or "Set" options to the right of each product to modify the stock:
Add: Adds or subtracts a specific 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 the 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.
Update stock in manufactured products ("Manufacture")
In Holded, manufacturing is an operation that consists of subtracting from inventory the units of materials used to produce a manufactured product, while adding the manufactured units of the same, maintaining an accurate record of stock levels.
While the conventional stock update only modifies the number of units of manufactured product (without altering the stock of materials), the "manufacture" function adds units of manufactured product and simultaneously subtracts the units of the materials that make it up.
Learn how to update stock in manufactured products here.