Send the units of a sales order
Shipping the units of a sales order in Holded means recording in the system the number of units that have been shipped to the customer.
1. Simple products, with variants and product packs
Go to Inventory > Orders, and click the Sales Orders tab.
In the list, select an order of your choice.
Within the order form, click on "Send units".
For each item, indicate the number of units to ship; enter the number manually, or choose one of the following options:
Serve earrings: if the order line is 6 units, clicking the button will add the 6 units of the product.
Serve stock: if the order line is 6 units, but the stock of the product in Holded is 3, when clicking the button only 3 units will be added.
Scan products: scan barcodes of the products to be shipped with the gun or scanner.
Click the "Confirm" button.
2. Products with batch or serial numbers
To send the units of a sales order of products with lots or with serial numbers, follow these steps:
Go to Inventory > Orders, and click the "Sales Orders" tab.
In the list, select an order of your choice.
Within the popup panel, click "Send Units".
In the Serve column, click "Select lots" or "Select numbers", depending on the type of product.
☝🏼 In order to specify the SN or lot, you must have left the "Select lot / SN” box unchecked in the Advanced options when creating your sales order.
In the dropdown, type to create or search for a new or existing lot or serial number:
When creating a lot / SN from this menu, you will only be able to give its name; To add the start and end dates, you must do it from the product file, by clicking on Manage lots or Manage numbers.
Indicates the number of units to send for each article, lot, or sn; enter the number manually in the "Serve" column, or choose between:
Serve pending : the units will be filled automatically, dividing the total stock sent proportionally among the different batches / sn created
Serve stock : if the order line is 6 units, but the stock of the product in Holded is 3, when clicking the button only 3 units will be added
Scan products: scans barcodes of the products to be shipped with the gun or scanner.
Press the "Confirm" button.
Receive the units of a purchase order
Once a purchase order has been placed and the requested units have been received, their receipt is recorded in the system. This allows you to keep track of purchase orders that have been received and those that have not yet been received.
1. Simple products, with variants and product packs
To receive the units of a purchase order for products simple, with variants or packs, follow these steps:
Go to Inventory > Orders , and click the Purchase Orders tab
In the list, select an order of your choice
Within the popup panel, click "Receive Units".
For each item, indicate the number of units to receive; enter the number manually in the "Receive" column, or choose one of the following options:
Receive pending: the units will be filled automatically, dividing the total stock received proportionally among the different lots / SN created.
Scan products: scan the products by barcode to add them.
Click the "Confirm" button.
2. Products with batch or serial numbers
To receive the units of a purchase order from products with lots or with serial numbers, follow these steps:
Go to Inventory > Orders , and click the Purchase Orders tab.
In the list, select an order of your choice.
Within the popup panel, click "Receive Units".
In the Receive column, click "Select lots" or "Select numbers", depending on the type of product.
☝🏼 In order to specify the SN or batch, you must have left the "Select lot / SN” box unchecked in the "Advanced options" when creating your purchase order.
In the dropdown, type to create or search for a new or existing lot or serial number:
When creating a lot / SN from this menu, you will only be able to give its name; To add the start and end dates, you must do it from the product file, by clicking on Manage lots or Manage numbers.
Indicate the number of units to receive of each item, lot or SN; enter the number manually in the "Receive" column, or choose between:
Receive pending: the units will be filled automatically, dividing the total stock received proportionally among the different batches / sn created.
Scan products: scan the products by barcode to add them.
Press the "Confirm" button.
Register serial numbers and lots, and update stock
Once the units of order with lots or SN have been sent or received, to register and manage said batches / SN, as well as update their stock, follow these steps:
Go to Inventory > Products.
In the list, click on the product.
In the product sheet, click on "Manage numbers" or "Manage batches" to record the corresponding numbers.
Click the "Update Stock" button to add updated stock information for each batch and serial number.
💎 Activate the Inventory gem in the Holded Store to use sales and purchase orders, products with lots and serial numbers, and other advanced Inventory functionality.