1. Customize the product listing
Holded allows you to customize the view of your product list so that only the fields that are of interest to you appear:
Click the two-column icon ( ☷ ) in the listing header on the right:
These are the fields that you can customize (by default, the Name, SKU, Code, Type, Tags, Warehouse, Account, Cost, Value, Cost, VAT, Withholding and Total fields will appear):
Name: the identifying name of the product. It corresponds to the concept.
Descripción: la breve explicación de producto.
Description: the brief explanation of the product.
SKU: the Stock Keeping Unit is the unique reference number that identifies each of your products.
Code: the barcode (or EAN code) and the manufacturing code.
Variant: product variants, that is, the variations that you have created within the same product. For example, size and color within the same t-shirt model.
Tags: the labels assigned to the product.
Warehouse: The name of the warehouse to which you have assigned the product.
Channel: the sales channel that you have assigned to the product, that is, a distribution channel. For example, merchandise sales.
Account: The expense account assigned to the product. For example, office rental.
Stock: the number of units of product available in the Warehouse.
Cost: the purchase price without taxes.
Cost value: the average purchase price that you have assigned to the purchase invoices.
Sales value: the average sales price that you have assigned to the sales invoices.
Subtotal: the sales price without taxes.
VAT: the total amount of taxes on the product.
Withholding: the total amount of withholdings for the product.
Equivalence surcharge: the special VAT regime that is mandatory for retailers who do not transform the products they sell.
Taxes: the taxes assigned to the product.
Total: the total amount of the product, taxes included.
If you have activated Inventory and created a category, you will also find them among the fields to choose from.
2. Filter and segment your products
Go to Inventory > Products
Filter following the following instructions:
2.1. Filter products with the search engine
Every time you need to find a particular product, you can use the search engine by writing the product name or SKU code so that it appears in the product list:
2.2. Filter products with predefined filters
In the list of products you also have predefined filters available, to be able to get a more detailed view of the characteristics of your products.
You can filter your products by:
Created: the date the product was created on the platform. You can choose between: Last week, Last 30 days, Current month or Current year.
Stock: the availability of the product.
Stock Alarm: The presence of a stock alarm.
Units below stock alarm: the presence of a number of units lower than the stock alarm.
Tracking: the predefined type of product, that is, simple, with variants, with lots, with serial numbers, or product pack.
Product Categories: Feature groups that allow you to organize and filter your products. For example, the material category with values such as cotton and linen.
Variant Group: the variants you have created. For example, size or color.
Subtotal: the sales price without taxes (or tax base). You can choose between: Greater than, Less than, or Equal to the indicated amount.
Cost: the amount calculated as the average value of the stock based on the value of the purchase invoices. This field can be edited manually and will be used in stock reports.
Purchase Price: The pre-tax amount used in purchasing documents, such as invoices or purchase orders. The value of this field is fixed, that is, it is not calculated automatically, but can be edited manually.
Warehouse: the warehouse assigned to the products.
Archived: The archived status.
Supply: filter that, both in the lists and in the product sheet, allows products to be divided into purchased and manufactured.
Once you have selected the filters you need, you can click "Save Segment" and your search preferences will be saved as a custom filter among the predefined segments.
2.3. Filter products by segments
The option to filter by segments will allow you to filter products by type: simple product, product with variants, product packs, product with lots, serial numbers and archived.
In addition, between the segments, the custom filters that you have saved from the "Filter" button will also appear.
3. Mass actions on products
Go to Inventory > Products
In the list, check the box of those products on which you want to perform the action (by checking the box in the header, next to the Name column, all the products in the list will be selected).
In the lower pop-up menu, select the action to perform among those available (this will apply to all selected products):
Catalog: Activate or deactivate the catalog functionality for selected products.
Assign: Assign a sales channel or expense account.
Archive: remove products from the list. You can unarchive products by clicking "+ Filter" and selecting "Archiving > Yes." Check the box again for the items to unarchive, press "Archive" again in the lower menu, and, in the drop-down menu, choose "Unarchive" and confirm the action:
Delete: remove the products from the list. You can delete up to 500 products at a time. You will be able to recover them from the trash, but only for a period of time determined by your plan (between 10 and 120 days). Learn here how to restore a product from the Trash.
4. Export the product list
Go to Inventory > Products.
Click on the "Export" icon at the top of the list, and choose whether to export the products in Excel or PDF:
The filters and dates selected in the list will be saved in the download file.
💎 Activate the Inventory gem in the Holded Store to enjoy mass actions and other Inventory features.