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:

Go to Inventory > Productos.
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.
- Virtual stock: Virtual stock results from calculating the current stock minus the reserved stock plus the incoming stock.
- Available stock: consists of subtracting the reserved stock from the current stock.
- 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.
Supply: a filter that, both in the lists and in the product sheet, allows products to be divided into purchased and manufactured.
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.
Supplier: The contact assigned as the supplier of the product.
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.
Catalogs: the catalogs in which the products are included.
Factory code by supplier: This shows the products that have a specific factory code assigned to one of their suppliers.

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.
Check the box of the products on which you want to apply an action. If you check the box in the header (next to the Name column), you will select all the products in the list.
In the pop-up menu below, choose the action to perform. This will be applied to all the selected products:

Catalog B2B: Activate or deactivate the catalog functionality for selected products.
Assign suppliers: link suppliers in bulk to the selected products.
Assign: Assign a sales channel or expense account.
Archive: hide products from the list without deleting them. To unarchive them, apply the Archive > Yes filter, select them, click Archive in the lower menu, and choose Unarchive.
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 determined by your plan (between 10 and 120 days). Learn here how to restore a product from the Trash.