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Actions from the product sheet
Actions from the product sheet

Consult and edit basic information, stock summary and history, rates, and product reports

Héctor Emperador avatar
Written by Héctor Emperador
Updated over a week ago

Basic information

In the product sheet, the basic information you have specified during the product creation process is displayed. To access it, follow these steps:

  1. Go to Inventory > Products in the navigation bar.

  2. From the list, click on a product to open its product card:

  • Product image: hover your mouse over it, and click the 'Trash' button to delete it.

  • Price: the amount before tax used on sales documents such as sales invoices, sales orders, and packing slips.

  • Purchase price: the amount excluding tax used on purchase documents, such as invoices or purchase orders. The value of this field is fixed, i.e. it is not calculated automatically, but can be edited manually.

  • 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.

  • SKU: the Stock Keeping Unit is the unique reference number that identifies each of your products.

  • Taxes: the tax rates applied to the selling price.

  • Barcode: the EAN reference number.

  • Factory code: the manufacturing code.

  • Supplier: the default supplier for the product.

  • Weight: the weight of the product, expressed in kilograms.

  • Categories: if you have added any.

  • Tags: the tags so that you can easily filter the information.

  • Description: a brief explanation with details about the product.

  • Catalogue: activate this to add your products to your Holded catalogue.

  • Images: you can add additional photos to the product.

Notes and files

In addition to the possibility of uploading new Images, you can also add Notes and upload Files to the product file. These last two fields are not included in the product creation process:

Product reports

Under 'Product reports', in the bottom left corner of the product page, you will find four types of reports, whose data belong to different documents:

  • Product buyers: the information that appears on the sales invoices related to your product:

  • Budgeted: the information that appears on the budgets related to your product:

  • Product suppliers: the information that appears on the purchase invoices related to your product:

  • Historical purchase price: this report allows you to analyse different types of information related to each product broken down by month and by year.

In the first three types, you will be able to consult SKU, description, barcode, contact, documents (it can be from a sales invoice, a quotation, or a purchase invoice respectively for the Buyers, Budgeted and Suppliers reports), units and subtotal.

The SKU, Description and Barcode fields come from the product file, while the Contact, Documents, Units and Subtotal fields come from the respective document (sales invoice, quotation, or purchase invoice).

📚 Learn more about the reports here

Stock Summary

In the Summary area of the product sheet, you can view general information about your stock:

  • Total stock: the number of product units available along with the respective total cost.

  • Sold this month: the number of product units sold in the current month together with the percentage increase or decrease in sales compared to the previous month.

  • Stock alarm: thenumber of product units triggering the stock alarm together with the number of products remaining.

  • Stock graph: the visual representation of the changes in the number of product units throughout the year.

  • Stock by warehouse: the number of product units you have in each of your warehouses.

If you have activated the Inventory gem in the Holded Store, you can use the "+ Add variants, batch or serial number" link under Summary to create more advanced product types.

Stock History

With its three areas, Stock History allows you to keep track of your stock over time:

1. History

The History table allows you to analyse by day the changes in the number of units in your product stock:

  • Date: the day on which the stock movement was recorded.

  • Variation: the total number of units that have been added or subtracted with that movement to the stock.

  • Stock: the total number of units in stock available after the variation.

2. Latest transactions

Here you can view all stock changes that have been made divided by month and detailed by day:

  • Created: the date and time when the manual stock adjustment was made or when the relative document was created.

  • Date: the date on which the manual stock adjustment was made or the issue date assigned to the document.

  • Description: a brief explanation of the details of the movement.

  • Warehouse: the name of the warehouse where the movement was made.

  • Units : the number of product units that have been added or subtracted with this movement.

  • Stock : the total number of product units available that day.

    Click on "View full listing to" to view all the transactions that have been made in relation to your product. You can also perform searches, apply filters and segments (i.e. filter groups), and finally export the list in Excel or PDF format.

3. Stock chart

The Stock Chart gives you a visual representation of the changes in the number of product units throughout the year.

Price list

In the Price list, you can see the main tariff assigned to your product, and the additional tariffs applied to the product, along with other details that help you get an overview of your prices:

  • Tariff: the identifying name of the tariff. For example, main rate

  • Subtotal: the selling price excluding tax (or taxable base)

  • Taxes: the amount of taxes applied. It is expressed in the currency assigned to the company account.

  • Total: the total amount of the product including tax. It is calculated on the basis of the sum of the Subtotal plus Taxes.

  • Margin: the sales price excluding tax minus the purchase price excluding tax. It is expressed as a percentage

📚 Click on "Manage rates" and learn here how to do it.

📖 Continue reading

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