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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 sheet:

  • Product image: displays the image you uploaded when creating the product. You can edit or delete it from the product edit menu. Access it from the product list, and, in the product line, click on the three-dot button (⋮), and choose "Edit".

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

  • Purchase price (on purchased products): The tax-free 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.

  • Manufacturing price (in manufactured products): in manufactured products, it is the result of the sum of the prices of the bill of materials that make up the product. It is automatically recalculated when the unit purchase price of the bill of materials changes.

  • 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 types of taxes applied to the sales price.

  • Supply: indicates whether the product is purchased or manufactured.

  • Barcode: the EAN reference number.

  • Factory code: The manufacturing code.

  • Supplier (on purchased products): The default supplier for the product.

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

  • Categories: in case you have added any.

  • Tags: the tags that you added when creating the product, to be able to filter the information easily.

  • 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:

Use the "+New Note" or "+Upload File" buttons to add them, respectively. And the "Trash" icon to delete them.


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 a sales invoice, a quote, or a purchase invoice respectively for the Buyers, Quoted and Suppliers reports), units and Subtotal.

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

Learn more in our article on Inventory reports.


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.


Sales price list

In the Sales Price List, you will be able to see the main rate assigned to your product, and the additional rates applied to the product, along with other details that help you get an overview of your prices:

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

  • Subtotal: the sales price without taxes (or tax 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, taxes included. It is calculated based on the sum of the Subtotal plus Taxes.

  • Margin: the sales price without taxes minus the purchase price without taxes. It is expressed as a percentage.

You will only see this information if you added more than one rate when creating the product. Click "Manage Rates" and learn how to do it here.


Purchase price list

In the Purchase Price List, you will be able to see the main purchase rate assigned to your product, and the additional rates of other suppliers that supply it to you, along with other details that complete a global view of your purchase prices:

  • Rate: the identifying name of the rate. For example, "Primary Rate."

  • Subtotal: the sales price without taxes (or tax 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, taxes included. It is calculated based on the sum of the Subtotal plus Taxes.

You'll only see this information if you added more than one purchase rate when creating the product. Click "Manage Purchase Rates" and learn how to do it here.


Manufacturing Materials List

If you work with manufactured products, in their file you will see their bill of materials broken down. This provides you with specific information about each component, including its name, SKU, description, purchase price, units and stock:

Learn here how to manage manufactured products.


Lots / Serial Numbers

If when creating your product you have selected the "Lots" or "Serial numbers" option, in the product sheet you will be able to see their breakdown, with useful information including their name, barcode, start and end dates, price , purchase price, cost, margin, stock, available stock and alarm:


Packs

In the case of product packs, in the file you will have a section where you can see the breakdown of the products that make up the pack, as well as other useful information such as SKY, description, cost, units, stock:

Learn more about product pack management here.


Stock history

At the top right of the product page, access "Stock history":

Stock History allows you to track your inventory in detail over time. It offers a complete record of all stock movements of the product and the affected warehouses.

In the History table, you can analyze the changes in the number of units of the product day by day, organized by month. This gives you a clear view of all changes in stock, with precise details for each day.

You can also export this information in Excel or PDF format for further analysis or easy data sharing.

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