Bulk product updates allow you to apply multiple changes to your products at once. This facilitates the management of your products and ensures a global, accurate and up-to-date view of your product details.
Holded provides you with a template for each type of product to perform the mass update: simple product, product with variants, product with batches, and product with serial numbers.
To update your products in bulk, follow these steps:
Go to Menu > Import.
Click on "Inventory" and choose Update products.
From the dropdown, select the type of product to import:
Download the import template and fill it in.
Drag or upload the completed import template.
💎 Activate the Inventory gem to enjoy products with lots, variants, serial numbers and packs (without the gem, you will only be able to choose single product).
How to fill out the mass update template
1. Simple products
These are the fields found in the simple product template and that are common to all other update templates: with variants, with lots, and with serial numbers.
DO NOT MODIFY: the identifier in the form of an alphanumeric code that identifies within the platform the product in which details are to be updated.
SKU: the Stock Keeping Unit is the unique reference number that identifies each of your products.
Name: the identifying name of the product. Corresponds to the concept in the documents.
Description: a brief explanation with the details of the product.
Type: the predefined type of product between: simple, with variants, with lots or with serial number. In this case, choose a simple product.
Barcode: the EAN reference number, if you have it available.
Factory code: The manufacturing code, if it is different from the SKU code and if you have it available.
Cost (subtotal): 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 (subtotal): 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.
Sales price (subtotal): The amount without taxes used in the sales documents.
Sales taxes: the key corresponding to the sales tax rate assigned to the product.
Purchase tax: the key corresponding to the purchase tax rate assigned to the product.
Categories: the characteristics of the product that facilitate its classification or filtering, if you have previously created them.
Weight: the weight of the product (it will appear on the delivery note).
Tags separated by -: the tags that will help you identify the documents that include the product. If you add new tags, separate them with the hyphen sign (-). For example, tag1-tag2.
Supplier (Code): the CIF or NIF assigned to the contact.
Sales account: the sales account to choose to assign the invoice to a sales channel and be able to segment your sales by channels. They must always be sales or income group accounts (70, 75, 76 or 77).
Purchase account: the account to choose to assign the invoice to a type of expense and be able to segment your purchases by account. They must always be purchasing or expense group accounts (60, 65, 66, or 67).
Warehouse: The name or ID of the warehouse you have registered with Holded. You will find the alphanumeric ID here by clicking on the warehouse and identifying the key icon.
2. Products with variants
In addition to the fields common to the template for updating simple products, the product with variants template presents two specific fields that differentiate the information for each variant:
Variant SKU: the unique reference number that differentiates the variants within each overall product.
Variant barcode: the unique EAN reference number specific to each variant, if available.
The SKU code identifies the product that encompasses all variants, while the variant SKU code serves to add the specific information for each variant. Only these two template-specific fields are updated for each variant together with the barcode, subtotal, and cost. The other fields are updated for the overall product.
3. Products with lots or serial numbers
In addition to the fields common to the simple product template, the product template with lots or serial numbers presents four specific fields to differentiate the information for each lot or serial number:
SKU serial number: the SKU code that differentiates the serial numbers within each overall product.
Serial number description: a brief explanation with details about the serial number (appears on the documents).
Created dd/mm/yyyy: the date the product was manufactured.
End date dd/mm/yyyy: the expiration date of the product, if any.
Only these fields are updated for each lot or serial number, the other fields that appear in the template are updated only for the overall product.
4. Product packs
In addition to the fields common to the simple product template, the packaged products template presents two specific fields to classify the information:
SKU item: the unique reference number of each product within the pack. It is essential for importing products.
Item units: the number of units of the item to be added.
Update bills of materials (BOM) in manufactured products using Excel
Holded provides you with a template that allows you to update lists of materials for manufactured products using an XLSX file. You can use the template to update multiple manufactured products at the same time.
To massively update the bill of materials of one or more manufactured products using an Excel template, follow these steps:
Go to Menu > Import.
Click "Inventory" and choose Bill of Materials.
Download the template in XLSX format, and fill out the columns:
Manufactured SKU: refers to the SKU of the manufactured product in question.
Yield quantity (minimum batch size): it is the quantity produced of the manufactured product.
Material SKU: indicates the SKU of each material that is part of the manufactured product.
Materials requirement: refers to the number of units (necessary quantity) of each component or material that are required to produce a particular manufactured product.
Drag or upload the completed import template.
💎 Activate the Inventory gem in the Holded Store to mass update products.