How can I check which orders or customers have a product pending to be received?
Currently, we do not have a specific section to display this information. However, you can easily obtain it by exporting the list of orders by product in the Inventory > Orders section.
Why doesn't the payment method appear in the sales orders?
The payment method is only imported when orders are synchronized as an Invoice or Sales Ticket. If you have an order and want to include the payment method, you will need to add it manually when converting it to an Invoice or Sales Ticket.
Why are my orders automatically marked as shipped or received?
This action occurs because of the setting in Holded that enables the option to “mark order as completed” automatically. If you do not want this to happen, simply uncheck this option in the document settings.
How to show the location of a product in an order?
You can include the location of your products in sales or purchase orders. Follow these steps:
Create a category called Location in your warehouse settings.
Activate the Show category in orders option.
Edit your products and fill in the Location category information.
The location will now be displayed in the inventory view of your orders. Please note that this solution is not suitable for products with variants or multiple locations in the same warehouse. Read all the details here.
Is the receiving date recorded when receiving units on a purchase order?
No, the record date when receiving units on a purchase order will be the date you click receive units, not the date of the order.
How do I correct an incorrect cost format on a variant that cannot be edited from the product page?
You can correct this by using the function update products in mass via Excel.
Why can't I edit an expense (purchase) after converting it from a purchase order?
Make sure that all products in the document still exist in Holded. If any of the products have been deleted since the purchase order was created and converted to a purchase, you may see an error message when trying to edit it. You can identify the problem product by clicking on each of them in the document. If one of them displays an error message instead of opening the product window, that is the one you should delete.
How is the margin / profit calculated on invoices?
In the document creation screen, you can display the profit in percentage for each line, as well as the total. The margin in Holded is calculated as follows:
Margin Value = Subtotal - Total Cost
Margin % = (Subtotal - Total Cost) / Subtotal
Suppose you sell a product for 100 euros and the acquisition cost of that product is 60 euros.
Margin value = 100 euros (Selling price) - 60 euros (Acquisition cost) = 40 euros
Margin %: (100 euros - 60 euros) / 100 euros = 40%.
In this case, your profit margin is 40 euros, which means that you earn 40 euros for each unit you sell, and your profit margin is 40%, which indicates that your profit is 40% of the selling price in euros.
In addition, if you have made sales and purchases, you can also find information on profit margins in the inventory and cost of sales analysis reports.
Why does an amendment sale not return stock when it comes from an invoice converted from a sales order?
Currently, this situation cannot be changed due to the way the process works. Here is the explanation:
A sales order is created.
The order is converted to an invoice.
Without shipping the products, an amendment sale is created in Holded, which would add stock when it has not yet been discounted.
As an alternative to fix this, you can follow these steps:
Go to the original order.
Make a negative unit shipment to offset the corrective sale.
Generate a packing slip, also in negative, to correct the stock.
Why, if in a purchase order I have already invoiced some products, when I want to invoice the rest, it takes the total?
This behavior is expected due to the lack of the purchase order function in Holded. With packing slips, when you receive units, packing slips would be generated only for the units received.
Currently, if you create a purchase order with 10 units and first receive 2 units, then you create a purchase invoice that is generated with the 2 units received. If you later send the pending units, which are 8, and convert again to purchase, the system will generate the document with the total of 10 units.
This is the current operation. In the future, we will consider the possibility of implementing purchase invoices, which would solve this problem.