All Collections
Frequent questions
Products: frequently asked questions
Products: frequently asked questions

Frequently asked questions (FAQ)

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

How can I organize product types within other product types?

The best way to do this is to create product categories. To create and manage categories, you need to have the Inventory gem. Go to Inventory > Control Panel > Product Categories, and create categories to classify products according to their family tree. You will be able to visualize the created categories as columns in the product overview.

Is it possible to create a simple product and then add batch management or serial number?

No, once you have created a product as simple without the batch management or serial number option, it is not possible to modify it to add this functionality later. You must check the batch or serial number management option when creating the product in the system.

Can I create a product pack containing lots?

Yes, you can create a product pack that includes single products with assigned lots. When creating the pack, select the single products and choose the corresponding lots. When you include the pack in a document, you will not be able to select a lot again, as this action was done when you created the pack.

Is it possible to create products with variants and serial numbers at the same time?

It is not possible to combine Variants and Serial Numbers in the same product in Holded. You must choose between using variants or managing batches/serial numbers when creating your products. If you need both features, it is recommended to create each variant as a single product and add the corresponding serial numbers to each.

Why does the variant option change when I edit a product?

This happens when you delete or change the option or option set of the variant group. When you edit the product in Holded, the system does not know which option to assign and therefore assigns the first available one from the list.

I have a defective lot or NS, how do I quickly identify which supplier supplied it and on which documents it appears (traceability)?

You can find this information in two ways in Holded:

  1. Within the product chart.
    Go to Inventory > Products and select the product.Within the product tab, go to the Product Reports section in the lower left corner. From there, check the associated sales and purchase invoices, as well as contacts related to a specific SKU or lot, distinguishing buyers (sales) and suppliers (purchases).

  2. In the traceability report.
    Go to Analytics > Reports and click on Inventory in the left menu and select the "Traceability" report. From there you can filter by SKU or lot and see all documents related to that SKU or lot, including orders that were not shown in the previous report.

Why is the cost of a product pack not shown in the product listing, even though it is indicated in the corresponding field?

Currently, it is normal for the cost of product packs not to be shown in the general listing. Although a cost is indicated in the corresponding field, the actual cost is calculated on the basis of the single products contained in the pack.

Why do products with lots/variants show different stock quantities in the total and the warehouse?

This happens when some variants or lots that contain stock are removed. You can try to fix it by refreshing the page, or by contacting one of our experts for a detailed review and to make the necessary adjustment to the stock.

Why don't I see the "Adjust stock" button on the product page?

The button may not appear if:

  1. You do not have the "Manage stock by default on new products" option checked in the inventory settings (Menu > Settings > Logistics settings > Stock system).

  2. You did not check the "Manage stock" box when creating the product. Once created, you cannot edit this field, to change it you will have to delete and recreate the product by checking the box.

I buy a product, but I sell only a part of it (such as bottles of wine that are sold by the glass). How do I manage this?

One option is that, when selling, you should add 0.20 units if you know that, for example, one bottle equals 5 glasses. This will subtract the corresponding amount from the stock of the bottle when ordering.

Another alternative is to create a product list that includes the wine glasses and specifies that it is composed of 0.20 units of the bottle. This way, you will have a record of the glasses sold and the stock will be discounted correctly.

Why can't I upgrade or transfer products?

Check if you still have the paid version of Inventory active. After the 15-day trial expires, some features may remain visible but disabled, which may cause errors when trying to upgrade or transfer products.

How do multiple purchase prices work and when do they apply?

They are activated with the Inventory gem in Holded and allow you to compare purchase prices from different suppliers, automatically assigning the supplier's price when creating a purchasing document. They are applied when assigning a contact to the purchase document, either manually created or converted from sales orders to purchase orders.

How do I configure purchase prices for products with variants?

In the product editor, first add the suppliers in the "Purchasing" section. Then check the box "Add variants" in the "Options" section. Finally, go to the variants table, click on "Purchase prices" and fill in the specific prices for each case.

What happens if I have a product with a purchase price assigned to the contact and another one does not?

In an order, if one product has a purchase price assigned to the contact and another does not, the supplier specific price will be used for the product with the assigned price, and the general purchase price for the one without.

How are the default supplier and the purchase prices per supplier related?

The default supplier is used when all the products in a document have the same supplier, while the purchase prices per supplier allow you to specify different prices for each one. When a document is created, the specific price of the selected vendor will be applied for each product, if configured, otherwise the generic purchase price will be used.

Is it possible to have several prices for the same supplier on a product?

Currently, only one price per supplier can be configured on the product.

How can I create rates with other currencies (multi-currency)?

Currently, it is not possible to set up rates with different currencies in Holded. However, there is a solution you can use:

  1. Create rates and name them with the corresponding currency type, such as GBP, EUR, USD, etc.

  2. Assign these rates to a product, setting the same value but in different currencies, e.g. 10 EUR, 10 GBP, 10 USD.

  3. Create a contact and set its preferred currency in its preferences.

  4. When creating a document, add the product first and then the contact to avoid an exchange rate being applied to the product. This solution allows you to work with different currencies for your rates, but note that an exchange rate will not be automatically applied to the products.

Why is there an error when importing an Excel template with many lines?

This is due to restrictions on the number of products that can be imported. We are working to allow the import of at least 21,000 products with any template, processing at least 1,000 products per minute.

Why do I get an "Updating" message when downloading the update packs template?

This usually occurs when a product pack consists of items that have been deleted. To resolve this, contact us and we will guide you through editing and saving these items.

Why does the product selector screen take so long to open?

The selector loading time may increase if you have a large number of products in your list. For example, for more than 20,000 products, the estimated loading time is 5 seconds, while for 50,000 products, it can take up to 12 seconds.

The same can happen with the product listing page.

Why is it that when filtering products by "warehouse", only results from the default warehouse are displayed?

When filtering by warehouse, you will only see products assigned to the default warehouse in your account. This is normal and expected on the platform today.

Can I link services to imported invoices?

No, currently you can only match created products to imported invoices. This is achieved by importing invoices by specifying the SKU of the product created.

What are the features, compatibilities and limits when adding images to a product?

  • Accepted formats: JPG, JPEG and PNG.

  • Maximum resolution allowed: 8000x8000px.

  • Maximum size allowed: 30 MB.

What is the difference between purchase price and cost of a product?

Purchase price: is the purchase price of a product without taxes. You can set a default price and configure different prices per supplier in the product sheet. When you create a purchasing document, the price field will be automatically filled with the purchase price of the associated product. You can edit the price in the document or in the product if it has changed.

Cost: this is the average value of the stock based on the purchase invoices issued. This field is automatically calculated and updated with each purchase recorded for the product. You can edit the cost manually when registering a product, but it will be automatically adjusted with the average value of the purchases made. Purchase invoices must be registered and associated to a specific product to calculate the cost properly.

Which documents affect the costing of a product?

The Cost is automatically calculated according to the Purchase Invoices or Expenses associated to a specific product. Other documents such as Quotes, Delivery Notes, Purchase Orders and Sales Invoices do not affect this calculation.

Did this answer your question?