Inventory
Everything you need to know to manage your inventory
By Joaquin and 1 other2 authors56 articles
- Products and its typesWhat you can do with your products and their different types
- Create a productCreate a product and configure its advanced options
- Edit, clone or delete a productManage your already created products
- Manage products with variantsCreate, edit or delete products with variants
- Manage products with lots and serial numbersCreate and manage lots or serial numbers for your products
- Manage product packsCreate, edit and manage product packs
- Manage manufactured productsCreate and manages manufactured products, created from the materials, subcomponents or raw materials that make them up
- Actions from the product listCustomize, filter, perform mass actions and export your products from the listing
- Actions from the product sheetConsult and edit basic information, stock summary and history, rates, and product reports
- Product propertiesAttributes to better define your products
- Manage product categoriesCreate categories like "Beverages" or "Dairy" that make it easy to filter and classify your products
- Manage variant groupsCreate groups like "Pants" or "Clothing" that encompass all eligible product options within a common context
- Manage product ratesAssign additional prices to a product next to its main rate
- Manage logistics stagesAssign statuses to your orders, shipments and sales documents, and keep an exhaustive control of the logistics cycle
- Manage manufacturing stagesAssign statuses to your production orders, and keep an exhaustive control of the logistics cycle.
- Stock management in HoldedKeep track of your product inventory
- How to choose the stock systemChoose your stock tracking system: automatic or simple
- Update your stock from the platformUpdate your stock from the product file, the product selector, or when creating your documents
- Update your stock using ExcelUpdate your stock by importing the information from an .xlsx template
- Configure stock alarms for your productsEstablishes the minimum threshold of product units and avoids stock breaks
- Scan products by barcodeScan and add products to your orders and invoices using the barcode of your products
- Print barcode labelsTag and track your products using tags
- Create additional warehouses or edit a warehouseCreate several warehouses and organize the logistics of your business
- Transfer stock between warehousesMove product units from one warehouse to another
- Advanced warehouse managementConsult or export stock, change your default warehouse or delete one of your warehouses
- Product location and order preparationAdd the location of your products to a purchase or sales order, and generate packing and picking lists that facilitate their preparation
- Purchase, sale and manufacturing ordersOrders in Holded and everything you can do with them
- Create a sales or purchase orderCreate your purchase and sale orders, and start managing your stock
- Actions on the list of OrdersCustomize, filter, segment, and perform bulk actions on your order list
- Basic order managementSend, download, edit, duplicate or delete your sales, purchase and manufacturing orders
- Advanced order editingDisplay modes, actions, statistics, messages and history, from the order chart
- Send or receive the units of an orderRegisters in the system the number of units sent or received after placing an order
- Invoice ordersTurn your orders into invoices, sales tickets, purchase orders or purchases
- Import or export an orderImport your orders to Excel, PDF, or by items
- Manufacturing Orders
- ShipmentsWhat are waybills in Holded and everything you can do with them
- Create a sales or purchase shipmentCreate delivery notes and certify delivery or receipt of your shipments
- Actions on the list of shipmentsCustomize, filter, segment, and perform mass actions on your list of waybills
- Basic management of shipmentsSend, download, edit, duplicate or delete your delivery notes
- Advanced edition of shipmentsDisplay modes, actions, statistics, messages and history, from the shipment chart
- Invoice a shipmentTurn your shipments into invoices or sales tickets
- Import or export a shipmentImport your waybills to Excel, PDF, or by items
- Importing products using ExcelImport your product information from an .xlsx template
- Bulk product update using ExcelApply multiple changes to your products in one go
- Export your Inventory informationExport in Excel, PDF, or by items your products, your sales, purchase and production orders, your delivery notes and your stock information
- The Holded Catalog B2BOptimize online order management and facilitate access to your products.
- Catalog B2B: catalog configuration and managementEfficiently customize, organize and manage your B2B catalogs
- Catalog B2B: order management and preview as a customerOptimize your customers' and sales reps' experience in the Customer Portal
- Products: frequently asked questionsFrequently asked questions (FAQ)
- Orders: frequently asked questionsFrequently asked questions (FAQ)
- Warehouses: frequently asked questionsFrequently asked questions
- Manufacturing: frequently asked questionsAnswers to the most common questions about Manufacturing
- Case study: management of product magnitudesManage products purchased in volumes, weights and lengths different from those of their sale.
- Stock: frequently asked questionsFrequently asked questions (FAQs)