Inventory
Everything you need to know to manage your inventory
By Héctor1 author56 articles
What is the Inventory section?Manage the complete cycle of your products and services, create purchase and sale orders, and control your stock
Inventory GlossaryThe Inventory section from A to Z
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
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)