Holded

What are waybills in Holded and everything you can do with them

Shipments

Create delivery notes and certify delivery or receipt of your shipments

Create a sales or purchase shipment

Customize, filter, segment, and perform mass actions on your list of waybills

Actions on the list of shipments

Send, download, edit, duplicate or delete your delivery notes

Basic management of shipments

Display modes, actions, statistics, messages and history, from the shipment chart

Advanced edition of shipments

Turn your shipments into invoices or sales tickets

Invoice a shipment

Import your waybills to Excel, PDF, or by items

Import or export a shipment

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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