From the Holded Store, activate the Inventory gem to use waybills and other advanced features.
How to get there
- Access Inventory in the navigation bar
- Select Waybills
- On the waybill line, click the three dots button ( ⋮ )
- Choose one of the available options
Duplicate or download a sales order
Duplicate a waybill
The duplicate option will take you to the waybill creation card that will include all the information contained in the original document, but with a new waybill number
- Apply the necessary changes
- Click Save
Download or export a waybill
Learn here how to perform actions in bulk on waybills
By choosing Download, the waybill will be saved to your computer in PDF format
You can also click the download icon right next to the date picker. Choose whether to export the waybills in Excel, PDF, or by items. The Export items option allows you to export waybills broken down by product.
Remember that the selected filters and dates will be saved in the download file