Activate the Inventory gem from the Holded Store to use rates
Learn here what else you can do with the rates and the price list. Discover the products and more Inventory features.
Get there
- Go to the Control menu
- Click on Import
- Select Inventory
Update rates in bulk through the template
Keep in mind that you need to have already created rates to use them. Learn here how to do it.
- Click on Update rates
- Download the Update rates template and fill it in
- Drag and drop or upload the completed Update rates template
Fill in the template of Update rates
Once downloaded the template, you'll be able to see the rates assigned to each product, edit them and add the information to assign a given rate to a product.
These are the fields that you'll find in the Update rates template:
Make sure to not edit the fields that are marked in red in this article. Otherwise, the rates might not get updated correctly
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Non-editable fields |
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DON'T MODIFY |
The reference alphanumeric code that identifies the product needing a rate update |
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SKU |
The Stock Keeping Unit is the unique reference number that identifies each product |
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Name |
The reference name of the product |
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Editable fields |
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Subtotal |
The sales price before taxes or main rate |
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Sales tax |
The key corresponding to the tax type assigned to the product |
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Rate subtotal |
The rate before taxes that you created |
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Rate tax |
The key corresponding to the tax type assigned to the rate |
Keep in mind that you can see here the key corresponding to each tax type. This will be useful if you need to edit the tax type.
If you already created rates, but you haven't assigned them to products, the columns of the additional rates will be empty, so you can fill them in with the information you need.