Activate the Inventory gem from the Holded Store to use the Stock System and enjoy other advanced Inventory features
Learn all about stock management and discover all you can do from Inventory
How to get there
- Go to Control Menu
- Select Settings
- Under Inventory, click Logistic settings
- Select Stock system
Choosing the inventory stock system
- Choose between automatic stock system and simple stock system (automatic is checked by default).
- Below, decide if you want to Manage stock by default on new products (the box is checked by default).
- In the top right, click Save
Differences between both stock systems
Remember that in the automatic system all documents can move stock (under certain conditions), while in the simple system sales orders, purchase orders and delivery notes cannot move stock unless you convert them into other documents
Automatic stock system
The automatic stock system is the default system in Holded and it subtracts the stock from your invoices, orders and delivery notes, giving preference to its creation date.
Below we show you the documents that move stock automatically. This means that they modify the number of product units in your warehouses:
|
Document type |
When does it move stock |
| Sales invoices | Move stock when created |
| Sales receipts | Move stock when created |
| Credit notes | They move stock both when creating them and when converting them |
| Purchases | Move stock when created |
| Sales orders | Move stock when you click "Ship Units". They do not move stock when converted from other documents |
| Purchase orders | Move stock by clicking "Ship Units". They do not move stock when converted from other documents |
| Waybills | Move stock when they are created. They do not move stock when converted from other documents |
Neither of these documents moves stock if it has been converted from another document. An exception is credit notes that move stock only if they have been converted from the original invoice and not from a sales order
Simple stock system
The simple stock system allows you to manage simpler stock operations, without automatically subtracting from orders and delivery notes.
|
Document type |
When does it move stock |
| Sales invoices | Move stock both when creating them and when converting them from another document |
| Sales receipts | Move stock both when creating them and when converting them from another document |
| Credit notes | Move stock both when creating them and when converting them from another document |
| Purchases | Move stock both when creating them and when converting them from another document |
| Sales orders | Do not move stock (unless you convert them to other documents) |
| Purchase orders | Do not move stock (unless you convert them to other documents) |
| Waybills | Do not move stock (unless you convert them into other documents) |