The following advanced options for managing Inventory are part of the Inventory paid gem. Activate it in the Holded store
Whether you have one store or several warehouses, Holded helps you keep track of your product inventory in a simple way, according to your needs.
Things you can do from Stock Management
Choose the stock system
Holded offers you the possibility to choose between an automatic stock system and a simple one. Both are based on using the platform docs:
- Automatic stock system
The automatic stock system is the default system in Holded and intelligently subtracts stock from your invoices, orders and delivery notes, giving preference to its creation date.
- Simple stock system
The simple stock system allows you to manage stock operations more easily, without automatically subtracting from orders and delivery notes.
Learn how to choose the stock system and discover everything that Inventory offers you
Manage the stock of your products
Holded offers you different methods to modify the stock of your products:
- How to manage your stock from the platform
Manage your inventory directly on the platform, easily viewing and applying stock changes to your products. There are two ways:
- From the product card: update the stock of a single product
- From the product selector: massively update the stock of several products at once
- How to manage your stock through templates
If you intend to import products to Holded using our Excel template, you can take the opportunity to include the initial stock of each of your products.
We recommend that you use this option only when importing products for the first time. If you already have the products registered in Holded and you import them again, they will be duplicated.
Manage your warehouses
In the Warehouses area of the Inventory Control Panel, you have information related to the management of the physical space where your products are stored.
When you create your account, a default warehouse will automatically be created with the same name as your company. However, warehouse management in Holded allows you to create as many warehouses as you need, move stock between them and select the origin warehouse to ship your products.
Access the section from Inventory > Control Panel > Warehouses > Manage
How to create additional warehouses or edit a warehouse
How to check or export your warehouse stock
How to change your default warehouse or remove an additional warehouse
How to choose or change the warehouse of your products and documents
How to move stock between warehouses
Scan products and print labels
Labeling by barcode scanner has become widespread in most businesses. This system, combined with an ERP like Holded, offers great advantages, facilitating traceability, picking and inventory of your products, also speeding up their labeling and subsequent reading when working with them.
Holded's scan product functionality also allows you to automatically connect your products with the platform's documents.
Remember that in order to scan, it will be necessary to assign a barcode to your products during the creation process and to have a barcode scanner. In principle, any USB cable barcode scanner reader is suitable to work with Holded
How to add products to your documents with Scan Products
How to send products with Scan Products
How to print barcode labels