Remember that you need to activate the Pro Inventory Gem from the Holded Store to access all the advanced inventory management options. Check out this article to learn more.
Get there
- Go to Inventory from the navigation bar
- Select Inventory
- From the Operations section, click on Stock adjustments
The Stock adjustments feature allows you to manage your inventory in bulk. From this section in Holded you can easily view and apply stock changes to your products.
Learn what products are in Holded, and how to create simple products, products with lots, and those with serial numbers.
Adjust the stock of several products at once
You can update the stock information of several products simultaneously in two ways: using manual adjustment, or via the barcode scanner:
A. Manual adjustment
- Click on Browse product
- From the Product list, use the search bar, the Type drop-down, or the pager to find your products
From the Type selector, you can choose the type of product you want to filter by All, Simple, Variants, Lots, Serial numbers.
- Mark the ones you want to update stock on by checking the boxes next to them
- Click on Select
- In the next window, use the Add or Set options to the right of each product to modify the stock:
- Choose the Add option to add or subtract a specific number of units to your inventory
Use a negative number to subtract a specific quantity from your inventory.
- Use the Set option to enter a new total count in your inventory
- Choose the Add option to add or subtract a specific number of units to your inventory
- Select the warehouse where the stock change will take place from Affected warehouse
- In the Date field, indicate when the stock adjustment takes place
If you have selected the Set option in the previous steps, you will only be able to enter today's date. The Add option does allow stock adjustments with past or future dates.
- Use the Description field to add a comment or details about the stock change
- Click Update stock to confirm the stock adjustment
B. Adjustment with barcode scanner
Learn here how to use the barcode scanner
- Scan products to select them
Alternatively, you can use the enabled field (Select products using a barcode scanner) to enter the barcode of your products instead of scanning them.
- Once they are added to your list, scan again the ones for which you want to add units
- Alternatively, use the Add or Set options to the right of each product to modify the stock:
- Choose the Add option to add or subtract a specific number of units to your inventory
Use a negative number to subtract a given quantity from the inventory.
- Use the Set option to enter a new total count in your inventory
- Choose the Add option to add or subtract a specific number of units to your inventory
- From Affected warehouse, choose the one where the stock adjustment takes place
- Indicate when the stock change takes place in the Date field
If you have chosen the Set option above, you will only be able to select today's date. The Add option does allow changes with past or future dates.
- Use the Description field to add information related to the stock change
- Click on Update stock to confirm the action