How to access:

Emails sent: Once the sales orders have been sent by email from Holded, an envelope will appear on  the right of each line in the list. The grey envelope  means that the email has been  sent and the blue envelope corresponds to the status  sent and read by your client.

1) Customise your list of sales orders

Click on the  table icon  (located to the right of "Segments")

Holded allows you to customise the view of your list of sales orders so that you can see al the columns that are of interest to you.

The following columns will appear in the list:

• Num:  Document number of the sales order
• Date: Corresponds to the date of issuance  of the sales order
• Delivery date:  This is the delivery deadline
• Client:  Name of the contact registered in Holded
• Description: The  concept of the first line of the sales order appears
• Tags: These are  tags  to easily filter documents
• Channel: Corresponds to  the sales channel, which serves to segment sales.
• F. Payment: Payment method is added informatively in the sales order.
• Project: It's necessary to activate the Projects app to add this.
• Units: This is the number of units that you have made for that order.
• VAT: Total amount of taxes
• Withholding: Total amount of the withholding  of the sales order
• Employees: This field is not available in the sales order list
• Rec. Of eq: Equivalence surcharge
• Subtotal: This is the tax base (amount x price without taxes  )
• Total: Total amount of the sales order, taxes included
• Billed: Total amount paid
• Pipeline: It's necessary to activate the Projects app  to add this.
• Status: Accepted, Pending, Canceled
• Billed: Pending, Billed

Once you have activated the fields, each time a user of the account accesses the list of sales orders, the activated fields will appear by default.

Note: The fields in red will not appear in the list. To activate them, click on them and they will be marked in black 

2) Filter your documents

Save Segment: In the option "Add Filters" add several filters and click on Save Segment so that the custom filter appears in the Segments drop-down by default. Below you'll find additional fields in the sales order list:

• Search: Enter an order number,  amount or word that appears in the list
• Calendar:  Select an issue date    of an order to filter results. The quick options of Current Year, Previous Year, Current Month, Previous Month, Quarters or the  Custom  option will appear, so you can choose the exact dates.
• Segments: Quickly filter by order status - Accepted, Pending, Rejected,   Billed,  Unchecked, Partially invoiced or Draft
• Add Filter: Click on select filter to display the following options
• Status: Billed, Pending, Canceled
• Billed: No, Yes, Partially billed
• Email: Email with the invoice may be Not sent, Sent, Read  
• Sales Channel:  Filter through sales channels
• Subtotal: Equal to, greater than, less than   and write the amount you want
• Pipeline: this will show pipelines you have created and assigned to the sales order
• Marketplace: This is associated with your E-commerce store
• Warehouse: From where the created order of the warehouses you have created
• Draft: Filter your orders if they are in Yes or No to the draft
• Numbering of documents: Choose between the different  types of numbering  created.
• Form of payment: Select between the different  forms of payment  created

Once you have used the Add filter option and want to return to the full list, click on the Red "Reset" button  .

Sales order status: Accepted (Total amount  100% charged ), Pending ( Total Amount 0% charged), Canceled (Total Amount  0% charged and due date prior  to today). 

3) Edit your Sales Orders

Duplicate sales orders: Save time by duplicating sales orders! If you click on the drop-down to the right of each line of the orders you will see the option to duplicate.  A new order with the same information but a new order number will be generated .

Are you viewing the list of orders and want to make changes? To do this, click on Edit.

• Send: A new tab will open to send them "Send by email"
• Download: The PDF of the order will be downloaded to your computer in the "Downloads" section
• Edit:  The order will be opened with the fields to be edited directly
• Duplicate:  A new order will be created in edition mode with the same information but with a different order number.
• Delete : The sales order will be deleted and will not appear in your list

4) Export your sales orders

Tip: Filter by Pending Segment + Not invoiced and export your pending orders to keep track.

• Import: Download the template to import the list of sales orders
• Excel: Download the list in excel  keeping the filters and dates selected
• PDF: Download the list in PDF keeping the filters and dates selected

5) Make bulk actions

From the list of invoices you can change the  status, the channel, download the PDF, send, convert and delete mass sales orders. By doing this, you'll avoid having to do the process one by one.

• Status: You can change the status of Invoice: "Not Billed" to "Invoiced" and the State: "Pending, Accepted, Canceled". You can also mark it as "draft" or remove it from "draft".
• Sales Channel: This will allow you to change the sales channel of several orders at the same time. It can be useful in case you want to make a better segmentation or make changes because you have added new sales channels.
• Download PDF:   All PDFs  of selected orders will be downloaded
• Send: Mass sales orders will be sent to the email assigned to each contact.
• Convert: You can convert your orders from the SAME contact to the following documents: Invoice, Receipt, Waybill, Purchase Order or Purchase Invoice.
• Delete: Sales orders will be deleted and will no longer appear in the list

*Download the PDF in bulk: If you "Download PDF" the maximum allowed will be 50 sales orders  and a file will be generated in .ZIP format which will be downloaded quickly to your computer.

Now that you know the last detail of how the list of sales orders works, we will explain how to complete a sales order!