From the Holded Store, activate the Inventory gem to use sales orders
Learn what else you can do with sales orders and discover other Inventory features
How to get there
- Access Inventory from the navigation bar
- Select Orders and then Sales orders
- Click the two-column icon ( ☷ )
Customize the list of sales orders
Holded allows you to customize the view of your list of sales orders so that only the columns that interest you appear.
These are the fields you can choose from:
The Num, Date, Contact, Tags, Account, Units, Total, Pipeline, Shipping, Status, and Billed fields will appear by default.
|
Num |
The document number of the order |
|
Date |
The date of issuance of the order |
|
Delivery |
The order delivery deadline |
|
Pick up |
The date of collection of the order |
|
Contact |
The name of the client registered in Holded |
|
Description |
The concept of the order's first line |
|
Tags |
The tags to be able to filter your orders easily |
|
Account |
The sales account is to assign the order to a sales channel and being able to segment your sales by channels. They should always be sales or income group accounts (70, 75, 76, or 77). |
|
Warehouse |
The warehouse assigned to the order |
|
P.Method |
Payment method |
|
Project |
The project to which the order is assigned |
|
Units |
The number of product units contained in the order |
|
IVA |
The total amount of taxes on the order |
|
Retention |
The total amount of the retentions of the order |
|
Rec. de eq |
The equivalence surcharge, that is, the total amount of the special VAT regime that is mandatory for retailers who do not transform the products they sell |
|
Subtotal |
The sales price without taxes |
|
Total |
The total amount of the order, taxes included |
|
Billed |
The total amount paid |
|
Pipeline |
The personalized logistic stage or pipeline in which the order is located |
|
Shipping |
The percentage of progress of the shipping process |
|
Status |
Pending, Accepted, Canceled |
|
Billed |
Pending, Billed |