These are the basic fields to be filled in:

1. Destination
   Select the customer you want to send the goods to or one of your warehouses.
   

   Every time you register a purchase order, you can add a new contact without having to go to the Contacts section. Simply write the name of the contact and click on the Add button.

2. Doc num
   A document number will be assigned automatically based on the numbering lines you created in Settings> Invoicing> Documents
   

   Learn here how to edit numbering lines

3. Date
   By default, it will be filled in with today's date.
   

   Keep in mind that you can edit the date if you need to process past waybills

4. Due
   Select a due date for the waybill. You can select a day from the calendar or mark the option of 30, 60, or a specific number of days.

In the middle of the creation window, fill in the fields of the table that group together the document lines:

1. Concept
   Write the concept of your shipment or waybill. It corresponds to the product or service name.

   Click on the magnifying glass or type @ in the concept line to select a product that you have previously registered with Holded. The items entered are identified with a box icon in the case of products, and with a three-layer icon in the case of services.

1. Description
   A brief explanation about the concept of your shipment or waybill to specify the details of the product or service.
   

   If you select an already registered product, this field will be filled in automatically

1. Amount
   The number of units that will be used to calculate the Total (units x Price + Tax).

1. Price
   The price before taxes of the product or service.

   It will be filled in automatically when selecting an already registered product with the magnifying glass

1. Taxes
   Select a tax from the database. For example, VAT 21%, Withholding 19%, Export, or Equivalence surcharge 1.4%.
   

   The taxes already configured for the contact, product, and account, will appear by default in this priority order.

1. Weight
   The product weight — expressed in kilograms.

1. Total
   It will be calculated automatically when adding price and units. If you want to modify it, the value of the Price column will be automatically changed.

1. Visible message
   Add a specific message for this document. It will appear on the corresponding PDF.
   

   Keep in mind that you can use dynamic words in the message. Learn more here.

1. Add Custom fields
   Add additional information by using a table (e.g., Order number).
   

   Access to Templates to make these fields appear by default

1. Payment details
   Select the payment method you have created. It will appear on the PDF of the order.
   

   This field is informative only, and it doesn't affect accounting

1. Categorization

1. Select a sales account to assign your order to a sales channel and be able to segment your sales by channel. They must always be accounts of sales or income groups (70, 75, 76, or 77).
2. Add an internal description
3. Create or find a tag to classify your order
   

   Learn here how to create a tag

4. Once you have created and assigned an expense type and tags to your order, you can use them to analyze your data in Analytics > Reports

1. Projects
   Assign a project to your document, or a project for each item of the document.

1. Click on the Options button and a side panel will appear

From Options, you can set your preferences and activate different fields to add information to your document.