From the Holded Store, activate the Inventory gem to enjoy sales orders and other advanced features on your products
Learn what else you can do with sales orders and discover other Inventory features
How to get there
- Access Inventory in the navigation bar
- Select Orders and then Sales Orders
- On the order line, click the three dots button ( ⋮ )
- Choose one of the available options
Send, edit, or delete a sales order
Send a sales order by email
Learn how to perform actions in bulk on sales orders, and how to manage templates for your sales documents
Selecting Send will open a window where you can enter the necessary details to send the sales order by email.
- Complete the following fields:
To
It will be filled in automatically with the email of the contact and the contact persons of the client
Show CC/BCC
When activated, you can add emails in public copy or hidden copy
Subject
It will be filled with the default text that also contains dynamic words. You can modify it to suit your needs
Text
It will be filled with the default text that also contains dynamic words. You can modify it to suit your needs
Linked files
The PDF of the order will be attached. If you have the option include attachments activated (Settings > Invoicing > Email templates), those files will also be added
Template
Select one of the text templates you want to use for the email
- Press the Send button
After submission, an icon will appear on the right of the corresponding order line. A closed gray envelope informs that the email has been sent; while the open blue envelope means that it has been sent and read by your client.
Edit a sales order
The Edit option will take you to the order creation panel.
- Apply the necessary changes
- Click Save
Delete a sales order
Learn how to delete orders and other bulk actions here
The Delete option will ask you to confirm the deletion of the order directly from the list.
You will be able to restore the deleted orders from the trash, but only during a period of time determined by your plan (between 10 and 120 days). Check the details here