From the Holded Store, activate the Inventory gem to use sales orders and other advanced features.
How to get there
- Access Inventory in the navigation bar
- Select Order and then Sales Orders
- On the order line, click the three dots button ( ⋮ )
- Choose one of the available options
Duplicate or download a sales order
Duplicate a sales order
The duplicate option will take you to the sales order creation card that will include all the information contained in the original document, but with a new order number
- Apply the necessary changes
- Click Save
Download or export a sales order
Learn here how to download orders in bulk
By choosing Download, the order will be saved to your computer in PDF format
You can also click the download icon right next to the date picker. Choose whether to export the orders in Excel, PDF, or by items. The Export items option allows you to export orders broken down by product.
Remember that the selected filters and dates will be saved in the download file