Learn how to use the Holded commands: In this article we will explain all the basic options to start using Holded in an easy way.
In Holded you can create as many PDF templates as you'd like and then you can assign them to each type of document. If you have multiple formats, this will enable you to choose a template from your default list to make it easier for you to quickly create your documents.
All the basic commands in Holded to get started
Use the element creator
Creating new documents or items from +
- Click on the blue + button located in the middle at the top
- Select the item you want to create in Holded
- With this element creator you can create all the elements available in Holded quickly and from any screen that you are in.
- You will find the following options
- Sales invoice
- Sales receipt
- Credit note
- Sales order
- Purchase invoice
- Purchase receipt
- Purchase refund
- Purchase order
- Recurring sales invoice
- Recurring purchase
- Purchase order
- Sales channel
- Expense account
- Outbound remittance
- Inbound remittance
- Accounting Entry
- Accounting account
Access the Holded Store
To access the Holded store click on the grey grid icon located on the top left hand side and then click on Holded Store
From the Holded Store you can activate the different apps within Holded.
Access another app/module within Holded
To access other apps, click on the Holded app store) grid icon located at on the top on the left hand side of the page) and click on the app you want to access. You can switch between apps at any time👍
You will only be able to see all the apps you have activated from the Holded app store. The apps available for you to access are the following:
- Projects (Projects)
- Inventory (Inventory)
- Catalog (Catalog)
- Calendar (Calendar)
To access, modify and view the settings for your Holded account and documents, click on the gear wheel, this is located in the top right hand side corner. This option will be visible throughout Holded, so you can access this anytime you'd like to
Access the Holded Academy
The Holded academy is where you'll find articles on guides from helping you get started with Holded to all the apps/modules within Holded. You'll be able to use these articles as a self help guide.
To get to the Holded academy, click on the star button and then click on Documentation. This is located throughout Holded within all the sections. You will then be transferred to the Holded academy, where you'll be able to see additional articles from other sections.
How to access:
Click on the "?" Button from the top right
Access the Tutorials section
Learn how to use keyboard shortcuts
To see which keyboard shortcuts are available, click on the "?" Button from the top right hand side corner (located next to the search button and then click on) Keyboard shortcuts
Please note that the keyboard shortcuts are currently fixed, and they can't be changed.
Now you know about all the basic commands in Holded, you can start working!