Activate Inventory from the Holded Store for comprehensive management of your products.
Return to the article on the Inventory section
In Holded, a product is the record of a stock item that allows you to consult the information on its purchase and sale, in addition to keeping a detailed record of its characteristics, whether they are tangible (shape, size, color...) or intangible. (brand, company image, service).
In Holded the Products have more fields and more information than the Services. In the event that you need to control your stock or segment by families, better use the Products.
You can manage your products from two main menus, the Product list and the Product card.
The list of products
The list of products is a list that shows all the products you have registered in the Inventory section in rows, as well as their basic characteristics in columns. Within the list, you can click on any product, accessing its panel to obtain a detailed and global view.
From the Product list, you can create products, import them, update stock, or perform other advanced actions such as filtering, segmenting, or customizing your list:
Actions from the Product list
Create your products to appear in the Product list:
How to create a simple product
How to use advanced options when creating a product
How to create, edit or delete a product with variants
How to create a product with lots
How to create a product with serial numbers
How to create, edit or delete a product pack
Import your products to keep a digital record of your physical stock and thus be able to manage them from the platform.
What is manual product import using templates?
How to import simple products manually
How to import products with variants
How to import products with lots or batches
How to import products with serial numbers
Customize, filter, segment, and update stock
Holded allows you to customize the view of your product list, or also add predefined filters, in order to get a more detailed view of the characteristics of your products.
How to customize the product list
How to filter and segment your products
How to update the stock from the product list
How to perform actions in bulk on products
The product card
The product file is a digital summary that shows all the characteristics of a product, as well as the related information. Once you have registered a product, you can access its file by clicking on it and thus obtain a more detailed view than in the list view. These are the available actions:
Actions from the product card
How to check and add basic information in the product panel
How to check information about sales, quotes, and purchases from the product card
How to check the Stock Summary from the product card
How to check rates from the product panel
How to edit, clone, or delete a product ( ⋮ )
How to set up stock alarms for your products ( ⋮ )
How to print barcodes ( ⋮ )
How to update the stock from the product card
How to check the stock history from the product panel