1. Click on New order
2. Fill in the required information
3. Click on Options at the top
4. If you want to include specific lots or serial numbers for products check the Select lot / sn box If you want to select the general lot or serial number, leave the box unchecked
5. Add the units
6. Click Approve to confirm the order creation

Receive units is a necessary action for the stock change to be recorded, and should be performed after the purchase order has been created.

Follow the steps below to Receive units:

1. Click on the purchase order you want to view
2. In the Shipments section, select Receive units
3. If you checked the Select lot / sn option when creating the order, you will be able to enter the units to be shipped in the Receive column. Otherwise, you will have to click on Select sn in the Receive column to be able to include the corresponding lots and serial numbers and indicate the units of each one

   The Receive pending option will automatically fill in the units received by dividing the total stock received proportionally among the different lots created.

4. Hit Confirm

To register and manage serial numbers and lots, as well as update your stock, follow the steps below:

1. Click on the name of the product
2. Select View product in the pop-up window
3. In the product view click on Manage serial numbers or lots to register the corresponding numbers

   Check our Academy articles to find out how to create, manage and archive products with serial numbers and lots in Holded

4. Click the Update stock button to add the updated stock information for each lot and serial number

1. Click on New order
2. Fill in the required data

   Learn here how to fill in a sales order

3. Click on Options at the top
4. If you want to include specific lots or serial numbers check the Select lot / sn box. If you want to select the general lot or serial number, leave the box unchecked
5. Enter the units
6. Hit Approve to finish the order

This action is required for the stock modification to be recorded and should be performed after the sales order has been created. When you click the Send units button, a packing slip will be automatically generated so that you can send it to your customers by email.

Follow the steps below to Send units:

1. Click on the order you wish to view
2. In the Shipments section, select Send units
3. If you checked the Select lot / sn option when creating the order, you will be able to enter the units to ship in the To serve column. Otherwise, you will have to click on Select sn in the To serve column to be able to include the corresponding lots and serial numbers and indicate the units of each one

   The Serve pending option will automatically fill in the units shipped by dividing the total stock received proportionally among the different lots created. On the other hand, the Serve stock option will serve all available units.

4. Hit Confirm

To manage serial numbers and lots, as well as update your stock, follow the steps below:

1. Click on the name of the product
2. Select View product in the pop-up window
3. In the product view click on Manage serial numbers or lots to enter the appropriate serial or lot numbers

   Read our Academy articles to discover how to create, manage and archive products with serial numbers and lots in Holded

4. Click the Update stock button to add updated stock information for each lot and serial number