Keep in mind that some of these advanced options of the product panel are available only by activating the paid gem of Inventory from the Holded Store. You'll find these options marked with a red gem.
Learn what is a product and which are the basic options when you're creating one
Get there
- Go to Inventory on the navbar
- Select Products
- Click on the button New product
¿Do you like shortcuts? Use cmd+k (Mac) o ctrl+k (Windows) and select New product to access this section.
Configure advanced options for products
Choose categories for your product
This section is available by activating the paid Gem of Inventory Pro from the Holded Store only
In the Categories section, select the categories to be assigned to your products to organize and filter them easily.
Learn here what are product attributes in Holded
Fill in the information to manage the stock
In the Inventory section, you can provide the details about your product:
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SKU |
The Stock Keeping Unit is the unique reference number that identifies each product |
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Barcode |
The EAN reference number, if available. It appears on the invoices. |
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Factory code |
The manufacturing code, if it's different from the SKU. It appears on the purchase invoices. |
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Weight -Kg |
The product weight that appears on the waybill (if the field is active on the related template) |
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Track stock |
By activating this option, you can later add the number of product units in the following Stock field. If you deactivate this option, the stock units on the product panel will not be visible. |
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Stock |
The number of product units in stock up until now |
Why the SKU code is so important? The Stock Keeping Unit is essential to identify your products when importing invoices or integrating your online shop. On top of this, the SKU code is necessary to distinguish the products on the Sales by product report.
In case you wish to create a product with an existing SKU, you must expressly confirm the action
Assign a purchase price to the product
On the Purchases section, provide the following information:
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Supplier |
The contact assigned as the default supplier. This way, whenever you add the product to your purchase invoice, it will be assigned automatically to the same supplier. |
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Cost |
The amount calculated as the average stock value based on the purchase invoices value. You can edit manually this field and it will be used in stock reports. |
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Purchase price |
The amount before taxes used in the purchase documents, like purchase invoices or orders. The value of this field is fixed, meaning that it isn't calculated automatically. However, you can edit it manually. |
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Purchases tax |
The tax type applied to the Cost. You can add at the same time one option for each tax type available (VAT, Withholding) |
Keep in mind that the Cost is expressed in the same currency as your company account. For example, if your company account has euros as currency, it's not possible to assign to a product a cost expressed in dollars. Learn here how to change your company account currency.
Thanks to the information added in Cost, you can check your sales Margin on the Sales report, right below the Cost field.
Categorize your product
The options marked with a red gem are available only by activating Inventory Pro from the Holded Store
In the Categorization section, you can include additional information to complete your product file:
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Tags |
The labels needed to group and classify products |
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One of the predefined product types: simple product, product with variants, product with lots, product with serial number, products pack |
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Sales account |
Select an account to assign the invoice to a sales channel, that is a distribution channel like an online shop. This way, you can segment your sales by channel. They must always be accounts of sales or income groups (70, 75, 76, or 77). Use this option if you will always sell the product through the same sale channel. |
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Purchases account |
Select an account to assign the invoice to an expense type, for example, office rent. This way, you can segment your purchases by account. They should always be group accounts for purchases or expenses (60, 65, 66, or 67). Use this option if you will always assign the product to the same expense account when buying it. |
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Warehouse |
The default warehouse registered on Holded |
Learn more about the above-mentioned categories by clicking on tags, sales account, purchase account.
Once you have assigned the products to a sales or purchase account, you'll be able to analyze the related reports of Sales by account and Purchases by account in the Analytics section.
Add an image
In the Images section, drag and drop or upload a product picture.