- Create a Document (budget, order, invoice)
- Click the [Scan Products] button
Once you have you can start scanning your products so that they are automatically added to your documents. This will allow you to streamline and automate the product selection process.
1) Register a product
- Create a Product
- Fill in the Bar Code field
When you register a product you must fill in the field with the barcode number so that when creating a document the reader can identify the product.
- Barcode
Import your products : To speed up the process of creating products you can import them en masse through Excel.
2) Create a document
- Create a Document (budget, order, invoice)
- Click the [Scan Products] button
- Shoot the scanner to add the product
When creating a document you can easily add a product already registered with Holded with that code through a barcode scanner .
- Add the same product on one line : Activating this option Holded every time you scan the same product will add it on the same line and will not create a new line in the document.
This functionality will save you time when adding products to a document.
3) Send the units
- Create an order and save it
- Click the " Send Units" button
- Click the [Scan Products] button
- Shoot the scanner to add the product
In the case that you work with sales or purchase orders, you can also scan the products so that they are automatically added and the stock is discounted correctly.
This functionality will allow you to avoid errors in the reception or dispatch of merchandise.