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What is Inventory in Holded?

Inventory is a functionality of the platform that allows you to manage the complete cycle of your products and to control your stock.

Depending on your needs, you can choose to activate the free or paid version.

Inventory Free

You can access this feature from your navigation bar by activating the Inventory Gem from the Holded Store for free.

By using Inventory, you will be able to manage sales orders, purchase orders and waybills.

  • A sales order is a document that is generated when it is necessary to establish the sale and delivery of a product with a defined price, quantities and deadlines.

    Learn here how to create a sales order in Holded

  • A purchase order is a document that is generated when it is necessary to establish the purchase and delivery of a product with a defined price, quantities and deadlines.

    Learn here how to create a purchase order in Holded

  • A waybill is a signed document that certifies that an order shipment has been correctly received.

    Learn here how to create a waybill in Holded

Inventory Pro

Inventory Pro is a Gem that you can activate from the Holded Store and is subject to a monthly fee.

Inventory Pro not only offers you the features of the basic version, but also gives you the ability to manage your inventory in an advanced way.

Here are the properties of Inventory Pro.

Products
  • Lots and serial number
Inventory Pro gives you the ability to create lots and serial numbers. A product lot informs you through a code about the origin of several articles and the date of its creation. You can add items to a batch and then assign it to a sales document.

More details in this article on how to manage product lots

A serial number has the same characteristics as a lot, but is unique per product. It can be useful for tracking a particular item after it has been sold.

Find out here how to assign a serial number to a product

  • Products packs
A product pack is a group of several items offered to be selled together. With the activation of Inventario Pro you will be able to create several packs, adding the products you need to the same group and assigning it to your invoices or orders. The stock level of a pack of products will be the same as the minimum stock of the products that compose it.

Learn here how to create a product pack

  • Products categorization
You have the possibility to organize your products by sorting them by type. In addition, with the tags system, you will be able to label the articles according to your own criteria and be able to find them quickly.

Learn here how to classify your products by types

In addition to the types of products, there is the option of assigning extra attributes, such as the material used, as well as generating groups of variants, such as sizes or color, and thus simplify the organization of your inventory.

Go to this article to know how to apply a variant to your product

  • Barcode

You can scan the barcode of your products to add them to your invoicing documents. The article must be previously created in Holded with the same barcode added manually.

Learn here how to scan barcodes

In addition to scanning your barcode, there is the option to print it, generating a PDF or CSV file compatible with label printers

More details on how to print your barcodes here

Stock management
  • Bulk update
Inventory Pro allows you to update your stock, rates and products in bulk through different templates designed according to the needs you may have.

In this section you will find all the details on how to update your stock, rates and products in bulk.

  • E-commerce stores
You can synchronize the stock of your online stores such as Shopify, Prestashop, WooCommerce and Amazon, through the SKU of your products.
  • Advanced reports
With the activation of Inventory Pro you have access to 2 types of advanced reports, one about your stock and the other covering the value of the material in progress.

In this article you will find more information on how to consult the advanced reports.

Sales and Logistic
  • Rates
You can create multiple rates for your products and choose the one you need depending on the moment. You can also assign a default rate to a contact, so that each invoice you issue for this particular contact will already include its own rate.

More details on how to create rates here

  • Foreign taxes
In case that the sale of your products is also operated abroad, you can add the information of the different countries with their respective taxes.

More details about taxes by country here

  • Warehouses
You also have the possibility to manage and create as many warehouses as you need, move stock between them and select the warehouse from which you ship your merchandise.

Learn here how to create multiple warehouses

  • Pipeline
By configuring a pipeline, or funnel, and assigning it to your documents, purchase orders or waybills, you can have control of the status and movements of your orders structured by stages.

Learn here how to create your first pipeline

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