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.
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 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.
- Lots and serial number
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
Learn here how to create a product pack
- Products categorization
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
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
- Bulk update
In this section you will find all the details on how to update your stock, rates and products in bulk.
- E-commerce stores
- Advanced reports
In this article you will find more information on how to consult the advanced reports.
Sales and Logistic
More details on how to create rates here
- Foreign taxes
More details about taxes by country here
Learn here how to create multiple warehouses
Learn here how to create your first pipeline