Activate the Inventory payment gem from the Holded Store to use pipelines
Learn here everything you can do with pipelines. Discover the sales orders, the purchase orders, the waybills, and also the other Inventory functionalities
How to get there
- Go to Inventory in the navigation ba
- Select an Inventory document between:
- Orders > Sales orders or Purchase orders
- Waybills
Assign pipelines to an Inventory document
Remember that you must have previously created the pipelines to be able to use them. Learn how to do it here
- In the list of documents, click on your Inventory document
- In the document viewer, locate the Pipeline field within the General section
- From the dropdown menu, select a pipeline
- Exit document viewer
- In the list of documents, you will see the selected stage in the Pipeline column
You can click the two-column button ☷ to activate the Pipeline column in the document list