In Holded you can create as many template formats as you need and then assign them to each type of document and thus avoid having to use the same format for all of them.

Learn here how to manage your templates from the document settings in Holded. You can also consult this article to know how to assign them and this other one to modify them.

How to create the template?

1. Go to the Control Menu, in the upper right corner
2. Click Settings
3. Within the Invoicing section, select Documents
4. Create your templates (learn how to do it here)

How to assign it to a document?

1. Go back to the Invoicing section, and select Preferences
2. In the Document configuration section, select the desired option: Purchase order, Sales order or Delivery note.
3. Under Template, choose Design template and Mailing template from the options created in step 4.

   Learn here to learn how to configure the sending of documents and email templates.

4. In Information, select the corresponding option in Display mode so that more or fewer fields appear in the PDF of the invoice, and check the boxes to add additional columns.

   Learn here how to asign templates by document type.

5. Finally, under Document numbering, create numbering lines that fit the format you want your documents to be numbered with.

   Learn how to create number lines for your documents and other types of preferences.

In Holded you can create and assign categories that facilitate the classification or filtering of your products. The categories can be applied across the board to different products.

How?

1. Go to Inventory on the navigation bar.
2. Select Control Panel
3. Find Product properties area
4. Click Product categories

   You can also access the categories from the Control Menu by following the path Settings > Inventory > Product settings > Product categories

5. Click the button New category
6. Asign a name to the category
7. Under Type, choose from:

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   1. Text / Number, if you need an empty text field to fill in for each product
   2. Options, if you need to specify the values than can be attributed to each variant.
      

      If you choose options, the respective column will be added. There you can write one by one the values that can be attributed to the variant. Remember to press Enter after entering each option so that it is saved.

8. Click Save

In order to simplify product creation and management, Holded gives you the ability to create variant groups that bring together all eligible product options that belong to a common context.

How?

1. Go to the Control menu
2. Click Settings
3. Under Inventory, choose Product settings
4. Under Variants group, click New variants group
5. Give the variants group a name
6. Under field, assign a name to the variant within the group
7. Under type, choose between:

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   1. Text / Number, if you need an empty text field to fill in for each product
   2. Options, if you need to specify the values that can be attributed to each variant.
      

      If you choose Options, the respective column will be added. There you can write one by one the values that can be attributed to the variant. Remember to hit send after entering each option so that it is saved.

8. If you need more variants, click + Add field
9. Hit the Save button

In Holded, rates are the additional prices that can be assigned to a product next to its main rate or price. You can assign them to your products, your contacts, or your Holded documents, and consult them in the Price list section.
There you will find all the rates you have created together with their names and descriptions.

How?

1. Go to Inventory in the navigation bar
2. Select Control panel
3. Find Product properties
4. Click Price list
5. Under Price lists, click + New rate
6. Name your rate
7. Add a brief description of your rate, if you need it
8. Click on Create

Pipelines, or logistic stages, are shipping statuses that you can create and assign to your orders, delivery notes, or sales documents (for example, if you want to know if the order is in the warehouse, in transport, or at its destination). You can create as many stages as you want in order to have exhaustive control of your documents.

How?

1. Go to Inventory on the navigation bar
2. Select Control panel
3. Find Product properties
4. Click Pipelines
5. Under Pipelines, click on New pipeline
6. Name your pipeline
7. Add a brief description to your pipeline, if needed
8. Click Create

When you create your account, a default warehouse with the same name as your company will be automatically created. However, product management in Holded allows you to create as many warehouses as you need, move stock between them and select the origin warehouse to ship your products.

How?

1. Go to Inventory in the navigation bar
2. Select Control panel
3. Find Warehouses section
4. Click Manage
5. Hit the button New warehouse
6. Specify the following details about your warehouse:
   
   
7. Check the box if you want this to be your default warehouse
8. Click Create

In Holded you can create simple products, products with variants, products with lots, products with serial numbers, or products in packs.

Find here all the information about the predefined Product Types in Holded and everything you can do with them.

How?

1. Go to Inventory, in the navigation bar
2. Select Products

   You can also access Products through the control panel by clicking Go to products

3. In the list of products, click on New product
4. In the Categorization section, in the Tracking field, select the option you want from the following:

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   1. Simple product
   2. Product with variants
      1. Under Group of variants choose a previously created one
      2. In the Variants section, select the values for each variant
      3. Click the Add variant button to create additional variants
   3. Product with lots
      Manage the settings for your lots by checking the Show start and/or end date boxes, as appropriate
   4. Product with serial numbers
      Manage the settings for your serial numbers by checking the boxes for Show start and/or end date, as appropriate.
   5. Products in pack
      1. In the Product Pack section, click add item
      2. Select all the products that will be part of the pack
5. Complete the rest of the fields already seen in the Guide to start (basic information, rates, categories, inventory, stock, purchases and images)
6. In the top right, click Save

With these steps you will be able to assign a category that will appear in the product panel, in the list of products and in the product catalog.

How?

1. Go to Inventory on the navigation bar
2. Select Products
3. Choose a product from the list
4. From the product line, click on the three dots button
5. Select Edit
6. Within the product panel, go to Categories
7. Check the box for the category you need
8. Click Save

Access this article and discover more about how to assign, filter or export product categories

From Holded, you can easily create purchase orders that are sent to your suppliers of goods or services specifying prices, quantities or payment and delivery conditions.

How to create a purchase order?

1. Go to Inventory, on the navigation bar, and select Orders
2. Select purchase orders, and click New order
3. Fill in or edit the basic fields: contact, document number, date and expiration. Under shipping address, select Warehouse
4. In the central area of the creation panel, fill in the fields of the table that brings together the order lines: concept, description, quantity, price, taxes and total
5. Fill in the additional fields: visible message, custom fields, payment information, categorization, and projects.
6. In the Options button, configure, among other fields, warehouse, discount, language, currency, template design or rate
7. Once all the fields of your order hace been filled in, click Save.

Receive the purchase order in a warehouse

1. Select your new order in the list of orders and in the pop-up panel click on Receive units.
2. Indicate the number of units to receive for each item, or click on Receive pending to autocomplete.
3. Click Confirm

Only the units of those products that already exist in your product list will be updated in the warehouse.

If you haven't done so yet, at Holded you can consolidate a purchase order, turning it into a purchase. In this way, it will appear in your Expenses section, where you can find it in the list of expenses.

How?

1. Go to Inventory on the navigation bar and select Orders.
2. Choose Purchase orders and, in the List of orders, click on an order of your choice.
3. In the purchase order panel, click the Convert button.
4. Select Purchase, among the options.
5. The New Purchase menu will open.
6. Once all the fields are filled in, click Save.

Learn more about how to create a purchase here

From Holded you can create sales orders that constitute a contractual agreement on the delivery of your products with a price, quantities and defined deadlines.

How?

1. Go to Inventory on the navigation bar and select Orders.
2. Select Sales Orders, and click New Order.
3. Fill in the basic fields: contact, document number, date and expiration.
4. Complete the fields of the table that gathers the order lines: concept, description, quantity, price, taxes, total.
5. Fill in the additional fields: visible message, custom fields, payment information, categorization and projects.
6. In the Options button, configure, among other fields, warehouse, discount, language, currency, template design or rate.
7. Once all the fields are filled in, click the Save button.

Learn more about how to create a sales order in this article.

Send the units of your sales order

1. Select your new order in the list of orders and in the pop-up panel click Send units.
2. Indicate the number of units to send for each article, or click on Serve pending to autocomplete.
3. Click the Confirm button.

Holded puts at your disposal a list of delivery notes so that you can track your shipments and manage them. Whenever you serve units related to a sales order, its delivery note will be automatically created, adding to the list.

How?

1. Go to Inventory on the navigation bar and select Orders.
2. Select Sales Orders, and click the order whose units you have shipped
3. In the Shipping section, in the right column, click on the box that has been created with the delivery note number to view the delivery note in PDF.

You can also consult your list of delivery notes following the following route: Inventory > Waybills

In order for you to manage your invoicing as simply as possible, Holded allows you to convert your sales orders into invoices, sales receipts, proformas or purchase orders

How?

1. Go to Inventory on the navigation bar and select Orders.
2. Choose Sales orders and, in the List of orders, click on an order of your choice.
3. In the order panel, click the Convert button.
4. Select, for example, Invoice, among the available options.
5. The New Invoice menu will open.
6. Once all the fields are filled in, click Save.

Learn more about how to create a sales invoice here

Holded puts at your disposal a graph so that you can visualize the evolution of your sales objectives in relation to the previously set goals. Consult it to establish realistic goals and forecasts.

How to consult the overview

1. Go to Inventory on the navigation bar.
2. Select Products.
3. From the list, click on a product.
4. In the overview area of the product panel, you can check general information about your stock:

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   1. Total stock
   2. Sold this month
   3. Stock alarm
   4. Stock chart

Learn more here about how to check the stock overview from the Product Dashboard.

How to check the history

1. Go to Inventory on the navigation bar.
2. Select Products.
3. From the list, click on a product.
4. Within the product panel, click the Stock history button.
5. With its three areas, Stock history allows you to track your stock over time:

   ---

   1. History
   2. Last transactions
   3. Stock chart

Learn more about stock history here.

Mass Product Update allows you to apply multiple changes to your products at once. In this way, it makes it easier for you to manage your products and always ensures a precise and up-to-date overview of their details.

How?

1. Access Inventory on the navigation bar
2. Select Products
3. Click on the three dots button
4. Select Import / Update
5. Click Inventory and then Update Products
6. Choose a type of product, for example simple product
7. Download the csv/excel sample and fill it out 
8. Drag or upload the filled in updating template

Learn more here about mass updating products using templates

Holded allows you to print the barcode and create labels for your products

How?

1. Access Inventory on the navigation bar
2. Select Products
3. Click on a product
4. In the document viewer, tap the three-dot button ( ⋮ )
5. Select Print Barcode
6. Provide the following information: product, quantity, label format, barcode format and text to display
   
7. Click Print and you will get the download file

Learn more about how to print barcode labels here

Now that you've learned how to create your orders and products, learn how to delete them as well.

How to delete an order or a delivery note

1. Access Inventory on the navigation bar
2. Select Orders, or Waybills
3. On the order or waybill line, click the three-dot button ( ⋮ )
4. Choose the delete option, and confirm

Learn more about deleting sales orders here

How to delete your product

1. Go to Inventory on the navigation bar
2. Select Products
3. From the list of products, access a product
4. Inside the product panel, click on the three dots button ( ⋮ )
5. Select Delete and confir