From the Holded Store, activate the Inventory gem to use purchase orders
Learn what else you can do with purchase orders and discover other Inventory features
How to get there
- Access Inventory from the navigation bar
- Select Orders and then Purchase Orders
- Click the two column icon ( ☷ )
Customize the list of purchase orders
Holded allows you to customize the view of your purchase order list so that only the columns that are of interest to you appear.
These are the fields you can choose from:
By default, the Num, Date, Contact, Tags, Account, Units, Total, Pipeline, Shipping, Status, Billed fields will appear
|
Num |
The document number of the order |
|
Date |
The date of issuance of the order |
|
Contact |
The name of the client registered in Holded |
|
Description |
The concept of the first-order line |
|
Tags |
The labels to filter your orders easily |
|
Account |
The sales account to assign the order to a sales channel and be able to segment your sales by channels. They should always be sales or income group accounts (70, 75, 76, or 77). |
|
Project |
The project to which the order is assigned |
|
Units |
The number of product units contained in the order |
|
IVA |
The total amount of taxes on the order |
|
Retention |
The total amount of the retentions of the order |
|
Rec. de eq. |
The equivalence surcharge, that is, the total amount of the special VAT regime that is mandatory for retailers who do not transform the products they sell |
|
Subtotal |
The sales price without taxes |
|
Total |
The total amount of the order, taxes included |
|
Billed |
The total amount paid |
|
Pipeline |
The personalized logistics stage in which the order is located |
|
Shipping |
The percentage of progress of the shipping process |
|
Status |
Pending, Accepted, Canceled |
|
Billed |
Pending, Billed |