Introduction

• What is Inventory in Holded?

Product management

• What is a product in Holded?
• What is the Inventory Control Panel?
• What is a product with serial numbers or lots?
• What is the product panel?
• What are rates and the price list?

• How to create a simple product
• How to edit, clone or delete a product
• How to use advanced options when creating a product
• How to check and add basic information in the product panel
• How to check information about sales, quotes and purchases from the product panel
See all 17 articles

• What is manual product import using templates?
• How to import simple products manually
• How to import products with variants
• How to import products with serial numbers
• How to import products with lots or batches

Stock management

• How does the manual inventory management work in Holded?
• What is Warehouses in Holded?
• Use the barcode reader

• How to choose or change your product and document warehouse

• How to manage the stock of your products
• What is a product category (attribute)?
• How to update the stock manually in the product panel
• How to use Stock adjustments
• How to set up stock alarms for your products
See all 14 articles

Purchase Orders

• What is a purchase order?

• How to create a purchase order

• How to import or export purchase orders

Sales orders

• What is a sales order?

• Find out more about the sales order list

• How to create a sales order
• Download and print your sales orders
• Delete a sales order
• Options and tips for your sales orders
• Convert your sales order to an invoice
See all 6 articles

Delivery notes

• What is a waybill?
• Discover all the information that your list of waybills will offer to you
• Options and tips for your waybills

• How to create a shipment or waybill

Inventory reports

• How to look at the Inventory Analytics Report
• Discover Inventory Reports
• How to consult the stock alarms report

Catalog

• What is Catalog?

• How to manage the Catalog app in Holded