Purchasing, inventory & order processing — found from sitemap — Holded

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Facts read from this source

• Order creation flow Report an error

  “Go to Inventory > Orders in the navigation bar. Select the Sales Orders or Purchase Orders tab. Click the New Order button in the upper right corner.”

• Inventory gem required Report an error

  “💎 Remember that you can only use orders and delivery notes by activating the Inventory payment gem in the Holded Store.”

• Auto document number Report an error

  “Document Number: A document number will be assigned automatically based on the numbering lines you created in Billing Preferences.”

• Expiration options Report an error

  “Expiration: You can select an expiration day from the calendar or check the option of 7, 14, 30, a certain number of days.”

• Article search Report an error

  “Concept: includes items that you have previously entered in Holded, by typing their name or searching for them using the @ symbol. Click on the magnifying glass for a detailed search, with filters by type of product or service.”

• Line priority population Report an error

  “Line item fields will be automatically populated in the following order of priority: contact preferences, product preferences, and company preferences.”

• Tax selection Report an error

  “Taxes: Select a tax from the database. For example, VAT 21%, Withholding 19%, or Equivalence surcharge 1.4%.”

• Total auto calculation Report an error

  “Total: will be calculated automatically when adding the price and units. If you modify it, the value in the Price column will automatically change.”

• Product scan Report an error

  “press the drop-down arrow next to Add line, to Add Title (group concepts) or Scan products”

• Discounts Report an error

  “You can add unit discounts to each of the products by checking the "Discount per product" box; or, apply a global discount to the entire order by checking the "Global discount" box.”

• Custom fields Report an error

  “Custom Fields: Check this box to add additional information using a table; for example, an order number. From templates, you can configure these fields to appear by default.”

• Document messages Report an error

  “Add text to document: Check this box to add a specific message for this order. It will appear in the order PDF, after the basic information and before the order line fields.”

• Payment method field Report an error

  “Payment method: select the payment method you have created to appear in the order PDF. This field is purely informative and has no effect on accounting.”

• Ledger accounts Report an error

  “Ledger account: Assign your order to a sales account or an expense account to segment your sales by channels. They must always be purchasing or expense group accounts (60, 65, 66 or 67), in the case of purchase orders; and sales or revenue group accounts (70, 75, 76 or 77), in the case of sales orders.”

• Tags and analytics Report an error

  “Once you have created and assigned sales channels and tags to the order, you can use them to analyze your data in Analytics > Reports.”

• Assign to project Report an error

  “+Assign to project: assign a project to your order or a project for each item within the order by clicking this dropdown.”

• Order options Report an error

  “Origin (Warehouse, in purchase orders): warehouse of origin of the order. Numbering: the numbering line assigned to the contact or by default. Language: Choose the language in which you want the order fields to appear in PDF format”

• Multi currency Report an error

  “Currency: Select the currency in which the order amount will appear (by default, the company account currency.”

• Einvoice xml Report an error

  “E-invoice fields: click to fill in the fields of the electronic invoice that you can download in XML format to upload to the website of the relevant organization.”

• Lot serial numbers Report an error

  “Select lot/SN: checked box: you will be able to include specific lot or serial numbers when creating the order”

• Pdf templates Report an error

  “Design template: Select one of the PDF template you created.”

• Title grouping Report an error

  “This functionality allows you to encompass several order lines under the same Title or description.”

• Save states Report an error

  “you can choose between "Preview", "Save as draft", or simply "Save".”

• Related order flows Report an error

  “Create a sales or purchase shipment Purchase, sale and manufacturing orders Create a purchase invoice Import or export an order View the Purchase Orders report”

Scores citing this record

• The Online Retailer Finance, tax & compliance
• The Online Retailer Purchasing, inventory & order processing
• The Online Retailer Manufacturing, services & projects
• The Online Retailer Integration, API & data portability
• The Online Retailer Pricing transparency
• The Online Retailer Finance, tax & compliance
• The Online Retailer Purchasing, inventory & order processing
• The Online Retailer Manufacturing, services & projects
• The Online Retailer Integration, API & data portability
• The Online Retailer European sovereignty
• The Online Retailer Pricing transparency
• The Head of Finance Finance, tax & compliance
• The Head of Finance Purchasing, inventory & order processing
• The Head of Finance Manufacturing, services & projects
• The Head of Finance Integration, API & data portability
• The Head of Finance Rollout, roles & operations
• The Head of Finance Pricing transparency
• The Head of Finance Finance, tax & compliance
• The Head of Finance Purchasing, inventory & order processing
• The Head of Finance Manufacturing, services & projects
• The Head of Finance Integration, API & data portability
• The Head of Finance Pricing transparency
• The IT Integrator Finance, tax & compliance
• The IT Integrator Purchasing, inventory & order processing
• The IT Integrator Manufacturing, services & projects
• The IT Integrator Integration, API & data portability
• The IT Integrator Rollout, roles & operations
• The IT Integrator Pricing transparency
• The IT Integrator Finance, tax & compliance
• The IT Integrator Purchasing, inventory & order processing
• The IT Integrator Manufacturing, services & projects
• The IT Integrator Integration, API & data portability
• The IT Integrator Rollout, roles & operations
• The IT Integrator European sovereignty
• The IT Integrator Pricing transparency
• The Managing Director Finance, tax & compliance
• The Managing Director Purchasing, inventory & order processing
• The Managing Director Manufacturing, services & projects
• The Managing Director Integration, API & data portability
• The Managing Director Rollout, roles & operations
• The Managing Director Pricing transparency
• The Managing Director Finance, tax & compliance
• The Managing Director Purchasing, inventory & order processing
• The Managing Director Manufacturing, services & projects
• The Managing Director Integration, API & data portability
• The Managing Director Pricing transparency
• The Operations Lead Finance, tax & compliance
• The Operations Lead Purchasing, inventory & order processing
• The Operations Lead Manufacturing, services & projects
• The Operations Lead Integration, API & data portability
• The Operations Lead European sovereignty
• The Operations Lead Pricing transparency
• The Operations Lead Finance, tax & compliance
• The Operations Lead Purchasing, inventory & order processing
• The Operations Lead Manufacturing, services & projects
• The Operations Lead Integration, API & data portability
• The Operations Lead European sovereignty
• The Operations Lead Pricing transparency
• The Skeptic Finance, tax & compliance
• The Skeptic Purchasing, inventory & order processing
• The Skeptic Manufacturing, services & projects
• The Skeptic Integration, API & data portability
• The Skeptic Rollout, roles & operations
• The Skeptic Pricing transparency
• The Skeptic Finance, tax & compliance
• The Skeptic Purchasing, inventory & order processing
• The Skeptic Manufacturing, services & projects
• The Skeptic Integration, API & data portability
• The Skeptic Pricing transparency