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Add & Manage Holdings
Add & Manage Holdings

How to add new holdings for making movements, and how to delete holdings

Anne Wellenberg avatar
Written by Anne Wellenberg
Updated over a week ago

How to add a Holding:

  1. Navigate to the 'Admin' section at the bottom and press 'Manage Holdings'

  2. Tap the 'Cow Head'

  3. Choose 'Add New Holding'

  4. Fill in the form

  5. Tap 'Confirm'

  6. Tap 'Save'

Important! - Make sure to toggle the sliders on whether this holding is your 'Primary holding' and if the holding is 'within your business'.


How to delete a Holding:

  1. Tap the 'Cow Head'

  2. Tap 'Edit Holdings List'

  3. Choose the holding you want to delete

OR
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Swipe the holding to the left to enable the 'Delete' button

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