What is Items?
Our Items feature in Pandle enables businesses who buy and sell products and/or services to quickly and easily record their transactions.
You can create 'items' for your products or services and then use them to automatically populate invoice details and, where applicable, update stock levels.
If you buy and sell products, Items allows you to manage your inventory by automatically updating your stock levels when an item is added to an invoice.
These are known as 'Tracked Items'.
From the Items page, you will be able view the quantities of the items you have in stock and the total value of those items:
You can also have products which are 'Untracked Items'.
For example, this could be stationery or equipment which you buy from a supplier to use in the business, rather than to sell on.
If you buy and sell services, Items will reduce the time you spend entering invoice details by pre-populating information fields for you. For instance, the description, category, price and tax code.
These are known as 'Untracked Items'.
For example, cleaning services, social media management, or plumbing.
How to enable Items in Pandle
To use the stock control element of the feature (Tracked Items), you will need a subscription to our Pandle Pro plan. To learn how to upgrade to Pandle Pro, please click here.
To ensure you can view the correct item types for your business, please go to your Document Settings > Invoice Options tab, and then select whether your business sells services and/or products:
Once you have made your selections, remember to hit 'Save Document Settings'.
How to create items in Pandle
To create new items in Pandle, please go to Tools > Items and click 'Add New Item'.
On the following screen you can set whether the item you are adding is either:
A tracked item (products which you stock and sell to customers), or;
An untracked item (services which you sell to customers, or products which your business buys but does not sell).
If you wish to track the item, please tick the checkbox here:
You can then select whether you purchase the item, sell it, or both. If you enter the price, category, tax code and description, Pandle will use this information to automatically populate your invoices with the items you select, saving you time in the future.
Once you have finished entering the details of your item, click 'Save Item'.
Please note: If you are adding Tracked Items for products which you stock, you will also need to enter opening stock quantities or enter supplier invoices for these products, before you can add these items to your invoices.
Viewing, searching, filtering and editing your items in Pandle
You will be able to view and edit all your Tracked and Untracked items in Pandle from the Items screen, which you can access by clicking Tools > Items.
You can also use the search box to look up a specific item, or you can filter your Items by balance, or by project. For instance, if you filter your tracked items by ‘Balance’, you’ll see a list of items that you currently have available in stock.
Enter your item name in the search box to look up a particular item, or use the filter button (shown with a red box around it) to expand the filter menu.
Editing your items
To edit your items, click the edit button in the Actions column.
You will notice there are other options under the Actions column to delete, write-off, revalue and view the audit trail for each of your item.
How to use items when entering supplier invoices
Once you create your items, you will be able to select them whilst creating invoices in Pandle, and pre-populate the information for you.
Regardless of whether you are using untracked items (services you purchase, or goods you buy and do not sell) or tracked items (goods you buy and sell to customers), you will follow the same method for using them in your supplier invoices.
First off, head to your New Supplier Invoice page.
Enter the date on your invoice, and click the item field to open the drop down and select the item you have created. You can also search for your item by typing in the name you entered when it was created.
Once your item has been selected, enter the quantity amount and the rest of the invoice details will be populated for you. Simply click 'Save All' and you're done.
How to use items when entering customer invoices
Once you've created your items and entered the stock quantities, you will be able to select them when creating invoices in Pandle, to pre-populate the information for you.
First off, head to your New Customer Invoice page.
Then after selecting your customer, click the item field and select the item you have created from the drop down (or search for your item by typing in the name you entered when it was created).
Once your item has been selected, enter the quantity amount and the rest of the invoice details will be populated for you.
Then click 'Save' and select how you wish to save your invoice.
After the invoice has been saved your stock figure will be updated in Pandle on the Tracked Items tab, Categories page and Balance Sheet.