Using the Items feature in Pandle enables businesses who buy and sell products or services to record their transactions quickly and easily.
Create 'items' in Pandle for your products or services, and then use these to automatically populate invoices and quotes, and to manage your stock levels.
How to enable Items in Pandle
Important: You will need a subscription to Pandle Pro to use the stock control element of this feature (Tracked Items).
To enable the Items feature in Pandle, click the 'Settings' icon and select 'Document Settings'.
Select the 'Invoice Options' tab.
Click the check boxes to confirm if your business sells services and/or products.
Click 'Save Document Settings' to confirm your changes.
What does 'tracked' and 'untracked' mean?
To help you manage the things that your business buys and sells, items in Pandle can be marked as 'tracked' or 'untracked'.
If you buy and sell products, Items helps you to manage your inventory by automatically updating your stock levels when an item is added to an invoice.
In Pandle these are known as 'Tracked Items', because Pandle will track the stock levels automatically based on the invoices that you create. For instance:
If you enter a supplier invoice which lists a tracked item, Pandle will increase your stock amount to reflect your purchase.
If you create a customer invoice which lists a tracked item, Pandle will decrease the stock amount to reflect your sale.
Creating untracked items in Pandle means you can use this information to quickly populate invoices, but without recording stock levels.
You might use this for products that you buy but don't sell on, such as stationery or equipment that you buy to use in the business. You could also use it to enter the details of any services which you pay for or provide, such as cleaning or social media management.
That way you'll only need to enter the information once into Pandle, and then use your untracked item listing to populate invoices in the future.
How to create items in Pandle
Add new products and services to Items using the Items screen. Read our guide to learn more.
Viewing, searching, and filtering items
You will be able to view and edit all your Tracked and Untracked items in Pandle from the Items screen.
Click 'Tools' in the Pandle navigation bar, and select 'Items' from the menu.
Find specific items by writing what you're looking for in the search box.
Filter your Items page by clicking the 'filter' icon, and selecting which options you would like to display. For instance, filter your items by 'Balance' to see a list of items that are currently available in stock.
Change the sort order for your list of items
Click the column header that you would like to sort by, or click the header again to reverse the order.
For instance, click the 'Name' header to sort items alphabetically.
Select which columns to view
You can edit which columns that you see on the Items screen, and hide those that you don't need to.
Click the 'Column Select' button, and select or deselect the columns that you want to see.
To edit an item, click the 'Edit' button in the 'Actions' column.
Make any edits using the 'Item' form, and click 'Save Item' when you're ready. Click 'Back' to return to the Items page without making any changes.
Click the 'Stock Revaluation' button in the Actions column. Read our guide to revaluing items in Pandle.
Click the 'Stock Write-Off' icon next to the relevant item. Read our guide to writing-off items in Pandle.
How to use items when entering invoices
Once you create items in Pandle you can use them to quickly populate your invoices and quotes with information.