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.

You'll need to tell Pandle what stock you have available with by entering stock quantities for your tracked items.

Important: You'll need to create your items in Pandle in order to enter opening stock quantities.

There are two ways of telling Pandle how much stock you have available:

Updating stock levels by entering supplier invoices

Once you create items in Pandle you can use this information to enter supplier invoices more quickly.

If you enter supplier invoices for tracked items, the quantity that you purchase will reflect in the amount of stock that you have available.

This method is particularly useful if:

  • You've just started a new business, and you're in the process of buying stock and equipment from suppliers.

Read our guide to entering supplier invoices to learn more.

Updating stock levels by entering opening stock

You can also tell Pandle about the quantity of items you have available by entering opening stock. This method is normally used if:

Click 'Tools' in the Pandle navigation bar, and select 'Items' from the menu.

Select the 'Tracked' tab, and then click 'Opening Stock'.

Enter the date (this is the date from which your stock quantities will change).

Enter the quantity of each item. The 'Total Value on Hand' column will update automatically using the value of the item (which you provided when you created the item in Pandle).

If you need to, you can create new items without navigating away from the Opening Stock screen and losing your current progress. Click 'Add New Item', and enter the details in the 'New Item' pop-up window.

Important: Any existing manual stock adjustments may need to be removed by entering a new adjustment to remove the current stock balance.

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How to write-off your stock items

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