--- title: Overview of Managing Inventory/Stock Levels description: Overview of Managing Inventory/Stock Levels --- [Skip to content](https://support.palletconnect.com/knowledge-base/overview-of-managing-inventory/stock-levels#main-content) English Show submenu for translations [![logo1\_on\_transparent](https://support.palletconnect.com/hs-fs/hubfs/Logo%20pack/logo1_on_transparent.png?width=300&height=30&name=logo1_on_transparent.png)](https://support.palletconnect.com/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Pallet Connect](https://support.palletconnect.com/knowledge-base?hsLang=en) 2. [Stock and Services](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en) 3. [Manage Stock Items](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#manage-stock-items) # Overview of Managing Inventory/Stock Levels ```` This guide provides a comprehensive overview of managing stock levels within Pallet Connect. It includes automatic flows of inventory change, through transactions and production, as well as features that allow for manual adjustments. `` ### Supplier Purchase Orders `` 1\. There are two main methods of bringing stock into the system. Either by purchasing new lumber to build pallets or by picking up recycled material to repair. `` **BRINGING PRODUCT IN THROUGH SUPPLIER PURCHASE:** `` A Supplier Purchase Order is created when lumber is ordered. `` **NOTE:** New Pallets and other pallet related items, such as hardware, can also be purchased through a Supplier. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-23/8688ca88-50a1-4138-8f9f-d0258669448e/user_cropped_screenshot_0ad2a546193146c3bb5e4826934dbf9c_text_export.jpeg) `` 2\. When "Receive" is chosen on a Purchase Order, the transaction is completed and the items will be included in current stock. `` **NOTE:** If Approvals are enabled, the transaction must be approved before inventory will update. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-06-26/ef56d6be-af2e-4a08-b2ed-b591e5554844/ascreenshot_a21ec1a9c8d74532aeb4c750c081a85b_text_export.jpeg) `` ### Trailer Processing `` 3\. **BRINGING PRODUCT IN THROUGH VENDOR PURCHASE:** When a pick up or drop off is planned, a Vendor Request is created. When the product is retrieved or dropped off, an unprocessed trailer is created. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-24/c598bc03-b74f-4325-b18f-ed74503fe584/user_cropped_screenshot_9aba8dbb50864a2ab7edfe7b794dab51_text_export.jpeg) `` 4\. Once the count sheet is completed, a Vendor Rebate is created. The stock is received, and is reflected in the current stock level. `` **NOTE:** If pallets are counted at time of pick up, then the unprocessed trailer stage is skipped. The Request becomes a Rebate. `` **NOTE:** If Approvals are enabled, the transaction must be approved for inventory to change. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-06-26/cb2c6b63-d460-4dfe-8085-5f5f1b68ec3f/ascreenshot_c2dcd61fc5814e0cac27e17f1b254000_text_export.jpeg) `` ### Production & Stock Management `` 5\. Stock levels will change depending on productions that are recorded within the system, `` For example, when received lumber is cut into boards. When components are used in building a pallet, or when a core is repaired into a Grade A or B. `` **STOCK MANAGEMENT THROUGH PRODUCTION:** Select a production capture type in Pallet Connect, to record production stages. `` **NOTE:** The production can be seen as a report in the Productivity Summary. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-23/d889b5de-2be2-44ca-9ccc-d6ace63df42f/user_cropped_screenshot_c4464e8414694941b10bd7daa3067afb_text_export.jpeg) `` 6\. For example in this production record, a 'Cut' was captured. It shows lumber "out" and boards "in". `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-29/8d000a2d-79dc-4ac3-aa0f-a7cde97f2c7f/screenshot_a9ebc8af0f5e4faab7811499c24013f5_text_export.jpeg) `` 7\. **NOTE:** For boards and components to automatically come out of stock when pallet inventory is built, a build list needs to be inputted. This is essentially a Bill of Materials. The build tab is available for New and Combo pallets. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-23/25b35393-f638-4f58-80ac-6bdc3adc4b08/user_cropped_screenshot_2aa0437a4055483a82601c48d37e5ea5_text_export.jpeg) `` 8\. In this build example, the components are shown as 'out' and the pallet as 'in'. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-29/310199fd-3b7e-49ec-aadf-62f4ec9aa330/screenshot_a986301a96a34afab3d9a7707dbd9390_text_export.jpeg) `` 9\. **NOTE:** For cores to come out of inventory during repair, set them up as "repaired from" in the Production tab of the recycled pallet. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-23/f4e6f220-1890-4ae4-b0b4-d450f118ad2a/user_cropped_screenshot_bb9136ec7d344b71829ca176a55ef456_text_export.jpeg) `` 10\. In this 'Capture Repair' record, the cores are coming 'out' of inventory and the recycled pallets are 'in' stock. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-29/37bcfb81-df19-424c-8429-a88589fbb022/screenshot_6adddb7e15db4e3ca87690360da91aa7_text_export.jpeg) `` 11\. **NOTE:** For recycled pallets to be used for teardown into recycled lumber, click the "Is Dismantling Pallet" field. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-06-26/fb75750b-1b39-4de2-8858-7578525cc99c/ascreenshot_7506f920f879470e9934406fef2aa167_text_export.jpeg) `` ### Customer Invoicing `` 12\. **PRODUCT OUT THROUGH CUSTOMER SALES:** The most common way for pallets to be automatically taken out of inventory is for the items to be sold to a Customer. A Customer Order is created when products are requested. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-23/91fff051-9800-4eb7-880e-87f134d198b2/user_cropped_screenshot_f6f5a3e533ce4246b426841093aaf5e5_text_export.jpeg) `` 13\. When "Invoice" is chosen on a Customer Order, the transaction is completed and the items will be taken out of current stock. `` **NOTE:** If Approvals are enabled, the transaction must be approved before inventory will update. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-06-26/379506a8-587d-4f87-8921-131e99849a32/ascreenshot_8cd7fa44685142ebb3cee8753584fc4b_text_export.jpeg) `` ### Stock Adjustment `` 14\. **STOCK COUNT:** As well as through transactions and production, stock can be manually edited through a Stock Count. Multiple items can be updated at once with this feature. See related article. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-23/9787e5a9-b98c-4899-a312-5d2bed166a8c/user_cropped_screenshot_cf6605b9beaf42bbbada96c4fef2cdc0_text_export.jpeg) `` 15\. **STOCK ADJUSTMENT PER ITEM:** Current stock count can also be changed manually through stock adjustment. This is carried out per stock item, in the item profile. See related article on Stock Adjustment. `` **NOTE:** Stock can also be transferred between facilities in a multi facility site. See related article. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-06-26/44e6527b-8151-4c59-9098-de86617a6e5e/ascreenshot_fd0572a168fb48febb657f1d547b17ad_text_export.jpeg) - [Getting started](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#main-content) - [How to Create Affiliates](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-affiliates) - [Initial Set Up](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#initial-set-up) - [How to Create Vendors](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-vendors) - [How to Set up Users](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-users) - [How to Set up employees](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-employees) - [How to create stock items](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-stock-items) - 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