Customers
Learn how to add, manage, and support your customers in Pallet Connect, from profiles and orders to communication and history.
Orders / Sales
- How to Delete a Customer Order
- How To Add Comments To an Existing Transaction
- How to Add or Edit comments for an Order.
- How to view the activity log for a customer order
- How Admin Staff can create a Back Order
- What does the "Past Due" warning indicate in order history
- How to dispatch a Customer order (admin)
- How to restore a deleted Customer Order
- Change the facility of an existing Customer Order
- How to view a PDF version of Customer Order details, with pricing
- How to place a Customer Order on Hold
- How to mark an existing Customer Order as Urgent
- How to Search and View Current Customer Orders.
- How a Driver can create a Back Order
- How to View and Download Bill of Materials from the Customer tab
- How to record a Quality Check for an open Customer order
- How to Repeat a previous Customer Order
- How to Edit/Delete a Recurring Order
- How to revoke "Ready for Dispatch" status for Customer orders
- How to Download and View a Production Pack from the Customer tab
- How to Release a Customer order on hold
- How to produce a PDF version of Customer Order Details, without pricing
- Create an Urgent Customer Order
- Create a Bulk Order for a Customer
- How to mark a Customer Order as "Ready for Dispatch"
- How to Edit a Customer order
- How to send order details as an Open Link to a Customer
- How to manually send Order details via Email to a Customer
- How to create a New Customer Order
- How to Schedule a Trailer Pick-Up within a Customer Order using a one step process.
- Create a Recurring Order for a Customer
Customer Profile
- How to Assign a Customer to a Head Office location
- Overview of Locations tab for Customer profile.
- How to Reactivate a Customer account
- Overview of the General tab in Customer Profile
- How to take a Customer account off hold
- Overview of the Physical Address tab in the Customer Profile.
- How to apply Credit to a Customer profile
- How to use the Notes feature in the Customer profile
- How to Add a Payment Term to a Customer profile.
- Add a Comment in a Customer Profile.
- Applying tax and custom taxes to a Customer
- How to Link Affiliates to a Customer Profile
- How to Place a Customer Account On Hold
- How to create a new customer profile
- Overview of Available Facilities tab in Customer Profile
- How to Unlink a Customer from a Head Office location
- How can I get payment terms to show on the customer invoice?
- Adding a new contact in a Customer profile
- Add an additional location to a Customer profile (Create a head office location).
- How to Deactivate a Customer Account
- How to delete a note from a Contact profile.
- How to set up a repeating PO number used for a Customer's orders.
- How to Edit Contact Details in a Customer profile
- How to link a Stock Item to a Customer
- How to Set Upfront Payment Requirement for a Customer
- Overview of the Invoice details tab in the Customer Profile
- How to Unlink an Affiliate from a Customer Account
- Viewing Customer Transactions from contact profile.
- How to Remove Upfront Payment Requirement for a Customer
- How to Create and Edit an Order Template for a Customer.
Invoices / payment
- Viewing invoices
- How can I add taxes on invoice?
- How to revoke Paid status on a Customer order
- How to create a new Customer Invoice (without an order number)
- How to add a Credit Card processing fee at time of payment
- How to add a Credit Card sur charge to every order for a contact
- How to generate a Customer Credit Memo from an Invoice
- How to Generate a Pro Forma Invoice from a Customer Order
- How to create an Invoice from a Customer order
- How to mark a Customer Order as Paid
- How can I create 1 weekly customer invoice instead of sending multiples within a week?
- How to create a Credit Memo for a Customer without using an Invoice
Customer Portal
Customer Pages
- Customer Commission Report page overview
- Customer Monthly Statement page overview
- Customer Recurring/Blanket order summary page overview
- Transaction History for all Customers page overview
- Customer Invoices page overview
- Customer Load Summary page overview
- Manage Customers page overview
- Customer Payment page overview
- Customer Back Orders page overview
- Customer Order Planner page overview
- Customer Batch Order Approval page overview
- Customer Daily Summary page overview
- How to use the Customer Order History page
- Current Orders page overview
- Customer Summary by Item Report page overview