---
title: Getting started | Pallet Connect
description: "Start here to set your team up for success.\nLearn the basics of using Pallet Connect, from logging in and navigating the platform to configuring"
---

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1. [Pallet Connect](https://support.palletconnect.com/knowledge-base)
2. [Getting started](https://support.palletconnect.com/knowledge-base/getting-started)

# Getting started

 Start here to set your team up for success. Learn the basics of using Pallet Connect, from logging in and navigating the platform to configuring

## How to Create Affiliates

- [Assign stock items to an Affiliate](https://support.palletconnect.com/knowledge-base/assign-stock-items-to-an-affiliate)
- [Setting up an Affiliate account](https://support.palletconnect.com/knowledge-base/setting-up-an-affiliate-account)
- [Add a new affiliate](https://support.palletconnect.com/knowledge-base/add-a-new-affiliate)

## Initial Set Up

- [How To Manage Account Billing In Pallet Connect](https://support.palletconnect.com/knowledge-base/how-to-manage-account-billing-in-pallet-connect)
- [Glossary](https://support.palletconnect.com/knowledge-base/glossary)
- [Logging out of Pallet Connect](https://support.palletconnect.com/knowledge-base/logging-out-of-pallet-connect)
- [Logging in for the First Time to the Pallet Connect Training Platform](https://support.palletconnect.com/knowledge-base/logging-in-for-the-first-time-to-the-pallet-connect-training-platform)
- [How to setup Billing Information](https://support.palletconnect.com/knowledge-base/how-to-setup-billing-information)
- [Understanding the Pallet Connect settings screen](https://support.palletconnect.com/knowledge-base/understanding-the-pallet-connect-settings-screen)
- [Understanding your Pallet Connect Invoice](https://support.palletconnect.com/knowledge-base/understanding-your-pallet-connect-invoice)
- [Tablets Compatible with Pallet Connect](https://support.palletconnect.com/knowledge-base/tablets-compatible-with-pallet-connect)
- [How to Set up Company Information](https://support.palletconnect.com/knowledge-base/how-to-set-up-company-information)
- [Choosing the optimal Pallet Connect package.](https://support.palletconnect.com/knowledge-base/choosing-the-optimal-pallet-connect-package)
- [Logging in for the first time to Pallet Connect](https://support.palletconnect.com/knowledge-base/logging-in-for-the-first-time-to-pallet-connect)
- [How to Add an External Contact profile to be included in different Account types (e.g. When Customer is also a Vendor)](https://support.palletconnect.com/knowledge-base/how-to-add-an-external-contact-under-multiple-account-profiles)

See less ▼

## How to Create Vendors

- [Setup The Associated stock items and Pricing](https://support.palletconnect.com/knowledge-base/setup-the-associated-stock-items-and-pricing)
- [How to add a new vendor](https://support.palletconnect.com/knowledge-base/how-to-add-a-new-vendor)

## How to Set up Users

- [Two Factor Authentication in Pallet Connect](https://support.palletconnect.com/knowledge-base/two-factor-authentication-in-pallet-connect)
- [Set up Vendor to use the Vendor Portal](https://support.palletconnect.com/knowledge-base/set-up-vendor-to-use-the-vendor-portal)
- [How to link a device to Pallet Connect App from the user profile.](https://support.palletconnect.com/knowledge-base/how-to-link-a-device-to-pallet-connect-from-the-user-profile)
- [How to set up users](https://support.palletconnect.com/knowledge-base/how-to-set-up-users)
- [How to link a device to Pallet Connect App from the tool bar](https://support.palletconnect.com/knowledge-base/how-to-link-a-device-to-pallet-connect-from-the-tool-bar)

## How to Set up employees

- [Adding and setting up a new employee](https://support.palletconnect.com/knowledge-base/adding-and-setting-up-a-new-employee)
- [How to add a driver as a user](https://support.palletconnect.com/knowledge-base/how-to-add-a-driver-as-a-user)

## How to create stock items

- [How to Create a New Service Item](https://support.palletconnect.com/knowledge-base/how-to-create-a-new-service-item)
- [Assign a category to a stock item](https://support.palletconnect.com/knowledge-base/assign-a-category-to-a-stock-item)
- [Stock Categories: Add New or Edit Existing Categories](https://support.palletconnect.com/knowledge-base/stock-categories-add-new-or-edit-existing-categories)
- [How to create a stock item: New Pallet](https://support.palletconnect.com/knowledge-base/how-to-create-a-stock-item-new-pallet)

## How to Create Suppliers

- [Add a new supplier](https://support.palletconnect.com/knowledge-base/add-a-new-supplier)
- [Assign stock items to suppliers](https://support.palletconnect.com/knowledge-base/assign-stock-items-to-suppliers)

## Importing data

- [Importing Customer Information](https://support.palletconnect.com/knowledge-base/importing-customer-information)
- [Bulk import into Pallet Connect](https://support.palletconnect.com/knowledge-base/bulk-import-into-pallet-connect)

## Workstations

- [Getting started:How to add a workstation](https://support.palletconnect.com/knowledge-base/how-to-add-a-workstation)

## How to Set up Customers

- [The Customer Portal](https://support.palletconnect.com/knowledge-base/the-customer-portal)
- [Enabling the customer portal](https://support.palletconnect.com/knowledge-base/enabling-the-customer-portal)

- [Getting started](https://support.palletconnect.com/knowledge-base/getting-started#main-content)

    - [How to Create Affiliates](https://support.palletconnect.com/knowledge-base/getting-started#how-to-create-affiliates)
    - [Initial Set Up](https://support.palletconnect.com/knowledge-base/getting-started#initial-set-up)
    - [How to Create Vendors](https://support.palletconnect.com/knowledge-base/getting-started#how-to-create-vendors)
    - [How to Set up Users](https://support.palletconnect.com/knowledge-base/getting-started#how-to-set-up-users)
    - [How to Set up employees](https://support.palletconnect.com/knowledge-base/getting-started#how-to-set-up-employees)
    - [How to create stock items](https://support.palletconnect.com/knowledge-base/getting-started#how-to-create-stock-items)
    - [How to Create Suppliers](https://support.palletconnect.com/knowledge-base/getting-started#how-to-create-suppliers)
    - [Importing data](https://support.palletconnect.com/knowledge-base/getting-started#importing-data)
    - [Workstations](https://support.palletconnect.com/knowledge-base/getting-started#workstations)
    - [How to Set up Customers](https://support.palletconnect.com/knowledge-base/getting-started#how-to-set-up-customers)
- [Export and Import Data](https://support.palletconnect.com/knowledge-base/export-and-import-data#main-content)

    - [Data Questions](https://support.palletconnect.com/knowledge-base/export-and-import-data#data-questions)
    - [Export Data](https://support.palletconnect.com/knowledge-base/export-and-import-data#export-data)
    - [Import Data](https://support.palletconnect.com/knowledge-base/export-and-import-data#import-data)
- [Reports](https://support.palletconnect.com/knowledge-base/reports#main-content)

    - [Stock](https://support.palletconnect.com/knowledge-base/reports#stock)
    - [Transactions](https://support.palletconnect.com/knowledge-base/reports#transactions)
    - [Logistics](https://support.palletconnect.com/knowledge-base/reports#logistics)
- [Settings](https://support.palletconnect.com/knowledge-base/settings#main-content)

    - [Features](https://support.palletconnect.com/knowledge-base/settings#features)
    - [Printers](https://support.palletconnect.com/knowledge-base/settings#printers)
    - [Billing](https://support.palletconnect.com/knowledge-base/settings#billing)
    - [Multi-facility](https://support.palletconnect.com/knowledge-base/settings#multi-facility)
    - [Settings Questions](https://support.palletconnect.com/knowledge-base/settings#settings-questions)
    - [Privacy](https://support.palletconnect.com/knowledge-base/settings#privacy)
- [Logistics](https://support.palletconnect.com/knowledge-base/logistics#main-content)

    - [Transport Company Profile](https://support.palletconnect.com/knowledge-base/logistics#transport-company-profile)
    - [Logistics Planners](https://support.palletconnect.com/knowledge-base/logistics#logistics-planners)
    - [Logistics Processes](https://support.palletconnect.com/knowledge-base/logistics#logistics-processes)
- [Vendors and Suppliers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#main-content)

    - [Vendor Profile](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#vendor-profile)
    - [Vendor Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#vendor-transactions)
    - [Supplier Pages](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#supplier-pages)
    - [Supplier Profile](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#supplier-profile)
    - [Supplier Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#supplier-transactions)
    - [Vendor Questions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#vendor-questions)
    - [Unprocessed Trailers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#unprocessed-trailers)
    - [Vendor Pages](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#vendor-pages)
    - [Vendor Portal](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#vendor-portal)
- [Productivity](https://support.palletconnect.com/knowledge-base/productivity#main-content)

    - [Production](https://support.palletconnect.com/knowledge-base/productivity#production)
    - [Planners and Resources](https://support.palletconnect.com/knowledge-base/productivity#planners-and-resources)
    - [Production Questions](https://support.palletconnect.com/knowledge-base/productivity#production-questions)
- [Customers](https://support.palletconnect.com/knowledge-base/customers#main-content)

    - [Orders / Sales](https://support.palletconnect.com/knowledge-base/customers#orders-sales)
    - [Customer Profile](https://support.palletconnect.com/knowledge-base/customers#customer-profile)
    - [Invoices / payment](https://support.palletconnect.com/knowledge-base/customers#invoices-payment)
    - [Customer Portal](https://support.palletconnect.com/knowledge-base/customers#customer-portal)
    - [Customer Pages](https://support.palletconnect.com/knowledge-base/customers#customer-pages)
    - [Quotes](https://support.palletconnect.com/knowledge-base/customers#quotes)
    - [Customer Questions](https://support.palletconnect.com/knowledge-base/customers#customer-questions)
- [Brokerage](https://support.palletconnect.com/knowledge-base/brokerage#main-content)

    - [Affiliate Profile](https://support.palletconnect.com/knowledge-base/brokerage#affiliate-profile)
    - [Affiliate Transactions](https://support.palletconnect.com/knowledge-base/brokerage#affiliate-transactions)
    - [Affiliate Portal](https://support.palletconnect.com/knowledge-base/brokerage#affiliate-portal)
    - [Brokerage Profile](https://support.palletconnect.com/knowledge-base/brokerage#brokerage-profile)
    - [Broker Transactions](https://support.palletconnect.com/knowledge-base/brokerage#broker-transactions)
    - [Affiliate Questions](https://support.palletconnect.com/knowledge-base/brokerage#affiliate-questions)
    - [Brokerage pages](https://support.palletconnect.com/knowledge-base/brokerage#brokerage-pages)
- [Employees](https://support.palletconnect.com/knowledge-base/employees#main-content)

    - [Employees](https://support.palletconnect.com/knowledge-base/employees#employees)
    - [Employee Profile](https://support.palletconnect.com/knowledge-base/employees#employee-profile)
- [Stock and Services](https://support.palletconnect.com/knowledge-base/stock-and-services#main-content)

    - [Manage Stock Items](https://support.palletconnect.com/knowledge-base/stock-and-services#manage-stock-items)
    - [Stock Questions](https://support.palletconnect.com/knowledge-base/stock-and-services#stock-questions)
    - [Stock Item Profile](https://support.palletconnect.com/knowledge-base/stock-and-services#stock-item-profile)
    - [Stock/Services Reports](https://support.palletconnect.com/knowledge-base/stock-and-services#stock-services-reports)
    - [Assets](https://support.palletconnect.com/knowledge-base/stock-and-services#assets)
- [What's New](https://support.palletconnect.com/knowledge-base/whats-new#main-content)

    - [New Features](https://support.palletconnect.com/knowledge-base/whats-new#new-features)
- [Users](https://support.palletconnect.com/knowledge-base/users#main-content)

    - [Adding users](https://support.palletconnect.com/knowledge-base/users#adding-users)
    - [Features](https://support.palletconnect.com/knowledge-base/users#features)

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