---
title: How to capture a Complete pallet supply transaction/Completed Rebate (Warehouse)
description: Pallet Connect
---

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# How to capture a Complete pallet supply transaction/Completed Rebate (Warehouse)

1\. The Capture Complete Rebate feature is mostly used for unscheduled drop offs or pick ups. Once the Vendor drop off/pick up has occurred, a rebate needs to be issued. A rebate is payment to a vendor for used items (recycled pallets or cores).

This feature allows the user to capture the full transaction in one process and create the rebate.

For scheduled pick ups/drop off, see related article on creating a vendor request.

This article explains how Warehouse staff can complete the rebate. This transaction can work well using a phone or tablet in the warehouse, where the unscheduled transaction will occur. Admin staff can also create a Completed Rebate.

 

2\. From the dashboard, click "Capture Completed Pallet Supply"

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-24-4758-PM.png)

 

3\. Click on the selected Vendor.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-28-6186-PM.png)

 

4\. Recent History is shown here. This is useful to avoid duplicate transactions. The date range can be changed.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-33-5863-PM.png)

 

5\. Click here.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-38-4543-PM.png)

 

6\. Transaction information can be added here, as applicable.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-43-4912-PM.png)

 

7\. Click "To Deliver" or "Will Collect"

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-48-5383-PM.png)

 

8\. **OPTIONAL STEP:** There is an option to record when ZERO pallets were retrieved. during a pick up. Click on "No Surplus Pallets" and use the drop down menu to select a reason: 1)Service refused, 2)No pallets, 3)Receiving too busy, 4)Other.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-55-4187-PM.png)

 

9\. Click this dropdown to record the employee who carried out the count.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-33-00-3792-PM.png)

 

10\. Click this number field to add the count for each item received.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-33-04-5607-PM.png)

 

11\. Click the "Type To Search" field to add items that are not showing on the list.

**TIP!** This feature can be disabled under Settings. In System Settings, the setting "Apply Strict Linked Item Rules" can be toggled on/off.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-33-09-9320-PM.png)

 

12\. Click "Add New Comment" to attach a comment to the transaction.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-33-14-5221-PM.png)

 

13\. Click this dropdown to select the Comment Type.

**TIP!** The Comment Type must be set up in the Settings tab, from the main menu.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-33-18-9029-PM.png)

 

14\. Click this field to add the actual comment.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-33-24-1606-PM.png)

 

15\. Click this dropdown to add a Preset Comment.

**TIP!** A Preset Comment must be created in the Settings Tab of the main menu.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-33-29-4592-PM.png)

 

16\. Click "Capture Shipping Manager Signature"

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-33-34-1341-PM.png)

 

17\. Click "Confirm Signature"

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-33-40-9410-PM.png)

 

18\. Click "Capture Vendor Signature"

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-33-45-1532-PM.png)

 

19\. Click "Confirm Signature"

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-33-50-9127-PM.png)

 

20\. Click "Save Transaction" to complete.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-33-54-6642-PM.png)

 

21\. A review of the Completed Rebate is generated.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-33-59-7215-PM.png)

 

22\. Click "Confirm" or "Confirm And Review"

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-34-06-0183-PM.png)

 

23\. The transaction is now a Request, pending approval from management or admin staff. Once approved the Request will become a Rebate.

**TIP!** Approvals is an optional setting.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-34-10-7154-PM.png)

 

24\. Click "Close"

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-34-15-0259-PM.png)

 

25\. The Completed Vendor Request/Rebate will appear for admin staff on the Current Request screen.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-34-20-0269-PM.png)

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