--- title: How to Record a Vendor Trailer Switch description: Pallet Connect --- [Skip to content](https://support.palletconnect.com/knowledge-base/how-to-record-a-vendor-trailer-switch#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. [Vendors and Suppliers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en) 3. [Vendor Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-transactions) # How to Record a Vendor Trailer Switch 1\. In Pallet Connect, a "trailer switch" refers to the process of exchanging trailers at a vendor's location. This entails leaving an empty trailer to be loaded, and subsequently returning to pick it up on a later date while simultaneously dropping off another trailer. See related article for a trailer pick up request.   2\. Navigate to the main menu. Click "Vendors" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-39-55-1457-PM.png)   3\. Click "Trailer Pickup/Switch" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-40-00-7982-PM.png)   4\. Click on the selected Vendor, from the drop down list. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-40-07-0177-PM.png)   5\. Recent History, shows all transactions related to the selected Vendor. The date range for the Recent History can be edited. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-40-11-0087-PM.png)   6\. Click "Next" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-40-17-0406-PM.png)   7\. Add transaction details including the drop off and pick up trailer numbers. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-40-20-7215-PM.png)   8\. Click "We will collect", for collection/pick up. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-40-27-6281-PM.png)   9\. Click "To Deliver", for Vendor to drop off. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-40-31-6205-PM.png)   10\. When "collection" is selected, the address details will appear for review. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-40-36-5785-PM.png)   11\. Transport fees can be added here. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-40-41-4777-PM.png)   12\. Click "Add New Comment" to attach comments to the Vendor transaction. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-40-46-7843-PM.png)   13\. Click this dropdown to select the Comment Type. **TIP!** Comment Types need to be set up in the Settings Tab in the main menu, prior to adding comments. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-40-51-9833-PM.png)   14\. Click this field to add the actual comment. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-40-57-0189-PM.png)   15\. Click "Capture Shipping Manager Signature" for internal staff signature. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-41-00-8825-PM.png)   16\. Enter signature and Click "Confirm Signature". ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-41-06-8291-PM.png)   17\. Click "Save Transaction" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-41-11-7593-PM.png)   18\. A Trailer Switch review will appear in a pop up screen. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-41-17-3797-PM.png)   19\. Click "Confirm" or "Confirm and Review" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-41-23-8779-PM.png)   20\. An Unprocessed Trailer is created. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-41-26-7812-PM.png)   21\. Click "Close" when completed. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-41-32-1729-PM.png)   22\. The transaction will now appear on the "Unprocessed Trailers" and "Pickup/Switch History" pages. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-41-37-0328-PM.png) - [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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[Vendor Questions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-questions) - [Unprocessed Trailers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#unprocessed-trailers) - [Vendor Pages](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-pages) - [Vendor Portal](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-portal) - [Productivity](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#main-content) - [Production](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#production) - [Planners and Resources](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#planners-and-resources) - [Production Questions](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#production-questions) - [Customers](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#main-content) - 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