Managing your inventory goes beyond tracking stock, it also means keeping the right connections in place. This guide shows you how to quickly find specific pallet types in your dashboard and manage their linked contacts. You’ll learn where to view these associations, how to access them and how to keep your records accurate and up to date.
1. User should go to Stock, then click “Manage New Pallets” or select any stock category available on the site that they want to manage.
2. User can look for the stock from the list or use the search field.
Tip: If user want to go straight to a stock profile, they can use the Global Search tool.
3. Click the the item from the list to open the profile.
4. If the item is linked to any contacts, user will see a “Linked Contacts” tab. Click it to view a table of all associated contacts.
5. Use the map icon at the top to see their locations.
6. From here, users can review and update these connections to keep their logistics records accurate and up to date.
7. Users can zoom in and out using the mouse scroll or the on-screen controls. For a wider view, they can click the full-screen button located in the top-right corner.
8. To close the window, click X.
