Settings
Learn how to update company info, manage user permissions, adjust preferences, and configure system settings.
Features
- Accessing and Navigating through the Dashboard
- How To Set Up and Process Approvals in Pallet Connect
- Managing Scrap Settings for Vendor Pick Ups
- How to show Services on a Delivery or Pick Up Slip
- How to add a Custom Document e.g. Waste Transfer Note, to the Pallet Connect site.
- Utilizing the Default Trailer Sort List
- How to update Company Account Emails
- System Settings: Managing Document Content
- System Settings: How to Edit "On Order Days Forward" Settings
- System Settings: How to Configure Date Picker Options
- System Settings: Pending List Date Range Settings
- Settings: API Manager
- System Settings: Logistics section
- Creating a Bookmark
- How to change zoom setting on Pallet Connect
- How to Set Up and Use the Email Tracking feature
- Back orders Explained
- How to Change the Theme in Pallet Connect
- How to use the "New Feature Suggestion" Tracker
- Change Time Settings in Pallet Connect
- How to Access the global search in Pallet Connect
- Change date format in Pallet Connect
- How to find information on updates with Pallet Connect
- Manage Bookmarks
- Where to find notifications on Pallet Connect
- How to Create and Edit Shared/Group Bookmarks
- How to Enable and Configure the Automatic Email feature.
- Sending Access Grant to the Pallet Connect team
- Utilizing the Bookmark feature
- How to access or hide the Main Menu
- How to access support from Pallet Connect
- How to change the language on Pallet Connect
Printers
Billing
Multi-facility
Settings Questions
- How can I change the default tax percentage?
- Managing Payment Terms in Pallet Connect
- How to Change the number of days to Back Date a Transaction.
- How to Edit the Backdate Settings
- How to update Company Information in Pallet Connect
- How can I change the decimal places that show for pricing?
- Why can't I add another stock item when placing an order?