1. The Vendor Recurring transaction summary page shows a convenient list of all the current Recurring Vendor Transactions.
In Pallet Connect, Recurring pick up/ drop offs can be set up once but will repeat, dependent on the specifications of the Vendor. For example, a transaction can be set up to recur every week on the same day, for three months.
2. Navigate to the main menu. Click "Vendors"
3. Click "Recurring Pickups"
4. The list can be filtered using the toggle buttons at the top of the list.
The list can show information such as the frequency of the pick up/drop off and how many orders have been fulfilled.
5. Click the "Search (Enter To Apply)" field to search for an order by reference number or by Vendor name.
6. Click the list icon to customize the columns. Click the items on the drop down menu that are to appear on the list.
7. Click here to download and print the report. The user can choose between CSV and MS-Excel format.
8. Click on the recurring pick up/ drop off, to view more details on the transaction.
9. The slide in window will provide basic information on the recurring transaction.
Click "Review" to view the full details of the transaction.
10. The pop up screen will show the transaction details.
11. Click "Close" to return to the summary page.
