Vendors and Suppliers
Learn how to add, edit, and track vendors and suppliers in Pallet Connect to streamline purchasing, receiving, and reporting.
Vendor Profile
- Add an additional Location to a Vendor profile (Create a head office).
- How to Edit Contact Details in a Vendor profile.
- How to link a Stock Item to a Vendor
- How to Reactivate a Vendor account
- Managing pricing and details shown on a Vendor Rebate.
- Overview of the General tab in Vendor Profile
- How to Create and Edit an Order Template for a Vendor.
- Set Up Vendor fees relating to Trailers and Transport.
- How to Assign a Vendor to a Head Office location
- How to Unlink a Vendor from a Head Office location
- How to create a new Vendor profile.
- How to Add Comments to a Vendor Account
- How to Deactivate a Vendor Account
- How to Place a Vendor Account on Hold
- Viewing Transactions from a Contact Profile. (Vendor)
- How to take a Vendor account off hold
- Overview of Locations tab for Vendor Profile
- Adding a New Contact in a Vendor profile
Vendor Transactions
- How to capture a pick up where no/zero pallets were retrieved from a Vendor
- How to Capture a Completed Vendor Rebate (Admin staff)
- How to capture a Complete pallet supply transaction/Completed Rebate (Warehouse)
- Create a Pickup or Drop off Request for a Vendor
- Create Recurring Pickup or Drop off for a Vendor.
- How to Record a Vendor Trailer Switch
- Understanding the Concept of Trailer Switching
- How to search and view Current Vendor Requests
- How to Process a Vendor Request using a trailer rebate fee.
- How to Create new pickup or drop-off request using the Order Template.
- How to Record a Vendor Trailer Pick Up
Supplier Pages
- Exporting Material Purchases page overview
- Pending Purchase Orders page overview.
- Capture Supplier Payments page overview
- Supplier Summary By Item page overview
- Purchase Back Orders page overview
- Transaction History By Supplier page overview
- Purchase History page overview
- Supplier History By Supplier page overview.
- Recurring/Blanket Supplier Purchase Orders page overview
Supplier Profile
- Viewing Transactions from a Contact Profile. (Supplier)
- Add an additional Location to a Contact profile (Create a head office). (Supplier)
- How to link a Stock Item to a Contact (Supplier)
- How to create a new Contact profile (Supplier).
- How to Assign a Contact to a Head Office location (Supplier)
- How to Reactivate a Contact account (Supplier)
- Overview of Locations tab for Contact profile. (Supplier)
- How to Deactivate a Contact Account (Supplier)
- How to Add Comments to a Contact Account (Supplier)
- How to Unlink a Contact from a Head Office location (Supplier)
- Adding a New Contact Person in a Contact profile (Supplier)
- How to use the Future Pricing tab in Supplier profile
- Overview of the General tab in Contact Profile (Supplier)
Supplier Transactions
- Create a New Purchase Order for non-lumber items (hardware etc)
- Create a new Purchase Order
- How to complete a Supplier drop off Purchase order.
- How to complete a Supplier Purchase Order pick up (Admin)
- How a Driver completes a Supplier Pick Up.
- Create a new Completed Purchase Order
- How to Create a New Linked Purchase Order
Vendor Questions
Unprocessed Trailers
- Unprocessed Trailers: How a driver can capture a trailer switch/trailer pick up
- Unprocessed Trailers: How a driver can capture an UNSCHEDULED pick up or trailer switch
- Unprocessed Trailers: How to receive recycled pallets from a trailer
- Guide for internal staff to move a Pending Pick-Up to the Unprocessed Trailers list
Vendor Pages
- Vendor Trailer Offload Report page overview
- Vendor Daily Summary page overview
- Transaction History for all Vendors page overview
- Vendor Commission Report page overview
- Current Requests page overview.
- The Vendor Pickup/Drop-off Planner page overview
- Overview of Vendor Pickup/Switch History Page.
- Vendor Monthly Statement page overview
- Vendor Summary by Item page overview
- Vendor Payments Report page overview
- Vendor Recurring transaction summary page.
- Vendor Rebates report page overview.
- Vendor Batch Approval page overview