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Managing Pallet Accounts

Updated

This guide explains how pallet accounts work in Logistiqo, how to view balances, enter opening balances, and correct pallet transactions if required.

Pallet accounts are used to keep track of exchanged load carriers, such as Euro pallets, between your company, customers, carriers, and subcontractors. When pallet exchange transactions are entered, Logistiqo updates the corresponding pallet accounts automatically.

 

Opening Pallet Accounts

  1. Go to More > Pallet Account.
  2. The table at the top shows the existing pallet accounts.
  3. Select the company whose pallet account you want to view.

The selected pallet account shows the current balance by unit type, for example Euro pallets. Below the balance overview, you can see the related pallet transactions for the selected company.

You can use the date filter to limit the displayed transactions to a specific time period.

Understanding the Pallet Balance

The pallet balance is calculated from the pallet transactions stored in Logistiqo. Depending on the transaction, pallets can be shown as delivered, obtained, damaged, or as a resulting balance.

Pallet accounts are updated automatically when pallet exchange transactions are entered from a shipment or directly under More > Pallets Exchange. If no pallet account exists yet for a customer or carrier, Logistiqo can create it automatically.

Entering an Opening Balance

If you already have existing pallet balances before starting to use Logistiqo, you can enter an opening balance for the relevant customer or carrier.

  1. Go to More > Pallet Account.
  2. Select the customer or carrier for whom you want to enter an opening balance.
  3. Click New and select the option for an opening balance.
  4. Enter the relevant information, such as the load carrier type, quantity, description, and date.
  5. Click Save.

The date is especially important if the opening balance is entered later, because it determines where the opening balance appears in the account history.

Correcting Pallet Transactions

If a pallet transaction was entered incorrectly, it can be corrected from the pallet account as long as it has not already been invoiced.

  1. Go to More > Pallet Account.
  2. Select the pallet account you want to correct.
  3. In the transaction list, click the edit icon next to the transaction.
  4. Correct the transaction data.
  5. Close the edit view and click Save in the toolbar.

If the edit icon is disabled, the transaction can no longer be changed directly. This is usually the case if an invoice has already been created for the transaction.

Sending or Printing Pallet Account Information

The pallet account can be printed or sent by email using the buttons in the toolbar.

This is useful if you want to send a balance overview or transaction list to a customer, carrier, or subcontractor for clarification.

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