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Pallet Assets 

Pallet Assets allow you to track returnable pallets assigned to a consignment. Creating a Pallet Asset ensures the pallet is recorded, tracked, and returned (if required) once delivery is completed.   

This article outlines how to create a pallet asset and how to add it to a consignment. 

Creating a Pallet Asset 

  1. Go to Maintenance
    Navigate to Maintenance → Assets from the left-hand menu. 
  2. Select the Customer
    Use the Customer field to choose the customer the asset belongs to. 
  3. Create a New Asset
    Click the ( + ) icon to add a new asset. 


  4. Choose Asset Type
    Select Pallet Asset from the available asset categories.

  5. Enter Asset Details

    Field 

    Description 

    Code 

    Enter the pallet model number. 

    Name 

    Provide the pallet name/make. 

    Reference Number 

    Input the unique reference number located on the physical pallet. This uniquely identifies the asset. 

    Once complete, click OK to save. 

    Adding a Pallet Asset to a Consignment 

    1. Open Consignments
      Select Consignments → Create New. 

    2. Enter Consignment Details

      Fill in: 

      • Customer 
      • Cost Centre (Sender) 
      • Delivery Address 
      • Items and dimensions 
    3. Add the Pallet Asset

      Scroll to the Assets section. 
      • Click the ( + ) icon. 
      • Select the pallet using its Asset Code or Model Number. 
      • Choose the Movement Type: 
        1. Return – pallet must be collected and returned
        2. Dispose – pallet will not be returned 
      • Click OK Complete the Asset Assignment
        • Add any optional Reference Code 
        • Confirm Customer Name 
    4. Finalise the Consignment
      Tick the Acknowledgement box, then click Create.

      Select the carrier and confirm. 
      A success message will appear once the consignment is created.