These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Pallet Tracking System
- Who it's for
- Pallet pooling teams
Pallet pooling teams
Pallet pooling work depends on knowing which unit is held by whom and where it was last recorded. The handling-unit record carries a pallet code, custody owner, location, quantity, item and current status. A team can mark a unit In Transit, Staged, Loaded, Available, Held or Damaged as physical work progresses. A linked stock request gives context when the same event also requires a stock operation.
How Pallet Tracking System is set up for you
Custody check
At a pickup or return, the clerk reads the pallet code and current custody owner before updating the unit's record from the physical handoff.
Load context
Loads record carrier, dock door and seal details; sequenced stops record appointment time and location. Staff can compare those load details with the handling-unit record when a carrier arrives.
Reviewed stock work
Inventory Supervisor decides a request revision. An approved request can execute a posted movement and leave an operation receipt; the posted movement changes the lot balance.
Pallet pooling work depends on knowing which unit is held by whom and where it was last recorded. The handling-unit record carries a pallet code, custody owner, location, quantity, item and current status. A team can mark a unit In Transit, Staged, Loaded, Available, Held or Damaged as physical work progresses. A linked stock request gives context when the same event also requires a stock operation.
Choose a small set of pooled units with distinct codes and named custody owners. Set up the locations where they are received, staged and loaded. Add a load and a stop for a real appointment, then link a handling unit to the request that governs its stock action. The clerk should be able to identify the unit and its floor location before the supervisor approves the request.
Rehearse a returned unit whose physical status differs from the expected load stage. Staff update the handling-unit record when the handoff is observed, and they use the request and receipt trail to understand any inventory effect. Include a Damaged unit so the team agrees who checks it and how it remains visible for the next shift. This gives the pooling desk a practical register while the movement ledger records stock postings.
Features to start with
Roles on the team
- Inventory Clerk
- Prepare stock requests, maintain items, lots, locations and operational records, and run the stock actions on the Operations Desk.
- Inventory Supervisor
- Review and decide stock requests, reverse movements, correct or cancel scope, reconcile, and maintain stock policies.
- Auditor
- Read-only access to every record and the evidence trail (decisions, receipts, movements).
- App Administrator
- Maintain the organization and its team members.
Set up Pallet Tracking System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.