Adding a Trading Partner

Adding a Trading Partner

Adding a Trading Partner

The PalletWatch database does have a large number of CHEP and Loscam account numbers but there are accounts which are not in PalletWatch.  If an account is not in PalletWatch then you can add it if you have the CHEP or Loscam account number.  If you do not have the CHEP or Loscam account number then you will need to obtain it from your trading partner.

It is possible that the account number is in PalletWatch but not linked to your account number.  The following explains how you can add a CHEP or Loscam account number to your PalletWatch.

Trading partners can be added in two ways.

Adding a trading partner in Create Docket

If you are entering or creating a docket and the trading partner does not appear in the Sender Account or Receiver Account field then you can add the trading partner to list by doing the following:
  1.  Click on the + button at the right of the Sender Account or Receiver Account field.
  2. The "Add Trading Partner" form will appear.
  3. If the Trading Partner has an account number then enter it in the Account No. field and leave the Name field blank.
  4. If the Trading Partner does not have an account number then enter the Trading partner name in the Name field and leave the Account no. field blank.
  5. Click Search.
  6. If the Trading Partner exists in the PalletWatch database then it will appear.  You can click on the Trading Partner and then click Save.
  7. If the Trading Partner does not exist in the PalletWatch database then click on "Create New Trading Partner" and complete as much information as you can.
  8. You should click on the Edit Site Details button and enter as much information as you can including address and contact details.
  9. Click Save.

Adding a trading partner in Trading Partners

​This option is only available if you have permissions to access Trading Partners.

You can enter a trading partner by going to Data\Trading Partner on the main menu.
  1. Click on the "Add new Trading Partner" button.
  2. The "Add Trading Partner" form will appear.
  3. If the Trading Partner has an account number then enter it in the Account No. field and leave the Name field blank.
  4. If the Trading Partner does not have an account number then enter the Trading partner name in the Name field and leave the Account no. field blank.
  5. Click Search.
  6. If the Trading Partner exists in the PalletWatch database then it will appear.  You can click on the Trading Partner and then click Save.
  7. If the Trading Partner does not exist in the PalletWatch database then click on "Create New Trading Partner" and complete as much information as you can.
  8. You should click on the Edit Site Details button and enter as much information as you can including address and contact details.
  9. Click Save.


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