Restricting equipment to a trading partner
Restricting equipment to a trading partner
You cannot prevent a trading partner from transferring different equipment types on to your account but you can restrict your users from raising a docket with specific equipment, e.g. a trading partner may not accept plastic pallets, etc.
To restrict equipment please do the following:
- Go to Data\Trading Partners.
- Edit the Trading Partner.
- Click on the Equipment tab at the bottom left of screen.
- Click Disable if you do not want users to raise dockets with this equipment to a trading partner.
- If you want to allow equipment for a trading partner click Enable.
Related Articles
Sites - Restrict Trading Partners
Sites - Restrict Trading Partners You may want to restrict the trading partners available for a site. This can be done as follows: Go to Data/Sites. Select a Site and click Edit. Select the Trading Partners tab. Initially all trading partners show as ...
Restrict Equipment to Sites
Restrict Equipment to Sites You can restrict equipment to sites by doing the following: Go to Data/Sites. Click on the Equipment tab. Click on the Activate button against the required equipment. The list of equipment defaults to all equipment but ...
Trading Partner Terms
Trading Partner Terms You can setup and view trading terms for your account by going to Trading Partner Terms under Data in the main menu. To Set a Trading Partner Term You can set a trading partner term as follows: Go to Data\Trading Partner Terms. ...
Email Create to Trading Partner
Email Create to Trading Partner When creating a transfer off or non hire move off docket PalletWatch can automatically email details of the docket to your trading partner, This is not a PDF file of the docket but rather a list showing details of the ...
Removing a trading partner
Removing a trading partner You can make a trading partner inactive by doing the following: Go to Data\Trading Partners. Edit the Trading Partner. Untick the Active checkbox.