Interface labels, screenshots, and step-by-step UI guidance in this article are pending verification against the live Palletlog application. Conceptual guidance below uses approved Palletlog terminology. Detailed UI steps will be added when product sources are confirmed.
Outcome
You can balances by partner.About this task
Partner-level balances show how many units each partner holds or owes per asset type.Prerequisites
- Access to the Palletlog dashboard
- A workspace with the asset types and partners relevant to this task
If you do not have permission to complete an action in Palletlog, ask a workspace administrator to adjust your role or complete the task for you.
Steps
1
Step 1
Open balances or statements in the dashboard.
2
Step 2
Apply filters for partner, asset type, or date if available.
3
Step 3
Review totals against your operational records.
4
Step 4
Export or share results as needed.
Expected result
Balance views match your filters and are ready for reconciliation or export.Common mistakes
- Reconciling before correcting erroneous movements.
- Exporting sensitive production data without redaction policies.