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
Opening data loaded.About this task
Import transitions from spreadsheets.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
Prepare spreadsheet.
2
Step 2
Validate partners and types.
3
Step 3
Run import.
4
Step 4
Review results.
Expected result
Balances reflect import.Common mistakes
- Import before setup.