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 record direction that matches the physical flow and produce the intended balance impact.Direction in plain language
Balances reflect the direction of recorded movements between your workspace and each partner. A positive balance for an asset type means your partner holds more of that asset than you, or owes you units, depending on your workspace configuration. Verify balance direction against your operational agreements.
Steps
1
Describe the physical flow
Who held the assets before the event, and who holds them after?
2
Choose direction from your workspace perspective
Register the movement from your workspace unless your process explicitly records on behalf of another party.
3
Preview balance impact if shown
Confirm the preview matches your expectation before saving.
4
Save and verify balances
Check Balances by partner after saving.
Common mistakes
- Flipping inbound/outbound when copying spreadsheet habits
- Recording from the partner’s perspective inside your workspace
- Correcting direction with a second opposing movement instead of editing when correction is available