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
A movement is recorded with the correct partner, asset type, quantity, and direction so balances stay accurate.Prerequisites
- Access to the Palletlog dashboard
- At least one asset type
- A partner in your network
- Quantity and direction for the physical event
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
Identify the event
Confirm who the partner is, which asset type moved, how many units, and whether the flow is inbound or outbound relative to your workspace.
2
Open movement registration
In the dashboard, open the flow used to register a new movement.
3
Enter movement details
Select the partner and asset type, enter quantity and direction, then add references or transport data if your process requires them.
4
Attach proof when needed
Upload supporting proof for high-risk handovers or when partners expect evidence. See Upload supporting proof.
5
Save and verify
Save the movement and confirm it appears in activity lists with the expected status.
Expected result
The movement is stored, contributes to partner balances, and can be used for confirmation or reconciliation.Common mistakes
- Recording the wrong direction — this inverts balance impact. See Understand movement direction.
- Selecting an asset type your partner does not recognize
- Omitting transport references that partners need for matching