Pallet account management

[Norbert Bede]

Hi,

We are looking for experience with pallet account management.

The company, after confirm goods, identify the number and type of pallets - they were used for loading to the truck. These pallets are used to deliver goods to customers.

The Customer has the option to return the pallets (confirm with the signature on the scanner) or keep them at his premises. Later, the authorized buyer returns these pallets. if the buyer does not return it, the company will charge the pallets not returned at the agreed price.

Does anyone solve a similar problem?

Norbert

[Akshara Romesh]

Hi Nobert,

Hope you are doing well.

You can use the given below solution to map this scenario into the system.

also wants to notify you that it may required a bit customization as per the requirements.

Master Settings-

1. Create Customer (C1, C2, C3 ..)

2. Create Customer Warehouses (WC1, WC2, WC3 ..)

3. Create Main Warehouse as per Org Structure (MW1, MW2..)

4. Define Product Pallet (Stocked)

Transaction Settings-

1. Upload Opening Balance for Pallet in MW and WC.

2. According to customer requirement do Stock Transfer (Inventory Move) of Pallet from MW to WC (CUSTOMIZATION PROCESS BUTTON TO CREATE AR INVOICE).

3. Create the AR Invoice

           CONDITION 1-- CUSTOMER RETURNES PALLET

4. CUSTOMIZAION- CREATE PROCESS BUTTON TO CREATE STOCK TRANSFER ON AR INVOICE (FROM WC to MW)

          CONDITION 2--  CUSTOMER NOT RETURNS PALLET

5. Month End do stock adjustment (Physical Inventory Count) and create the AR Invoice to customer based on the physical Inventory of pallet in WC respectively.

Thanks

Akshara