When you use Palletforce as your pallet network, you would first need to do the below steps.
Add a customer
First, you would create Palletforce as a customer.
Navigate to Customers
Click on Create customer
Create a customer that is named "Palletforce"
Click on Create subcontractor to make Palletforce also a subcontractor
Add the order input configuration
Add a transport service
Navigate to Configuration > Order input
Click on Transport services
Add a new transport service named "Pallets"
name can be chosen - code is important.
code should remain the same
Save it.
Add service levels
Navigate to Configuration > Order input
Once a transport service is added, click on Service levels
Add below services levels with the following details:
Name | Code |
24 hours | A |
48 hours | B |
72 hours | C |
3-5 days | D |
Add time windows and extras
Navigate to Configuration > Order input
Click on Time window to create new time windows.
Click afterwards on Collect/delivery extra. In the below table, this is named C/d extra.
Complete these fields with the below details
Qargo type | Code | Name | Description | Comments |
Time window | AM | AM Delivery | Delivery before 12 PM | “Time window”: |
Time window | BW | Booked Window | Delivery any time between 09:00 and 17:00 with a | “Time window”:
09:00 - 17:00 |
Time window | TA | By 10:00 AM | Delivery before 10 AM |
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Time window | TB | Timed Booking | Delivery any time between 10:00 and 16:00 | “Time window”:
10:00 - 16:00 |
Time window | BI | Book In |
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Time window | AZ | Amazon Book In |
| Carton Count and Ref Number |
C/d extra | TL | Tail-Lift vehicle required for collection and delivery |
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C/d extra | CD | Cheque On Delivery |
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C/d extra | EB | Economy Delivery |
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C/d extra | PW | Paper POD Required |
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"add input field"
Orders | ASN/FBA/BOL Reference Number | Active | Create custom field |
Orders | Carton Count | Active | Create custom field |
Add surcharge
Once the time windows have been set up, you can add charges, for instance: a Saturday surcharge.
Navigate to Configuration > Order input
Click on General surcharges
Click on Add new general surcharge. Add the relevant details and the price calculation condition: last delivery requested weekday is Saturday
Add a packaging type
Navigate to Configuration > Order input
Click on Packaging types
Click on "New packaging type"
Create a packaging type for Pallet with code PalletforcePallets
Add predefined package sizes for
Full pallet
Half pallet
Quarter pallet
Pallet type Palletforce | Qargo code |
Full | F |
Half | H |
Quarter | Q |
Oversize | O |
Toggle "Generate barcodes"
Add additional fields
Now you can set up additional fields.
Navigate to Configuration
Click on Additional fields in the header
Now you can see at the left side, different categories of additional fields. Make sure the below additional fields are active/inactive.
Additional field category | Name additional field | Status | Additional action |
Orders | Requested price (order import) | Active |
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Palletforce Insurance Code | Insurance Code | Active |
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Consignments | Consignment reference | Active |
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Consignments | CMR reference | Inactive |
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Cargo | Pallet spaces | Active |
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Cargo | Loading meters | Inactive |
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For the custom fields, make sure the details match with the below screenshot:
Insurance Code:
As part of the integration configuration, there is an option to add an Insurance code for goods. The default is to add at the Integration level. However, there are also options to set the code at both the customer and order level. The values for these can be activated in ADDITIONAL FIELDS, for both Customer and Order.
Set Insurance at Configuration Level.
Activate field on CUSTOMER:
Navigate to configuration
Click 'Additional Fields' in the submenu.
On the side menu, select Customers.
Select 'Palletforce Insurance Code' in the list and click the pencil icon to edit.
Select Active and set toggle to on for 'always show' - will add a field with drop down menu (if toggled on):
Select Active and set toggle to off for 'always show' - will add an option to + Add Information to select.
Activate field on ORDER:
Navigate to configuration
Click 'Additional Fields' in the submenu.
On the side menu, select Orders.
Select 'Palletforce Insurance Code' in the list and click the pencil icon to edit.
Select the transport services to make this Active on.
Sending Logic in export:
Order level code, if present; or else
Customer level code, if present; or else
Integration level code.
Including the goods insurance code at the order level will ensure that any changes made to the order will retain the appropriate code.
Add a transport network
Additionally, add a transport network.
Navigate to Locations
Click on Transport networks in the header
Click on Add transport network and create a new Central network for Palletforce
Once created, choose in the dropdown menu Automatically assign resources, the option For all customers
Add their depot in the “Hubs and depots” section, mark it as “internal” and fill in the location, e.g.:
Click on Owned postal codes and
add the code of your depot in Default depot code.
add the postcode ranges/prefixed that your depot is responsible for.