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Track your palletts using Ostendo and Freeway Mobility

Ostendo Freeway pallet tracking overview

(This document refers to the term ‘Chep Pallets’ however this should be interpreted as a generic phrase referring to a pooling container services item eg: rental or loan shipping container).

Ostendo now allows you to manage Chep Pallet stocks in conjunction with Container Tracking. By Linking an Item Code to a specific Container Type you are able to manage Chep Pallet inventory linked to all containers with this type. Ostendo will then manage your available In-House inventory of these as well as manage inventory of these pallets on-supplied to your customers. This enables you to determine your current Chep ‘In-House’ inventory in addition to determining how many pallets are at each customer’s site.

When Chep pallets are initially charged to you, they will be receipted into your In-House inventory. Later, when these pallets are allocated to Container IDs and those pallets are ‘Shipped’, Ostendo will maintain a special Chep inventory record by Customer. A normal inventory transaction will also be recorded against the Linked Item Code to deduct it from your InHouse inventory and add that quantity to a special Chep Inventory record held by customer.As these transactions are not charged to the end customer, there will be no invoicing or COS transactions generated, however an inventory adjustment batch will be created and posted to reflect the deduction of In-House inventory and increase of Customers Offsite Container Inventory. Any financial entries created as a result of the Linked Item Codes cost will be posted based upon the Inventory Adjustment Type used.

Chep Pallet Procedures:
Pallet Purchases:
This can be achieved by one of two methods, depending upon whether a suppliers invoice will follow: Both methods will update the In-House qty on hand.
1) Recording a Purchase Receipt for the Linked Item Code or
2) Recording a positive Inventory adjustment for the Linked Item Code after selecting the company style of Supplier and link this Adjustment to the Supplier.

Ostendo Pallet Software

Pre-Stocking Customers with your Chep pallets
There may be circumstances when you wish to simply supply a customer with some of your In-House Chep pallet inventory. This can be recorded by way of a negative Inventory adjustment for the Linked Item Code after selecting the company style of Customer and link this Adjustment to the Customer. This will deduct from your In-House inventory and add to that customer’s Chep Pallet inventory record.Recording Chep Pallet Returns:
This assumes all returned pallets are in good condition. (Refer to Customer Damaged Inventory if there are any damaged pallets.)
1) Record a positive Inventory adjustment for the Linked Item Code after selecting the company style of Customer and link this Adjustment to the Customer. This will deduct from your customer’s Chep pallet inventory record and increase your In-House inventory Recording Damaged Chep Pallets:
Essentially all Chep Pallet Write Off’s must be conducted from your In-House inventory.
In-House Damaged Inventory:
1) Create a negative Inventory Adjustment for the linked item code, with the company style of None. This will deduct from your In-House inventory
Customer Damaged Inventory:
In this case you will need to adjust the Customer Chep Pallet inventory (which will deduct from your customer’s Chep Pallet inventory and return that stock back to your In-House inventory). You would then write it off from there.
1) Create a negative Inventory Adjustment for the Linked Item Code, after selecting a company style of Customer and link this Adjustment to the Customer. This will deduct from your Customer’s Inventory and increase your In-House inventory Chep Pallet Procedures:
Pallet Purchases:
This can be achieved by one of two methods, depending upon whether a suppliers
invoice will follow: Both methods will update the In-House qty on hand.
1) Recording a Purchase Receipt for the Linked Item Code or
2) Recording a positive Inventory adjustment for the Linked Item Code after
selecting the company style of Supplier and link this Adjustment to the Supplier.
Pre-Stocking Customers with your Chep pallets
There may be circumstances when you wish to simply supply a customer with some of your In-House Chep pallet inventory. This can be recorded by way of a negative Inventory adjustment for the Linked Item Code after selecting the company style of Customer and link this Adjustment to the Customer. This will deduct from your In-House inventory and add to that customer’s Chep Pallet inventory record.
Recording Chep Pallet Returns:
This assumes all returned pallets are in good condition. (Refer to Customer Damaged
Inventory if there are any damaged pallets.)
1) Record a positive Inventory adjustment for the Linked Item Code after selecting the company style of Customer and link this Adjustment to the Customer. This will deduct from your customer’s Chep pallet inventory record and increase your In-House inventory
Recording Damaged Chep Pallets:
Essentially all Chep Pallet Write Off’s must be conducted from your In-House inventory.
In-House Damaged Inventory:
1) Create a negative Inventory Adjustment for the linked item code, with the company style of None. This will deduct from your In-House inventory
Customer Damaged Inventory:
In this case you will need to adjust the Customer Chep Pallet inventory (which will deduct from your customer’s Chep Pallet inventory and return that stock back to your In-House inventory). You would then write it off from there.
1) Create a negative Inventory Adjustment for the Linked Item Code, after selecting a company style of Customer and link this Adjustment to the Customer. This will deduct from your Customer’s Inventory and increase your In-House inventory
2) Create a negative Inventory Adjustment for the linked item code, with the company style of None. This will deduct from your In-House inventory
3) Finally, you may choose to charge your customer for these damaged pallets. Do so by raising an invoice using a Descriptor Code to reflect the damage charge.
Determining Off Site Customer Chep Inventory (Off Site Containers – New Screen):
(Inventory -> Off Site Containers)
• This screen displays Chep pallet inventory by Customer by Container Type.
o The list grid shows the Total Off Site Chep Pallets for all Customers linked
to the corresponding Item Code.
o The Detail screen shows individual customer totals by Container Type.

Determining In-House Chep Inventory:
• The Inventory Availability Screen can be used to determine your current In-House
inventory
• The Inventory Availability transactions screen also shows all movements of Chep
Pallets including purchases, issues / Return to/from Customers and write offs.
Initialisation of Chep Pallet Inventory:
This procedure allows you to record initial Chep Pallet In-House and Customer inventory
when first implementing Chep Pallet Inventory.
In-House Inventory:
• Process a positive Inventory Adjustment (include cost if required) for the linked item code after selecting a Company Style of Supplier and link this Adjustment to the Supplier
Customer Inventory
• Process a positive Inventory Adjustment (include cost if required) for the linked item code and select a Company Style of supplier and link this Adjustment to the Supplier. (This will add to your In-House inventory)
• Process a negative Inventory adjustment for the linked item code and select a Company Style of Customer and link this Adjustment to the Customer. This will deduct from your In-House inventory and add to that customer’s Chep Pallet inventory record2) Create a negative Inventory Adjustment for the linked item code, with the company style of None. This will deduct from your In-House inventory 3) Finally, you may choose to charge your customer for these damaged pallets. Do so by raising an invoice using a Descriptor Code to reflect the damage charge.

Determining Off Site Customer Chep Inventory (Off Site Containers – New Screen):

(Inventory -> Off Site Containers)
• This screen displays Chep pallet inventory by Customer by Container Type.
o The list grid shows the Total Off Site Chep Pallets for all Customers linked
to the corresponding Item Code.
o The Detail screen shows individual customer totals by Container Type.

Determining In-House Chep Inventory:
• The Inventory Availability Screen can be used to determine your current In-House 
inventory
• The Inventory Availability transactions screen also shows all movements of Chep Pallets including purchases, issues / Return to/from Customers and write offs.
Initialisation of Chep Pallet Inventory:
This procedure allows you to record initial Chep Pallet In-House and Customer inventory when first implementing Chep Pallet Inventory.
In-House Inventory:
• Process a positive Inventory Adjustment (include cost if required) for the linked
item code after selecting a Company Style of Supplier and link this Adjustment to the Supplier
Customer Inventory
• Process a positive Inventory Adjustment (include cost if required) for the linked item code and select a Company Style of supplier and link this Adjustment to the Supplier. (This will add to your In-House inventory)
• Process a negative Inventory adjustment for the linked item code and select a
Company Style of Customer and link this Adjustment to the Customer. This will deduct from your In-House inventory and add to that customer’s Chep Pallet inventory record.

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