Index

Getting Started link arrow_upward

• App Requirements
• Linking Additional Sign-in Options
• Setting Language and Region
• Signing Up and Signing In
• Using Multi-factor Authentication

Procedures - Operations link arrow_upward

• Confirming Transactions
• Deleting Matched Transactions
• Emailing Dockets
• Entering Stocktakes
• Entering Transactions
• Exporting Transactions
• Importing Transactions
• Importing into 2ic Pallets Desktop App
• Printing Dockets
• Processing Pending Transactions
• Scanning Dockets
• Sharing Dockets
• Submitting Transactions
• Tracing Transactions
• Updating Existing Transaction Rows via Importing
• Using Link Filters to Find Matching Transactions

Procedures - Reporting link arrow_upward

• Emailing Loan Metrics
• Recalculating Data
• Row Grouping
• Understanding Account Metrics
• Understanding Day Totals
• Understanding Loan Metrics
• Understanding Site Metrics
• Viewing Account Metrics
• Viewing Loan Metrics
• Viewing Site Metrics

Procedures - Reference Data link arrow_upward

• Adding Accounts
• Adding Products
• Adding Products from Product Catalogue
• Adding Service Centre Locations
• Adding Service Centre Locations from Service Centre Catalogue
• Adding Sites
• Adding Trading Accounts
• Adding Trading Partner Locations
• Adding Trading Partner Locations from Trading Partner Catalogue
• Configuring Relocation Profiles
• Configuring Supplier Profiles
• Configuring Tracing
• Configuring Trading Account Profiles
• Creating Custom Glossaries
• Creating Custom Import Templates
• Creating Organisations
• Creating Views
• Customising Navigation Panel
• Defining Trading Policies
• Identifying Duplicate Accounts
• Optimising Trading Accounts
• Syncing Products from Product Catalogue
• Syncing Service Centre Sites from Service Centre Catalogue
• Syncing Trading Partner Sites from Trading Partner Catalogue
• Updating Site Locations

Procedures - Permissions link arrow_upward

• Configuring Users
• Inviting New Users

More Help link arrow_upward

• Beyond the Basics
• Booking a Training Session
• Starting a Support Chat

Technical link arrow_upward

• Access for Developers
• API - Getting Started with Altair
• API - Getting Started with Postman
• API - Registering for Integration
• API Example - Creating API Transactions
• Infrastructure and Design
• Installing the Mobile App
• Release Notes
• Transaction Input and Error Glossaries
• Upgrading to 2ic Pallets Web App

Glossary link arrow_upward

• Configuring Generated Docket Numbers
• Keyboard Shortcuts