ℹ️ Why use this feature ?
Keep a clear view of your balances : instantly identify which sites or partners owe you handling units, and to whom you owe them.
Avoid disputes : Have a reliable history based on actually executed transports to facilitate your exchanges with your partners.
Save time : View all your handling unit balances at a glance instead of having to calculate them manually transport by transport.
To access the report, go to "Reports > Support exchanges."
📊 Understanding the displayed information
The report displays the following data:
Balance → Delivered units – Returned units
Negative Balance → You owe units to the site/partner
Positive Balance → The site/partner owes you units
Logistic point
Partner
Type of unit → Type of item exchanged (e.g., pallets, boxes, containers)
You can filter the report by date, logistic point, partner company, city, shipper, transport status, type of unit exchange.
🧮 How is the balance calculated?
The balance is calculated only from the transports with the status "completed", using the quantities actually delivered and picked up.
Formula:
Balance = Delivered holders – Picked up holders
💡 Planned or in-progress transports are not included in the balance.
They appear in the last table of the report with their expected values, as an indication.
🔁 Modify a balance
Balances cannot be directly modified in the report.
If the transport is "Completed": you can still modify the holders swap note directly on the transport. Modifications will be reflected in the report after the next nightly update.
If the transport is "verified, invoiced, or paid": the holders swap note of the transport can no longer be modified, unless you change the transport status back to "unverified".
Data Update
The report is updated every night, along with the other dashboards and reports.
Are you interested in this support exchange report?