Pallet balances

The Balances tab of Pallets answers two questions: who owes pallets to whom, and which truck carries too many or too few empty pallets. Quanty never stores a balance as a number someone typed. It works every balance out from the entries each time, so a balance always matches the calendar, and Balance history shows exactly which entries it comes from.

This page covers the tab, the history behind a balance, setting the opening stock, settling with a partner, merging partner names, the suggestions and the day report, comparing with your own sheet and exporting.

Before you start

• Everyone in the organization can read the balances, open a balance history, copy a statement, compare with a sheet and export.
• Set stock, Settle, Rename or merge and Names and duplicates change data, so they need a role that may change TMS data (a member with the Dispatch module, or an admin). See Pallets overview.
• The balances come from entries. If you are starting with Quanty, set the opening stock of your trucks and partners first (see Set stock), or import your old calendar (see Adding pallet entries).

The Balances tab

From top to bottom:

1. Balance on: the day the balances are counted for, today by default. Entries up to and including that day count. Pick an earlier day to see the state then; a day in the future cannot be picked.
2. Which entries count: Confirmed only or With pending (see Confirmed only or with pending). The (i) next to it opens How to read the balances.
3. Four tiles that never net anything against each other: They owe us (and in how many companies), We owe, Extra on trucks and Missing on trucks (and on how many trucks). Click a tile to show only those rows ("Only: they owe us"); Show all removes it.
4. A warning when some entries change a partner balance but have no partner: "N EP without a partner. These entries change a partner balance, but nobody typed the company." Show entries lists them so you can add the company.
5. Partners or Trucks, each with its count, the search (Search a company, Search a truck or driver) and, on Partners, Names and duplicates.
6. The table, with Total at the foot.
7. Beside the table: Suggestions and Day report (see Suggestions and the day report).

The partners table

The foot sums it up, for example "They owe us 48 EP (5 companies)" and "We owe 12 EP (2 companies)".

The trucks table

Click a row to open its Balance history. The row menu (More actions) has Balance history, Set the balance, and for partners also Settle and Rename or merge.

How a balance reads

• A partner: "The dairy owes us 6 EP" means that at the swaps they gave us fewer empties than we gave them. "We owe the wholesaler 10 EP" is the other way round. Settled means nobody owes anybody.
• A truck: "12 EP extra" means the driver carries more empties than he should and can hand them back. "11 EP short" means he is missing empties and should collect them.
• Each pallet type is separate. The main figures are Euro pallets (EP); Other pallets: under the tiles sums the other types ("they owe us 4", "2 extra on trucks").
• Your own yard (the base named in the General settings) is listed with the partners, so its figure is the pallets lying at your yard. It is never a target of the suggestions, and the day report shows its stock on its own line.

Confirmed only or with pending

• Confirmed only (the default): only confirmed entries count.
• With pending: entries To check and entries waiting for a receipt (with their numbers known) are added too. "Checked only: confirmed entries count. With unchecked: entries to check and entries waiting for a receipt are added too."

With Confirmed only, a note says how many entries wait for a check and "may change these figures", with Show with unchecked. Planned entries, cancelled entries and test entries never count in either mode.

Balance history

Balance history shows the entries behind one truck's or one partner's balance. Open it from a row of the table, from the row menu, or by clicking a plate in the calendar.

• The top shows Balance on today's date and, when entries wait, "After checking the entries: …".
• Period: 30 days, 90 days (the default) or 12 months, and the pallet type (Euro pallets (EP) first). With unchecked adds the entries still waiting.
• The table lists Date, Entry, Change and Balance after, newest first, under a first line Now with today's balance. Each entry says whether it Counts, Counts once checked or Does not change the balance, and how many receipts it has. Click an entry to open it.
• The last line is the balance At the start of the period.
• The sign is explained under the table: "+ the partner owes us, − we owe the partner" or "+ extra empties on the truck, − empties missing".
• Copy the statement copies a plain-text statement ("Pallet statement: …") with the opening and closing balance and every entry, ready to send to a partner.
• Set the balance and, for a partner, Settle open the dialogs below.

When a long period holds very many entries, the drawer says "Showing N of M entries. Pick a shorter period to see them all."

Set stock

Set stock (from a truck's menu in the calendar) or Set the balance (from the balances) writes what a truck or partner must have on a day. You type the target; Quanty books the difference.

Under the fields Quanty shows the current balance (Now) and After saving, and the correction it will book: "Quanty books a correction of +5 EP dated 01.10.2026." The correction is the target minus the confirmed balance before that day. When the balance already is what you typed, it says "The balance already is that. Nothing will be booked." Save the balance writes the correction as a confirmed Stock correction entry, visible in the calendar and in the balance history. Setting the stock again for the same truck or partner, pallet type and day replaces the earlier opening correction of that day instead of adding a second one.

Settle a partner

Settle (in a partner's row menu or balance history) records that the pallets came back, or that you settled with money.

If the number is larger than the balance, Quanty warns: "This number is larger than the balance, so after saving the sides swap. Check the number." Save the settlement books one confirmed correction of the partner balance (no truck stock changes) and says what the balance is now. The amount and currency are kept on the entry for your records; Quanty does not invoice them.

Names and duplicates

The same company often appears under several spellings. Names and duplicates (on the Partners pane, or Rename or merge in a row menu) fixes that.

• Rename: type the New name and Save. The name changes on every entry of that partner.
• Merge: tick two or more companies ("Tick two or more companies to merge them"). Under Merge the selected (N) choose Keep the name of one of them, or Or type a new name. The preview says what the merged balance will be ("After merging: …"). Merge gives the entries the new name, and "We remember the old names, so new entries with them land here." A merged partner shows its old spellings as Also as:.

A merge cannot be undone from the app, so check the preview before you click Merge. Quanty also matches names loosely by itself: letter case, Polish and German diacritics and legal forms such as "sp. z o.o.", GmbH, S.A. or B.V. are ignored, so "Mleczarnia Sp. z o.o." and "MLECZARNIA" are already one partner.

Suggestions and the day report

Beside the balances table:

Suggestions ("What can be done with the pallets on the next trips") proposes:

Suggestions are counted from confirmed entries only. Your own base is never a target, and neither are entries without a partner.

Do it ("Adds a planned entry to the calendar") is offered for Give back and Collect; the suggestion then reads Planned. Hide removes a suggestion ("Suggestion hidden"), and Show in the calendar or Open the entry takes you there.

Day report is "A summary in plain sentences, to paste into a message": what is in the calendar today, what waits to be checked, new messages from drivers, missing receipts, discrepancies, who owes whom, the stock of your base, and the trucks with extra or missing empties. Copy the report puts it on the clipboard. The report text is written in Polish, whatever the app language.

Compare with the sheet

While you still keep your own pallet sheet next to Quanty, compare the two once in a while. Open More (⋯ in the page header), Compare with my sheet.

1. Drop your pallet calendar (Excel .xlsx or OpenDocument .ods, up to 10 MB, laid out like the calendar import: dates in the first row, trucks in the first column) or choose it from the disk. "We count the balances from the sheet and compare them with Quanty over the same days. Nothing is saved."
2. Quanty says which days the sheet covers and then, in one sentence, what differs, for example "3 partners differ and 1 truck differs", or "Everything matches. The balances in the sheet are the same as in Quanty."
3. Partners that differ and Trucks that differ list only those rows, with In the sheet, In Quanty and Difference ("the sheet has 3 EP more"), marking rows only in Quanty or only in the sheet. It also counts the cells it could not read; the lines Entries only in the sheet and Entries only in Quanty count the partners and trucks that appear on one side only.

"We compare Euro pallets (EP), confirmed entries only." In the sheet, a cell counts when it reads as confirmed (orange, no colour, or any colour outside the standard palette); the standard yellow (receipt missing) and red (discrepancy) cells do not, and an "opening stock" line sets the balance on its day. To find a missing entry, open the partner or truck in Balances and read its history. Compare another file starts again.

Export

More (⋯), Export opens Export pallets: "Download a file for Excel."

The period opens with the range the calendar shows. The from day must come before the to day, and a range can be at most one year. Download saves the file. The calendar file leaves out cancelled entries and hidden trucks. The column headings inside the files are in Polish (for example Kontrahent, Saldo EP, Auta), whatever the app language.

Good to know

• A balance changes as soon as an entry is confirmed, deleted or corrected; there is nothing to recalculate.
• Test entries never count in balances, in exports (unless you tick Include test data) or in the comparison. Sample data is different: while it is loaded it counts like real entries, and an admin removes it with Remove sample data (see Pallet settings and tests).
• A settlement and an opening stock are ordinary Stock correction entries. To undo one, open it in the calendar and delete it.
• An entry without a partner changes no partner balance, and an entry without a truck changes no truck stock. Quanty shows both as warnings instead of hiding them.

Related pages

• Pallets overview: surplus, shortage and partner balances in plain words.
• Pallet calendar: the truck column and its menu.
• Adding pallet entries: importing your old calendar.
• TMS next to your existing system: running Quanty next to your old tools.