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We are excited to announce the addition of Package Pallet Reports to the OnePortal Reports!

The 2 newly added reports will enable wholesalers to view package pallets which have been shipped to them by AB and their returns in a familiar view (similar to BudNet) as well as a new monthly rollup which includes your monthly and YTD deltas for shipments vs returns. The reports download as an excel, so no more converting a PDF into a usable format! These new reports greatly improve the efficiency of routine tracking while providing a deeper view into history. The reports are available to all OnePortal users for their wholesaler and can be found in the existing Reporting page.

NOTE: The initial version ONLY includes package pallets and all other dunnage and cooperage will be incorporated at a later date (TBD).

How to download the pallet reports

• From the homepage of OnePortal navigate to the Reporting page by either clicking the button in the main page or the icon on the side bar

• On the Reports tab the new pallet reports can be found in the bottom 2 rows

• Click the download icon in the Download column

  • The Monthly Rollup option will immediately trigger a download which contains current month, all prior months in the current year, and the 2 prior years. Details on the content can be found below in the Explanation of reports section.
  • The Transaction Details by Month option will trigger a popup which allows wholesalers to select all or specific months. Each selected month will download in a separate file which looks very similar to the classic BudNet report. Details on the content can be found below in the Explanation of reports section.

  

Explanation of reports

• Monthly Rollup
  • The goal of this report is to provide a high level view of your shipments, returns, and variance to better understand your pallet flow and possible losses.
  • This report includes the current month, all months in the current year, and all months included within the prior 2 calendar years for the current wholesaler location.
  • Note: The YTD Delta resets at the end of each year.
    • Example: Current range 01/22 to 07/24
  • Monthly Rollup Content Explained
    • Wholesaler Number: Wholesaler number for current wholesaler location. This will not include multiple warehouse locations.
    • Month: Calendar month associated with the row.
    • Shipments (month ship quantity): Contains the total count of package pallets shipped to the current wholesaler in the specified month.
    • Returns (month return quantity): Contains the total count of package pallets returned by the current wholesaler in the specified month.
    • Month Delta: (Shipments) - (Returns) = Delta
      • A positive Delta is the result of more shipments than returns
      • A negative Delta is the result of more returns than shipments
      • Example: Shipments 300, Returns 450 = Delta (-150)
    • YTD Delta: (YTD Shipments) - (YTD Returns) = YTD Delta
      • Resets to zero each January
      • Each YTD ONLY includes months within the specified year
      • Example: 10,000 YTD 2024 shipped - 9,500 YTD 2024 returned = 500 YTD 2024 Delta 2024. YTD 2024 Delta does not consider the YTD 2023 Delta.
    • Last Updated: Last date within the specified month which a shipment or return was registered.
• Transaction Details by Month
  • The goal of this report is provide a detailed view of all shipments and returns within the specified month.
  • The available time range includes the current month, all other months in the current year, and all months included within the prior 2 calendar years for the current wholesaler location.
    • Example: On 7/28/2024, Current range 01/22 to 07/24
  • Each selected month will download in a separate export. If 3 months are selected. 3 separate files will be downloaded with the month in the name of the export.
  • Transaction Details Content Explained
    • WSLR: Wholesaler number for current wholesaler location. This will not include multiple warehouse locations.
    • Shipment Number: Number associated with the AB to WSLR shipment.
      • This column will be blank for returns.
    • Doc Date: Date which the shipment or return was invoiced.
      • Generally matches the date which the BOL was printed.
      • Corrections/adjustments to previous shipment/returns will have a new row added for the date of the update, not the original Doc Date.
    • Order Number:
      • Shipments from AB to WSLR - 5 digit number which the pallets were included on in the BOL.
      • Returns from WSLR to AB - 6 digit number created and attached.
    • Doc Number: 7 character alphanumeric value attached to shipments and returns. Shipments end in B and Returns end in C.
    • Ship Qty: Quantity of Package Pallets shipped to the wholesaler.
    • Return Qty: Quantity of Package Pallets returned by the wholesaler.
      • Package Pallets NOT UNDERLOAD and UNDERLOAD are in separate rows within the report