Balance per customer Issues and returns counted Deposits that add up

Custom pallet administration app for building materials merchants

Appfront builds apps that help building materials merchants track their pallets: which pallets went out with which delivery to which customer, which came back, what the balance is per customer and per carrier, and what deposits remain outstanding. With counting on site and on return within the app, the balance at the end of the month is no longer an estimate.

What is a pallet management app for the building materials trade?

A pallet management app records which pallets go out with each delivery, by type, and which come back on each return. From this, the balance per customer follows: how many pallets a customer has, what deposit that represents, and what needs to be settled or collected. The same applies to carriers who exchange pallets when loading and unloading. The driver counts on site, the customer signs, and the balance is updated before the lorry returns.

Without such an app, the number of pallets is written by hand on the delivery note, returns are jotted down on a scrap of paper, and someone in the office maintains a spreadsheet that doesn't match what the customer says by the end of the month. Pallets disappear from building sites, deposits go uncollected or are charged twice, and the discussion with the contractor is about a balance nobody can show how it was built up.

We build custom solutions because pallet flows differ from one merchant to another. One works with exchange pallets and a balance per customer, another charges deposits per pallet and settles on return, and a third hires pallets from a pool company. The app should follow your agreements and feed the ERP where invoicing takes place.

Counting on delivery and return

The driver counts each pallet type on delivery and on collection, with a photo and the customer's signature. The count is the source of the balance.

Balance per customer and carrier

What is outstanding per customer, per building site and per carrier, with the breakdown per delivery and per return, always transparent.

Deposits and settlement

Deposit on issue, credit on return, and a periodic overview per customer that feeds into invoicing and goes to the customer too.

How we build your pallet management app for the building materials trade

We start with the pallet docket as it is filled in today and with the balance as it is currently tracked. That is where the difference between a count and an estimate lies.

1
Mapping pallet types and agreements

Which pallets you use, how you settle with each customer, which carriers swap, and how the balance is currently kept. We also look at the discrepancies from recent months.

2
Building the count and the docket

Per delivery and per return, count by pallet type in the driver app, with photo and signature, even without signal. Integrated with the delivery in the ERP.

3
Balance and settlement

The balance per customer, building site and carrier from the counts, with deposits and credits passed on to invoicing and an overview for the customer.

4
Management and handover

Alerts for customers whose balance is rising, scheduling collections, and the periodic settlement. After that, we take over the management of the app.

What a pallet management app for the building materials trade actually does

The components below come up in almost every builders' merchant that handles pallets. Which ones you need depends on how you settle and whether you work with a pallet pool.

Count per delivery

Per pallet type, the number unloaded on delivery, with a photo and the recipient's signature, linked to the delivery note.

Return registration

Pallets returned per customer and per run, with their condition and type, and immediately settled in the balance.

Balance per customer

Outstanding per customer, building site and carrier, with a breakdown of each movement and an alert when a balance is rising.

Deposits

Deposit on issue and credit on return, according to the agreement with each customer, as rules for invoicing.

Collection of returns

Customers with many pallets on site listed for scheduling as a run, with the expected quantities.

Client overview

A per-customer overview of deliveries, returns and balance, by email or via a login, so the debate ends.

Who we build a pallet management app for the building materials trade for

The app is intended for merchants where pallets have become a cost nobody can account for any more.

Building materials merchants

Pallets sent to building sites where they disappear into the site cabin or under the sand. The counted, signed record keeps the balance with the customer.

Merchants with a deposit scheme

A deposit per pallet that must be credited on return. The app makes issue and return tally for invoicing.

Suppliers with their own drivers

Drivers who swap pallets on unloading. The driver app turns the swap into a count rather than a note.

Merchants on a pallet pool

Pallets from a pool operator with its own rules for exchange and registration. The app follows those rules and produces the report the pool requires.

Not yet sure about a large project?

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Technology and integrations

This page is about the pallets around delivery. For running the operations of a building materials trader, see our page on timber trade software, and for keeping track of stock itself, our page on a stock management web app. You can read about how we work under getting software built.

Driver app that works without signal Office web app Count by pallet type Photo and signature Balance per customer and carrier Deposit rules per customer ERP and invoicing integration Customer overview by email or login Return planning Roles for driver, office and customer

Why Appfront for your pallet management app for the building materials trade?

A pallet balance only adds up if every movement is counted at the moment it happens. That is what we build on.

Counting at the lorry

The driver counts at drop-off and pick-up, in a few taps, with the customer's signature. A count that is only transferred to the office later is an estimate.

Balance with breakdown

Not just the number, but every delivery and return behind it. That is what a contractor will accept when you present the balance.

Your invoicing remains the source

Deposits and credit notes go across as lines to the package you invoice from. The app is not a second set of books.

Security and privacy for a pallet management app in the building materials trade

Pallet balances are financial positions per customer. Access is set by role: the driver sees their own runs, the office sees the balances, and the customer sees only their own overview. Every count is logged with user, time and location.

Signed counts are stored unalterably; a correction is a new count referring to the original. If a balance is disputed, the breakdown per movement can be checked.

Frequently asked questions about a pallet management app in the building materials trade

Questions that building materials merchants ask before getting started.

It has the driver count pallets per delivery and per return, by type, with a photo and signature, and keeps track of the balance per customer, building site and carrier. Deposits and credit notes go to invoicing as lines, and the customer receives an overview showing the breakdown of their balance.

Yes. For each customer you record how settlement works: exchange against a balance, a deposit per pallet, or a combination. The app applies that agreement to every movement and delivers the lines to invoicing in the form that suits it.

By showing the breakdown of the balance: every delivery and every return with date, quantity, photo and signature. A contractor who disputes their balance gets not a number but the list it is built from. In practice, that ends the discussion.

Yes, through a periodic overview by email or their own login, with the movements included. That saves phone calls at the end of the month and makes arranging pallet collections easier.

Yes. The count, photo and signature are stored on the phone and sent through as soon as there is a connection, with the actual time and location. On building sites, that is not the exception.

Yes. Counts are linked to the delivery in the ERP, and deposits and credit notes go to invoicing as lines. We connect to the packages you use; the app does not become a second set of books.

Yes. Pallets from a pool have their own rules for exchange and registration, and the app tracks them by type. The return the pool company requires comes from the same counts as your own balance.

Your pallet balance, without the dispute?

Tell us which pallets you work with, how you settle, and how large the difference is at the end of the month right now. We will show you what the count looks like in the driver app and what the balance per customer then tells you.

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