Training & Support on Transactions

Managing transactions

This training and support section focuses on what to do if you need to transfer equipment, exchange equipment, return equipment, make a correction or reversal on a transaction and track equipment.

Transfer Equipment

A Transfer of CHEP hire equipment happens when equipment is transferred from one company with a CHEP account to another with a CHEP account. Benefits of transfer hire: 

  • Only pay for equipment while you use it = reduced costs
  • You are not building up empty items of hire equipment to stock = reduced costs
  • Tracking movements through the supply chain encourages efficient use and accountability of each party
Transfer Equipment
Transfer Equipment

Exchange Equipment

There are two ways to exchange equipment:

  1. One for one exchange - when a sender delivers equipment loaded with produce and instead of offloading the produce the receiver gives the sender the same quantity of empty equipment. The sender accepts receipt of the same quantity of empty equipment.
  2. An "I Owe You" (IOU) - when the receiver does not have enough equipment to Exchange and therefore agrees to return the equipment at a later date when they have enough equipment.
Exchange Equipment
Exchange Equipment

Return Equipment

When you return hire equipment to any CHEP Service Centre or arrange for CHEP Logistics to the return equipment for you, this means a return has been made and it will show up on your transactions on your CHEP account. This can be arranged via myCHEP.

Customers can also use their own/customer transport to return CHEP hire equipment. It is good practice to contact the CHEP Service Centre before returning equipment.

Note: Equipment cannot be taken off your CHEP invoice until the equipment is returned to a CHEP Service Centre and receipted.

Return Equipment
Return Equipment

Make a Correction

To request a correction or reversal of a transaction appearing on your CHEP invoice, you will need to make the request to CHEP within 60 days from the date of that invoice. Please have your customer account number and the docket number you want to reverse or correct on hand. 

For transfer in and out movements, these can be corrected or reversed simply by using myCHEP. Click here for more information.

Make a Correction
Make a Correction

Tracking your CHEP equipment

It is good practice to record every movement in and out of your site and to check recorded counts against inventory reports, delivery dockets, invoices or consignment notes.

We recommend our customers to take control of Issues, Transfers and Returns of all CHEP equipment. Inappropriate equipment control can lead to equipment loss and compensation. It is best practice to manage your transactions through myCHEP.

  • Key details to include in documentation

    If you do have to use paper base documentation, there are several essential details required to be completed verifying the CHEP equipment movements:

    1. 1. Sender's Account Number
    2. 2. Receiver's Account Number
    3. 3. Effective Transfer Date
    4. 4. Dispatch / Movement Date
    5. 5. Equipment Code and Description
    6. 6. Equipment Quantity
    7. 7. Receivers Authorisation
  • Copies of documentation

    Three copies of the documentation / consignment note should be prepared:

    1. 1. Customer copy
    2. 2. Dispatch authorisation copy
    3. 3. Record copy
  • Sender's responsibilities

    Responsible for creating a CHEP Movement Docket (CMD), consignment note or movement docket via myCHEP, or manually and send it with all deliveries. You must also send the CHEP copy to CHEP for processing.

    Click here to view a Manual CHEP Movement Docket (CMD) | Click here to view a docket guide 

  • Receiver's customer's responsibilities

    Responsible for returning dispatch authorisation to the sending party.

Retail Distribution Centre Trading Rules

When sending reusable equipment, also referred to as pooled equipment, to retail distribution centres (DCs) there may be specific trading rules or relationships in place.  These have been agreed between trading partners as part of their commercial agreements and are administered by equipment management systems.

Click here for more information
Retail Distribution Centre
Retail Distribution Centre

  • What does transferring equipment to my account mean?

    A transfer in to your account happens when you receive equipment from a trading partner(s). This means you accept responsibility of CHEP hire items and related charges onto your account from your supplier.

    A transfer out of your account happens when you send equipment to trading partner(s). This means you accept removal of responsibility of CHEP hire items and related hire charges from your account to your customers.

  • Why does CHEP recommend transferring hire equipment rather than exchanging?

    Where possible, CHEP would recommend transferring hire equipment rather than exchanging. We understand in some cases transferring may not be an option. However, for your own interest, please be aware of the following when exchanging equipment:

    IOU agreements means the trading partner with the equipment is not paying for it and has no responsibility for it. The equipment can be misplaced or lost and never recovered by the Sender. The Sender will continue to pay daily hire on lost equipment until they collect and return or transfer them. Alternatively, if they are not recovered and are reported as lost, this will incur a compensation fee, charged to the Sender.

    1. Exchanges do not appear on the CHEP invoice.
    2. It is the sender’s responsibility to set up trading terms with trading partners for exchanged equipment and ensure that all equipment is returned.
    3. By transferring, you only pay hire charges when using the equipment. Transferring is more cost effective than exchanging for all parties involved. It means greater integrity of the pool, less chance of lost equipment and no compensation charges.
  • What happens if I need to make a correction or reversal outside of the timeframe specified, i.e. 60 days from the date of that invoice?

    If you make a correction or reversal is outside the timeframe, please email our Customer Service team at au.customerservice@chep.com with your account details, transaction information and written authority from the disadvantaged trading partner.

  • Where can I look up trading partner contact details?

    You can look-up trading partner contact details through a docket number search in myCHEP. This will make it easier for you to follow up any transactional queries in a timely manner.

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Training & Support on Transactions | CHEP Australia