For the complete documentation index, see https://docs.wholechain.com/llms.txt. Every page is also available as Markdown: add .md to its URL, or request it with an Accept: text/markdown header.

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User Guides API Reference Help Center

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Dashboard – ReferenceMessages

Event-Based Traceability

Understanding Event-Based Traceability in Wholechain
Commission Events
Ship Events
Receive Events
Transform Events
Aggregate Events
Disaggregate Events
Observe Events
Decommission Events
Starting Traceability in Wholechain
Event-Based Traceability FAQ
GDST and Wholechain
FSMA 204 and Wholechain

Dashboard – User Guide

Dashboard overview and shortcuts
Dashboard map and location waypoints
Dashboard purchase order preview
Dashboard FAQ

Dashboard – Reference

Dashboard overview
Map
Settings and Add
Record-count tiles
Notifications and Invites
Purchase order preview
Rules and restrictions
Messages
Glossary

PO Tracker – User Guide

Get started

Settings

Add purchase orders

Manage purchase orders

Shipments

Reference

PO Tracker – Reference

Module overview
List screen
Creating purchase orders
Purchase order drawers
Statuses
Auto-created purchase orders
Rules and restrictions
Messages
Glossary

Settings

Settings overview
Personal Settings
Account
Users & Permissions
Supplier Portal
Purchase Orders
Integrations and API keys
Data elements and policies
Master data settings
Archived
Frequently asked questions

Settings Reference

Trade Items – User Guide

Get started with Trade Items
Add Trade Items
Edit Item Details
Locations, attachments, and sharing
Set a data policy for one Trade Item
Find and manage Trade Items
Trade Item Groups
FAQ

Trade Items – Reference

Module overview
Trade Item List
Creating Trade Items
The Trade Item drawer
Trade Item Groups
Archive and restore
Rules and restrictions
Trade Item master data export
Messages
Glossary

Trade Partners – User Guide

Get started with Trade Partners
Find and manage the Trade Partner list
Add Trade Partners
Trade Partner details, aliases, and documents
Invite Trade Partners to connect
Troubleshooting and FAQ for Trade Partners

Trade Partners – Reference

Module overview
Trade Partner List
Adding Trade Partners
Trade Partner details
Invitations
Archive and restore
Rules and restrictions
Export files
Messages
Glossary

Locations – User Guide

Get started with Locations
Browse and manage Locations
Add Locations
View and edit a Location
Share a Location and set its data policy
Location Groups
Troubleshooting and FAQ for Locations

Locations – Reference

Module overview
Locations list
Adding Locations
Location details
Location Groups
Archive and restore
Rules and restrictions
Export files
Messages
Glossary

Events & Shipments – User Guide

Get started

Events

Shipments

Help

Events & Shipments – Reference

Module overview
Event List
Add Events form (single event)
Direct Ship and Direct Receive
Shipments
Rules and restrictions
Export file columns
Messages
Glossary

Labels – User Guide

Labels overview
Designing templates
Managing templates
Managing labels
Filling in and printing labels
Sharing labels
Quick reference
FAQ
Video walkthroughs

Labels – Reference

Module overview
Label List
Adding a label
Field Editor
Label Entry and printing
Template Manager
Design Editor
Sharing labels
Rules and restrictions
Messages
Glossary

Forms – User Guide

Forms module overview

For suppliers

For form owners

Help

Forms – Reference

Module overview
Forms List
Forms Manager
Creating a form
Form configuration (owner)
The shared form (supplier)
Import window
Publishing, sharing, copying a link and deleting
Rules and restrictions
Messages
Glossary

Documents – Reference

Module overview
Documents page
Adding documents
Document drawer
Share dialog
Archive and restore
Rules and restrictions
Messages
Glossary

User Guides/Dashboard – Reference

Messages

Reference for messages shown on the Dashboard.

Message	When it appears
Use ⌘ + scroll to zoom the map	When scrolling over the map without holding ⌘

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Rules and restrictions

Rules and restrictions

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