How to Create a Consignment Order

Owned by Former user (Deleted)
Last updated: Dec 14, 2017 by Darach Murphy (Unlicensed)

This step-by-step guide describes how to create a consignment order type transaction. A consignment order transaction is used when receiving inventory from a supplier for sale on the supplier's behalf. Inventory can only be received against a consignment order in a receiving event. See How to Receive Against an Order for more information.

Step-by-step guide

  1. Navigate to the transaction page from the main menu: Shipping > Transactions
  2. Click the + Add Consignment Order button.
  3. Enter an Order Date, Ship Date, and Delivery Date for your order.
  4. Optionally select a Status.
  5. Optionally specify a Consignment Order No. This is a unique transaction identifier. A unique number is automatically generated for you.
  6. Optionally specify a Reference No. If this consignment order is intended as a linked transaction leave this field blank as it will be overwritten. See How to Create a Linked Transaction for more information.
  7. Optionally select a Supplier. If this consignment order is intended as a linked transaction the Supplier must be a linked contact. See Linked Contacts for more information.
  8. Optionally select a Supplier Address. This field will be short listed to addresses for the specified Supplier. If no addresses appear in this list you can add new addresses for your customer contacts via the contact manager. See How to Add Contact Addresses for more information.
  9. Optionally select a Receiving Warehouse. This is the warehouse you are receiving into.
  10. Optionally enter any relevant Notes or Comments.
  11. Optionally add line items and adjustments. See How to Create Transaction Line Items and How to Create Transaction Adjustments for more information.
  12. Click the Save Consignment Order button to save the transaction.
  13. Click the + Save and New button to save the transaction and immediately add a new consignment order.
  14. Click the Save and Copy button to save the transaction and immediately add a new consignment order that is a copy of the current consignment order.
  15. Click the Save and Receive button to save the transaction and automatically create a new receiving event with the consignment order attached.



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