This step-by-step guide describes how to create a consignment sale type transaction. A consignment sale transaction is used when shipping inventory to a consignee. Inventory can be packed against a consignment sale in a packing event or shipped against a consignment sale in a shipping event. See How to Pack Against an Order and How to Ship Against an Order for more information.

Step-by-step guide

Navigate to the transaction page from the main menu: Shipping > Transactions
Click the + Add Consignment Sale button.
Enter an Order Date, Ship Date, and Delivery Date.
Optionally select a Status.
Optionally specify a Transaction No. This is a unique transaction identifier. A unique number is automatically generated for you.
Optionally specify a Reference No. If this consignment sale 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.
Optionally select a Customer. If this consignment sale is intended as a linked transaction the Customer must be a linked contact. See Linked Contacts for more information.
Optionally select a Destination. This field will be short listed to addresses for the specified Customer. 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.
Optionally select a Shipping Warehouse. This is the warehouse you are shipping from.
Optionally enter any relevant Notes or Comments.
Optionally add line items and adjustments. See How to Create Transaction Line Items (Old) and How to Create Transaction Adjustments for more information.
Click the Save Consignment Sale button to save the transaction.
Click the + Save and New button to save the transaction and immediately add a new consignment sale.
Click the Save and Copy button to save the transaction and immediately add a new consignment sale that is a copy of the current consignment sale.
Click the Save and Ship button to save the transaction and automatically create a new shipping event with the consignment sale attached.
Click the Save and Pack button to save the transaction and automatically create a new packing event with the consignment sale attached.

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How to Create a Sales Order
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How to Create Transaction Line Items (Old)
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How to Ship Against an Order
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Order Desk
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How to Pack Against an Order

Step-by-step guide

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