Consignment Order

Consignment Order is an administrative order to transfer consignment items to / from customer (e.g. Retail store) on consignment terms (e.g. stock still belong to the company until consignment sales is completed). This will then generate Stock Transfer document for logistic staff to process.

Consignment Order handles stock transfer between company warehouse and consignment warehouse (which could be at customer’s store) or between 2 consignment warehouses / stores.

Note: for non-consignment related transfer orders, use “Warehouse Order” (Purchase module)

Below actions are available under “Consignment Order”:

Samooha icon2  Create new consignment order; update, delete, view and search for consignment order details

Samooha icon2  Top Up (replenishment) service for store’s warehouse

 

 

Field Name
Description
Mandatory Information
Document Type Type of the consignment order document

Y

Document Date Date of the consignment order document

Y

Document Number Number of the consignment order document

Y

Reference Number A unique number as reference number of the document

Y

Branch Company’s branch

Y

Customer Consignment customers

Y

Partner Location Customer company’s location

Y

Contact Person Contact person from the customer’s company

N

Representative Internal representative who handle the customer

N

Promised Date Date to deliver the products

N

From Warehouse Origin Warehouse

Y

To Warehouse Destination Warehouse

Y

Description Self-explanatory

N

Items/Articles – Product Name of product

Y

Items/Articles – Description Description of product

Y

Items/Articles – UOM Type of item – Unit of Measure

Y

Items/Articles – Quantity Self-explanatory

Y

Items/Articles – Unit Price Self-explanatory

Y

Items/Articles – Discount A deduction from the usual cost of something.

N

Items/Articles – Nett Price Price after deduction of discount from the unit price

Y

Items/Articles – Total Amount Total amount of items value

Y

 

Create New Consignment Order

1. Click on “Create New” at the top right of screen of “Consignment Order List” tab, it will open “Consignment Order” tab with empty form

2. Select a document type from the “Type” drop-down list on top right side of screen. This will indicate the system to use the corresponding document sequence for the consignment order.

3. Select a customer from the “Customer” drop-down list on top left side of screen. It will fill up the form with the customer’s info. “From Warehouse” and “To Warehouse” list will filter out consignment warehouses that were not assigned to the selected customer. List of products will also be filter to only take products from Sales Price List / Trading Terms assigned to the customer.

4. Fill up consignment order’ information on the top half of screen. Make sure a consignment warehouse record was created and assigned to the customer (use “Inventory module – (Masters) Warehouse“)

5. Click “Save” button at the bottom right side of screen to save the document

6. Filter the products list by selecting a brand from “Product Brand” drop-down list. Add product into the consignment order by searching for the product from the product drop-down list in the table on “Items / Articles” tab*

7. Enter the product’s info and click ”  ” button to add the product into the consignment order*
Unit Price of the product is the Retail Sales Price (RSP) as defined in the application default sales settings.

8. Repeat steps 6-7 to add more products into the consignment order*

*Note: Alternatively, user can use the “Top Up” service to populate the item table with stock replenishment lines.
Click on the ”  ” button on the right side of the screen, it will show “Top Up Service” dialog window.

Select “Top Up to Min. Qty” or “Top Up to Max. Qty“, this will fill up the item table with stock replenishment lines.
The quantity generated were based on the products and stock level defined in the “Store Model” minus the closing stock balance in the “Store Register” for the selected store’s warehouse.

9. Click on “Notes / Attachments” tab at the middle of screen to add notes or files attachment for the consignment order

10. Click on “Save” button at the bottom right of screen to save

11. Click on “Confirm Consignment Order button at the bottom of screen to confirm the consignment order

12. Click on “Approve Consignment Order button at the bottom of screen to approve the consignment order

13. Click arrow on generate_doc_button button and select “Generate Stock Transfer” option to generate a new “Stock Transfer” transaction (Inventory module – Logistics) to process delivery order for the consignment order. This process is to transfer the consignment products’ inventory between company’s warehouse to the consignment warehouse, or between 2 consignment warehouses

14. Click arrow on generate_doc_button button and select “Create Similar Consignment Order” option to generate a new copy of the consignment order form

 

Update Consignment Order Details

1. Click on “Consignment Order List” tab at the bottom of screen

2. Double click on consignment order to be updated, it will bring up the details on “Consignment Order tab for the selected order. If a consignment order’ status is “Confirmed” or “Approved”, right click on the order and reopen / undo approval of the order first (or undo from the opened document)

3. Make change(s) on the consignment order information

4. Click on “Save” button at the bottom right of screen to save

5. Click on “Revert” button at the bottom right of screen or refresh icon at the top of the screen to roll back the changes

6. Click on “Confirm Consignment Order button at the bottom of screen to confirm the consignment order

7. Click on “Approve Consignment Order button at the bottom of screen to approve the consignment order

 

Delete Consignment Order

1. Click on “Consignment Order List” tab at the bottom of screen

2. Double click on consignment order to be deleted, it will bring up the details on “Consignment Order tab for the selected order. If a consignment order’ status is “Confirmed” or “Approved”, right click on the order and reopen / undo approval of the order first (or undo from the opened document)

3. Click on “Delete” button at the bottom right side of screen

4. Click on “Yes” button on the pop-up window to confirm consignment order deletion

 

View and Search for Consignment Order Details

1. Click on “Consignment Order List” tab at the bottom of screen

2. Enter search parameter to filter the result, i.e. type in which customer to search for in the “Customer” text field box or select from drop-down list

3. Result can be sorted alphabetically by clicking the fields’ columns

4. Double click on consignment order to view full details of the order, it will bring up the details on “Consignment Order tab for the selected order

5. User can see the different status of the consignment orders from the list view color codes:

  • White: Consignment Order document created / approved
  • Yellow: Consignment Order approved and in progress, not yet receipt / completed
  • Blue: Consignment Order process has been completed until Transfer Receipt’s Putaway