Consignments

Customer Consignments

If you provide stock for your customers on Consignment, the stock should be handled in a particular way. This article explains how to create a Customer Consignment.

Creating a Consignment Branch

With customer consignments, stock is owned by your business but stored on your customers' premises. Therefore, to track this stock you will need to create a separate branch.

To create a new branch:

1. Log in as the Administrator
2. Hover over the Username in the top right of the screen, and click on Settings
3. Under the Branches Menu (second menu down, on the left) click Create New Branch
4. In the Company name field, enter the name of the Customer
5. Select Consignment as the Branch Type
6. Fill out any other relevant fields such as address
7. Click Save or Back to save the contact

Please see Creating a Branch for more information.

Transferring Consignment Stock to a Customer

Once a Consignment Branch has been set up, the next thing to do is transfer the stock from your branch to the new Consignment Branch.

Please see Creating a Branch Transfer for more information on how to transfer stock between branches.

Selling Customer Consignment Stock

To sell consignment stock you will create a sale just like you would usually do. The process is detailed in Creating a Sales Order.

The only small difference is that you will choose the consignment branch as the branch from which you are selling, in order to reduce the correct stock.

FAQs