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Customer Consignments

Last updated 23/01/2021

How to create a Customer Consignment if you store stock on consignment from your Customers.

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. While logged in as an Administrator, select on your username in the top right and then select Settings.
  2. Under the Branches menu, select Create New Branch.
  3. In the Company name field, enter the name of the Customer.
  4. Select Consignment as the Branch Type.
  5. Fill out any other relevant fields such as address.
  6. Select Save to save the branch.

See the Creating a Branch Help article for additional 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.

See the Creating a Branch Transfer Help article for additional 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 the Creating a Sales Order Help article. 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.


Do I need to stocktake Customer Consignment stock?

As you own this stock, you will need to keep counts as accurate as possible. If you get regular updates on consignment sales, which we recommend you do, it is likely that your counts will be accurate anyway.

How many Customer Consignments can I have?

There is no technical limit to how many consignment branches you can have, though the more branches there are, the harder it is to choose the right branch from the various drop-down lists. In general, more than 30 branches starts to become unmanageable.