Difference between revisions of "Consignment"

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{{Module Intro|Materials}} allows for tracking of inventory that is sold from a consignment location.
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{{Module Introduction|Consignment|Materials}} is used to track inventory that is sold from a consignment location. Consignment is typically used to transfer inventory to a third-party seller. The inventory in consignment locations can be be replenished based on [[Part#Create_part_reorder_levels|part reorder levels]]. In this case, the reorder levels should be specified '''By Location Group''' in the {{ModuleOptions|Location Group|General}}.
  
== Module Buttons {{top}} ==
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==Module buttons==
  
{{Module Button|Transfer Order}} [[#Move Inventory into Consignment Location via PO|creates a Transfer Order to move inventory into the Consignment location]].
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{{Module Button|Create TO}} [[#Add inventory via transfer order|creates a transfer order to move inventory into the consignment location]].
  
{{Module Button|Purchase Order}} [[#Move Inventory into Consignment Location via Transfer Order|creates a Transfer Order to move inventory into the Consignment location]].
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{{Module Button|Create PO}} [[#Add inventory via purchase order|creates a purchase order to move inventory into the consignment location]].
  
{{Module Button|New Location}} [[#Create a New Location|creates a new Consignment location]].
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{{Module Button|New Location}} [[#Create a new location|creates a new consignment location]].
  
{{Module Button Help}}
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{{Default Buttons}}
  
== Consignment Details {{top}} ==
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==Create a consignment location==
  
A '''Consignment Location''' will be associated with a '''default customer'''. While you are creating the location in the New Location wizard, you can select an existing customer or add a new customer as you go. After you create the location, you will need to go to the '''Part module''' to set reorder points for each part (that the location will carry). The wizards will refer to those reorder points whenever an Auto order is created.
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Use the following steps to create a new consignment location.
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# Click the {{Button|New Location}} located on the module toolbar. Enter a location name, description, and tag number. Each tag number must be unique. Click '''Generate''' to automatically generate the next available tag. Determine whether the new location being created is the default for the location type and group, as well as whether it is pickable, receivable, or available. Click '''Next'''. <br> [[File:Consignment_add_location.png]]
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# Generate a new location group or select an existing location group for the consignment location. Click '''Next'''.
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# Choose a default customer for the new location. Choose an existing customer from the drop-down list, or enter a new customer by clicking the '''Add New''' option at the bottom of the list, which displays the '''New Customer Wizard'''. For additional information regarding customers, see the {{Module|Customer}}.<br>[[File:Consignment_add_location_step_3.png]]
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# Click '''Finish''' to save the new consignment location and click '''OK''' in the confirmation window. Consignment locations can also be created and edited in the {{Module|Location|Create a new location}}.
  
Fishbowl recommends you set your [[Location Group#Module Options General tab|Location Group Module Options]] to “By Location Group” for reorder levels; this is for the purpose of creating Auto orders for Consignment Locations. The following instructions will assist you in creating new Consignment Locations:
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==Add inventory via transfer order==
  
== Create a New Location {{top}} ==
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Inventory can be be added to a consignment location using a transfer order or a [[#Add inventory via purchase order|purchase order]]. To create a transfer order in the {{Module|Consignment}}, use the following steps.
  
Step 1 you click the New Location icon located on the Module Toolbar. The '''Add Location wizard''' will be displayed. Set your Location Name, Description, and Tag Number. Each tag number must be unique; you may add your own or select '''Generate''' to have Fishbowl generate the next available tag. During this step you may also choose whether your new location is default for this location type and group, pickable, receivable, or available for sale. When the information for this step is correct, select '''next.'''
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# Double-click on the desired consignment location in the search pane.
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# Click the {{Button|Create TO}} on the module toolbar.
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# Choose whether to '''Ship''' or '''Move''' the inventory to the location. If the order is shipped, the order will be sent to the {{Module|Shipping}}. Click '''Next'''.
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# Choose whether to '''Auto Replenish''' or '''Manually Enter Inventory'''. Click '''Next'''.
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# Select a '''From''' and a '''To''' location group for moving the inventory. '''Click Next'''. <br> [[File:Transfer items to.png]]
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# Choose the customer's shipping address. If the order is to be moved, this step will not appear. Click '''Next'''.
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# Choose the company address to use as a return shipping address. Click '''Next'''.
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# If using auto replenish, select the desired part and date-range filters and click '''Finish'''. If adding parts manually, type each part into the search bar and press '''Enter''', or use the drop-down list to select each part. Click '''Finish'''.
  
[[File:Consignment_add_location.png]]
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If '''Auto fulfill transfer order''' is enabled in the {{ModuleOptions}}, the items will now appear in the '''Items''' window for the consignment location.
  
Step 2 requires you select a Location Group for your new location. You may generate a new Location Group, or select an existing Location Group. Since we are in the Consignment Module, it is likely you will want to choose the Consignment Location Group; choose '''Next.'''
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==Add inventory via purchase order==
  
Step 3 requires a '''default customer''' to be assigned with your new location. Choose an existing customer from the Customer pulldown, or enter a new customer via the '''add new''' option which displays the '''New Customer wizard'''.
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Inventory can be be added to a consignment location using a purchase order or a [[#Add inventory via transfer order|transfer order]]. Parts must have a vendor specified in the {{Module|Part|Vendors tab}} before they can be added to a purchase order. Follow the steps below to create a purchase order in the {{Module|Consignment}}.
  
For additional information regarding customers, please see the [[Customer]] module.
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# Double-click the desired consignment location in the search pane.
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# Click the {{Button|Create PO}} on the module toolbar.
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# Choose whether to '''Auto Replenish''' the inventory for this location according to the item's reorder levels or to '''Manually Enter Inventory'''. Click '''Next'''.<br>[[File:Auto Purchase Order Create Method.png]]
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# If adding parts manually, type each part into the search bar and press '''Enter''', or use the drop-down list to select each part. Click '''Finish'''.<br> [[File:Auto_Purchase_Order_assign_items.png]]
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# If '''Auto Replenish''' was selected, modify the '''Reordering Filters''' as needed. Order will not be created for parts that are above their reorder levels. Click '''Next'''. <br> [[File:Auto_Purchase_Order_reordering_filters.png]]
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# Select whether to create the purchase orders in an '''Issued''' or '''Bid Request''' state. This step will also list the purchase order numbers that are to be created. Click '''Finish'''.<br>[[File:Auto Purchase Summary.png]]
  
[[File:Consignment_add_location_step_3.png]]
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==Remove inventory via sales order==
  
Step 4 you click the Finish icon to save your new Consignment Location. A '''Location saved''' confirmation will inform you that your location group was successfully created. Click OK in response to the prompt. Now that your new location has been created, you may access and make changes to it through the [[Location#Create_or_Modify_a_Location|Location Module]], or add and manage inventory through the search panel of the [[Consignment#Sell_Items_from_a_Consignment_Location|Consignment Location]].
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Once inventory has been sold in a consignment location, a sales order must be created to remove the items from inventory. To automatically fulfill sales order items when an order is created, set the {{ModuleOptions||General}} to '''Auto fulfill sales order'''.
  
== Sell Items from a Consignment Location {{top}} ==
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Follow these steps to create a sales order within the {{Module|Consignment}}.
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# Double-click on the desired consignment location in the search pane on the left. Move items from the '''Items''' list to to the '''Selected Items''' list by double-clicking the desired items, or highlight the items to be added to the sales order in the '''Items''' list and click the {{Button|Select}}. To add multiple items at once, hold down the shift key while highlighting the desired items. If items and quantities need to be split, highlight the item and click the {{Button|Split}}. Items may also be added to the '''Selected Items''' list using the '''Part''' drop-down list. <br> [[File:Consignment_module_general_subtab.png]]
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# Click the {{Button|Create SO}} located on the component toolbar to the right of the '''Selected Items''' list.
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# Select a customer for the sales order. To add a new customer, select '''Add New''' at the bottom of the list. Click '''Next'''. <br>[[File:Consignment_create_SO_choose_customer.png]]
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# Verify the customer's billing address. It may be edited at this point, if needed. Click '''Next'''.
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# Verify the customer's shipping address. It may be edited at this point, if needed. Click '''Next'''.
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# Choose a fulfillment date for the sales order. To select the date on a calendar, click the {{Icon Button|Calendar}}. Click '''Next.'''
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# If needed, add non-inventory items to the sales order. Click '''Finish'''. If the {{ModuleOptions||General}} are set to '''Open order after creation''', the order will automatically open in the {{Module|Sales Order}}. Otherwise, click '''OK''' in the confirmation window. The quantities of the items on the sales order have now been removed from the inventory of the consignment location. <br> [[File:Consignment_add_items_to_SO.png]]
  
When a Consignment Location has sold some of your company’s inventory, you must create a sales order to remove the items from your inventory. By following the preceding instructions you may display the Sales Order wizard, where you can create the sales order from within the Consignment module.
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==Remove inventory via transfer order==
  
[[File:Consignment_module_general_subtab.png]]
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Once inventory has been added to a consignment location it may be moved out via a transfer order at any time.
  
If you would like the Sales Order items to be automatically fulfilled at the time the order is created, be sure to have the [[#Module Options General tab|Consignment Module Options]] set to '''Auto fulfill sales order''' before you create the Sales Order.
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Follow these steps to create a transfer order within the {{Module|Consignment}}.
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# Double-click on the desired consignment location in the search pane on the left. Move items from the '''Items''' list to to the '''Selected Items''' list by double-clicking the desired items, or highlight the items to be added to the transfer order in the '''Items''' list and click the {{Button|Select}}. To add multiple items at once, hold down the shift key while highlighting the desired items. If item quantities need to be split, highlight the item and click the {{Button|Split}}. Items may also be added using the '''Part''' drop-down list. Be sure to specify the quantity prior to selecting the product.<br> [[File:Selected_Items.png]]
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# Click the {{Button|Create TO}} on the component toolbar located next to the '''Selected Items''' list.
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# Select whether to '''Ship''' or '''Move ''' the items. Click '''Next'''. Shipped items will proceed through the {{Module|Shipping}}.
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# Choose a '''To''' location group for the inventory. If the inventory is being moved, click '''Finish'''. If the inventory is being shipped, click '''Next'''. <br> [[File:Select_Transfer_Order_Location_Group.png]]
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# Select a shipping address for the '''To''' consignment location. The default address will be highlighted automatically, but any saved address for the location may be used. Click '''Next'''.
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# Choose a return shipping address for the transfer order. Click '''Finish'''. <br> [[File:Consignment_select_shipping_address.png]]
  
To create a Sales Order from within the Consignment Module, first choose the correct Consignment Location from the Search Panel. Next, choose the items to be created on your Sales Order by highlighting the line items and selecting the blue '''add to selected parts''' icon from the Component Toolbar. If items and quantities need to be split, you may do so using the '''Split item''' icon. You may also add items to the '''Selected Items''' section by using the part drop down menu.
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If the {{ModuleOptions||General}} are set to '''Open order after creation''', the order will be displayed in the {{Module|Transfer Order}}. Otherwise, a message will appear stating that the transfer order was created. To automatically complete a transfer order upon creation, go to {{ModuleOptions||General}} and select '''Auto fulfill Transfer Order'''. If this option is not selected, the consignment quantities will not be reduced until the transfer order is manually fulfilled.
  
Once you have the desired items beneath the '''Selected Items''' section, choose the {{Icon Button|Add|Create Sales Order}} located on the component toolbar. This will display the '''Create SO Wizard.'''
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==Adjust consignment inventory==
  
The first step of the Create SO Wizard will display the default customer for the location. If desired, you may select a different customer by choosing one from the given drop down menu. If you wish to add a new customer, choose the '''add new''' option and proceed through the New Customer Wizard. Click the '''Next''' icon when your preferred customer has been chosen. The customer's address will now be displayed where if necessary you can make changes. Choose Next. You will now be shown the Fulfillment Date for the Sales Order. This date is the date the Sales Order is scheduled to be fulfilled and will default to today's date. It may be modified by choosing the calendar icon. Select '''Next.'''
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Many {{Module|Inventory}} functions are available within the {{Module|Consignment}}. It is possible to move inventory to a new location, increase and decrease the quantity through cycle count, scrap inventory, and view the serial numbers of a tag.
  
[[File:Consignment_create_SO_choose_customer.png]]
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To make these adjustments, double-click on the consignment location in the search pane. Highlight the inventory item to adjust, and click on the {{Icon Button|Move}}, {{Button|Cycle}}, or {{Icon Button|Scrap}} located on the component toolbar to the right. To view serial numbers for a tag, highlight the item and click on the {{Button|Tracking}}. Moving and adjusting inventory within the {{Module|Consignment}} is handled in the same manner as within the {{Module|Inventory}}. For more information, see [[Inventory#Move inventory|Move inventory]], [[Inventory#Cycle count|Cycle count inventory]], and [[Inventory#Scrap inventory|Scrap inventory]].
 
 
Step 4 of the Create SO Wizard is the '''Add Items''' section. This step is for adding non-inventory items to the Sales Order. Note that when adding items, you need to enter the Quantity prior to selecting the product, because once the item is added, it cannot be edited. After any additional items have been added, choose '''Finish.'''
 
 
 
[[File:Consignment_add_items_to_SO.png]]
 
 
 
If the [[#Module Options General tab|Consignment Module Options]] are set to '''Open order after creation''', the order will be displayed in its module.
 
 
 
Otherwise, you will receive a message informing you that the Sales Order was created. (Click OK.) In the Consignment module, the quantities of the items on the SO have been removed from the inventory of the Consignment Location.
 
 
 
== Move Inventory into Consignment Location via Transfer Order {{top}} ==
 
 
 
Within the Consignment Module you may have Fishbowl create a Transfer Order, or you may put the items on the order yourself.
 
 
 
First, set the '''Module Options''' if necessary. In the consignment Search Panel, double click the location to which you will be transferring the inventory. Choose the '''Transfer Order''' icon located on the module toolbar. The '''Transfer Items to''' wizard will appear where you will have the option to either '''Ship''' or '''Move''' the inventory to your Consignment Location. If the order is shipped, the order will be sent to the shipping module. If the order is to be moved, it will not be shipped. Whether your order is to be Shipped or Moved, the first step to choose is whether you will have the inventory '''Auto Replenish''' or if you will '''manually add items'''. Step 3 requires the user to enter the Location Group for where the inventory is to be pulled.
 
 
 
[[File:Transfer items to.png]]
 
 
 
If you chose to Ship your Transfer Order the following steps require the customer's name and address; items to be Moved do not. The '''Select Replenish Part Filters''' will appear if you selected the '''Auto approach''', while the '''Add Items''' will appear if you selected the '''Manual''' approach. After all of the correct information has been added, click the '''Finish''' button to complete the wizard.
 
 
 
If the Module Options are set to “Auto fulfill Transfer Order,” the items on the transfer order will now be displayed in the Consignment Location’s “Items” pane of the Consignment module. If a quantity was not available at the '''From''' location, then a line item showing zero On Hand and zero Available will be created.
 
 
 
== Move Inventory into Consignment Location via PO {{top}} ==
 
 
 
Within the Consignment Module a Purchase Order may be created to replenish a part's inventory within that Consignment Location. You may have Fishbowl create the PO, or you may manually enter the items onto a Purchase Order. In order for a Purchase Order to be created for specific items, the items must have a default vendor already assigned.
 
 
 
From the Search Panel, double click the location for which the Purchase Order should be created. Next, choose the '''Purchase Order''' icon from the Module Toolbar. The '''Auto Purchase Order''' Wizard will be displayed. At this point, you may choose to either '''Auto Replenish''' the inventory for this location, which will replenish the inventory according to the item's reorder levels; or you may '''Manually Enter Inventory''' which will allow the user to add any desired items to the Purchase Order.
 
 
 
[[File:Auto_Purchase_Order_reordering_filters.png]]
 
 
 
Choosing the '''Auto Replenish''' feature will automatically create Purchase Orders as necessary according to the part's reorder levels. Step 1 of the Auto Replenish feature will provide the Setting Filters to be modified as needed. If a vendor is not selected in this step, then all vendors will be included. If a part doesn’t have a vendor specified in its Part definition (Part module), the part will not be included in the auto PO. Choose '''Next. '''The last step asks whether the user would like these Purchase Orders to be created in an Issued or Bid Request state. Bid Requests will stay in the Purchase Order Module; Issued orders will be sent to the Picking Module to await a pick. This step will also provide the Purchase Order numbers that are to be created. If parts are not below their reorder levels, no orders will be created. Choose '''Finish''' to complete the Auto Purchase Order wizard.
 
 
 
If you choose to '''Manually Enter Inventory''' the following step will require you to choose the items to be added to the Purchase Order. If a default vendor has not been assigned for specific items, then a purchase order will not be created for those items. If a part is customizable, it cannot be added. In the Part module, a customizable part has a Bill of Materials that includes variable and/or optional parts. After your items have been entered, you may choose the '''Finish''' button. A confirmation box will be displayed providing the Purchase Order numbers that were just created.
 
 
 
[[File:Auto_Purchase_Order_assign_items.png]]
 
 
 
== Adjust Inventory within Consignment Locations {{top}} ==
 
 
 
Many of the Inventory module functions are available within the Consignment module. You can make adjustments to tags, move inventory to a new location, increase and decrease the quantity of inventory, scrap inventory, and view the Serial Numbers of a tag.
 
 
 
First, in the '''Materials Module Group | Consignment Module''', choose the Consignment location for which you wish to adjust the inventory from the Search Panel. The Consignment Location and all of its inventory items should be shown on the main screen. Highlight the line item to adjust, and choose the {{Icon Button|Move}}, {{Icon Button|Cycle}}, or {{Icon Button|Scrap}}, all of which are located on the component toolbar.
 
 
 
Moving and adjusting inventory is handled within the Consignment Module in the same manner as within the Inventory Module. For more information, see [[Inventory#Move_Inventory|Move Inventory]], [[Inventory#Cycle Count|Cycle Count Inventory]], and [[Inventory#Scrap Inventory|Scrap Inventory]].
 
 
 
== Transfer Inventory out of a Consignment Location {{top}} ==
 
 
 
Once inventory has been placed into a consignment location it may be moved via a Transfer Order to a different location at almost any time. By choosing the Transfer Order icon from the Module Toolbar, the '''create a transfer order wizard''' will be displayed so you may create the Transfer Order from within the Consignment module.
 
 
 
Before creating a Transfer Order, set the '''Module Options''' if necessary. In the Consignment Module, choose the desired location from the main screen search panel. A Transfer Order will be created with the items specified beneath the '''Selected Items''' section. To add items to the Selected Items section highlight the desired Part, Location, and Tag number and choose the '''Add to Selected Parts''' icon. You can also use the Quantity and Part tools to select from the inventory items. Those are handy when you have a very long list of items. Be sure to specify the Quantity prior to selecting the product.
 
 
 
[[File:Selected_Items.png]]
 
 
 
Next to the '''Selected Items''' pane, click the {{Icon Button|Create Transfer Order}} located on the component toolbar. This will display the Transfer Order Wizard. Step 1 of the Transfer Order Wizard will ask whether you wish to '''Ship''' or '''Move '''the items. If you choose to ship the items, the order will be required to go through the Shipping Module; however, moving items does not proceed through the shipping module.
 
 
 
Step 2 of the Transfer Order Wizard requires you to choose the Location Group for where the inventory is being transferred to. Depending on the Module Option setting, either the '''To''' or '''From''' Location Group will be grayed out and may not be modified. Enter the Location Group for either where the inventory is being sent TO, or where the inventory is being sent FROM. Choose '''Next.'''
 
 
 
[[File:Select_Transfer_Order_Location_Group.png]]
 
 
 
If you chose to '''Move''' your inventory, this will be your last step and you may select '''Finish''' to complete the Transfer Order Wizard. If, however, you chose to '''Ship''' the items, the last 2 steps require address information to be entered before the order may be created.
 
 
 
The last 2 steps provide the customer shipping address and the shipping address for your company. The default address will be highlighted; however you may choose any existing address for that customer.
 
 
 
[[File:Consignment_select_shipping_address.png]]
 
 
 
If the [[#Module Options General tab|Consignment Module Options]] are set to '''Open order after creation''', the order will be displayed in its module. Otherwise, you will receive a message telling you that the Transfer Order was created. (Click OK.)
 
 
 
If the [[#Module Options General tab|Consignment Module Options]] are set to '''Auto fulfill Transfer Order''', the items/quantity in the Consignment Location’s inventory will be decreased by the amounts that were on the Transfer Order. Otherwise, the consignment quantities will be reduced as the Transfer Order is processed in the other modules.
 
  
 
{{:Module Options:Consignment}}
 
{{:Module Options:Consignment}}

Revision as of 02:20, 21 May 2020

Icon.Consignment.png The Consignment module, located in the Materials group, is used to track inventory that is sold from a consignment location. Consignment is typically used to transfer inventory to a third-party seller. The inventory in consignment locations can be be replenished based on part reorder levels. In this case, the reorder levels should be specified By Location Group in the Icon.Location Group.png Location Group module options.

Module buttons

Create TO Button.png Create TO creates a transfer order to move inventory into the consignment location.

Create PO Button.png Create PO creates a purchase order to move inventory into the consignment location.

New Location Button.png New Location creates a new consignment location.

Email Button.png Email opens a window to compose an email. If the module's default report is specified, the PDF report will be attached. Email can be configured on the Email tab of the Icon.Settings.png Settings module.

Print Button.png Print sends the default module report to the printer.

How To Button.png How To opens this article in a web browser.

Refresh Button.png Refresh reloads whatever is currently open in the module.

Create a consignment location

Use the following steps to create a new consignment location.

  1. Click the New Location Button.png New Location button located on the module toolbar. Enter a location name, description, and tag number. Each tag number must be unique. Click Generate to automatically generate the next available tag. Determine whether the new location being created is the default for the location type and group, as well as whether it is pickable, receivable, or available. Click Next.
    Consignment add location.png
  2. Generate a new location group or select an existing location group for the consignment location. Click Next.
  3. Choose a default customer for the new location. Choose an existing customer from the drop-down list, or enter a new customer by clicking the Add New option at the bottom of the list, which displays the New Customer Wizard. For additional information regarding customers, see the Icon.Customer.png Customer module.
    File:Consignment add location step 3.png
  4. Click Finish to save the new consignment location and click OK in the confirmation window. Consignment locations can also be created and edited in the Icon.Location.png Location module.

Add inventory via transfer order

Inventory can be be added to a consignment location using a transfer order or a purchase order. To create a transfer order in the Icon.Consignment.png Consignment module, use the following steps.

  1. Double-click on the desired consignment location in the search pane.
  2. Click the Create TO Button.png Create TO button on the module toolbar.
  3. Choose whether to Ship or Move the inventory to the location. If the order is shipped, the order will be sent to the Icon.Shipping.png Shipping module. Click Next.
  4. Choose whether to Auto Replenish or Manually Enter Inventory. Click Next.
  5. Select a From and a To location group for moving the inventory. Click Next.
    Transfer items to.png
  6. Choose the customer's shipping address. If the order is to be moved, this step will not appear. Click Next.
  7. Choose the company address to use as a return shipping address. Click Next.
  8. If using auto replenish, select the desired part and date-range filters and click Finish. If adding parts manually, type each part into the search bar and press Enter, or use the drop-down list to select each part. Click Finish.

If Auto fulfill transfer order is enabled in the Icon.Consignment.png Consignment module options, the items will now appear in the Items window for the consignment location.

Add inventory via purchase order

Inventory can be be added to a consignment location using a purchase order or a transfer order. Parts must have a vendor specified in the Icon.Part.png Part module before they can be added to a purchase order. Follow the steps below to create a purchase order in the Icon.Consignment.png Consignment module.

  1. Double-click the desired consignment location in the search pane.
  2. Click the Create PO Button.png Create PO button on the module toolbar.
  3. Choose whether to Auto Replenish the inventory for this location according to the item's reorder levels or to Manually Enter Inventory. Click Next.
    Auto Purchase Order Create Method.png
  4. If adding parts manually, type each part into the search bar and press Enter, or use the drop-down list to select each part. Click Finish.
    Auto Purchase Order assign items.png
  5. If Auto Replenish was selected, modify the Reordering Filters as needed. Order will not be created for parts that are above their reorder levels. Click Next.
    Auto Purchase Order reordering filters.png
  6. Select whether to create the purchase orders in an Issued or Bid Request state. This step will also list the purchase order numbers that are to be created. Click Finish.
    Auto Purchase Summary.png

Remove inventory via sales order

Once inventory has been sold in a consignment location, a sales order must be created to remove the items from inventory. To automatically fulfill sales order items when an order is created, set the Icon.Consignment.png Consignment module options to Auto fulfill sales order.

Follow these steps to create a sales order within the Icon.Consignment.png Consignment module.

  1. Double-click on the desired consignment location in the search pane on the left. Move items from the Items list to to the Selected Items list by double-clicking the desired items, or highlight the items to be added to the sales order in the Items list and click the Select Button.png Select button. To add multiple items at once, hold down the shift key while highlighting the desired items. If items and quantities need to be split, highlight the item and click the Split Button.png Split button. Items may also be added to the Selected Items list using the Part drop-down list.
    Consignment module general subtab.png
  2. Click the Create SO Button.png Create SO button located on the component toolbar to the right of the Selected Items list.
  3. Select a customer for the sales order. To add a new customer, select Add New at the bottom of the list. Click Next.
    Consignment create SO choose customer.png
  4. Verify the customer's billing address. It may be edited at this point, if needed. Click Next.
  5. Verify the customer's shipping address. It may be edited at this point, if needed. Click Next.
  6. Choose a fulfillment date for the sales order. To select the date on a calendar, click the Calendar Icon Button.png Calendar button. Click Next.
  7. If needed, add non-inventory items to the sales order. Click Finish. If the Icon.Consignment.png Consignment module options are set to Open order after creation, the order will automatically open in the Icon.Sales Order.png Sales Order module. Otherwise, click OK in the confirmation window. The quantities of the items on the sales order have now been removed from the inventory of the consignment location.
    File:Consignment add items to SO.png

Remove inventory via transfer order

Once inventory has been added to a consignment location it may be moved out via a transfer order at any time.

Follow these steps to create a transfer order within the Icon.Consignment.png Consignment module.

  1. Double-click on the desired consignment location in the search pane on the left. Move items from the Items list to to the Selected Items list by double-clicking the desired items, or highlight the items to be added to the transfer order in the Items list and click the Select Button.png Select button. To add multiple items at once, hold down the shift key while highlighting the desired items. If item quantities need to be split, highlight the item and click the Split Button.png Split button. Items may also be added using the Part drop-down list. Be sure to specify the quantity prior to selecting the product.
    Selected Items.png
  2. Click the Create TO Button.png Create TO button on the component toolbar located next to the Selected Items list.
  3. Select whether to Ship or Move the items. Click Next. Shipped items will proceed through the Icon.Shipping.png Shipping module.
  4. Choose a To location group for the inventory. If the inventory is being moved, click Finish. If the inventory is being shipped, click Next.
    Select Transfer Order Location Group.png
  5. Select a shipping address for the To consignment location. The default address will be highlighted automatically, but any saved address for the location may be used. Click Next.
  6. Choose a return shipping address for the transfer order. Click Finish.
    Consignment select shipping address.png

If the Icon.Consignment.png Consignment module options are set to Open order after creation, the order will be displayed in the Icon.Transfer Order.png Transfer Order module. Otherwise, a message will appear stating that the transfer order was created. To automatically complete a transfer order upon creation, go to Icon.Consignment.png Consignment module options and select Auto fulfill Transfer Order. If this option is not selected, the consignment quantities will not be reduced until the transfer order is manually fulfilled.

Adjust consignment inventory

Many Icon.Inventory.png Inventory module functions are available within the Icon.Consignment.png Consignment module. It is possible to move inventory to a new location, increase and decrease the quantity through cycle count, scrap inventory, and view the serial numbers of a tag.

To make these adjustments, double-click on the consignment location in the search pane. Highlight the inventory item to adjust, and click on the Move Icon Button.png Move button, Cycle Button.png Cycle button, or Scrap Icon Button.png Scrap button located on the component toolbar to the right. To view serial numbers for a tag, highlight the item and click on the Tracking Button.png Tracking button. Moving and adjusting inventory within the Icon.Consignment.png Consignment module is handled in the same manner as within the Icon.Inventory.png Inventory module. For more information, see Move inventory, Cycle count inventory, and Scrap inventory.


MODULE OPTIONS

Some aspects of the Icon.Consignment.png Consignment module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Consignment Module options.png
  • Auto fulfill transfer order
With this option checked, transfer orders created in the Icon.Consignment.png Consignment module will automatically be fulfilled, eliminating the need to pick, ship, and receive the order.
  • Auto fulfill sales order
With this option checked, sales orders created in the Icon.Consignment.png Consignment module will automatically be fulfilled, eliminating the need to pick and ship the order.
  • Open order after creation
With this option checked, orders will automatically be opened in the applicable module after they are created in the Icon.Consignment.png Consignment module.