Difference between revisions of "Consignment"

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== Remove inventory via transfer order {{top}} ==
 
== Remove inventory via transfer order {{top}} ==
  
Once inventory has been added to a consignment location it may be moved out via a transfer order at any time.
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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. To automatically fulfill transfer order items when an order is created, set the {{ModuleOptions||General}} to '''Auto fulfill transfer order'''.
  
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.
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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]]
  
[[File:Selected_Items.png]]
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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.
 
 
Next to the '''Selected Items''' pane, click the {{Button|Create TO}} 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 {{ModuleOptions||General}} 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. If the option is 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.
 
  
 
== Adjust consignment inventory {{top}} ==
 
== Adjust consignment inventory {{top}} ==

Revision as of 11:59, 11 July 2017

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 Template:Top

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 Template:Top

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 for sale. 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 Template:Top

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 Template:Top

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 Template:Top

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. 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 Template:Top

Once inventory has been added to a consignment location it may be moved out via a transfer order at any time. To automatically fulfill transfer order items when an order is created, set the Icon.Consignment.png Consignment module options to Auto fulfill transfer order.

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 Template:Top

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.