Manually Consigning Inventory to Customers

When you consign inventory to a customer, it is transferred out of inventory when it leaves your branch, but it is not billed until the customer uses it or sells it. You can enter a consignment order manually, as shown below, or you can automate consignment orders using the Consignment Transfer Queue.

To consign inventory to a customer:

Begin a sales order for a consignment customer.

Note: Before consigning product to a customer, you must set up the customer for consignment in Customer Maintenance.

At the Consignment Status of Order prompt, select Consignment Transfer.
Enter the consignment products and their quantities.
On the Status screen, enter the appropriate shipping details. For example, if you are delivering the consignment products, enter an order status of Ship When Specified and a ship via of Our Truck.

Note: If information is required on another order screen, such as a purchase order number, enter those details as needed.

Press Esc to process the consignment. The consignment product is adjusted out of inventory, but will not be billed to the customer until it is actually used or sold.