Overview
Consignment items are ordered and received into warehouses without a bill to pay the vendor being automatically generated. This guide outlines the various workflows to do so.
Note: Depending on your account's configuration, you might see one or more of the following:
Items and Pricing instead of Pricebook.
Customer instead of Homeowner.
Procurement instead of Inventory.
The names are different, but everything works the same way. For more, see Commercial Personalization Platform - FAQ.
Who uses this feature
Administrators, office employees, and managers
Applies to all business types
Feature configuration
To use this feature, Inventory and Consignment must be enabled
Things to know
When a consignment item is used on an invoice, and the inventory location is a consignment location, then a received PO and bill will be created to recognize the conversion of the consignment item into owned inventory.
Purchase orders can be created for replenishment or one-time orders.
The ability to create Consignment Adjustments is currently still in development.
Create a consignment purchase order for replenishment
Go to Inventory > Replenishment > Warehouse tab.
Click the Inventory Tags dropdown and select Consignment to narrow your search.
Select the item(s) you wish to replenish.
When finished, click Create.
Create a one-time consignment purchase order
Create a new purchase order from the purchase order screen or an invoice.
Select Job as the PO Source (if Service Agreements are turned on).
Do not specify any job.
Note: Specifying a job changes the PO to owned rather than consignment.
Fill in the PO details ensuring consignment types are selected for: the Vendor, the Order Type and the Inventory Location.
Add consignment items to the item list.
When finished, click Create or Create and Send.
Receive a consignment purchase order
Consignment purchase orders should be received in the inventory mobile app the same way POs for owned items are received.
If the PO was created with a consignment type selected for the Vendor, Order Type, Inventory Location and Items, a receipt is generated but a bill to pay the vendor is not. The receipt cannot be converted into a bill because the inventory has not yet been consumed.