Overview
Move consignment items using transfer and replenishment transactions. Items can be moved between trucks, warehouses and mobile storage locations.
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 replenished or transferred to another consignment location, it remains as a consignment item.
When a consignment item is replenished or transferred to an owned location, it automatically converts to an owned item.
When a consignment item is converted into an owned item a Purchase Order and Receipt is auto-generated to record this conversion.
Transfer consignment items
Go to Inventory > Transfers > Create New.
In the Transfer Type dropdown, select Consignment.
Select the locations to Transfer From and Transfer To.
Note: If both locations selected are Consignment locations, the items remain as such. If the Transfer To location is Owned, the item automatically converts to Owned, creating a purchase order and a receipt. Converting is only possible if the item has a consignment vendor selected as its default vendor.
Fill in additional fields as needed.
In the Item List, select items and quantities to transfer.
Note: Only items marked as Consignment in your Pricebook are available to select.
When finished, click Save.
Note: Transfers are completed when they move through the Picked stage and are marked as Received.
Replenish consignment items from a warehouse to a truck
Go to Inventory > Replenishment > Trucks tab.
Click the Inventory Tags dropdown and select Consignment to narrow your search.
Select the checkbox for the item(s) you wish to replenish.
Click Edit in the Replenishment Source column of the items.
From the dropdown that appears, select the warehouse you wish to replenish from and then the checkmark icon to save.
Note: Only consignment warehouses will appear as available to select.
Repeat for any additional items.
When finished, click Create.
On the Create Transactions popup, review the transaction and click Create.
Note: If the items are being replenished to a consignment location, a transfer will be created. If the items are being replenished to a non-consignment location, a PO and receipt will be created.
Note: Replenishments are completed when they move through the Picked stage and are marked as Received.