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.
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.