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How to Create Consignment Orders, Warehouse Pick & Pack and Invoice
How to Create Consignment Orders, Warehouse Pick & Pack and Invoice

NEW - Overview - Manage Consignment Orders & Inventories

Brenda Beckham avatar
Written by Brenda Beckham
Updated over a week ago

Consignment - An Overview

Uphance offers a new feature for customers on the Enterprise Plan and who use our Multi Warehouse feature.  The new Consignment feature enables you and your buyers to more closely monitor the inventory of their allotted consignments. Specifically, you can ship products from your primary warehouses to your buyer's consignment warehouses.  And, your buyer will be able to manage their inventories through their buyer's log in the products currently "in stock" for their consignment products.

While this new Consignment feature will be available for customers on the Enterprise Plan only, the standard consignment feature remains unchanged.

In this document, we will show you how to create consignment orders, pick tickets and warehouse for your customers.

Configuration for Customers

You may have as many Consignment Warehouses as you want.  However, you can only have one customer per Consignment warehouse and one Warehouse per customer.  In other words, a customer cannot be assigned to multiple Consignment Warehouses.  And, you cannot assign multiple customers to a Consignment Warehouse.

To enable the Consignment Warehouse feature for one of your customers, 

  1. Navigate to Settings>Inventory.

  2. Ensure you have Multi Warehouse functionality enabled.

  3. Add a New Warehouse by clicking the plus sign (+) in the top right corner.  

  4. Specify the Warehouse Name.  Be sure to give it a name representative of your customer so you will easily recognize it in drop down lists. (Figure 1)

  5.  Click the "Consignment" checkbox (Figure 1)

  6. Click Products warehouse as shown in Figure 2 (unless you plan to send raw materials to your customer).

  7. Select the Consignment Customer (Figure 2) name from the drop down list which is sorted alphabetically.

  8. Click Update to save your changes.

Figure 1

Figure 2

Consignment Showroom

Once you have completed the consignment configuration for a customer, they will see all the consignment orders assigned in your Showroom by clicking Consignments as shown below:

Learn how to invite and give customers access to your showroom here.

Creating a Consignment Order and An Invoice

Now that you've successfully set up your consignment warehouse and assigned a customer to it, you are ready to create a consignment order.

To create a consignment order, simply create a new draft sales. While at it, select the consignment customer and the warehouse you will be picking the stock from.

For this example, we selected the Spring warehouse as the source warehouse.

Next, add products to the consignment order, set your payment term, and set the order contact (that is, the contact of the consignment customer).

After that, the next important step to take is to set your invoicing method to Consignment.

With the invoicing method set as consignment, confirm the order, create a pick ticket for the order and then ship it to the customer as shown below:

When creating the pick ticket, check to ensure that the source warehouse (Spring warehouse in this example) is correct.

Upon shipping the order to the customer, it will appear on the Consignment page in the customer's showroom.

All the customer needs to do now is to input the number of products sold in the Sales for this period input field and confirm.

Once they confirm, you can create an invoice for the quantity of products they sold (3 in this example).

Note: You can only invoice customers for the items they sold not what you shipped to them.

Note: You can create multiple consignment invoices for the same order. This feature will come in handy when you want to invoice customers for each sale the make per day or week out of the consignments sent to them.

Viewing stock in your consignment warehouse

After shipping products to your consignment warehouse, you can always view the stock left in it. To do so, simply navigate to Inventory Management >> Product Inventory. Set the warehouse filter to the Consignment warehouse

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