How To: Setup Consignments

Before you can use the Consignment module, several areas of System Data should be configured.

Some settings are required for the module to function correctly, while others are optional and provide additional tracking and management features.

User Permissions (Required)

Users must have the appropriate permissions before they can access and manage consignments.

Enable Consignment Permissions

1. Open a System Data screen (show me how).
2. Open [ Others | Users ].
3. Select the user, right-click and choose Edit User Permissions.
4. In the Consignment section on the right-hand side of the User Permissions window, enable the required permissions:
   • Open
   • New
   • Edit
   • Delete
5. Click OK to save the changes.

Important: User profiles for consignment users must also include visibility of the Purchasing screen.

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Set Up Container Types (Optional)

Container Types store information about the sizes of containers used for consignments.

Examples include 20ft and 40ft containers.

Create Container Types

1. Open a System Data screen (show me how).
2. Open the [ Container Types ] screen.
3. Press Alt + E or click the Edit button.
4. Press F3 or click the Add button.
5. Enter the container types you want to use.
   Examples:
   • 20ft
   • 40ft
6. Press Ctrl + S or click Save.

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Set Up Ports (Optional)

Ports record the locations from which consignments are dispatched and received.

This can include seaports and airports.

Create Ports

1. Open a System Data screen (show me how).
2. Open the [ Ports ] screen.
3. Press Alt + E or click the Edit button.
4. Press F3 or click the Add button.
5. Enter the required ports.
   Examples:
   • Port - Shanghai
   • Port - Felixstowe
   • Airport - Birmingham
   • Airport - Hong Kong
6. Press Ctrl + S or click Save.

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Set Up Vessels (Optional)

Vessels store details of the transport methods used to move consignments.

Create Vessels

1. Open a System Data screen (show me how).
2. Open the [ Vessels ] screen.
3. Press Alt + E or click the Edit button.
4. Press F3 or click the Add button.
5. Enter the vessel names.
   Examples:
   • Maersk Emma
   • Maersk Norse Viking
   • Ship
   • Plane
6. Press Ctrl + S or click Save.

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Set Up Consignment Statuses (Optional)

Consignment Statuses represent the stages a consignment passes through during its lifecycle.

Create Consignment Statuses

1. Open a System Data screen (show me how).
2. Open the [ Consignment Status ] screen.
3. Press Alt + E or click the Edit button.
4. Press F3 or click the Add button.
5. Enter the required status descriptions.
   Example Statuses:
   • 1 - Pre-Production / Not Shipped
   • 2 - On the Water / In Transit
   • 3 - Delivered
   • 4 - Closed Awaiting Costings
   • 5 - Closed

Tip: Prefix statuses with numbers to control the order they appear in lists. Without numbering, statuses are displayed alphabetically.

1. Press Ctrl + S or click Save.

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Set Up INCO Terms (Optional)

INCO Terms define the agreed responsibilities and costs associated with international shipments.

Create INCO Terms

1. Open a System Data screen (show me how).
2. Open the [ INCO Terms ] screen.
3. Press Alt + E or click the Edit button.
4. Press F3 or click the Add button.
5. Enter the required INCO Terms.
   Examples:
   • FOB - Freight on Board
   • C&F - Cost and Freight
   • DDU - Delivered Duty Unpaid
   • DDP - Delivered Duty Paid

Note: The three-letter abbreviation is typically used when selecting INCO Terms.

1. Press Ctrl + S or click Save.

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Set Up INCO Actions (Optional)

INCO Actions define the costs or responsibilities associated with individual INCO Terms.

Important: INCO Terms must be created before INCO Actions can be configured.

Create INCO Actions

1. Open a System Data screen (show me how).
2. Open the [ INCO Actions ] screen.
3. Press Alt + E or click the Edit button.
4. Press F3 or click the Add button.
5. Select the INCO field and press F4.
6. Choose the required INCO Term.
7. Enter the action associated with that term.
   Example Actions:
   • 01 Insurance
   • 02 Load to Truck
   • 03 Export Duty Payment
   • 04 Transport to Exporter's Port
   • 05 Unload from Truck at Port of Origin
   • 06 Landing Charges at Port of Origin
   • 07 Transport to Importer's Port
   • 08 Landing Charges at Importer's Port
   • 09 Unload onto Trucks from the Importer's Port
   • 10 Transport to Destination
   • 11 Entry Customs Cleared
   • 12 Entry Duties and Taxes

Tip: Prefix actions with numbers to ensure they appear in the correct sequence. Without numbering, actions are displayed alphabetically.

1. Repeat as required.
2. Press Ctrl + S or click Save.

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Set Up Default Costs (Optional)

Default Costs allow you to predefine common consignment charges so they can be added quickly to new consignments.

Create Default Costs

1. Open a System Data screen (show me how).
2. Open the [ Default Costs ] screen.
3. Press Alt + E or click the Edit button.
4. Press F3 or click the Add button.
5. Enter a description for the cost type.
   Examples:
   • Port Charges
   • Transport Costs
   • Customs Fees
   • Insurance
6. Enter a provisional amount in the Default Net Value field.

   Note: This value can be amended later within individual consignments.

7. Repeat for any additional cost types you want to create.
8. Press Ctrl + S or click Save.

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Recommended Setup Checklist

Before using the Consignment module, ensure you have completed:

✅ User Permissions (Required)
✅ Purchasing screen access within user profiles (Required)
✅ Container Types (Optional)
✅ Ports (Optional)
✅ Vessels (Optional)
✅ Consignment Statuses (Optional)
✅ INCO Terms (Optional)
✅ INCO Actions (Optional)
✅ Default Costs (Optional)

Completing these setup tasks will provide a more comprehensive consignment management experience and improve the accuracy of shipment tracking and costing.

• Consignments Overview
• Purchasing Overview