How To: Create a Consignment

Before creating a consignment some of the options must be configured in System Data beforehand, see How To: Setup Consignments. The purchase orders being added to the consignment must have already been placed.

1. Open a Consignment screen (show me how).
2. Press Ctrl+N or click .
3. Select the customer the consignment is for, the consignee.
   Note: if the consignment is for your company then you will need to set your company up as a Customer.
4. Select the supplier the consignment is for, the consignor.
5. Enter the required header information such as:
   • Consignment Code
   • # Pallets
   • # Cartons
   • Departure Date
   • Delivery Date
   • Status
   • Container No
   • Container Type
   • Vessel
   • Port (departure)
   • Port (discharge)
   • INCO Term
   • Bill of Lading
     • HBL / HAWB (Shared Consignment)
     • MBL / MAWB (Sole Consignment)
6. Add Purchase Orders and Purchase Order lines to the Consignment:
   • Click on the green folder above the lower grid.
   • Use the filters and then the Go button to populate the grid.
   • Double-click on the item(s) in the lower grid to move them to the upper consignment grid.
     Note: More than one item can be moved at once by green-selecting them and then either dragging and dropping them or double-clicking on them to move them to the upper consignment grid.
   • Repeat step 6 to add items from other Purchase Orders to the consignment.
7. Press Ctrl+S or click to save the consignment.

See Also

• Consignments Overview
• Purchasing Overview