How To: Setup Consignments


Consignments is not enabled by default.
Training must be completed before using the consignments functionality.
Please email Development for more information.
Note: there will be additional costs involved if this option is enabled.


Before the Consignment functionality can be used the following System Data fields must be setup or defined. Not all the options are required but they do enhance the functionality of the Consignment module.

Users (Required)

In order for user to be permitted to use consignments, their user permissions must be updated.

  1. Open a System Data screen (show me how).
  2. Double click on [ Others | Users ].
  3. Focus on the user, right click and from the context menu select Edit User Permissions.
  4. Tick the appropriate options in the Consignment area on the far right of the dialog.
    1. Open
    2. New
    3. Edit
    4. Delete
  5. Click OK.

Profiles for Consignments users must include visibility of the Purchasing screen.

Set up Containers (Optional)

This screen holds information about the size of the containers that can be used.

  1. Open a System Data screen (show me how).
  2. Open the [ Container Types ] screen.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right to add a new item.
  5. Enter the Container Type(s), for example 20ft, 40ft.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the containers.

Set up Ports (Optional)

This screen holds the list of ports and airports that containers are dispatched from and arrive at.

  1. Open a System Data screen (show me how).
  2. Open the [ Ports ] screen.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right to add a new item.
  5. Enter the Port name(s), for example Port - Shanghai, Port - Felixstowe, Airport - Birmingham, Airport - Hong Kong.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the Ports.

Set up Vessels (Optional)

This screen holds the names of the transport vessels used to transport the containers.

  1. Open a System Data screen (show me how).
  2. Open the [ Vessels ] screen.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right to add a new item.
  5. Enter the name(s) of the Vessel(s), for example Maersk Emma, Maersk Norse Viking or simply ship or plane.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the Vessels.

Set up Consignment Statuses (Optional)

This screen holds the list of stages that a consignment may pass through.

  1. Open a System Data screen (show me how).
  2. Open the [ Consignment Status ] screen.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right to add a new item.
  5. Enter the Consignment Status, for example:
    • 1 - Pre-Production /Not Shipped.
    • 2 - On the Water / In Transit.
    • 3 - Delivered.
    • 4 - Closed awaiting costings.
    • 5 - Closed.
      Note: by prefixing the description with a number the options will be displayed in the required order otherwise they will be displayed in alphabetical order.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the Consignment Status.

Set up INCO Terms (Optional)

This screen holds a list of the INCO Terms that are used.

  1. Open a System Data screen (show me how).
  2. Open the [ INCO Terms ] screen.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right to add a new item.
  5. Enter the INCO Terms for example:
    • FOB - Freight on Board
    • C&F - Cost and Freight
    • DDU - Delivered Duty Unpaid
    • DDP - Delivered Duty Paid
      Note: normally the three characters are used.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the INCO Terms.

Set up INCO Actions (Optional)

The INCO Terms must be set up before you can set up the INCO Actions.

  1. Open a System Data screen (show me how).
  2. Open the [ INCO Actions ] screen.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right to add a new item.
  5. Focus in the INCO column and press F4.
  6. Select the required INCO Term.
  7. In the INCO Action column enter the required action for the INCO Term you selected, for example:
    • 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 importers 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
      Note: by prefixing the action with a number the options will be displayed in the correct order otherwise they will be displayed in alphabetical order.
  8. Repeat as required then Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the INCO Actions.

Set up Default Costs (Optional)

This screen holds a list of default costs which apply to your consignments.

  1. Open a System Data screen (show me how).
  2. Open the [ Default Costs ] screen.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right to add a new item.
  5. In the Description column enter the type of cost, for example port charges, transport costs etc.
  6. Enter a provisional cost in the Default Net Value field, remember that this can be changed in the consignment.
  7. Repeat as required then Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the Default Costs.

See Also


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