Overview

In order for breweries to track what they currently have sent to consignment stores as well as a historical view they can create a Consignment Transfer.  The consignment transfer page is available at Transactions → Consignment Transfer.



Creating a new Consignment Transfer


  1. Click Transactions → Consignment Transfer
  2. Click "Add" in the top left of the transfer table
  3. Enter the required information:
    1. Date: The date that the transfer is taking place.
    2. Source Warehouse: This list will will only show your warehouses that are designated as "Bulk".
    3. Destination Warehouse: This list will only show your warehouses that are designated "Consignment".
  4. Enter any notes you would like to add to this transfer in the notes field.
  5. Add all the items you are transferring on this transfer document.
    1. Select the Product SKU you are transferring.  The details for the Product SKU will be auto-populated for you but are editable if you choose to change them.
    2. Note that only tax codes selected as "Inbound Transfer Tax", this can be configured on the "Manage Taxes" page under Setup → Taxes.

  6. One you are finished selecting all the Product SKUs you would like to transfer click "Save All".
  7. A new Consignment Transfer document will be created in the "pending" state.

Editing an existing Consignment Transfer

  1. Click on the retail transfer you wish to edit.
    Click Edit.
  2. Modify your retail transfer as required.
  3. Click "Save All" to apply your changes.

Returns from a Consignment Warehouse

  1. Click on the return icon on the transfer you wish to return. This is located at the very far right-hand side.
  2. Enter the required information:
    1. Date: The date that the return is taking place.
    2. Source Warehouse: This list will will only show your warehouses that are designated as "Consignment".
    3. Destination Warehouse: This list will only show your warehouses that are designated "Bulk".
  3. A note will be added automatically mentioning that it is a return and what consignment transfers is being returned but you can add more notes after this.
  4. By default, all items on the original transfer will be added but you can edit these to match what is returned from the consignment warehouse.