Here is where you will learn how to create a Consignment Sales Order.
Certain users work with consignment in addition to traditional sales. For those that fall into this category, you can use DigitBridge for your consignment S/Os and invoices. To start, go to Sales Order > Consignment Order Management.
Note: This function can be used for more than just traditional consignment. Trunk shows, events, "checking out" items, etc. can also be recorded and tracked with this process.
Tip: Before you start, make sure the Customer in question has a virtual warehouse set up for them. Check out this guide: How do I create a virtual warehouse?
Warning: If you start an order before the customer has a virtual warehouse set up, you will not be able to save the order and your work will be lost. Best practice is to set up virtual warehouses for customers (if needed) as they are created.
Click Add.
This takes you to the Consignment Order Management screen in Add mode. Enter the Customer #, relevant Dates, etc. Make sure the warehouse (WHSE #) correctly reflects where this order will be sent from. Click Show More to see more fields in this section.
The fields in the box below will appear. Input any other fields you'd like. Click Show Less to collapse your view back to the way it was.
Scrolling down, you will see five tabs: Lines, Addresses, Sales Reps, Activity, and Custom Attributes.
Lines
Lines is where you will enter what items are in the order using one of three options:
First, you can use the Style Master to add items.
In the Inventory Matrix, enter the Style you are looking for and select a WHSE # (Warehouse). All children Sub-Styles and SKUs will appear, and you can go through and enter the quantity for each item you'd like to add to the S/O. When you are done, click Apply and all of the SKUs will appear on the right-hand side. When you click Close, you'll see everything has been added to the S/O.
Please watch this video with no audio.
Note: The above video is from the traditional Sales Order Management screen, but it is the exact same for Consignment Orders.
The second option would be to add the items one line at a time. Enter the SKU, press the Tab key, and wait for the rest of the information to populate (Price, etc.). Enter the quantity of items being ordered under Order. Leave Returned blank (we will come back to this in another guide). To see more product information, click the plus sign next to the SKU.
This view shows you more details, including an image of the item. Click the minus sign to collapse the row. There's another Show More button at the bottom that will allow you to enter Notes and Return information.
The third option would be to paste values directly from a spreadsheet into DigitBridge. To do this, copy values from a spreadsheet including the headers for each column. Right click anywhere in the grid, then click Paste From Excel - Append Grid.
Warning: It is important to confirm that the column headers in your spreadsheet match the column headers in the grid exactly. Otherwise, the values will not successfully map onto each other.
Note: This will work for any .csv field, not just Excel.
If you want to enter a Prepack SKU, there are additional instructions on how to do so here (scroll to Sales Order).
If you want to enter an order for a Case Pack, there are additional instructions on how to do so here.
Notes & Summary
At the very bottom you will see the Notes and Summary sections. Add any notes you want and click Show More to see more fields.
Everything in the box will appear. To collapse your view to what it was before, click Show Less.
Addresses
Addresses tab will show you the primary Shipping and Billing addresses for the customer.
Caution: If there is no primary shipping address, the order will be put on hold before it can be fulfilled. If the customer has a primary shipping address assigned, it will populate automatically. Otherwise, you will need to enter it manually here.
Sales Reps
The Sales Reps tab shows you the sales representatives associated with this customer and their Commission %.
Activity
The Activity tab will show you the lifecycle of the order and all related items: Invoice, Payment, etc. In Add mode this will be empty because you're starting at the beginning. But when viewing an existing order, the related items will show up.
Custom Attributes
Custom Attributes is where you can assign pre-set Attributes that were created during onboarding.
Details and Product Sales Sidebar
The details and product sales panel will show you customer and product information.
When you have finished entering in all of the information for this order, update the status to Ready to Ship (provided you are in fact ready to fulfill the order) and click Save.
Click Yes.
The Order # will automatically populate.
Note: The Status field is important: you will need to update the status to Ready to Ship and Save or you will be unable to continue the process.
Caution: Once the order is in progress, you will not be able to make edits to the order.
Next Step:
How do I fulfill a consignment order?
See Related:
How do I view or edit a Sales Order?