--- title: How do I create a Consignment Sales Order? description: Here is where you will learn how to create a Consignment Sales Order. --- [Skip to content](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-create-a-consignment-sales-order#main-content) English Show submenu for translations [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new?hsLang=en) ![white-logo-db.png\]](https://support.digitbridge.com/hs-fs/hubfs/white-logo-db.png?height=50&name=white-logo-db.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new) - Go to digitbridge.com Go to digitbridge.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [DigitBridge Knowledge Base](https://support.digitbridge.com/digitbridgeclientknowledgebase?hsLang=en) 2. [Sales](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en) 3. [Sales Order](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#sales-order) # How do I create a Consignment Sales Order? ## 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?](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-create-a-virtual-warehouse?hsLang=en)* ***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.*** ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-11-2024-12-38-24-4060-AM.png?width=670&height=449&name=image-png-Apr-11-2024-12-38-24-4060-AM.png) **Click Add**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-11-2024-12-38-52-3747-AM.png?width=670&height=153&name=image-png-Apr-11-2024-12-38-52-3747-AM.png) 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. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-11-2024-12-41-48-3509-AM.png?width=670&height=403&name=image-png-Apr-11-2024-12-41-48-3509-AM.png) 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. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-11-2024-12-43-08-5495-AM.png?width=670&height=543&name=image-png-Apr-11-2024-12-43-08-5495-AM.png) 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. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-11-2024-12-45-35-2518-AM.png?width=670&height=229&name=image-png-Apr-11-2024-12-45-35-2518-AM.png) 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.  ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-11-2024-12-49-30-5230-AM.png?width=670&height=279&name=image-png-Apr-11-2024-12-49-30-5230-AM.png) 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.  ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-11-2024-01-01-48-6655-AM.png?width=670&height=300&name=image-png-Apr-11-2024-01-01-48-6655-AM.png) 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.** ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jun-07-2024-10-46-21-8377-PM.png?width=670&height=189&name=image-png-Jun-07-2024-10-46-21-8377-PM.png) ***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](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-manage-prepack-skus?hsLang=en) (**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](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-use-case-packs-when-ordering?hsLang=en).  #### 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. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-11-2024-01-04-02-7833-AM.png?width=670&height=358&name=image-png-Apr-11-2024-01-04-02-7833-AM.png) Everything in the box will appear. To collapse your view to what it was before, **click Show Less.** ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-11-2024-01-04-34-2342-AM.png?width=670&height=662&name=image-png-Apr-11-2024-01-04-34-2342-AM.png) #### **Addresses** **Addresses **tab will show you the primary Shipping and Billing addresses for the customer. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-11-2024-01-05-06-8902-AM.png?width=670&height=514&name=image-png-Apr-11-2024-01-05-06-8902-AM.png) ***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 %**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-03-2024-12-59-41-3093-AM.png?width=670&height=260&name=image-png-Apr-03-2024-12-59-41-3093-AM.png) #### **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. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-03-2024-01-02-26-6883-AM.png?width=670&height=401&name=image-png-Apr-03-2024-01-02-26-6883-AM.png) #### **Custom Attributes** **Custom Attributes** is where you can assign pre-set Attributes that were created during onboarding. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-03-2024-01-03-01-1058-AM.png?width=670&height=126&name=image-png-Apr-03-2024-01-03-01-1058-AM.png) #### Details and Product Sales Sidebar The [details and product sales panel](https://support.digitbridge.com/digitbridgeclientknowledgebase/what-is-the-details-and-product-sales-side-panel?hsLang=en) will show you customer and product information. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-03-2024-01-04-53-7941-AM.png?width=403&height=810&name=image-png-Apr-03-2024-01-04-53-7941-AM.png) 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.** ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-11-2024-01-07-42-3362-AM.png?width=670&height=386&name=image-png-Apr-11-2024-01-07-42-3362-AM.png) **Click Yes.** ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-03-2024-01-07-42-1989-AM.png?width=453&height=171&name=image-png-Apr-03-2024-01-07-42-1989-AM.png) The **Order #** will automatically populate. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-11-2024-01-08-39-0057-AM.png?width=511&height=134&name=image-png-Apr-11-2024-01-08-39-0057-AM.png) ***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?](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-fulfill-a-consignment-order?hsLang=en) --- See Related: [How do I view or edit a Sales Order?](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-view-or-edit-a-sales-order?hsLang=en)   - 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