Consignment Transfers

How to set up and complete Consignment Transfers

Prerequisites 

• A Source and Consignment Destination Warehouse exists
• Tax Codes for Product SKUs are configured 
• One or more Product SKUs exist

Getting There

Transactions → Consignment Transfers

Consignment Transfers Table

From the consignment transfers page, you may observe existing transfers. Immediate information for a given transfer include:

• Transfer Numbers (RTR #)
• Created Date
• Transferred By
• Status
• Total
• Notes

You may sort and search by transfer numbers, or search by date, and status.  An excel sheet of the table may be created by clicking Export.

Creating a new Consignment Transfer

• From the top left of the transfer table, click Add.
• While creating a new Consignment Transfer, provide the following information.
  • Date, for the transfer date.
  • Use the provided dropdown to select a Source Warehouse.
  • Then, use a final dropdown to select the Destination Warehouse.
  • You may also enter Notes if further information or commentary is required.
• Before saving, ensure that one or more Items have been added to the Items table.
  • Click Add. A new item should appear among the Items table.
  • For the new item, you must select the Product SKU from the afforded dropdown.
  • You may adjust the Price and Quantity, Amount, and Levies.
    • These can be adjusted incrementally, or entered manually.
    • Adjusting these values will change the value of Amount.
    • Levies are applied given the type of Product SKU selected.
  • A discounted price can also be applied using the Discount column.
  • Ensure that a Tax is selected from the drop down list.
  • Notes may be typed if further information is necessary. 
  • If necessary, an existing Item may be deleted.  To do so, click the red trash bin along the right most column for the respective row. 

• • Selecting Cancel will undo any unsaved additions to the Items table. 

• • You may also Export the list of Items from the table. 
• Click Save All. You will be navigated to a details view of the transfer created.

Viewing a Consignment Transfer

Once one or more Consignment Transfer exists, you may click a row from the Consignment Transfers table. Doing so will navigate to the view page of that particular Transfer. Further information is presented here for the particular Consignment Transfer. This includes:

• Transfer Details (which outlines the creation, transfers and status of the transfer)
• Items
• Notes

Consignment Transfer Actions

From a Consignment Transfer's view page, you may perform a set of actions:

• Submit the transfer.
• Then, Approve the transfer (or Reject it).
• Finally, Complete the transfer.

Not all actions are visible and will only reveal themselves once the previous action is clicked. These options will affect the transfer's state, progressing from Pending → Submitted → Approved (or Rejected) → Finalized (if not Rejected).

• You may also Delete a transfer at any time with the exception of finalized transfers. 
• Lastly, clicking Edit will allow you to modify the existing unfinalized transfer. 

Editing a Consignment Transfer

To edit a consignment transfer, click the Edit button within the view page of a given transfer. Similar to the initial transfer creation, you may:

• Modify the Date.
• Select a Source Warehouse using the dropdown.
• Select a Destination Warehouse using the dropdown.
• Enter Notes if further information or commentary is required.
• Add new items to the Items table.
• Click Save All to apply changes.