Consignments

Consignment Out

The Consignment Out screen sends your goods to a customer on consignment. Items remain your property until the customer sells them, at which point a customer invoice can be generated. Tracks out, sold, returned, and invoiced quantities per item. Supports pricing, line and transaction discounts, serial tracking, tax exemptions, and shipping details. Access from Consignments › Consignment Out.

Header Fields

Consignment No.

Auto-generated document number. Duplicate numbers trigger a confirmation warning.

Reference

Optional reference number.

Status

Dropdown: Posted, Suspended, or Voided.

Date

Transaction posting date.

Time

Time of posting.

Exported

Checkbox indicating the consignment has been exported to an external system.

Store

Store where the transaction is posted. Changing the store validates item stocking.

Station

Workstation or terminal.

Employee

Employee responsible for the transaction.

Customer / Terms

Customer

The customer receiving the goods (lookup). Changing the customer updates the address, triggers tax exemption and terms lookup, and removes items the new customer cannot purchase.

Address

Customer billing address (auto-filled, editable).

Tax Exempt

Tax exemption code (lookup). Recalculates taxes when changed.

Ship Via

Shipping method (free text, up to 20 characters).

Consignment Date

Start of the consignment period (defaults to today). Locked on filed records unless the user holds the ConsignOutEditDates security permission.

Return Date

Optional deadline for the customer to return unsold items. Locked on filed records unless the user holds the ConsignOutEditDates security permission.

Terms

Payment terms (lookup). Applied when the consignment is invoiced. Locked on filed records unless the user holds the ConsignOutEditDates security permission.

Item Lines

Items Table

Items sent on consignment. Lookup restricted to sold, consignment-out eligible items.

Column	Description
Item Number	Item lookup. Adding an item defaults Out to 1 and triggers serial collection.
Description	Line description (editable).
Size	Selling size dropdown.
Out	Quantity shipped to the customer.
Sold	Quantity the customer has sold (read-only; set via the Items Sold button).
Price	Unit selling price.
Ext Price	Extended price (editable — back-calculates unit price).
Discount	Line discount (percentage or dollar amount).
Tax	Tax code (lookup).

Tabs

The lower panel has tabs for Totals, Comments, References, Taxes, Ship To, Item Info, and Discounts.

Totals Tab

Field	Description
Item Total	Sum of extended prices.
Line Discounts	Total of all line-level discounts.
Trans. Discounts	Total of transaction-level discounts.
Tax Total	Total tax.
Deposit Total	Total deposits.
Levy Total	Total levies.
Qty Total	Total quantity.
Total	Grand total.

Comments Tab

Free-text comments for the consignment shipment.

References Tab

Name/Data pairs for tracking references (e.g. shipping tracking numbers, PO references). Customer-defined references are auto-prompted when selecting a customer.

Taxes Tab

Read-only tax breakdown: Tax, Name, Taxable, Tax Amt, Inc. Taxable, Inc. Tax Amt.

Ship To Tab

Ship To

Customer lookup for the delivery destination (can differ from the billing customer).

Address

Shipping address (auto-filled from ship-to customer, editable).

Item Info Tab

Detail for the currently selected item line.

Field	Description
Out	Quantity sent to customer.
Sold	Quantity sold by customer.
Returned	Quantity returned by customer.
Invoiced	Quantity already invoiced.
Discountable?	Whether this line is eligible for discounts.
Include Tax?	Price is tax-inclusive.
Include Deposit?	Price includes deposit.
Deposit	Container deposit amount.
Levy	Environmental levy amount.
Discount	Line discount lookup (percent or dollar).
Percent	Radio button to enter a percentage discount.
Percent Amount	Percentage discount value.
Dollar	Radio button to enter a dollar discount.
Dollar Amount	Dollar discount value.
Line Disc.	Calculated line discount amount.
Line Total	Line total after discount.
Trans. Disc.	Transaction discount allocated to this line.
Edit Serials	Serial number assignment for serial-tracked items.

Discounts Tab

Transaction-level discounts applied across all discountable items:

Discounts Table

Column	Description
Discount	Discount lookup (transaction-only discounts).
Percent	Percentage discount (editable).
Dollars	Dollar discount (editable).
Total	Calculated discount total.

Action Buttons

Item Search

Search within the consignment by Item Number or Description.

Sales History

Opens the Sales History window for the selected item.

Items Sold

Opens the Items Sold popup dialog. Select the quantities the customer has sold for each item. On confirmation, sold quantities are saved and a Customer Invoice is automatically generated.

Return Remaining

Auto-generates a Consignment Out Return for all remaining unsold items on the consignment.

Consign Status

Opens the Consignment Status screen pre-filtered to this consignment.

View Serials

Shows all serial numbers assigned across all consignment lines.

Standard Buttons

Save — Saves the consignment. Optionally prompts to print.
Next — Saves and opens a new blank consignment.
Print — Prints using consign_out_print.xml.
Copy — Duplicates with new number, today's date, cleared sold/invoiced/serial data.
Close — Closes the screen.

Related Screens

Consignment Out List

Consignment Out Return

Consignment Status