Creating a consignment report
When you open the form for issuing an invoice in wholesale, you will find the wizard button in the upper right corner.
With the function for creating a consignment report for the selected time period, select the realized goods sale, received to consignment sale.
| Report date from |
Starting date of issued invoices that you want to include into the consignment report. The relevant date here is the invoice date (and not the packing slip date). |
| Report date to |
Closing date of issued invoices that you want to include into the consignment report. The relevant date here is the invoice date (and not the packing slip date). |
| Supplier |
Creating a consignment report can be limited to an individual primary supplier from the items register. If this field is left empty, the program will create as many consignment reports as there are suppliers of consignment goods. |
| Issue Document Type |
Select the numbers for document types for issuing goods from which you want to get data for consignment reports. |
| Document Type to Create |
Enter a collective receiving document type, where you want the documents for consignment report to be created. If you use predefined settings, this is Document type KO0. |
| Created On |
Date of the consignment report (by default, the current date). |
When you enter all required data, click on the button 
.
The program offers a list of document lines from selected document types where the consignment sales was conducted.
| Supplier |
The supplier's name. Data is taken from the items register - the supplier is entered as the primary supplier. This is why it is necessary to enter this data into the Items register if you want to track consignment sales. |
| Document |
Document number for customer sales. |
| Item ID |
The ID or code of the item taken for consignment sales. |
| Name |
The name of the item from the previous field. |
| U/M |
Unit of measurement. |
| Quantity |
Quantity sold. |
If you want to leave out any of the given options or you do not want to transfer it into the consolidated invoice, you can delete it with the keys: 
.
Continue the procedure of creating a consignment report by clicking on the button 
.
In the document type which you previously selected, the sales document is created.
If the date is missing in the field for creating a consignment sales report, the program will issue a warning message.
A warning will also be issued if a sales document type is not entered, because this is mandatory data.
For all other data and windows explanations, see the instructions at Wholesale.