Creating a consignment report

Creating a consignment report is done periodically (e.g. weekly, decadally, monthly) for sold consignment goods. With a consignment report document, a supplier of consignment goods is notified about the realized purchase. On the basis of the consignment report, the supplier issues an invoice for sold goods. To create a consignment report, use the Wizard in issued invoices in the New (issued) invoice submodule of PANTHEON Web Light.

HINT For more information about creating a consignment report, see the chapter Create consignment report in the technical guide.

CASE SUMMARY The person responsible from the supplier of consignment goods Tent Goods EE, Ltd. receives the goods to consignment, and later sells it to customer INTERSPORT, d.o.o. For previous issues of consignment goods, the person responsible creates a consignment report. This is done by checking the necessary setting of the consignment goods items, creating a receiving document and issuing consignment goods, and using the wizard to create a consignment report. This is done as follows: Item settings Receiving consignment goods Issuing consignment goods Creating a consignment report by using the wizard

1 Item settings

For all the Items in consignment sales, the person responsible must correctly specify Item settings to mark them as consignment goods.

To do so, the person responsible selects the Registers | Items/products module.

Into the Search field, the person responsible enters the name: primus and

selects: PRIMUS GAS - CON - Gas bottle for lantern.

In the Items/products register, the person responsible selects K - Consignment goods from the drop-down list in the Item types field by clicking the icon.

WARNING All items in consignment sales must have Item type set to K - Consignment goods in the Items/products register. For more information about the process of a consignment sale, see the chapter Consignment Goods - Type K in the PANTHEON user manual.

2 Receiving consignment goods

In step two, the person responsible creates a document for receiving consignment goods.

The person responsible selects the Purchases | New received invoice and creates document: 1700 - Internal receiving, for supplier Tent Goods EE, Ltd.

To the wholesale warehouse, the person responsible receives the consignment goods: 100 pieces of item PRIMUS GORILNIK KOMISIJA.

HINT For more information about creating a receiving document, see the chapter Creating a received invoice in the user manual.

3 Issuing consignment goods

The person responsible creates a document for the sale of consignment goods.

Into the Commission date from field, the person responsible enters time period: 01.03.2023 and 18.05.2023 in the to field.

From the wholesale warehouse, the person responsible issues the consignment goods: 10 pieces of item PRIMUS GAS - CON.

HINT For more information about creating a wholesale invoice, see the chapter Creating a wholesale invoice in the user manual.

4 Creating a consignment report by using the wizard

By creating a consignment report, the person responsible wants to notify the supplier about the realized use.

The person responsible uses the wizard on the issue document by clicking the button, then Create consignment report.

The Create consignment report window opens.

Into the Commission date from field, the person responsible enters time period: 01.03.2023 to 18.05.2023.

Into the Supplier field, the person responsible enters the consignment goods supplier: Tent Goods EE, Ltd.

Into the Sales document type field, the person responsible enters the type of issue documents for consignment goods: 3000 - Sales

In the Consignment report document type field, the person responsible leaves the default document: KO00 - Collective issue for archiving.

The person responsible clicks the Browse button.

Issue documents for consignment goods from the selected time period appear on the list.

The person responsible selects the Create button.

A document is created: KO00 - Collective issue for archiving, for supplier Tent Goods EE, Ltd for10 pieces of item PRIMUS GAS - CON.

WARNING On the basis of the consignment report, the consignment supplier sends the invoice for payment of the sold goods. The invoice is entered under the type collective that does not affect stock, but does increase the obligation to the owner of the goods.

HINT Among the linked documents of collective issue for archiving, you can see the numbers of sales documents.