Enter consignments in batch mode
When to use this procedure
Use this procedure to receive one or more items into inventory on consignment without manually assigning a SKU and serial number to the item. Tri-Technical Systems recommends that consignment and resale stores always follow this procedure, regardless of the number of items you are entering.
Refer to refer to Enter consignments - quick complete for abbreviated instructions on using batch entry for your consignments.
Refer to Enter consignments for details on entering items into inventory with a SKU and serial number using AIMsi's legacy consignment entry tool.
Example of use
One of your regular consignors comes into your store with a bag of girls clothing, some toys, and several books. Rather than receiving them into inventory individually, you use the batch mode to share certain details between items, such as the category or return terms. This allows you to enter multiple items more efficiently by not re-entering common information for each item.
Steps to complete
- On the Modules menu, point to Inventory, then to Consignment & Purchase, then click Enter Consignment (Batch Mode). The Pick Customer window displays.
- Search for or select a consignor and click Select. The Enter Consignment (Batch Mode) window displays. If necessary, create a new consignor account.
- Select a category and subcategory for the items in the Category and Sub Category boxes.
- Select a manufacturer in the Mfg box. This box is required. If you do not wish to track a manufacturer, select Not Applicable.
Steps 5 - 10 are optional steps.
- Verify and update the consignor fees in the Consignor % box or the or Fixed Fee box if different from the default values.
- Verify and update the expiration/return terms in the Return Code box.
- Verify and update the expiration date, or date when the return terms will apply, in the Exp Date box.
- Verify and update the store location and consignor name in the Location and Account boxes. Location must be changed before adding items to the Consigned Items grid.
- Verify and update the consignment date and reference number in the Date and Ref boxes. Tri-Tech recommends you do not change the value in the Ref box.
- Select the Pop Details Window During Add check box to display the Item Details window for each item you add. Otherwise, items are added to the Consigned Items grid without additional information.
- Click Add. If the Item Details window displays (the check box is selected in step 10), enter applicable information and click Exit. The item is added to the Consigned Items grid.
- On the Enter Consignment (Batch Mode) window, repeat step 11 as many times as needed. If changes are required to any of the information, repeat steps 3-11 as needed.
At this point, you can save the consignment batch or complete one of the following.
- Click View Details to view and update the item details of the highlighted item in Consigned Items grid. You can also update item details directly in the grid.
- Click Delete Item to remove a highlighted item in the Consigned Items grid.
Did you know? You can right-click in the Consigned Items grid to display a menu of options applicable to steps 13 and 14 instead of using the buttons.
To quickly enter today's date, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard.
- Optionally select the Print Labels when saved check box to print barcode labels/inventory tags for the items in this batch.
- Optionally select the Add Another Batch check box to remain on this window and start a new batch, perhaps for a different consignor.
- Click Save. The Select Output Destination window displays.
- Select your desired output destination and click OK. The receipt is sent to print preview, a printer, a file location, or email, depending on your report output selections.
