Consignment Sales Orders - Add New

How to generate, add products and specific order details to a new CONSIGNMENT SALES ORDER for a Customer.

Tip: To edit an existing Consignment Sales Order, click on it in the Orders list view.

Important: SOR orders will be managed differently as your customer owns the stock and unsold units are returned and credited. For support with managing SOR orders in Zedonk.

#Click on [+ New Order]

#Select the Order TYPE and CUSTOMER from the Drop Down Menu and select [OK]

For more information on how to add a customer

The form will populate with the default information entered in the Customer record.

Addresses and Contacts: They pull from the Customer record. They can be amended directly on the order if your system settings allow you to do so.

For more information on adding different store, delivery and accounts addresses

You will then be taken through to the consignment order 'Order Details' page to complete accordingly, you will have an indication of the order being a consignment type with the new symbol next to the sales order number.

#Order Reference

#Use this one to enter the PO number from the Customer (if applicable)

#Customer Reference

#This pulls through from the Customer Record but it can be added/amended directly on the Sales Order

You can enter information as a default in the Customer Record, for more information, read this

#Delivery Period

#This pulls through from your Season Settings but it can be added/amended directly on the Sales Order

#Delivery Start and Delivery Cancel: Use them if you have agreed on specific dates with your customer. When left empty, these fields don't show on the PDF

#Shipper and Shipping Terms

#These pulls through from the Customer Record but they can be added/amended directly on the Sales Order

#Order Tag

#If you have created order tags in your Settings, you can assign an internal tag to the Sales Order.

For more information on adding Order Tags

#Order Priority

#If you have created order priorities in your Settings and assigned to a Customer, this will automatically pull through. You can also add/amend directly on the Sales Order

For more information on adding Customer Priorities

#Payment Terms, Payment Due (days) and Bank Details

#These pulls through from the Customer Record but they can be added/amended directly on the Sales Order

#Comments

#This pulls through from the Customer Record but it can be added/amended directly on the Sales Order

For more information on adding Customer Notes

#Order Status

ACTIVE: a New Order is active by default

APPROVED: depending on the user permission, an order will be created already Approved or Not Approved, which means it will need to be approved by another user before Zedonk will include it in the calculation for production.

LOCKED: a New Order is unlocked by default. Some users have system permission to lock/unlock Sales Orders.

FORCE CLOSE: this is unselected by default. It only needs to be selected when an order is cancelled or it no longer needs to be delivered.

#[Save]

The procedure for the outstanding tabs on the sales order will be as standard:

• Sales Orders - Tab - Products
• Sales Orders - Tab - Totals
• Sales Order - Tab - Log

#Inventory: Once the sales order quantities have been added to the consignment order, the quantities will reflect in the 'SOLD' column of your product stock inventory

#*To flip a wholesale order to a consignment order/ a consignment order to a wholesale order:

Wholesale orders with no subdocuments raised against them can be flipped to consignment orders, from within the sales order click on the 'Actions' menu, then select 'Change Customer/Type':

select the order type from the 'Type' field:

select [OK], and your sales order type will be updated accordingly.