Welcome to Consignly. Consignly helps manage your warehouse, connect your Client Partners, and integrate with third-party systems to streamline your operations.
Sidebar menu
On the left side of the screen you can see your sidebar menu, if you wish to hide this (this can be useful when viewing Consignly on a mobile or tablet) simply click the menu icon at the top; click it again to reopen it.
Now lets get familiar with the menu:
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The sidebar gives you access to different parts of Consignly.
Dashboard: will bring you back to the dashboard view when you are in another area of the program. Consignments: where you can create and edit your consignment information. This is also where the Pending Imports queue is located that allows you to reconcile data received by Consignly. Inventory: view and manage your in-warehouse inventory Client Partners: create and manage the clients that you store goods for and provide services to. Carrier Partners: are your subcontracted carriers. Reports: offers you a wide variety of reports to successfully manage all aspects of your 3PL operation. App Integrations: Manage your apps and connections into Consignly. Consignly Connect: Connect to other organisations using Consignly. Automations: Automate your busywork in Consignly. Intelligence: allows you to deep dive into your data to uncover useful information. Organisation: settings and maintenance items for your Consignly subscription including Warehouses.
Information in the menu will change depending on your permissions in Consignly. |
Organisation switcher
If you have access to more than one organisation, you can use the Organisation switcher to change organisations.
Blades and Cards
Blades
Consignly screens are arranged using blades. Blades are screens that stack, and help make sure Consignly can be used on multiple devices, from desktops, to laptops and tablets, through to mobile devices.
Cards
Information within a blade will often be laid out using a series of cards. Cards help group like information together.
Partners
Once your organisation is configured in Consignly, you will need to add Partners to work with Consignly.
Carrier Partners and Client Partners can be created.
A Carrier Partner is a transport operator that will transport goods in or out of your warehouse.
A Client Partner is an entity that you store goods on behalf of. Client Partners need products created in order to bring goods into a warehouse.
Consignments
Consignments is where the bulk of Consignly operations occur.
Inwards consignments are created to bring goods into your warehouse. Items coming in can be received and stored in a warehouse location.
Outwards consignments are created to ship goods from your warehouse to one of your Client's customers. Items can be searched within the warehouse based on defined stock rotation methods, can be picked using our Warehouse App, and can be pushed to your TMS partner for dispatch and delivery.
Proof of Delivery (POD) information can be received into Consignly, and as your Client Partners can be connected directly with Consignly, they can view their POD directly from Consignly.