When a consignment has been completed, the next step is to update it's status to Closed.
Closed consignments drop off the consignment index view and is where consignment charges are finalised. Closing the consignment will raise transactions for the Client Partner which can be added to schedules for invoicing.
If you have yet to calculate charges for the consignment, Consignly may prompt you. If there are no charges required for this consignment, you can check the box to indicate this and continue to close the consignment.
An example of the dialog indicating that there are no charges. Check the box to confirm closing the consignment without raising charges.
If charges haven't yet been raised, Consignly offers the opportunity to calculate the charges from this screen, and then continue to close the consignment.
An example of closing a consignment where charges have been calculated.
Auto-calculate charges on close
Toggle the switch to turn the auto-calculate feature on and off.
If the switch is turned on, then when the consignment is moved into a closed status, the consignment charges will be automatically calculated without the user having to calculate them intentionally.
The auto-close consignment dialog