Consignments are created and managed in the Consignments menu.
To create a new consignment click . This will give you the option to create a Point to Point, Inwards or Outwards consignment. In this case we are creating a Point-to-Point consignment.
You can now enter the consignment details beginning with the Client.
When you click on this field you will be provided with a list of recent Client Partners to select from - you can also start typing their name to refine the options.
Provide a reference number and the date entered. The date will default as today's date but you can change this if required on the calendar.
Next, select the route for the consignment, beginning with the Carrier Partner (and reference if applicable).
If needed, you can also choose to add a new Consignee; which will then appear in your consignees list for that Client Partner, or add an ad-hoc address which can be selected of future consignments across all Client Partners.
Select the destination where the consignment is going to. You will be presented with the same options to select from. You will now see a map of the point-to-point consignment route.
Once you are happy with the details click Create Consignment.
You can now add a description of the goods that are being delivered in this point-to-point consignment.
Because goods do not enter or leave your warehouses in this type of consignment, you only need to provide the quantity, a written description and the weight and volume details.
You do not need Consignly to identify and log the product nor do you need to select picking locations. Batch and expiry details can be added if applicable. The product and weight need to reflect the total for each product line.
Once you have entered all of the details for the point-to-point consignment, click Add Line. Alternatively, you can click Add and Copy to create this product line and copy these details into a new entry, if you have other similar products to add.
The consignment has now been created.