The Products tab in the Client Partner is where you will find all relevant product information.
The Product Settings card shows you the current settings you have configured for the Partner.
The Product Settings card for a Partner
Product settings store the following configuration:
- Default Rotation Method
- Date (oldest first)
- Date (newest first)
- Default depletion method
- Default Batch Usage
- Default Best Before Date Usage
- Default Expiry Date Usage
- Default Packaging Date Usage
- Default Production Date Usage
- Default Sell By Date Requirement
Editing Product Settings
The stock rotation method is used to help Consignly identify a stock preference when suggesting inventory for an outwards consignment.
If none is selected, then Consignly will use the stock received date in conjunction with the depletion method to determine inventory to suggest.
If batch is selected, then Consignly will use the alphabetised batch number in order to suggest stock, with the depletion method and received date as a secondary sort method.
Consignly can suggest inventory based on a date set on the product as it was received.
- Expiry Date
- Packaging Date
- Production Date
- Best Before Date
- Sell By Date
Each of the options above support:
- Oldest first
- Newest first
If the selected date is Oldest first, then the oldest inventory using that date will be recommended.
If the selected date is Newest first, then the newest inventory using that date will be recommended.
Consignly will then use the depletion method and received date as a secondary sort method.
The stock depletion method determines how Consignly may inventory to pick when transacting stock out of the warehouse. This depletion method is based on the date the inventory was received into the warehouse.
The First In First Out depletion method will suggest picking inventory from locations that hold oldest product first, followed by locations with the next oldest product.
Product age is determined by the date and time it was received into the warehouse.
The Last In First Out depletion methods will suggest picking inventory from locations that hold the newest product first, followed by locations with the next newest product.
Again, product age is determined by the date and time it was received into the warehouse.
Default field usage
Each of the default usage fields configures the client partner to accept that type of field for product on an inwards consignment, and optionally make that field required or optional.
If the field choice is Hidden, then it configures the partner so that this field won't be surfaced up on Consignly's data entry or receive screens.
If the field choice is Optional, then the field will be presented, but does not require data to be entered into Consignly.
If the field choice is Required, then the field will be presented and will be required to contain data before being entered into Consignly.
These default fields may be overridden on the product directly.