Swim

Portal Home > Knowledgebase > 03. Stock > 3.02 Entering Stock > How to add Consignment / Appro / Memo Stock

How to add Consignment / Appro / Memo Stock


Consignment, Memo and Appro are treated in Swim the same way. For the details below the word 'consignment' is used and can refer to all three types (Consignment, Memo and Appro)

Consignment stock is recognised in the system by having a stock number that begins with 'A'. Consignment stock is not considered to be part of the stock holding and will not show on stock reports. There are consignment reports that show your consignment stock holding. With a consignment item you can sell the item, return the item to a supplier or make the item into a stock item.

Finding, Editing and Returning consignment stock

You can search for consignment stock in the same way you search for regular stock items. Refer to the knowledgebase article: How to find stock

To edit or return consignment stock just follow the steps below:

  1. In the 'Stock Menu' click on 'Consignment Promotion Search'.
  2. Using the fields provided, search for the stock.
    Example: To search for all stock on one invoice, enter the invoice number and click 'Search'. To show all consignment stock from one supplier, type 'A' in the stock number field (representing all consignment stock), select the supplier from the dropdown list and click 'Search'.
  3. To Return stock to a supplier, click on the 'Return to Supplier' check box to the left of the stock details.
  4. To make the consignment item into a stock item, click on the 'Make Into Stock Item' check box to the left of the stock details. This will alter the letter at the start of the stock number from an 'A' to an 'I' for invoiced.
  5. To save the changes, click on 'Save This Page'. The items selected will then be updated.

Entering consignment stock

You can enter consignment stock from an invoice by just following the steps below:

  1. On the stock menu, Select 'Enter New Stock From Invoice'.
  2. Select 'enter new invoice' at the bottom.
  3. In the invoice type field select 'consignment' from the drop down list.
  4. Continue to enter the invoice details and stock as described in 'adding stock from invoice'.
  5. On the enter stock screen if you select 'view by stock item' you will see each item created will have a stock number starting with 'A'.