Consignment Settings
Transfer stock to your consignee (distributor); produce consignment note; and import sales figures via CSV from your consignee (distributor).
The consignment module manages your stock held by a consignee (distributor). It is able to access all customers which you declare to be consignees as well as their assigned stock location. Stocks at consignee’s location are valued and treated in every respect as your stock until a sale is made and entered / imported to the system.
A consignment transaction is a movement of stock from one location (e.g. Office) to another location (consignee), not a sale.
Before you send out / import consignments, you need to do the following
How to setup consignee account
Every consignee/distributor must have a Sales ledger account properly set up to receive consignments. To declare a customer account as consignee and thereby make it available for consignment transactions.- Select Accounts> Sales Ledger > Customers
- Select a customer code in the ‘Account Code‘ box
- On the Account Holder page, tick the ‘Is Consignee’
- Select this consignee’s default location in the ‘Consignee Location’ box
- Click the Save button
How to prepare the Import CSV File
Focus expects exactly four (4) fields on the in-coming file, with NO header row The CSV file has to contain the following four columns:- Field1: ISBN – the system validates on both ISBN 10 and ISBN 13
- Field2: A free format description of the sale
- Field3: Quantity sold
- Field4: Net amount