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Looking for the best way to manage a customer who holds our inventory awaiting demand. We of course cannot invoice until the product is sold, we cannot remove from inventory as it must remain on our books. How do we keep a paper trail of what the customer has ordered from us and what we are sending to their location to hold on consignment? How do we trigger a need to manufacture if we are not entering our orders into GP to ship to the consignment location and simply performing a transfer from our warehouse to theirs?
To sum up, is there a way to enter a sales order for consignment purposes that transfers stock from one GP location to another?
Hi Melissa-
Here is a solution I have recommended in the past. It's a little long, but works great and is essentially all out-of-the-box.
Use the In-Transit Transfer feature in Inventory as an "order" from the customer. Using Extender, add a few more fields to the In-Transit Transfer window: Customer ID, Customer PO Number.
This allows you to enter a transaction to simply transfer from one inventory location to another with a full history trail. Once it is in the consigned location, then you can invoice it from the consignment site when you need to. One thing to mention about the in-transit transfers is there needs to be available inventory in the From inventory location to take.
Since you talked about manufacturing in your original post, this suggestion, unfortunately, does not take that into account. You could possibly get around that with some kind of SmartList reporting showing On Hand, Allocated, In Process, etc.
For an order acknowledgement from the customer and other customer-facing forms, you'd need to play around with the Report Writer reports. In the cases I've implemented this, they use SSRS, so the forms are really flexible to work with this solution.
Shipping the inventory to the consignment location is done by just clicking "Ship" at the top of the screen. GP transfers the inventory to the consignment site and generates a pack list.
I hope this gives you an idea or a starting point. Consigned inventory is fun!
Joe
Hi Melissa:
Out of the box there is no way, therefore we developed a custom dex module for SOP Order to Inventory transfer, when you clic action >> transfer on SOP. Please PM if you would like more info.
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