Consignment Integration in Dash SaaS

Manage Product (Items)

• To add a new product, click the “Create” button at the top of the Manage Product page.
• Enter product details including name, SKU, Tax, Category, and Description.
• Fill in the pricing information by entering Sale Price, Purchase Price, Unit, and Quantity.
• Upload the product Image in the media section.
• Enter the product Weight in the Consignment section.
• Select the appropriate Warehouse from the dropdown menu in the Warehouse Details section. The warehouse list is populated from the Purchase.
• Click “Save” to create the product.
• The list page shows all products with columns displaying NO, Name, Weight, Sale Price, Purchase Price, and Quantity.
• You can use the Search and Export buttons to find or extract product information.
• In the Actions column, you can View product details, Edit the product information, or Delete the product.
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Manage Consignment

• To create a new consignment, click the “Create” button on the Manage Consignment page.
• Enter the Title, Consignment (%) commission rate, and Date.
• In the product repeater section, you can add multiple products by selecting them from the Manage Product.
• When you select a product, the Quantity, Price, and Tax (%) are automatically fetched based on the product and are editable.
• The system automatically calculates the Amount, Subtotal, Consignment commission (based on the entered Consignment percentage), Tax, and Total Amount.
• Click “Save” to create the consignment.
• The list page displays all consignments with columns showing No, Title, Commission (%), Total Amount, Tax Amount, and Date.
• You can use the Search and Export buttons to find or extract consignment information.
• In the Actions column, you can View consignment details, Edit the consignment information, or Delete the consignment.
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Manage Purchase Order

• To add a new purchase order, click the “Create” button on the Manage Purchase Order page.
• Select a Consignment from the Manage Consignment.
• Choose a Vendor from the dropdown menu which is fetched from the Vendor list in the Accounting.
• The Date is automatically fetched from the selected Consignment.
• The list of consignment products is automatically displayed showing Product, Quantity, Price, Tax, Amount, Sub Total, Tax, Consignment, and Total Amount.
• Note that the consignment commission amount is subtracted (-) from the subtotal and tax-inclusive amount.
• Click “Save” to create the purchase order.
• The list page shows all purchase orders with columns for No, Consignment name, Vendor, Date, Commission, Tax Amount, and Total Amount.
• In the Actions column, you can:
  • Convert To Purchase: Click this button to open a form where you can select a Warehouse and Category. The Warehouse dropdown is populated from the Purchase, and the Category is fetched from the Bill/Purchase Category in Items System Setup. Clicking the Convert button converts the purchase order into a Purchase. Once converted, the button changes to “Already Converted to Purchase” and clicking it will display the corresponding Purchase details.
  • View purchase order details
  • Edit or Delete the purchase order
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Manage Sales Order

• To add a new sale order, click the “Create” button on the Manage Sale Order page.
• Select a Consignment from the Manage Consignment.
• Choose a Customer from the dropdown menu which is fetched from the Customer list in the Accounting.
• The Date is automatically fetched from the selected Consignment.
• The list of consignment products is automatically displayed showing Product, Quantity, Price, Tax, Amount, Sub Total, Tax, Consignment, and Total Amount.
• Note that the consignment commission amount is added (+) to the subtotal and tax-inclusive amount.
• Click “Save” to create the sale order.
• The list page shows all sale orders with columns for No, Consignment name, Customer, Date, Commission, Tax Amount, and Total Amount.
• In the Actions column, you can:
  • Convert To Invoice: Click this button to open a form where you can select a Category, Warehouse, and Templates. The Category is fetched from the Invoice/Proposal/Revenue Category in Items System Setup, Warehouse dropdown is populated from the Purchase, and Templates can be selected from a dropdown. Clicking the Convert button converts the sale order into an Invoice. Once converted, the button changes to “Already Converted to Invoice” and clicking it will display the corresponding Invoice details.
  • View sale order details
  • Edit or Delete the sale order
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Manage Shipping

• To add new shipping information, click the “Create” button on the Manage Shipping page.
• Select a Consignment from the Manage Consignment.
• Enter the Tracking Number and Shipping Company.
• Select the Status from options: Pending, Shipped, or Delivered.
• Enter the Shipping Date and Estimated Delivery Date.
• Click “Save” to create the shipping record.
• The list page displays all shipping records with columns showing No, Consignment name, Shipping Company, Tracking Number, Status, Shipping Date, and Estimated Delivery Date.
• You can use the Search and Export buttons to find or extract shipping information.
• In the Actions column, you can:
  • Edit shipping details
  • Delete the shipping record
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Manage Return

• To add a new return record, click the “Create” button on the Manage Return page.
• Select a Sales Order from the Manage Sale Order.
• The Product will be automatically fetched based on the selected Sales Order.
• Enter the Quantity of products being returned.
• Provide the Return Reason explaining why the product is being returned.
• Enter the Return Date.
• Select the Status from options: Pending, Approved, or Rejected.
• Click “Save” to create the return record.
• The list page shows all returns with columns for No, Sale Order, Product Name, Quantity, Return Reason, Return Date, Status, Shipping Date, and Estimated Delivery Date.
• You can use the Search and Export buttons to find or extract return information.
• In the Actions column, you can:
  • Edit return details
  • Delete the return record
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Manage Quality Control

• To add a new quality control record, click the “Create” button on the Manage Quality Control page.
• Select a Consignment from the Manage Consignment.
• The Product will be automatically fetched based on the selected Consignment.
• Enter the Check Date when the quality control was performed.
• Select the Status from options: Passed or Failed.
• Enter the Inspector name or ID who performed the quality check.
• Add any Remarks regarding the quality control process or findings.
• Click “Save” to create the quality control record.
• The list page displays all quality control records with columns showing No, Consignment name, Product, Check Date, Status, Inspector, and Remarks.
• You can use the Search and Export buttons to find or extract quality control information.
• In the Actions column, you can:
  • Edit quality control details
  • Delete the quality control record
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Manage Contract

• To add a new contract, click the “Create” button on the Manage Contract page.
• Select a Customer from the dropdown menu which is fetched from the Customer list in the Accounting.
• The Company field is automatically set to the logged-in company name by default.
• Enter the Start Date and End Date of the contract.
• Select the Contract Type from options: Supply or Purchase.
• Enter the Terms and Conditions of the contract.
• Click “Save” to create the contract.
• The list page shows all contracts with columns for No, Customer, Company, Start Date, End Date, Contract Type, and Terms and Conditions.
• You can use the Search and Export buttons to find or extract contract information.
• In the Actions column, you can:
  • View contract details
  • Edit the contract information
  • Delete the contract
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Manage Compliance

• To add a new compliance record, click the “Create” button on the Manage Compliance page.
• Enter the Related Entity that this compliance record applies to.
• Specify the Compliance Type being tracked.
• Select the Status from options: Compliant or Non-Compliant.
• Enter the Report Date when the compliance was assessed.
• Add any Remarks regarding the compliance status or requirements.
• Click “Save” to create the compliance record.
• The list page displays all compliance records with columns showing No, Related Entity, Compliance Type, Status, Report Date, and Remarks.
• You can use the Search and Export buttons to find or extract compliance information.
• In the Actions column, you can Edit compliance details or Delete the compliance record.
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