Consignment Integration in Dash SaaS

Consignment Management is a comprehensive software solution designed to help businesses manage inventory on consignment, track products, handle purchase and sale orders, and manage shipping and returns.

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Consignment Management

Consignment Management is a comprehensive software solution designed to help businesses manage inventory on consignment, track products, handle purchase and sale orders, and manage shipping and returns. The system allows you to create and track consignment arrangements, calculate commission rates, process purchases and sales, and monitor shipping status. It streamlines the entire consignment process from product setup to final sale, with features for managing contracts, quality control, and returns.

How To Install the Consignment Management Add-On?

To Set Up the Consignment Management Add-On, you can follow this link: Setup Add-On

Manage Items

To add a new item, click the “Create” button at the top of the Manage items page. Enter item 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 item.
The list page shows all products with columns displaying Image, Name, SKU, Sale Price, Purchase Price, Category, Unit, Quantity, and Weight.
You can use the Search and Filters buttons to find Item information. In the Actions column, you can edit the Item information or delete the Item.

Manage Consignment

To create a new consignment, click the “Create” button on the Manage Consignment page. Enter the Title, commission rate(%), and Date.
In the product repeater section, you can add multiple products by selecting them from the Manage Products. 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 Title, Commission (%), Total Amount, Tax Amount, and Date.
You can use the Search and Filters buttons to find consignment information. In the Actions column, you can View consignment details, Edit the consignment information, or Delete the consignment.

Manage Purchase Order

To create a new purchase order, click the Create button on the Manage Purchase Order page. Select a Consignment from the dropdown, which is fetched from the Manage Consignment module. Choose a Vendor from the dropdown list, which is loaded from the vendor records in the Accounting module, and choose the date.
The system automatically displays the list of products associated with the consignment, including Product, Quantity, Price, Tax, Amount, Subtotal, Tax Amount, Consignment, and Total Amount. Note that the consignment commission amount is deducted from the subtotal and tax-inclusive total.
After reviewing the details, click Save to create the purchase order.
The purchase order list page displays all created orders with columns such as Order Number, Consignment Name, Vendor, Date, Commission, Tax Amount, and Total Amount.
In the Actions column, you can:
- When you click the Convert to Purchase Invoice button, the purchase order is immediately converted into a purchase invoice. After the conversion, a View Purchase Invoice button is added, and the Edit and Delete options are automatically hidden.
- You can View Purchase order details, edit the Purchase order details, or delete the Purchase order.
- When you click the View Purchase Invoice button, you can see the Purchase Invoice Details page.

Manage Sales Order

To create a new sales order, click the Create button on the Manage Sales Order page. Select a Consignment from the Manage Consignment module. Choose a Customer from the dropdown list, which is obtained from the User section. The Date is automatically filled based on the selected consignment.
The system automatically displays the list of consignment products, including Product, Quantity, Price, Tax, Amount, Subtotal, Tax Amount, Consignment, and Total Amount. Note that the consignment commission amount is added (+) to the subtotal and tax-inclusive total.
Click Save to create the sales order.
The list page shows all sales orders with columns for Order Number, Consignment Name, Customer, Date, Commission, Tax Amount, and Total Amount.
In the Actions column, you can:
- You can View Sales order details, edit the Sales order details, or delete the Sales order.
- When you click the Convert to Sales Invoice button, the sales order is immediately converted into a sales invoice. After conversion, a View Sales Invoice button is added, and the Edit and Delete options for the sales order are automatically hidden.
- Clicking the View Sales Invoice button, you can see the Sales Invoice Details page.

Manage Shipping

To add new shipping information, click the “Create” button on the Manage Shipping page. Select a Consignment from the dropdown, which is obtained from the Manage Consignment section. Enter the Tracking Number and Shipping Company. Select the Status from the 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 Consignment name, Shipping Company, Tracking Number, Status, Shipping Date, and Estimated Delivery Date.
You can use the Search and Filters buttons to find shipping information. In the Actions column, you can Edit shipping details or Delete the shipping record.

Manage Return

To add a new return record, click the “Create” button on the Manage Return page. Select a Sales Order from the Manage Sales Orders. 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 the options: Pending, Approved, or Rejected.
Click “Save” to create the return record.
The list page shows all returns with columns for Sale Order, Product Name, Quantity, Return Date, and Status.
You can use the Search and Filters buttons to find return information. In the Actions column, you can View return details, Edit return details, or Delete the return record.

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 the options: Passed or Failed. Enter the Inspector’s name 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 Consignment name, Product, Inspector, Check Date, Status, and Remarks.
You can use the Search and Filters buttons to find quality control information. In the Actions column, you can Edit quality control details or Delete the quality control record.

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 User. Enter the Company name, the Start Date, and the End Date of the contract. Select the Contract Type from the 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 Customer, Company, Start Date, End Date, and Contract Type.
You can use the Search and Filters buttons to find contract information. In the Actions column, you can View contract details, Edit the contract information, or Delete the contract.

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 the 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 Related Entity, Compliance Type, Status, and Report Date.
You can use the Search and Filters buttons to find compliance information. In the Actions column, you can View compliance details, Edit compliance details, or Delete the compliance record.

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