# Consignment Sales Order

### **Module Guide: Consignment Sales Order**

#### **Module Location**

#### Sales > Consignment Sales > Consignment Sales Order

#### **Module Objective**

#### The **Consignment Sales Order** module is used to create a command document for shipping goods on a consignment basis (placed for sale) to a customer. This document is **not a sales transaction** and does not create revenue or receivables. Its purpose is to record and authorize the movement of company-owned stock to a customer's location to be sold there.

### **1. Main View (Consignment Order List)**

#### The main page of this module displays a list of all Consignment Sales Orders that have been created.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/34gimage.png)

#### **View Explanation & Filters**

#### This page is for viewing and managing all consignment shipment commands.

<div _ngcontent-ng-c3911098579="" class="conversation-container message-actions-hover-boundary ng-star-inserted" id="bkmrk-filters%3A-you-can-sea"><div _ngcontent-ng-c3335264474=""><div _ngcontent-ng-c585103654="" class="response-container ng-tns-c585103654-149 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c585103654="" class="presented-response-container ng-tns-c585103654-149"><div _ngcontent-ng-c585103654="" class="response-container-content ng-tns-c585103654-149 is-mobile has-thoughts"><div _ngcontent-ng-c3335264474="" class="response-content ng-tns-c585103654-149"><div _ngcontent-ng-c1770593558="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">- #### **Filters**: You can search for a specific order by **Sales Order Number**, **Item Category**, **Is Active**, or a date range.
- #### **Order List**: The table below will display all orders that match the filters, with columns such as **Sales Order Number**, **Customer**, **SO Date**, and **Sales Order Status**.

</div></div></div></div></div></div></div>#### **Button Functions**

<div _ngcontent-ng-c3911098579="" class="conversation-container message-actions-hover-boundary ng-star-inserted" id="bkmrk-new%3A-the-primary-but"><div _ngcontent-ng-c3335264474=""><div _ngcontent-ng-c585103654="" class="response-container ng-tns-c585103654-149 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c585103654="" class="presented-response-container ng-tns-c585103654-149"><div _ngcontent-ng-c585103654="" class="response-container-content ng-tns-c585103654-149 is-mobile has-thoughts"><div _ngcontent-ng-c3335264474="" class="response-content ng-tns-c585103654-149"><div _ngcontent-ng-c1770593558="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">- #### **New**: The primary button to create a new Consignment Sales Order.
- #### **Print**: To print the details of a selected order.
- #### **Change Status**: To change the status of a selected order.

</div></div></div></div></div></div></div>### **2. Steps to Create a Consignment Sales Order**

#### **Step 1: Create a New Order**

#### From the Main View, click the **New** button to open the **New Consignment Sales Order** form. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/LRDimage.png)

#### **Step 2: Fill in Header Information**

#### On the form that appears, fill in the general shipping information:

<div _ngcontent-ng-c3911098579="" class="conversation-container message-actions-hover-boundary ng-star-inserted" id="bkmrk-so-date-%26-estimated-"><div _ngcontent-ng-c3335264474=""><div _ngcontent-ng-c585103654="" class="response-container ng-tns-c585103654-149 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c585103654="" class="presented-response-container ng-tns-c585103654-149"><div _ngcontent-ng-c585103654="" class="response-container-content ng-tns-c585103654-149 is-mobile has-thoughts"><div _ngcontent-ng-c3335264474="" class="response-content ng-tns-c585103654-149"><div _ngcontent-ng-c1770593558="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">- #### **SO Date &amp; Estimated Date**: Enter the date the order is created and the estimated shipping date.   
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/XU6image.png)
- #### **Customer**: Select the customer (consignee) who will receive the consigned goods. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/JdLimage.png)

</div></div></div></div></div></div></div>#### **Step 3: Detail the Consignment Items**

<div _ngcontent-ng-c3911098579="" class="conversation-container message-actions-hover-boundary ng-star-inserted" id="bkmrk-click-the-%5B%2B%5D-multip"><div _ngcontent-ng-c3335264474=""><div _ngcontent-ng-c585103654="" class="response-container ng-tns-c585103654-149 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c585103654="" class="presented-response-container ng-tns-c585103654-149"><div _ngcontent-ng-c585103654="" class="response-container-content ng-tns-c585103654-149 is-mobile has-thoughts"><div _ngcontent-ng-c3335264474="" class="response-content ng-tns-c585103654-149"><div _ngcontent-ng-c1770593558="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">1. #### Click the **\[+\] Multiple Item \[-\]** link to add an item row. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/ZhGimage.png)
2. #### Select the product from the **List of Item** that appears.
3. #### Return to the main form and fill in the **Qty** (quantity) column for each item that will be shipped on consignment.
4. #### Note that on this form there is **no price information**, as this is not a sales transaction.

</div></div></div></div></div></div></div>#### **Step 4: Save and Confirm**

#### After all data is filled in, use the buttons in the bottom-left section:

<div _ngcontent-ng-c3911098579="" class="conversation-container message-actions-hover-boundary ng-star-inserted" id="bkmrk-save%3A-to-save-the-do"><div _ngcontent-ng-c3335264474=""><div _ngcontent-ng-c585103654="" class="response-container ng-tns-c585103654-149 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c585103654="" class="presented-response-container ng-tns-c585103654-149"><div _ngcontent-ng-c585103654="" class="response-container-content ng-tns-c585103654-149 is-mobile has-thoughts"><div _ngcontent-ng-c3335264474="" class="response-content ng-tns-c585103654-149"><div _ngcontent-ng-c1770593558="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">- #### **Save**: To save the document as a draft. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/mulimage.png)
- #### **Confirm**: To finalize the document and send it to the next workflow (e.g., approval or directly to the warehouse). ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/8t8image.png)
- #### **Cancel**: To cancel the entry. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/1Ueimage.png)

</div></div></div></div></div></div></div>### **Tips &amp; Important Notes**

<div _ngcontent-ng-c3911098579="" class="conversation-container message-actions-hover-boundary ng-star-inserted" id="bkmrk-a-consignment-sales-"><div _ngcontent-ng-c3335264474=""><div _ngcontent-ng-c585103654="" class="response-container ng-tns-c585103654-149 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c585103654="" class="presented-response-container ng-tns-c585103654-149"><div _ngcontent-ng-c585103654="" class="response-container-content ng-tns-c585103654-149 is-mobile has-thoughts"><div _ngcontent-ng-c3335264474="" class="response-content ng-tns-c585103654-149"><div _ngcontent-ng-c1770593558="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr" id="bkmrk-a-consignment-sales--1">- #### A **Consignment Sales Order does not create receivables or revenue**. Its purpose is purely to record the movement of stock to a customer's location.
- #### This document will become the basis for the warehouse department to ship the consigned goods to the customer.
- #### The actual sale and the billing process will be recorded in a subsequent module (for example, a **Consignment Sales Report**) after the customer reports that they have successfully sold the goods.

</div><div _ngcontent-ng-c3335264474="" class="response-footer is-mobile gap has-thoughts complete"></div></div></div></div><div _ngcontent-ng-c585103654="" class="response-container-footer ng-tns-c585103654-149"><div _ngcontent-ng-c664847832="" class="actions-container-v2 ng-tns-c664847832-153 mobile"></div></div></div></div></div>