The Inventory tab includes the list of inventory items that were sold by the specified consignee for commission.

Note. It is recommended that before you create a consignee report, you check whether some quantity of the items were returned or are being returned by consignee. Showing the actual quantities of sold items will save you time and efforts.

The Show Details by Customer option, if selected, makes the columns related to end customers available.

Generally, this tab is automatically populated if the document is generated based on the Invoice (Transfer to Consignment) and Invoice Received (Return from Consignee) documents. Also, you can import the list of items with all the details from an Excel document. For this, click the button on the table toolbar and follow the step-by-step instructions in the appeared window.

Alternatively, you can filled out the tab manually.

The "Consignee Report (create)" form. The Inventory tab

To add an inventory item sold by consignee, click the Add or Pick button (refer to Using the pick operation). In the Item column, select an item from the Items list or create a new item. For more details, refer to Items.

The Characteristic column is available if the Enable Item Characteristics option is selected on the Administration > Settings > Purchasing and Warehouses form. In this column, you can specify additional properties (such as size, color, and so forth) of each listed item if the Use Characteristics option is selected for the item in its master record (see Items).

The Batch column is available, if the Enable Batches option is selected on the Purchasing and Warehouses form. In this column, you can specify the batch (lot) number for the items for which the Use Batches option is selected.

Generally, you must specify batch numbers for items with expiration dates, items transferred for consignment or to third-party contract warehouses. To learn more about the item settings, see Settings: Purchasing and Warehouses.

The Serial Numbers column is available if the Use Serial Numbers option is selected on the Administration > Settings > Purchasing and Warehouses form. For each serialized item (for which the Use Serial Numbers check box is selected on the Items form), click in the column to open the Serial numbers dialog box. In this dialog box, you must enter the serial numbers according to quantity of the item.

The Specification column is available if the Use Sets for Sales option is selected on the Administration > Settings > Purchasing and Warehouses form, and you can select a specification to be used for the item if item is a Set.

Click the Set Components button on the toolbar to specify the components for the set. For items which are sets—a set includes other items as components and selling the set means selling its components according to the specification—you can specify their components by selecting the specifications. However, sets as items are not tracked in consignment sales, only set components.

In the Quantity column, you can specify the item quantity and in the UOM column, you can select an UOM for the item if the Multiple UOMs per Item option is selected on the Administration > Settings > Purchasing and Warehouses form.

The Price column is filled in automatically if prices are available from the appropriate price list (see Item Pricing). You can enter the prices manually.

The Amount column is populated with the amount calculated based on the price and quantity of the item.

The Commission Amount column is intended for the commission due on the sold quantity of the item. Initially, commission details are specified on the Commission Details tab. The Commission VAT Amount column is populated with the VAT amount due on commission to be paid to the consignee.

The Transfer Price column is populated when you click the Fill Transfer Amount button on the toolbar. The value is the item price minus the discount per unit.

The Transfer Amount column shows the amount of the specified quantity of the item after all the applicable discounts are taken.

In the Order column, you can enter the order related to this document.

Use the Income Item column to select the income item associated with the consignment sales.

In the Expense Item column, you can specify the expense item associated with paid commission.

In the Business Activity column, you can select the business activity associated either with the sold goods or with consignment sales.

In the GL Accounts column, you can view the default GL accounts to be updated by this transaction. If needed, you can replace them with other accounts.

You can use the Income Item, Expense Item, and Business Activity columns to specify parameters for further analysis of the sales transaction.

The values in the Amount column are automatically calculated for each item according to the specified price and quantity.

If the VAT Applied option is selected for this document on the Main tab, the VAT, % and VAT Amount columns are available. The VAT amount is calculated in the currency of the document according to the amount and VAT-related settings (which are specified on the Main tab).

By default, in the Content column, the item description appears.

In the Comment column, you can enter some additional information about this item.

The tab toolbar buttons

Use the Up and Down ( ) buttons to rearrange the items in the list.

Click the Fill by Balances option to populate the list based on related documents: Invoice (Transfer to Consignment) and Invoice Received (Return from Consignee).

Click the Fill Transfer Amount option to populate the Transfer Amount and Transfer Price columns with the item's price and amount after all discounts applied from the Invoice (Transfer to Consignment).