Setting up consigned inventory

Inventory that is consigned to a customer can be tracked and processed in the back office, and customers can use the portal to review consigned inventory levels and submit used quantities.

If you provide consigned inventory to customers, you must set up the consignment warehouse, customer ship-to, and upper and lower boundaries for managing inventory replenishment in the consignment warehouse for all sites from which consigned inventory is provided.

  1. Open the Warehouses form.
  2. Specify the warehouse to be used for inventory consigned to the customer.
  3. Set the Consignment Type to Customer.
  4. In the Customer fields, select a customer and specific ship-to for the warehouse.
  5. Open the Item/Warehouse form.
  6. Set the minimum and maximum consignment quantity for items in the consignment warehouse. These values are displayed on the portal Consigned Inventory page.

    Alerts can be sent to subscribed portal users when consignment quantity goes below the minimum or above the maximum requirement. See the section about setting up event notifications.