Hello !
Are you the owner or the end user of the item ?
In case you are the owner, usage of Sales Orders LOAN could help.

I'm the owner of the items.
using loan orders is OK but will prevent me from invoicing the items sold before the loan date ends.

Example, home appliances were loaned to a shop for a year, and every week my client visits the store to count the items sold and invoice the store for them.

Hi Mahmoud UBA,
How do you over come the consignment issues?

Thanks for sharing.

Lucy

Hi Lucy,

we created different locations in the warehouse carrying the different customers' names, then we do stock transfer to these locations.

These locations can easily be queried and periodically counted as needed.
(our client have teams that periodically visit each customer location and do a stock count)

in case of sales:
A direct sales order is created --> items manually allocated from the customer location --> and finally a sales invoice is created.


I hope that helps.

Mahmoud

Thank Mr. Mahmoud.

I will let you know later how we are proceeding with the consignment issues.

I am quite sure we will be going in the same direction as yours.

Thanks again.

No worries.. Glad to help

Mahmoud

Good afternoon Mahmoud,

One quick question if you don't mind. :-)

In the situation with Consignment stock, we normally have an agreed level of stock to be kept at the customer site.

So, in the location with customer name, how do you get automatic replenishment set up to the agreed stock levels?

Thanks for sharing.

Lucy

Hi Lucy,

sure, you can achieve this by following the below steps:

- set the location type (the one you created for the customer) as replenish-able.
- assign a product to that location. When assigning a product, set the ROP and Max quantity.
- go to Inventory > Internal flow > Calculation of replenished locations. this will create suggested movements from internal locations to the replenishable location. for example from normal stock location to consignment location.
- Inventory > Internal flow > Reorder plan, here you can see the suggestions created above. click on the lines and go through with the stock change and then the system will create a stock replenishment movement.

I hope this helps.

Mahmoud

Hi Lucy,

sure, you can achieve this by following the below steps:

- set the location type (the one you created for the customer) as replenish-able.
- assign a product to that location. When assigning a product, set the ROP and Max quantity.
- go to Inventory > Internal flow > Calculation of replenished locations. this will create suggested movements from internal locations to the replenishable location. for example from normal stock location to consignment location.
- Inventory > Internal flow > Reorder plan, here you can see the suggestions created above. click on the lines and go through with the stock change and then the system will create a stock replenishment movement.

I hope this helps.

Mahmoud

Hi Mahmoud,

Thanks very much. That is comforting to know and I am looking forward to set it up now.

I better go through the implementation of our system first, we are going live in May 2017.

A lot to learn, set up and more......

Thanks again :-)

Lucy

Always glad to help.

Good luck with your project.

Mahmoud

Hi Mhmoud!

I come on same situation as you described above - but need some more advice about location setup:

After i run Calculation of replenished locations (FUNCALREO) - it do doesn't include customer locations.
This function works only on internal or subcontract locations.

Hi Girts,
You are correct, that's why you should not set the location type as 'Customer', instead set it as internal and replenishable.
of course you should name it as the customer name to easily identify it.

Hope that helps.

Mahmoud Lulu