Navigate to the Consignments page, Transport>Consignments.
Click the green +Add button.
Select the Customer from the drop-down menu.
If you wish to charge a different Customer, tick the Charge to a different customer box and select the Customer you want to charge the job to.
Enter the Customer Reference. This is how you will identify the Consignment.
The Custom Fields you have set up for Consignments will appear here. Fill in the appropriate fields. Click here for more information on setting up Custom Fields.
Select if the Consignment requires to be picked up or not. Next, search for the pickup address and select the correct address. If the address is not listed, select +Add New Pickup Address.
Search for and select the Delivery Address. If the address is not listed, select +Add New Delivery Address.
Enter the Invoice Value if required.
Select if you wish to add the Consignment to an existing Manifest, create a new Manifest or have no Manifest.
Select the Advanced Options drop-down arrow.
Select the Consignment Type from the drop-down menu. See Consignment Types for more information.
If an Onforwarder is being used, search and select the Onforwarder Address. If the address is not listed, click Add New Onforwarder Address.
Select a Product Type. Click here for more information on Product Types.
The Income From and To Rate Zone will be automatically determined; however, you can select a Rate Zone from the drop-down menus if you wish to override this.
Enter Special Instructions if required.
Click +Add Consignment Items.
Enter the Consignment Items by selecting the item from the code drop-down menu.
Enter the quantity.
Select Save.
Select the blue plus icon if you wish to add another Consignment Item.
Select the Details tab, and you will see all relevant information for the Consignment.
