Consignee Stock Transfer

Overview

The Consignee Stock Transfer applet moves stock that you still own between your own locations and consignee locations — a partner showroom, a customer site or a dealer’s shelf where your goods sit until they are sold or returned. Consignee locations are ordinary locations flagged with location class CCSG; a Consignment Goods Issued Note sends stock to one and a Consignment Goods Received Note brings it back.

Unlike the two-step Stock Transfer, each note is a single document: finalising it takes the quantity out of Location From and puts it into Location To in the same posting, so there is no in-transit queue. Both notes carry quantity only and post nothing to the General Ledger — the stock stays on your balance sheet at cost wherever it physically is.

Where it fits

Modules: Inventory.

Screens and menus

Gear (Settings) menu: Field Settings (Application Settings), Default Selection, Printable Format Settings, plus Webhook and the permission listings. Personalisation: per-user Field Settings and Default Selection.

Consignee Listing

A grid of locations with Location Class and Status columns. + opens Create Location with Details (Company Name, Branch Name, Location Code, Location Name, Description, Location Class — CCSG for a consignee, blank / BASIC otherwise — commencement and closed dates, phone, mobile, fax, email, outlet type and size, currency, status) and Address (address lines 1–5, city, postal code, state, country). Editing adds Branch, Extension and Labels tabs. These are the same bl_inv_mst_location records the rest of the system uses; only the CCSG class makes a location selectable as the consignee side of a note.

Consignment Goods Issued Note

Listing columns: Doc No (Tenant / Company / Branch), Doc Short Code, Doc Description, Transaction Date, Location From, Location To, Ref #, Tracking ID, Status, Posting Status, created / updated by and date. Listing buttons act on the selected rows: FINAL (drafts), DISCARD (drafts), VOID (finals), PRINT (printable format).

Details tab: Location From (any of your locations, defaulted from Default Selection), Location To (consignee locations only — class CCSG), Stock Transfer Good Issue Date, Doc No fields, Doc Description, Remarks, Reference #, Tracking ID. Line tab: + opens Create Line Item with Search Item, Item Details (Item Code, Item Name, Quantity) and, depending on the item’s sub-type, Serial Number, Batch Number or Bin Number. CREATE saves a new note as a draft; SAVE updates it.

Consignment Goods Received Note

The mirror image: Location From is restricted to consignee locations (class CCSG), Location To is one of your locations. Same tabs, line editor and listing buttons (FINAL, DISCARD, VOID, PRINT).

Configuration

Before you can use it

No GL codes, tax codes or cashbooks are needed.

Applet settings

Settings > Field Settings opens the shared field-configuration screen, which exposes only three keys for this applet:

Settings > Default Selection — DEFAULT_BRANCH, DEFAULT_LOCATION pre-fill Location From; personal Default Selection overrides. Settings > Printable Format Settings — the printable format stored as PRINTABLE (also readable from the branch default printable format).

The listing buttons read HIDE_GENDOC_FINAL_BUTTON, HIDE_GENDOC_DISCARD_BUTTON and HIDE_GENDOC_VOID_BUTTON from the same settings record, but these keys are not on this applet’s settings screen; they can only be set through the platform settings editor. INCLUDE_* / ENABLE_* dimension, tax and custom-status keys are declared in the settings model and unused.

Document behaviour settings

No approval workflow, no custom statuses in use, no e-Invoice.

Feature visibility / permissions

No client-side permissions are registered for consignee-stock-transfer in the applet registry; the listing code checks SHOW_GENDOC_FINAL_BUTTON, SHOW_GENDOC_DISCARD_BUTTON and SHOW_GENDOC_VOID_BUTTON but they are not seeded, so a HIDE_* setting hides the button for every role. Access is governed by the server-side document permissions (TNT_API_DOC_INTERNAL_CUSTOMER_CONSIGNMENT_OUT_CREATE / READ / UPDATE / DELETE) and location permissions.

Fields

Details

Line item

Location (Consignee Listing)

Required: Company, Branch, Location Code, Location Name, Location Commencement Date, Address Line 1, City, Postal Code, State, Country. Set Location Class to CCSG for a consignee location.

Lifecycle and posting

Both notes are posted as document type INTERNAL_CUSTOMER_CONSIGNMENT_OUT (quantity_signum −1, amount_signum 0). On FINAL the backend writes, for every line, one stock ledger line of −quantity at Location From and a cloned line (txn_code_02 = CSG) of +quantity at Location To, 0.1 s later, so the two locations always move together in one document. No journal is posted (the type is not in the journal-posting handler) and no cost changes: the receiving location takes the company’s moving-average / FIFO / LIFO cost.

VOID reverses both ledger lines. There is no knock-off between an issued and a received note; a partial return is simply a received note for the returned quantity, and the balance at the consignee location is the running difference.

Related applets

• Stock Transfer — use it instead for movements between your own locations; it has the in-transit queue this applet deliberately lacks.
• Customer Consignment — records the consignee’s sales and the billing that follows.
• Stock Balance, Stock Availability, Stock Report — the consignee location’s balance is what is out on consignment; the Stock Summary by Location report counts these notes under Others.
• Organisation — company and branch that own the consignee location.
• Inventory Item Maintenance, Doc Item Maintenance — item tracking type.

Troubleshooting

Related documentation

• Inventory module — core concepts, related applets.
• Inventory guides.