Consignee Stock Transfer Applet

Purpose and overview

Use this applet to control stock that moves between your business and consignee locations. Consignment means your company still owns the stock, but it is physically stored at another party’s location (for example a customer site or partner-managed location) until it is used or sold.

It has three working areas in the menu:

• Consignee Listing for maintaining consignee locations.
• Consignment Goods Issued Note for stock going out to consignee side.
• Consignment Goods Received Note for stock coming back in.

In both note flows, users work from listing -> create/edit document -> add line items -> CREATE or SAVE -> FINAL when ready.

Before you begin

• You need valid locations for source and destination.
• You need active items in item master so users can pick from Search Item.
• Users need access to the relevant applet menu and action permissions for create/final/discard/void.
• Team policy should define when to use FINAL, DISCARD, and VOID.

Who uses this applet

Key features

Quick start

Role: Warehouse / operations

Goal: create your first completed transfer document.

1. Open the applet and go to Consignment Goods Issued Note (outbound) or Consignment Goods Received Note (inbound), based on the physical movement.
2. On listing, click + (Create).
3. In Details, complete:
   • Location From (source)
   • Location To (destination)
   • Stock Transfer Good Issue Date
   • Optional fields:
     • Tracking ID: transfer-trace identifier for operations follow-up.
     • Reference #: your internal reference (for example PO number, job number, or request number).
     • Doc Description and Remarks: free-text context for your team.
4. Open Line and click + to open Create Line Item.
5. In Search Item, type the item code or item name into the search field, then select the correct item from the results. If nothing appears, confirm with your administrator that the item is active in item master.
6. In Item Details, enter Quantity and any required serial/batch/bin details.
7. Click ADD to return the line into the document.
8. Back on the document, click CREATE.
9. Review and click SAVE if you make changes.
10. Click FINAL only after confirming the physical transfer is correct.

What happens next:

• After CREATE, the document exists in the listing and can be reopened.
• After FINAL, the document is posted and key fields become read-only.
• FINAL records stock movement in inventory ledger: stock decreases at Location From and increases at Location To. For wrong finalization, see Wrong quantity or location.

Real-world scenarios

The examples below use the same item and locations so you can follow stock out, back in, and remaining balance.

Scenario: Send stock to a partner showroom

Situation: You send 10 units of FG-DEMO-001 from your warehouse to a partner showroom for customer demonstrations. Your company still owns the stock.

1. Confirm L-PARTNER-SHOWROOM exists in Consignee Listing (see Consignee Listing and organization master data).
2. Open Consignment Goods Issued Note → click + → Create Goods Issued Note.
3. Details tab:
   • Location From = WH-MAIN
   • Location To = L-PARTNER-SHOWROOM
   • Stock Transfer Good Issue Date = transfer date
   • Tracking ID = DEMO-MAR-2026 (optional but helps match later returns)
4. Line tab → + → Search Item → select FG-DEMO-001 → Quantity = 10 → ADD.
5. Click CREATE, review, then FINAL on the edit screen or from the listing.

How to track this issued note

• Consignment Goods Issued Note Listing — search or filter by Doc No, Posting Status (DRAFT / FINAL), Tracking ID, or Reference #.
• Reopen the row to view Edit Goods Issued Note (Details and Line).
• Use listing export icons (PDF / spreadsheet) if you need an audit copy.

After FINAL, inventory decreases at Location From and increases at Location To (10 units now sit at the partner location in the ledger).

Scenario: Retailer returns unsold units

Situation: The partner returns 4 unsold units of FG-DEMO-001 to your warehouse.

There is no separate “return document type”—use Consignment Goods Received Note.

1. Open Consignment Goods Received Note → click + → Create Goods Received Note.
2. Details tab:
   • Location From = L-PARTNER-SHOWROOM (stock leaving the consignee side)
   • Location To = WH-MAIN (stock returning to your warehouse)
   • Stock Transfer Good Issue Date = receipt date
   • Tracking ID = DEMO-MAR-2026 (same ID as the original issue, if you use tracking)
3. Line tab → + → select FG-DEMO-001 → Quantity = 4 → ADD.
4. Click CREATE, then FINAL.

After FINAL, 4 units move back from the partner location to your warehouse.

Scenario: Partial return

Situation: You issued 10 units but only 4 came back—the other 6 remain at the partner showroom.

• Record the 4 units on a Consignment Goods Received Note as in Retailer returns unsold units.
• You do not need a special “partial return” document type—enter only the quantity physically returned on the Line tab.
• When more units return later, create another received note for the remaining quantity (for example 6 units) with the same Location From / Location To and the same Tracking ID if you use one.

See Where to see balance after transfers for how to reconcile 10 issued − 4 received = 6 remaining at the consignee location.

Scenario: Wrong quantity or location

Situation: The transfer was entered with the wrong quantity or the wrong Location From / Location To.

Confirm locations and quantities before FINAL—posted documents cannot be edited like a normal draft.

Where to see balance after transfers

This applet does not provide a dedicated “consignee balance” screen. Use the steps below to see what remains after issues and receipts.

1. Reconcile issued vs received in this applet

For the same item and location pair (and Tracking ID / Reference # if you use them):

Open each FINAL document and review the Line tab for exact quantities.

2. Stock on hand by location (outside this applet)

For ledger balance at a location (not just transfer documents), use your organisation’s inventory / stock-on-hand report or inquiry by Location—typically in inventory or reporting modules, not in this applet’s sidebar.

3. Consignee Listing locations

Locations in Consignee Listing (including names such as STOCK-IN-TRANSIT when your setup uses them) are master-data records linked to Company Name and Branch Name. They define which names appear in Location From / Location To; they are not a balance report by themselves.

Detailed workflows

Consignee Listing

Role: Admin / master data owner

Use Consignee Listing to maintain location records used as consignee destinations and sources in transfer documents. Click + to open Create Location (Details and Address tabs).

Connection to organization master data

Consignee locations are tied to your organisation setup—not a separate consignee “party” picker on transfer notes:

• Company Name (required) — dropdown from company / organisation master data.
• Branch Name — dropdown from branch master data for that company.
• Location Code and Location Name (required) — identify the consignee site (for example L-PARTNER-SHOWROOM).

After SAVE, the location appears in Location From and Location To on Consignment Goods Issued Note and Consignment Goods Received Note when your user and configuration allow it. Company and branch records are maintained in your organisation / company setup (outside this applet); Consignee Listing creates the location record linked to that company and branch.

Minimum setup checklist for a usable consignee location record:

1. Create or update the consignee location entry (Create Location).
2. Complete Location Code, Location Name, and Company Name (and Branch Name when required).
3. Complete Address tab fields when your policy requires them.
4. SAVE and verify the location appears in transfer document location dropdowns.

What happens if setup is incomplete:

• Incomplete or invalid location records may not appear in Location From or Location To pickers when users create transfer documents.
• If users cannot select a location during transfer creation, fix location master completeness first before troubleshooting note flow.

Consignment Goods Issued Note

Role: Warehouse issuing stock

Use this flow when stock moves out from your side.

• Listing title: Consignment Goods Issued Note Listing
• Create/edit title changes between Create Goods Issued Note and Edit Goods Issued Note
• Main tabs: Details, Line
• Listing actions include FINAL, DISCARD, and VOID (subject to settings/permission)

When to use each action:

• CREATE: first save of a new note.
• SAVE: update an existing created note.
• FINAL: post draft document.
• DISCARD: discard draft active document.
• VOID: reverse a final active issued document (from listing).

Consignment Goods Received Note

Role: Warehouse receiving stock back

Use this flow when stock moves back in from consignee side.

The Received Note flow is identical to the Issued Note flow above (same tabs, steps, and fields). The only differences are:

• Movement direction is inward (return/receipt back to your side).

• VOID action is not provided in the received note listing flow.

• Listing title: Consignment Goods Received Note Listing

• Create/edit title changes between Create Goods Received Note and Edit Goods Received Note

• Main tabs: Details, Line

• Listing actions include FINAL and DISCARD

When to use each action:

• CREATE: first save of a new note.
• SAVE: update an existing created note.
• FINAL: post draft document.
• DISCARD: discard draft active document.

Line items and item detail editing

Role: Warehouse / inventory operations

From both issued and received documents:

1. Open Line.
2. Click + to open Create Line Item.
3. In Search Item, pick item.
4. In Item Details, confirm:
   • Item Code
   • Item Name
   • Quantity (must be at least 1)
5. If applicable, complete additional tabs:
   • Serial Number
   • Bin Number
   • Batch Number
6. Click ADD for new line, or SAVE for line edit.
7. Use DELETE in line editor if a line should be removed.

Concrete example:

• If you issue 12 units of item FG-1001 to a consignee location, set quantity to 12 and confirm matching serial or batch values if the item requires tracking.
• Which tracking tabs appear depends on item subtype configured in item master. If you expect a tracking tab and it is missing, ask your administrator to verify item tracking setup.

Status reference

This applet uses two status dimensions:

• Record status (for example TEMP, ACTIVE) describes document record condition.
• Posting status (for example DRAFT, FINAL, VOID, DISCARDED) describes transaction posting stage.

Most daily work states:

• Ready to edit: ACTIVE + DRAFT
• Posted: ACTIVE + FINAL
• Cancelled/reversed: ACTIVE + VOID or posting status DISCARDED (for discarded drafts)

How TEMP moves forward:

• TEMP commonly appears during early document creation before required header/location data is complete.
• Once required details are completed and the applet converts the record into active workflow state, users can proceed with normal create/save/final actions.

If something is wrong

Related documentation

• Stock Transfer Applet - broader internal stock movement process outside consignee-specific flow.
• Customer Consignment Applet - consignment operation context and transfer out/receive business process.
• Consignment GIN (Internal) Applet - related goods issue process for consignment tracking.
• Consignment Billing (Internal) Applet - downstream billing after consignment movement/consumption.

FAQ

Which menu should I use: Issued Note or Received Note?

Use Consignment Goods Issued Note when stock moves out to consignee side. Use Consignment Goods Received Note when stock comes back in.

What is the difference between this applet and the Stock Transfer Applet?

Use this applet when movement is specifically tied to consignee/consignment process. Use Stock Transfer Applet for broader internal stock transfer workflows that are not consignee-specific.

What happens if I click FINAL on the wrong document by mistake?

For issued flow, follow your company process for VOID on eligible final documents. For received flow, follow administrator-controlled correction process. Do not continue downstream processing until the mistaken posting is corrected.

Can I finalize multiple documents at once?

Yes. Listing supports selecting multiple rows and clicking FINAL. Only draft active rows are processed.

Can I transfer stock between two consignee locations, or only between my warehouse and a consignee?

The screen supports transfer between sending and receiving locations that are available to your user and configuration. Whether consignee-to-consignee transfer is allowed depends on your location setup and policy; confirm with your administrator.

What is the difference between DISCARD and VOID?

• DISCARD applies to draft documents (not posted yet).
• VOID applies to final documents (issued note flow) when you need reversal.

Can I edit a document after FINAL?

Not as a normal draft edit flow. Finalized documents are treated as posted, and main editable controls are restricted.

Why is CREATE or ADD disabled?

Usually because required values are missing, especially Location From, Location To, transfer date, item, or valid quantity.

How do I handle a partial return?

Create a Consignment Goods Received Note with only the quantity physically returned on Line. Remaining units stay at the consignee location until you post another received note. See Partial return and Where to see balance after transfers.

Where can I see balance after issue and receipt?

Reconcile FINAL issued and received notes in this applet, or use stock-on-hand by location in your inventory reports. See Where to see balance after transfers.

Does Consignee Listing connect to organization locations?

Consignee Listing creates location records linked to Company Name and Branch Name from organisation master data. Those locations then appear in Location From / Location To on transfer documents. See Consignee Listing.

Do I need serial, bin, or batch every time?

Only when the selected item type requires that tracking method. The relevant tab appears based on item subtype.

Glossary

• Consignee: a party or location holding stock that your company still owns until usage/sale conditions are met.
• Goods Issued Note (GIN): document for stock moving out from your side.
• Goods Received Note (GRN): document for stock moving back in.
• Line Item: one item row in a document, including quantity and tracking details.
• Posting Status: processing stage of a document, such as DRAFT, FINAL, or VOID.
• FINAL: action that posts a document as completed transaction.
• DISCARD: action that removes a draft from active processing.
• VOID: action that reverses a finalized document in the issued flow.