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Customizing sales forms for consignment sales

One way to track your consignment sales is to create a customized template. When you sell a consignment item to a customer, you can fill out a sales form using your customized template. This custom template will allow you to track which consignment vendor's products are sold.

To create a sales receipt template for consignment sales

  1. Go to the Lists menu and click Templates. Shortcut

  2. Click Templates at the bottom of the list and click New.

  3. Select Sales Receipt and click OK.

  4. Enter Consignment Sale in the Template Name field.

  5. Modify the Header and Fields sections to reflect your business needs and then click the Columns tab.

  6. On the Columns tab, click in the Screen column of the Consignor Line (at the bottom).

    If Consignor does not show on the bottom line, you need to add the custom field discussed on the setting up your Consignment items page.

    By displaying the Consignor field on your sales receipt, you'll be able to enter the consignment vendor as you sell the item. This is necessary to track which consignment vendors' products have been sold.

  7. If you want to change the position of fields or other elements on the form, click Layout Designer.

  8. Click OK to save your changes.

  9. To use the template to record your consignment sales, choose Consignment Sale from the Template drop-down list on the sales receipt form.

See also

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