Introduction

This article explains how to use the consignment module in TRAEDE. It covers how to convert a customer to a consignment profile, how to set up products and move stock to a consignment location, and how to register and invoice consignment sales using CSV or Excel files.

Convert a customer to a consignment profile

1. Go to Customer list.

2. Select the customer that should become a consignment customer.

3. Open the Consignment tab.

4. Click Convert to consignment profile.

   • If the customer is already converted, the button will instead say Go to consignment profile.

Set the products for the consignment location

1. Open the customer’s Consignment profile.

2. Click Set products.

3. Select the products that should be available at the consignment location.

4. Save your selection.

After saving, the selected products appear in the left panel. For each product you will see:

• Stock: your own warehouse stock

• Location stock: stock already moved to the consignment location

Move stock to the consignment location

If no stock is yet at the location, you need to move it.

1. Enter the quantities you want to move (e.g., 5 small, 5 medium, 5 large).

2. Select a shipping method.

3. Click Move.

TRAEDE will now:

• Create a move order in the order list

• Create a shipment

• Apply a 100% discount automatically (because stock is being transferred, not sold)

Go to Order list → open the move order → fulfill the shipment and book the invoice.

Once completed, the location stock updates in the consignment profile.

Prepare a consignment sales sheet

To register sales, prepare a spreadsheet (recommended: Google Sheets → export as CSV).

Your sheet must include:

• Date

• SKU

• Quantity

• Price (mandatory)

Important notes:

• The price column must be filled if you want to import specific prices.

• The SKU must match exactly.

• Quantities must always be positive.

  • TRAEDE determines credits vs. invoices based on negative or positive quantity?

    • Positive = invoice

    • Negative (entered via sheet) = credit note

• Ensure formatting is clean:

  • No number formatting

  • No currency formatting

  • Plain text for SKUs

Ensure correct consignment settings

Before importing sales:

1. In the consignment profile, go to Settings.

2. Set your commission percentage (optional).

3. Choose the price type for commission calculation.

   • If you want TRAEDE to use the imported prices, you must select Recommended retail price.

   • If you select Wholesale price, imported prices will not work.

Upload the consignment sales report

1. Go to the consignment profile.

2. Click Register sales.

3. Drag and drop the CSV file into the upload box.

4. Once uploaded, the status changes to Complete.

5. Go to the Sales report tab to review the uploaded lines.

You will see:

• Product SKUs

• Quantities sold

• Prices imported

• Returned items (shown as negative quantity lines)

Invoice consignment sales

From the Sales report:

• Select individual lines and click Invoice selected,
  or

• Select all lines and invoice them together.

If a line is invalid (e.g., incorrect return), remove it before invoicing.

Once invoiced:

• TRAEDE creates an open invoice

• Click the invoice to open it

• Book the invoice as usual