Creating account sales to consignor documents

To create an account sales to consignor document:

Do one of the following:
- To generate the document based on a goods receipt, select or open the goods receipt where Operation is Receipt from a third party. Then, click Generate > Account sales to consignor.
- To create the document from scratch, go to Purchases and under Purchases, click Account sales to consignors. Then, in the Account sales to consignors list, click Create.
Specify general details:
- Select Consignor.
- If Contract is available, set it to the consignor's contract where Counterparty role is Consignor.
- Fill in other fields as necessary.
On the Consigned goods tab, specify the details of the consignor's products sold or consumed:
- To select products from the Products catalog, in the product list, click Select and select Goods. In the displayed window, select products by double-clicking them. Then click Select.
- To select products received from a consignor and already sold to a customer, click Select and select Consigned goods. In the Selection of consigned goods window, select checkboxes for products that you want to select, and click Add to account sales to consignor.
  Note. The Selection of consigned goods window contains sales data based on sales invoices. They are issued by the company (the consignee) and contain the consigned products received from the consignor specified on step 2.
- To add products manually, in the product list, click Add and fill in product details. For details, see Consigned goods tab.
- To find products by barcode, click .
Optional: To offset a consignee's advance payments against this document, on the Prepayment tab, specify the advance clearing details.
Optional: On the Payment terms tab, specify payment terms.
Note. If billing details are specified for a consignor, the payment terms are prefilled from these details. You can edit them.
Optional: To record a sales commission received, on the Additional information tab, select the Commission is withheld checkbox and specify the sales commission details. For details, see Additional information tab.
Click Post and close.

Specifying advance clearing details

A consignee might have made advance payments to a consignor. An advance payment is a payment that a consignee made before reporting a consignment sale to a consignor. You can clear the advance payments against an account sales to consignor document. When you clear the advance payment, the consignee's debt is settled completely or partially, depending on the total amount of advance payments. To view closing balance by account sales to consignor document, run the Statement of account.

To offset advance payments against an account sales to consignor document, use any of the following options:

Option	How to use
Clear advance payments automatically	Go to Settings > Cash management. Under Advance payments, select Yes for Set off advance payments automatically. Then, when you post an account sales to consignor document, its Prepayment tab is automatically filled in with the advance payment documents (on condition that the tab has not been filled in manually). The advance payments are cleared. This settles the amount of the account sales to consignor document. The settlement is complete or partial, depending on the total amount of the added advance payment documents.
Clear advance payments with the advance payment clearing tool	On the Prepayment tab of an account sales to consignor document, click Select, and select advance payment documents. Select as many advance payment documents as you need. Then, when you post the account sales to consignor document, this settles the document amount completely or partially, depending on the total amount of the selected advance payment documents.
Clear advance payments manually.	On the Prepayment tab of an account sales to consignor document, click Add and fill in the advance clearing details (see Prepayment tab). Repeat this to add as many advance payments as you want to clear. Then, when you post an account sales to consignor document, this settles the document amount completely or partially, depending on the total amount of the added advance payments.

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