Guide: Consignment Edition

From PlantX.net

This guide is a step by step process to help familiarize yourself with how to use PlantX.net's Consignment service.

Select Consignment when launching PlantX.net from connex. See Launching PlantX.net for a detailed guide.

Use the following steps to familiarize yourself with the Consignment service.

1. Add customer accounts.
2. Add vendor accounts.
3. Add materials.
4. Add catalog items.
5. Add Consignment Order
6. Add Consignment Item to a consignment order.
7. Generate Consignment Item Tags.
8. Add crops.
9. Add locations.
10. Add supplies to a catalog items.
11. Create a sales Order.
12. Allocate supplies to an Order.
13. Assign a Load to an Order
14. Add a Truck
15. Assign a Load to a Truck
16. Create an Invoice.
17. Post a load Invoiced.
18. Post a load Shipped.
19. Change an Order status to confirmed.
20. Enter a Payment on a customer account.
21. Enter a Credit Memo on a customer account.
22. Clear a Zero Balance Order Invoice.
23. Search for a Plant or Plants on consignment.