====== Consignment Inventory Dropoffs Overview ======

The Consignment Drop-Off feature allows for an easy way to track inventory drop-offs from consignors, then process them at a later time or in parts.

Here is the video that covers this content:

[[inventorymanagement1:invdropoff:addinvdropoff|How To Add A Consignment Dropoff]]

===== Consignment Inventory Dropoffs Screen Overview =====

  - Go to **File > Inventory Dropoffs**. \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image3.png|image3.png}}
  - This section contains various filtering options for the **Inventory Dropoffs**  panel. \\ {{:inventorymanagement1:invdropoff:inventory_dropoff_overview_filters_section.png|inventory_dropoff_overview_filters_section.png}} 
    * **Status :**  Allows you to see **Inventory Drop-Offs**  of only a certain status, for example **Open**, **Closed**, or On-Hold.
    * **Created After :**  Shows all drop-offs created after the specified date.
    * **Filter :**  Lets you search your displayed drop-offs, using whatever is typed in this field.
    * **Location :**  If you have Locations set up, you will be able to filter the drop-off list with a Location filter.\\ Want to know more about filtering dropoffs? \\ Click: [[inventorymanagement1:invdropoff:filteringinvdropoff|Filtering Inventory Dropoffs]]
  - The side section contains various functions for the **Consignment Drop-offs**  feature. \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image15.png|image15.png}}
    * **Add Drop-Off :**  Allows you to create a new consignment drop-off.
    * **Edit :**  Lets you edit the currently selected consignment drop-off.
    * **Add Items :**  Beings item entry for the currently selected consignment drop-off.
    * **Process :**  Completes the selected **Open**  consignment drop-off and sets it to the **Closed**  status.
    * **Open Client :**  Opens the account for consignor the selected drop-off is for.
    * **Print Receipt :**  Prints a drop-off receipt for the selected consignor drop-off.
===== Adding a Consignment Drop-Off From a Consignor Account =====

  - Go to **File > Inventory Dropoffs**. \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image3.png|image3.png}}
  - Then, once the **Inventory Dropoffs**  panel, on the right-hand side, click the **Add Dropoff**  button. \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image13.png|image13.png}}
  - After you have gone to add a drop-off using either of these two methods, you will see the **Search for Account**  dialog. Use the search bar to lookup the account you are adding the drop-off for, then click **Search**. Once you found the correct account, highlight it, then click **OK**. \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image16.png|image16.png}}
  - Then you will be presented with the **Maintain Dropoff**  dialog, where you will create the actual drop-off for the consignor. \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image2.png|image2.png}}      
  - **Location :**  The Location the dropoff is occurring.
      - **Status :**  The current status of the drop-off can be set to either **Open**  or **Kiosk.**  When Dropoff is processed **Status** = **Closed.**
      - **Item Count :**  The amount of items received in the drop-off.
      - **Note :**  Any notes you wish to add about the drop-off. \\ **Note**: You can add line breaks by pressing the Enter key in the Notes section.
  - **Donate**  or **Return :**  Radio buttons to select to indicate whether this drop off is a return or a donation.
  - When finished, click **OK**  to complete the creation of the drop-off.\\ **Note**: Amount and Cash/Trade are not used for **Consignment Drop-Offs**, and will be grayed out as shown.

===== Adding Items to a Consignment Drop-Off =====

  - Go to **File > Inventory Drop-Off**. \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image3.png|image3.png}}
  - Adding items to **Consignment Drop-Offs**  is similar to adding consignment items. First, select the drop-off you wish to add items to, then click the **Add Items**  button on the right-hand side of the **Inventory Drop-Offs**  panel. \\ You can also select an existing **Inventory Drop-Off**  and then click the **Edit**  button. \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image14.jpg|image14.jpg}}
  - From there, the familiar **Item Entry**  window will appear. From here you can enter items from the selected drop-off as you would consignment items. To add a second item, either repeat the previous steps, or you can click the **New Item**  button on the left-hand side of the **Item Entry**  window. \\ When you are finished entering items to the drop-off, simply close the **Item Entry**  window by clicking **Save**. Upon doing so you will be prompted if you want to process the drop-off. \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image6.png|image6.png}}

  * **Yes:**  This will move the drop-off to **Processed**, and end item entry. Items will no longer be able to be added to that drop-off after marking is as **Processed**.
  * **No :**  This will keep the drop-off in its current status, and end item entry. This will allow further item entry at a later time for the drop-off.
===== Editing a Consignment Drop-Off =====

  - Go to **File > Inventory Drop-Off**. \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image3.png|image3.png}}
  - Click on the **Inventory Drop-Off**  you want to edit, then click the **Edit**  button. \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image14.jpg|image14.jpg}}
  - This will open the **Maintain Dropoff**  dialog for the selected drop-off. When you have completed any changes, click **OK**. \\  \\ note: **If a Consignment Drop-off has been Processed, it will not allow you to edit any fields in the Maintain Dropoff dialog**. \\  \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image12.png?nolink&|image12.png}}

===== Processing a Consignment Drop-Off =====

  - Go to **File > Inventory Drop-Off**. \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image3.png|image3.png}}
  - Click on the **Inventory Drop-Off**  you want to edit, then click the **Edit**  button. \\ Alternatively, you can add a new **Inventory Drop-Off** \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image14.jpg|image14.jpg}} \\ **Note**: This will open the **Maintain Dropoff** dialog for the selected drop-off. When you have completed any changes, click **OK**. **If a Consignment Drop-off has been Processed,** you can still edit the Location, **Status**, **Item Count**, **Note**, and Donate/Return selections. \\  \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image7.png?nolink&|image7.png}}
  - You will be prompted if you would like to mark the drop off as processed.**Processing**  an open or on-hold **Consignment Drop-off**  will prevent further item entry for that drop-off and move it to the **Closed**  status. To do this, highlight the drop-off you wish to close, then on the right-hand side of the **Inventory Dropoffs**  panel click the **Process**  button. \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image6.png|image6.png}}

  * **Yes:**  This will move the drop-off to **Processed**, and end item entry. Items will no longer be able to be added to that drop-off after marking is as **Processed**.
  * **No :**  This will keep the drop-off in its current status, and end item entry. This will allow further item entry at a later time for the drop-off.
===== Printing a Drop-Off Receipt =====

You have the ability to print **Drop-Off Receipts**  for your consignors when they provide items for a **Consignor Drop-Off**.

  - Go to **File > Inventory Dropoffs**. \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image3.png|image3.png}}
  - To do this, first select the drop-off you wish to print a receipt for in the **Inventory Dropoffs**  panel, then on the right hand side, then click the **Print Receipt.** \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image10.png|image10.png}}
  - You can then print the drop off receipt from the top left by clicking on the **Print Only**  button. \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image17.png|image17.png}}
  - Here is an example **Dropoff**  receipt: \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image8.png|image8.png}}

===== New Feature on Inventory Dropoff Receipts: =====

**Donate Items: Yes/No**  Shows on Dropoff Receipts now

  - **Yes = Donate**  on **Maintain Dropoff** Window \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image11.png|image11.png}} \\ Receipt Example of Donate: **Yes** \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image8.png|image8.png}}
  - **Donate Items: No**  - means you selected **Return**  on **Maintain Dropoff** Window \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image9.png|image9.png}} \\ Receipt Example of Donate: **No** \\ {{:inventorymanagement1:invdropoff:invdropoffoverview_image4.png|image4.png}}
===== Checking How Many Dropoffs Are On The List =====

If you look at the bottom left corner of your **Inventory Dropoffs** tab, it will now show the count of **Inventory Dropoffs**.

{{:inventorymanagement1:invdropoff:invdropoffoverview_image1.png|image1.png}}

**Note**: If you filter the list, the count will update to match the amount on the filtered list.
==== Next Article In Section ====

Click the following link to move to the next article in this section: \\ [[:inventorymanagement1:invdropoff:addinvdropoff|Adding A Consignment Drop-Off]]

==== Related Topics ====

[[inventorymanagement1:invdropoff:invdropoffoverview]]
[[inventorymanagement1:invdropoff:addinvdropoff]]
[[inventorymanagement1:invdropoff:filteringinvdropoff]]
[[inventorymanagement1:invdropoff:additemsdropoff]]
[[inventorymanagement1:invdropoff:dropofflistview]]
[[inventorymanagement1:invdropoff:editingdropoff]]
[[inventorymanagement1:invdropoff:printingdropoffrec]]
[[inventorymanagement1:invdropoff:processdropoff]]
[[inventorymanagement1:customerwishlist:usingwishlist]]
[[inventorymanagement1:customerwishlist:wishlistcrossreference]]
[[inventorymanagement1:customerwishlist:wishlistmatches]]