12.1 ADDING A CONSIGNOR
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IMPORTANT: Always create the consignor record FIRST, then tag inventory items.
Only then will consignor sales be recorded correctly on invoices.
Steps:
1. Select Consignors from the Go menu
2. If no consignors exist yet, a blank list view appears — choose NEW CONSIGNOR
from the Actions menu
(After the first consignor is created, click NEW on any consignor screen
to add more)
3. Enter the consignor's name, address, and special notes
4. Enter the percentage of sale the consignor receives in the % TAKE field(s)
5. A unique consignor code is generated automatically
Tagging inventory items as consigned:
1. Open the consigned item in inventory
2. Click the HISTORY button in the Sub Navigation Bar
3. Select the appropriate consignor from the CONSIGNOR drop-down field (top right)
4. Enter the number of consigned copies in the CONSIGNED QTY field (minimum: 1)
5. Repeat for each consigned item
12.2 MANAGING CONSIGNMENT SALES
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When a consigned item is sold on an invoice, the consignor code appears in blue at
the right of the line item. Click the code to change or de-assign the consignor.
CONSIGNOR LIST VIEW INDICATORS:
Blue number = items sold and due for compensation (status: Unpaid)
Gold number = items on temporary hold (sold but not yet being compensated)
SETTLING CONSIGNMENT PAYMENTS:
1. Click on a consignor with a blue number to open the consignor history screen
2. Make sure "Unpaid" is selected at top right of the list
3. To settle the ENTIRE group of Unpaid items: click the blue SETTLE button
4. To settle only SOME items: change specific items from "Unpaid" to "Hold"
— only "Unpaid" items will be included in the settlement
5. A preview invoice of the Unpaid items appears — click the blue CONTINUE button
6. In the dialog, click "Yes" to commit the invoice and mark items as "Paid"
(clicking "No" returns you to the history screen with items still as "Unpaid")
7. After settlement, settled items show as "Paid" and are excluded from future
settlements
12.3 RECORDING PURCHASES BY LOT
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IMPORTANT: Always create the lot record FIRST, then tag individual inventory items
with that lot number.
Creating a lot record:
1. From any screen, choose NEW LOT from the Actions menu
2. Enter the amount paid for the lot in the COST field (top left)
3. Enter a brief description of the purchase in the DESCRIPTION field
4. Enter vendor information in the fields at the bottom of the screen
Tagging inventory items to a lot:
1. Open the inventory item
2. Click the HISTORY button in the Sub Navigation Bar
3. Select the appropriate lot from the LOT NUMBER drop-down
(all lots you've entered automatically appear here)
4. BookHound enters the lot cost in the LOT COST field
Tracking lot profitability:
Go to Reports, select "Lot report" from the CHOOSE A REPORT field.