Collaborate on Consignment Invoice Template for Export with Ease Using airSlate SignNow

Consignment invoice template for Export

[Music] hey what's up YouTube welcome to the lace-up Channel today we're gonna be discussing how the lace of DSD software does consignment with battery companies on the screen you're gonna see the lace of DSD software on a smart device and over here on the right you'll see QuickBooks to begin creating a consignment for a customer you open up the lace of DSD app and you go to your first customer you go menu clock in and then you go menu set consignment from here you're gonna add the items that you're leaving on consignment to add product you go products you select battery I'm going to add the automotive battery let's add 15 of these now let's go to the marine battery I want to add five of these and lastly let's go to the power sports battery I want to add seven of these when I'm done I tap Done there's my consignment remember for consignment you only leave the product the first time and you do not invoice the customer you invoice the customer on the subsequent visit so what we're gonna do now is finalize and print our consignment contract to do so I hate this checkbox I go to finalize I hate yes now I collect a signature from the customer and then I print the consignment contract so after the consignment contracts been printed the transactions now finalized and I'm now able to clock out of the stop so during my route I'm going to set up my consignment levels which that I'm going to sync with my server at the end of the day and then the following visit I'm gonna invoice a customer off of those consignment levels to transmit the consignment levels at the end of the day we go menu and update closed end of day yes and all that information is gonna go from the handheld to the server now the following time the driver goes and visits a customer the operation is gonna be a little bit different so let's say that the driver is gonna start their workday again they're gonna go to automotive store number one then they're gonna hit menu create clock in now in addition to asset consignment button there is a count button let's go ahead and count how many batteries are remaining let's say we count five of these two of these four of these if you tap more you can rotate or adjust any battery moreover if you associate a poor to the battery you can also add a core to the invoice when you're done counting you're gonna hit done there's the invoice with the total dollar amount next you're going to check mark the invoice you go to finalize and you're going to collect a signature if it's a co d account you'll collect the payment and lastly you'll print the final invoice so once you've invoiced the customer you'll see that the screen now says finalized this means that you can exit the screen and go visit the next customer at the end of the day all of these consignment invoices can be sent to your back office accounting system to close the day and transmit the invoices we go menu end-of-day close from here we go end of day yes we open our lace-up window containing all the invoices that we've made over the last few days to export the invoice that we've just created a QuickBooks we highlight it and we click export documents here's the invoice number and if you go into QuickBooks you'll find the invoice zero one zero one zero five one eight zero six there's the invoice and there it is in QuickBooks so thank you all for watching the latest installment of the lace of channel for more videos please click the subscribe button or for more information visit our website at wwlp.com thank you and have a great day [Music]