Consignment

Consignment is the arrangement where you hand goods to another shop and they pay you only for what they sell. The stock stays yours the whole time it sits on their shelf. Kassly tracks it so you know, at any moment, who is holding what of yours and for how long.

Consignment needs the Consignment add-on (₱300 per branch each month), or any bundle that includes it. That one add-on also grants Accounts Receivable, because settling a consignment books a sale that is usually on credit — you cannot run one without the other.

Only an Owner or a Manager can use these screens. A cashier is blocked even when the add-on is active.

Which direction this works in

Read this before anything else, because it decides whether the feature is for you at all.

Kassly tracks goods you place with someone else. You are the consignor; the shop holding your stock is the consignee. Everything on the Consignment screen is about stock leaving your branch and sitting with a reseller.

It does not track goods someone else has placed with you. There is no intake screen for a supplier's stock held on your shelves, no separate ledger of what you owe a consignor, and no settlement run in that direction. If a supplier consigns to you, the closest fit is to receive the goods normally when you take ownership of them — see Receiving purchase orders — which is a different arrangement and worth agreeing with them explicitly.

Consignees are customers

A consignee is a customer record, not a supplier record. That is how the receivable and the settlement sale hang together: the shop reselling for you is a business that buys from you, just on unusual timing.

You do not tick a box to make someone a consignee. The act of consigning stock to a customer marks them as one, and they appear on the Consignment list from then on. See Customer profiles.

The Consignment screen

Open Sales → Consignment. Four cards along the top age your outstanding consigned value by how long the oldest consignment to each consignee has been sitting there:

Bucket	Days outstanding
Current	30 days or fewer
31–60 days	31 to 60
61–90 days	61 to 90
90+ days	more than 90

Below that, one row per consignee:

Column	What it is
Consignee	The customer's name.
Held units	Total units of yours they are holding.
Held value	What those units are worth at the price you consigned them at.
Days outstanding	Since the oldest still-held consignment to them.
Last settlement	When they last reported resales, or blank.

The aging card is the number to watch. Stock that has sat with a reseller for ninety days is usually not selling, and it is your money on someone else's shelf.

Issuing stock out

Click New consignment — from the list, or from a consignee's own page.

Field	Required	Notes
Consignee	Yes	Search by name or phone. Any customer can become one.
Branch	Yes	The branch the stock leaves from.
Product	Yes	One row per product, with a variant if it has them.
Qty	Yes	Greater than zero. Decimals allowed.
Unit price	No	What you charge per unit when they sell it.
Reference	No	Optional. Your own delivery-note or slip number, up to 100 characters.
Notes	No	Up to 2,000 characters.

Leave Unit price blank and Kassly uses the product's wholesale price, or its selling price if there is no wholesale price. Fill it in when this consignee is on different terms.

The Value column on each row is quantity × unit price, so you can see what you are placing before you commit.

What issuing out does to your stock

This is the part that surprises people, and it is correct:

• Your on-hand quantity does not go down. The goods are still your asset.
• The quantity is reserved instead, so the POS cannot sell it. Your available-to-sell figure drops by exactly what you consigned.
• No revenue and no receivable are created. Nothing is owed yet.

Because the check is against available stock, you cannot consign what you have already promised elsewhere. Try and Kassly refuses, naming the product and how much is actually available.

A movement is recorded as Consigned Out, and the consignee's held quantity for that product goes up.

What they are holding

Open a consignee from the list. The page shows their AR balance, Held units and Held value, then two tables.

Held stock — one row per product they still hold, with the held quantity, the unit price, and the value.

Movement history — every consignment event for this consignee, newest first, with the date, the type, the product, the quantity, the unit price, the value and your reference.

The type badge is one of three:

Type	Meaning
Consigned Out	Stock placed with them. Still yours.
Returned	Unsold stock came back.
Sold (Settled)	They reported a resale and it was settled into a sale.

Held quantity is always worked out from that history — everything consigned out, minus everything returned, minus everything settled. There is no separate holdings figure to drift out of step with the ledger, which means the history and the held total can never disagree.

The movement history shows the 200 most recent movements for a consignee. A long-running relationship will have older activity that this table no longer reaches.

Settling reported resales

When the consignee reports what they sold, click Settle on their page.

Field	Required	Notes
Settle qty	Yes	Per product. Cannot exceed what they hold.
Unit price	No	Defaults to the price you last consigned that product to them at.
Payment method	Yes	Cash, Card, GCash, Maya, Bank transfer, or Credit.
Reference	No	Optional.

Click Settle & record sale. Kassly then, in one step:

1. releases the reservation on the settled units,
2. books a real sale through the ordinary checkout machinery, which drops your on-hand exactly once and generates a receipt,
3. takes the payment by the method you chose, and
4. records a Sold (Settled) movement per line, linked to the sale.

Settling on Credit raises a receivable against the consignee, which is the normal case — they pay you on terms after reselling. Their credit limit is enforced, so a settlement that would push them past it is refused. See Receivables.

Settling with cash or an e-wallet takes the money there and then, with no receivable.

Because settlement books a proper sale, the revenue lands in your sales reports, the receipt exists, and your stock finally comes down — all on the day the resale was reported to you, not the day you handed the goods over.

Trying to settle more than they hold is refused, naming the quantity they actually have.

Taking unsold stock back

Click Return on the consignee's page and enter the quantity per product. The dialog shows what they hold beside each line so you are not guessing.

A return releases the reservation and records a Returned movement. Your available-to-sell figure goes back up. No receivable is created and no revenue is reversed, because none was ever recognised for that stock.

You cannot return more than they hold.

What consignment does not do

• No commission or revenue split. Kassly records one price per unit — what you get. A margin the consignee keeps on top of that is between you and them, and is not modelled. There is no percentage-of-sale setting.
• No consignee statement to send them. There is no printable statement or PDF of what a consignee holds. The screen is for you.
• No per-consignment tracking. Held quantity is a net figure per product per consignee. You cannot ask which of two deliveries a settled unit came from, and the value shown uses the price of the most recent consignment of that product to that consignee — so if you changed the price between deliveries, the held value follows the newer price.
• No expiry or batch tracking on consigned stock. Batch numbers do not travel with a consignment.
• Nothing on the phone, and nothing offline. Consignment is web-only, and all three actions need a connection.

Where to go next

• Customer profiles — the records consignees live in
• Receivables — what a credit settlement creates
• Stock levels — where reserved stock shows up
• Sales orders and invoices — the other way to sell to a business on terms