Consignment

In a consignment, one company – the consignee (Konsignatar) – sells goods that belong to other companies, the consignors (Konsignanten). The consignee sells through its own JTL-Wawi. For every unit sold, the consignor bills the consignee a net purchase price that depends on the JTL customer group of the buyer (for example end customers, hotels or wholesale).

The menu Catalogue › Consignment (Katalog › Konsignation) has three pages:

• Prices per customer group (Preise je Kundengruppe) – the consignee links each consignor article to its JTL article and enters the prices.
• Sales (Verkäufe) – the consignee imports and checks the sales from JTL-Wawi.
• Billing (Abrechnung) – each consignor sees what it can bill the consignee.

Roles

Role	What it does
Consignee (Konsignatar)	Sells the goods through its own JTL-Wawi, maintains the JTL mapping and the prices, imports the sales
Consignor (Konsignant)	Owns the goods. Its articles are recognised by the article owner. Sees its billing.
Main tenant of the consignee	May maintain the prices and sales of the consignee too – it chooses the consignee in the Consignee dropdown at the top of the page

The clients of the consignee are automatically consignors as well.

Before you start

• The consignment (consignee and its consignors) is set up by X-Sitter. Contact X-Sitter support to activate it.
• The consignee has a working JTL-Wawi database connection. See JTL connection.
• The consignor articles have the consignor as owner. See Article owner and client access.
• Permissions (in the Products › Consignment section of the rights tree – ask your administrator):
  • consignee: maintain prices and JTL mapping, see sales, start the JTL import
  • consignor: see billing
• For an automatic import: the job Consignment: fetch sales from JTL-Wawi (Konsignation: Verkäufe aus der JTL-WaWi holen) at the consignee or its main tenant. See Jobs & connections.

Step by step

1. Maintain prices per customer group (consignee)

1. Open Catalogue › Consignment › Prices per customer group. You can also reach it via Catalogue › Overview › Product Actions › Consignment: prices per customer group (Produkt Aktionen › Konsignation: Preise je Kundengruppe).
2. Check the connection badge at the top: JTL connected (JTL verbunden) or JTL not reachable (JTL nicht erreichbar).
3. Every row is one consignor article. In the column JTL article of the consignee (JTL-Artikel des Konsignatars) you link it to the article under which the consignee sells it in JTL:
   • X-Sitter suggests a JTL article with the same item number, the same supplier item number (HAN) or the same EAN. Suggestions are highlighted in yellow.
   • Otherwise use the magnifier (Search in the JTL, In der JTL suchen) or type the JTL item number.
4. For every customer group (the columns come live from the consignee's JTL), enter the net purchase price. Leave a field empty if there is no price for that group – those sales stay unvalued.
5. Active (Aktiv) decides whether the article is included in the import.
6. Save the row with the disk icon. Sales of the current and the previous month are re-valued with the new prices right away.
7. The bin icon removes the mapping and the prices of the row. Sales that were already imported remain.

2. Import and check sales (consignee)

1. Open Catalogue › Consignment › Sales.
2. Filter by consignee, consignor, month and customer group. Tick Show cancellations (Stornos anzeigen) to see cancelled invoices as well.
3. Click Fetch from JTL (Aus JTL holen). X-Sitter reads the invoice items of all mapped articles of the last 60 days. Items in this period are updated on every run.
4. After you changed prices, click Re-value (Neu bewerten) to recalculate the period shown with the current prices.
5. Use the CSV button to export the individual items.

The page groups the sales Per article and customer group (Je Artikel und Kundengruppe), Per consignor and customer group (Je Konsignant und Kundengruppe) and lists the Individual invoice positions (Einzelne Rechnungspositionen).

3. See the billing (consignor)

1. Open Catalogue › Consignment › Billing.
2. Choose the period and, if you work with several consignees, the consignee.
3. You see the totals per article and customer group: purchase price, quantity sold and amount. Expand a row to see the individual invoice items. Export as CSV if needed.
4. Billable (net) (Abrechenbar (netto)) is the amount you can bill the consignee for the period.

Fields and options

Field	Meaning	Required
JTL article of the consignee	The article in the consignee's JTL under which the consignor article is sold. Found by item number, HAN, EAN or manual search.	For the import
Price per customer group	Net purchase price per unit for this JTL customer group	No
Active	The article is included in the import	–
Re-read invoices of the last days (Rechnungen der letzten Tage neu einlesen)	Setting of the import job: 1–730 days, default 60	No

Good to know

• Each JTL invoice item is stored once. Cancelled invoices are marked and do not count.
• Items older than the import period stay as they were imported. Price changes only affect them when you click Re-value.
• Credit notes and returns from JTL are not deducted from the billing.
• Positions without price (Positionen ohne Preis) means that the consignee has not entered a price for this customer group yet.

Message	Cause	Solution
No consignment is set up for this company … (Für diese Firma ist keine Konsignation eingerichtet …)	Your company is not linked as consignee	Contact X-Sitter support
This company is not linked as consignor in any consignment (Diese Firma ist in keiner Konsignation als Konsignant verknüpft.)	You open Billing but are not a consignor	Contact X-Sitter support
No customer groups have been loaded from JTL yet … (Es wurden noch keine Kundengruppen aus der JTL geladen …)	The consignee's JTL connection is not reachable	Check the JTL connection
The consignors of this consignment have no articles yet … (Die Konsignanten dieser Konsignation haben noch keine Artikel …)	No article has a consignor as owner	Set the owner of the articles (Article owner)