CRM - Manage Consignors

Getting Started with the CRM Module (Managing Consignors)


Welcome to the Customer Relationship Management (CRM) module! This guide will walk you through everything you need to know to effectively manage your consignor information, streamline your sales process, and maintain a clear overview of your consignor interactions.


1. Overview: Your Central Consignor Database

The CRM module is your new central hub for all consignor-related information. Think of it as a detailed, organized, and easily accessible digital address book for your business. It allows you to:

  • Centralize Data: Store all crucial consignor details—from contact and billing information to order history and financial data—in one secure place.
  • Improve Efficiency: Quickly find, sort, and filter consignor records to get the information you need in seconds.
  • Enhance Consignor Service: Gain a complete view of every consignor, enabling your team to provide informed and personalized service.
  • Streamline Workflows: Seamlessly integrate consignor data with other modules like Order Management and Accounting for a unified business process.


2. Accessing the CRM Module

You can find the CRM module in the main navigation menu on the left side of your screen.

  • Navigate to Sales
  • Click on Consignors


3. The Main Consignors Page

Upon entering the module, you'll see the main Consignors page. This page provides a high-level overview of all your consignor in a clean, paginated table.



The Consignor Table

By default, the table is sorted alphabetically by name. It includes the following columns:

  • Name: The name of the individual or the company.
  • ID: The unique identifier for the consignor in the system.
  • Phone: The primary contact phone number.
  • Email: The primary contact email address.
  • City: The city from the consignor's primary address.
  • Country: The country from the consignor's primary address.
  • Balance: The total amount owed by the consignor from any unpaid Sales Orders.


Searching and Filtering

  • Search: Use the search bar at the top of the page to instantly search the consignor table by name, company, tax number, email, and more.
  • Filtering: Advanced filtering options allow you to narrow down your consignor list based on specific criteria:
    • Consignor Type: (e.g., Individual, Company)
    • Balance: (e.g., Credit consignor, Overdue consignor)
    • Recent Activity: (e.g., Last Order Date)
    • Payment Terms: (e.g., Net 30, Net 60)


Sorting

You can sort the consignor list by clicking on the column headers. Available sorting options include:

  • Alphabetically (Name)
  • By Balance (Highest/Lowest)
  • By Total Order Value
  • By Most Recent Order


Page Actions

On the top right of the page, you will find key action buttons:

  • Add Consignor: Click this to create a new consignor record from scratch.
  • Import: This option will allow you to bulk-import consignor data.


4. Managing an Individual Consignor

To view or edit a consignor's details, simply click on their name in the consignor table. This will take you to their detailed profile page, organized into several tabs.


Details Tab

This tab contains the core contact and financial information for the consignor.


Basic Information:

  • Consignor Type: Designate the record as an Individual or a Company.
  • Name: The company or individual's name.
  • Contact Name: The primary person to contact.
  • Email Address & Phone Number: Primary contact details.
  • Website: The consignor's website.
  • Tax Number: For company accounts (e.g., VAT, EIN).


Financial Data:

  • Pricing/Currency Preferences: Set the default currency for the consignor.
  • Discount Rate: Apply a standard discount percentage to their orders.
  • Payment Terms: (e.g., Net 30, Net 60, Due on Receipt).
  • Default Payment Method: (e.g., Credit Card, Bank Transfer).
  • Taxing Scheme: These system values can be created and managed in the Tax Schema tool.
  • Current Balance: A live view of the amount the consignor owes.
  • Credit: A field to set a specific credit limit amount for the consignor.


Addresses Tab

This tab holds all address information. You can store multiple addresses and designate them for specific purposes.

  • Contact Address: The general contact address.
  • Billing Address: The address used for all invoices and billing correspondence. This information syncs with the Accounting module.
  • Shipping Address: The default address for sending orders.


Order History Tab

This tab provides a complete, at-a-glance history of all orders associated with the consignor. The table includes:

  • Order ID: The unique identifier for the sales order.
  • Date: The date the order was created.
  • Total Amount: The total value of the order.
  • Status: The current status of the order (e.g., Pending, Shipped, Invoiced, Paid).


General Notes

A flexible text field is available for adding any custom notes or important information about the consignor that doesn't fit into other fields.


Individual Consignor Actions

From a consignor's detail page, you have access to several actions on the top right:

  • Create SO: Click this to immediately start a new Sales Order that is pre-populated with this consignor's information.
  • Edit: Allows you to modify the fields on the page.
  • Delete: Permanently removes the consignor record. (Note: This action is typically restricted by user permissions).


5. User Permissions

Access to create, view, edit, and delete consignor information is governed by your user role to ensure data integrity.

  • Admins: Have full control. They can add, edit, and delete any consignor record.
  • Managers: Can add and edit consignor records but cannot delete them.
  • Members: Have read-only access. They can view all consignor data but cannot make any changes.

Should you have any further questions, please don't hesitate to contact our support team.

Updated on: 29/12/2025