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Create a Loan Dispatch Slip for Loan Inventory

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This page describes procedures for environments using Inventory Management (New Method).

If your screen layout differs from the one shown on this page, see the Inventory Management (Conventional Method) manuals.

Overview​

This section explains how to select inventory data as the loan target, specify the loan destination buyer and loan quantity, and create a loan dispatch slip in Inventory Management (New Method).

The created loan dispatch slip is saved as a loan inventory transfer slip.

Purpose​

Use loan dispatch slip creation to manage inventory delivered to a loan destination separately from regular available inventory, such as for consignment sales, leasing for samples, or temporary removal for pop-up stores.

By keeping the loan destination, target loan inventory, quantity, and document date as a loan inventory transfer slip, you can verify which buyer was lent which SKU, lot, and inventory condition as one record. The main purpose is to make it easy to track the location and quantity of loan inventory without scattering records related to lending and returns.

Feature Description​

What is a Loan Dispatch Slip?​

A loan dispatch slip is a loan inventory transfer slip for lending inventory data in Inventory Management (New Method) to a loan destination buyer. It refers to a loan inventory transfer slip whose slip type is Loan dispatch slip.

Assuming that the ownership of the inventory remains with the brand, it is handled separately from delivery (sales).

Inventory that eventually returns to hand is processed using a Loan return slip.

Conditions for Creating a Loan Dispatch Slip​

You can create a loan dispatch slip when all of the following conditions are met:

  • A buyer is selected
  • There is 1 or more slip lines
  • The quantity of each line is a positive number
  • When using Finalize immediately, the loan quantity is entered within the allocatable quantity

Loan Dispatch Slip Status​

A loan dispatch slip has the following statuses:

  • DRAFT: The loan dispatch slip is in an unconfirmed state. It becomes DRAFT if Finalize immediately is not selected.
  • CONFIRMED: The loan dispatch slip is in a confirmed state. It becomes CONFIRMED when Finalize immediately is selected or when a confirmation operation is performed individually later.
  • CANCELLED: The loan dispatch slip is in a cancelled state. It becomes CANCELLED when a cancellation operation is performed on a draft loan dispatch slip.

Instructions​

Navigating to the New Loan Inventory Transfer Slip Screen​

  1. Click the Inventory menu.
  2. Click the Loan inventory tab.
  3. Click Issue Loan Dispatch Slip.
    The New loan inventory transfer slip page opens.

How to Enter the Form​

Entering the Slip Header​

In the Slip header, enter the type and date of the slip to be created.

  1. Select Loan dispatch slip in Slip type.
  2. Enter the Document date.

Selecting a Buyer​

Select a buyer to be the loan destination. You can select from buyers whose status is CONNECTED.

  1. Use the Buyer search filters to search for the loan destination buyer.
  2. Click the Select button for the target buyer.

Selecting Inventory to Lend​

In Select stock to lend, select the inventory to be added to the slip lines.

  1. Search for the target loan inventory using the filters for Product, SKU, and Inventory conditions.
  2. Select the checkbox for the inventory to lend.
    The selected inventory is added to Slip lines.

Verifying and Entering Slip Lines​

In Slip lines, verify the loan target and quantity.

  1. Verify the Product and SKU, Lot, Quantity, Source stock, and Allocatable quantity of the added lines.
  2. Enter the Quantity for each line. The default value is 1.

Creating a Loan Dispatch Slip​

  1. Enter a Reason note if necessary.

  2. Configure the checkbox for Finalize immediately.

    • To finalize immediately: Select the checkbox. The loan dispatch slip is confirmed when it is created.
    • To finalize later: Clear the checkbox. The loan dispatch slip is created in DRAFT status.

  3. Click Create Loan Dispatch Slip.

    If the process succeeds, the loan dispatch slip is created.

Important Notes​

If Created in DRAFT Status, It Must Be Confirmed Later​

If the loan dispatch slip remains in DRAFT status, the loan operation is not confirmed.

Be sure to perform a Confirm operation later.

When Finalizing Immediately, a Loan Quantity Exceeding the Allocatable Quantity Cannot Be Entered​

For loan quantities in slip lines, you can enter a loan quantity that exceeds the allocatable quantity only when creating the loan dispatch slip in DRAFT status.

When selecting Finalize immediately, enter the loan quantity within the allocatable quantity so that the allocated inventory quantity does not become insufficient.