Lotus Consignment Program

Lotus Consignment Program Walkthrough

The Following is a Step by Step workflow for the Lotus Consignment Program

Sales Rep/OP

Once an agreement has been signed by an account for the Lotus consignment program, :

1. Open Customer record.
2. Within the Communication Subtab, go to Files.
3. Attach Agreement to the Customer record

If Sending PO to OP for SO creation.

Create new SO

1. Set Date
2. Set Status as Pending Fulfillment
3. Set PO#
4. Set “Customer Deposit Received” as Terms
5. Set Priority (if applicable)
6. Set Memo (if needed)
7. Select Billing and Shipping address
8. Set Sales Rep
9. Set Sales Channel
10. Set Order Source
11. Check Box: Lotus Consignment Order
12. Check Box: Lotus First Order (if applicable)
13. Item Subtab:  Enter all line items individually (grouped by item), and add all SWAG including Lotus Display
14. Shipping Subtab: Set shipping details
15. Billing Subtab: Set “terms” as Net 90
16. Click Save.
17. Click Email Button
18. Message Subtab: Select “Lotus Consignment Confirmation” template
19. Click Merge and Send