Creating Consignment Notes
By creating a consignment note, you can log cylinders being returned to a supplier or waste recycler and the cylinder will be removed from your inventory.
Before You Start
You will your users have the correct privileges to view and create consignment notes. You can set up user privileges in the user setup wizard in Clik Sevice.
To create a consignment note, click on the ‘Consignment Note’ tab on the left-hand menu and then select ‘Add Consignment Note’.
You can then add the note details. These replicate the waste disposal note you receive from your supplier/recycler when processing the waste refrigerant or cylinder.
The companies and locations on the right-hand side must be already entered in the CRM of Clik Service to be selected from the search bar.
After filling in the details, click ‘Save’. You can now add cylinders and documents, such as the original waste disposal note.
To add cylinders, click on the ‘Cylinders’ tab within the consignment note. Then select the cylinder from the ‘Add’ menu at the top.