Creating Consignments in BigChange

Creating Consignments in BigChange is an effective and convenient way of getting a collection of serialised stock items onto a Job and sent to site for use on the job.

This guide will walk you through the process of creating a consignment and adding it to a job.

Stock Vs Equipment. In summary, the main difference lies in their purpose and management: stock is consumable and often sold or used up such as light bulbs, while equipment is durable and used to facilitate operations and usally have a serial number such as a boiler. BigChange provides tools to manage both effectively, ensuring that businesses can track and optimise their resources.

To create a Consignment you need to already have some serialised equipment in the BigChange system.

1. Navigate to the "Stock & Equipment" section in the top menu.
2. Select "Consignments" from the side menu.
3. Select the "Create a consignment +" link to start a new consignment.

Naming Your Consignment

• Provide a name for your consignment to easily identify it later.

Adding Serialised Items

• Select the "+ Add stock or equipment" link to begin adding items.

1. Enter the serial number of the item you wish to add and press enter.
2. Select the "Add+" icon to include the item in the consignment.

Finalising Your Consignment

• Continue adding items until your consignment is complete.
• Once all items are added, your consignment is ready to be linked to a job.

Adding a Consignment to a Job

• Navigate to the schedule section.
• Select an existing job or create a new job as needed.
• Select the stock tab within the job.
• Select the "+Add a stock item" option.

• Select the "Stock item will be" from the dropdown list.
• Select the appropriate consignment type.
• Additional fields will appear, such as "Where will stock be picked up from."
• Enter the name of the consignment you wish to add to the job.
• Select the "Add" icon to finalise the addition.

Once you have added the consignment to the job, you will then see each item listed individually under the stock & equipment tab on the job. These stock items will behave just like any other stock added to jobs.

Similar to Consignments there is a stock system. Please refer the to seperate article for more information on Creatining a System in BigChange.

Conclusion

Creating and managing consignments in BigChange is a straightforward process that enhances your ability to handle serialised stock efficiently. By following these steps, you can ensure that your consignments are accurately created and linked to jobs, streamlining your operations. For further assistance, refer to the BigChange Help Centre or contact support.