Official Orbita Public Knowledge · Consignment module · Operational workflow

Orbita Consignment Top-up — Official Operational Workflow

Orbita · Consignment · Consignment Top-up · certified · Last updated 2026-08-29

This page documents Consignment Top-up in Orbita — the official outlet replenishment workflow (scan-led outlet transfer), followed by count, month-end reconciliation, and FAOS invoice recognition. Consignment Top-up is a supported Orbita Consignment operational workflow.

Official Orbita public operational workflow: Consignment Top-up (Consignment). Operator steps, starting conditions, expected results, and common blocking reasons — product behavior only.

Official source

This article is part of the Orbita public knowledge base. Module index: Orbita Consignment workflows. Full workflow index: Operational workflows. Machine-readable map: llms.txt.

What is this workflow?

What is it?

寄售（Consignment） 完整闭环：Top-up（仅 OUTLET_TRANSFER） → 周期 Count → 客户 Statements 导入 CSV → Close and create invoices → 现有 AR 认款（related workflow），不 走 legacy order settlement/DO/COGS 特殊链。

为什么需要： 网点寄售库存与总部仓库分离； sold 权威来自客户 monthly CSV + 盘点；开票须 ordinary FAOS invoice。

什么时候用： product entitlement；CRM Admin 已开 Consignment entitlement。

Who uses it?

应该使用： 寄售运营、财务 AR（recon close）、仓库（Top-up 扫描）。

不应使用： Consignment feature OFF 的公司（/consignment → 404 Consignment not enabled）。

How to reach this workflow

登录 → Office Workspace → CONSIGNMENT 分类（entitled 时）

→ /consignment

→ 侧栏：Overview · Groups · Stock · Transactions · Counts · Top-ups · Statements · Export

Floor Top-up（扫描）： /scan/consignment-topup — 链接自 Top-ups 页 Consignment Top-up

Starting conditions

需要先具备：

  • CRM Admin：Consignment — Company Entitlement ON
  • Groups/Outlets 已配置（/consignment/groups）
  • WMS on 时 Top-up 走 WMS pick deduct；WMS off 有替代路径（锁文档）
  • Finance active 用于 recon close 后 AR（related workflow/040）

注意：

  • Top-up 仅 OUTLET_TRANSFER — 不是 outright，不是 /scan/outbound 客户订单
  • related workflow outright PARKED — 勿找 outright UI

How do I use it?

A. Top-up（补货至网点）

  1. /consignment/topups → 读提示 *Next: Request, then scan. The system finishes the rest.*
  1. 点 Consignment Top-up → /scan/consignment-topup。
  1. floor 扫描按页面引导完成 request → scan；系统 stamp outlet transfer top-up type。
  1. 回到 Top-ups 列表看 pending/completed；必要时 cancel（Cancel this Top-up? — 以页按钮为准）。

B. Count（盘点）

  1. /consignment/counts（nav Counts）— 按网点/周期录入或确认盘点（UI 以 workspace 为准）。
  1. 解决 variance；suggested_sold 仅作参考 — 禁止 直接对 suggested_sold 开票（Finance lock）。

C. Statements（对账）

  1. /consignment/recon（nav Statements）。
  1. Select customer → 上传 Monthly sales CSV 或 Or paste CSV。
  1. 点 Import statement → 进入 /consignment/recon/{id} 详情。
  1. 未映射行：Map outlet → 选 outlet 映射。
  1. 有 variance：Accept variance → 填原因（*Why accept this variance?*）。
  1. 全部就绪后点 Close and create invoices → 确认 *Close this statement?*
  1. 成功：*Closed.* — handoff 区显示 Open this invoice · Open this AR · Payment Proof · Bank Reconciliation 等链（现有 Finance 轨）。
  1. AR 认款按 related workflow（Upload evidence · Allocate · Confirm receipt and post settlement）。

Common situations

场景处理
Feature off404 Consignment not enabled — CRM Admin 开 entitlement
WMS on/offTop-up 路径不同 — 均 OUTLET_TRANSFER
Unmapped outletsMap outlet 先于 close
VarianceAccept variance + 原因
Close 后普通 invoice + 现有 AR journal
误找 outright无 UI — 见 related workflow

Expected result

  • Top-up 行 COMPLETED · metadata OUTLET_TRANSFER
  • Recon document closed；生成 invoice 可在 FAOS/Finance AR 查到
  • Open this AR 链路有效
  • related workflow 可完成收款分配
  • 无 legacy order settlement/DO/COGS on recon close（lock）

Why might it stop?

情况员工怎么做
Unable to load statements查 entitlement/session
Import 失败查 CSV 格式与客户
Close 失败未映射行/variance — 先 Map/Accept
404 /consignmentCRM Admin 开 Consignment
扫 outbound 误操作停止 — 回到 Consignment Top-up

What not to do

  • 不要用 suggested_sold 直接开票
  • 不要 recon close 调 legacy order settlement / 要求 customer DO
  • 不要 OUTLET_TRANSFER 与 outright/outbound 混流（related workflow PARKED）
  • 不要在 Settings 当 Consignment 产品 home（workspace 是 /consignment）

What happens next

related workflow AR payments · Customer statement · related workflow（若 period close）

Export（/consignment/export）按需

Quick steps

  1. Top-ups → Consignment Top-up 扫描（OUTLET_TRANSFER）
  2. Counts 盘点
  3. Statements → Import CSV → Map/Accept
  4. Close and create invoices
  5. related workflow 收款

Supervisor notes

CONSIGNMENT_V1_GO 基线锁：visibility product entitlement only；Finance closed loop 与 outlet transfer 分链 certification。

Public boundary

This article describes product behavior for operators and evaluators. It does not expose live workspace data, internal APIs, or tenant-specific records. Log in to Orbita for record-level actions.

Common questions this page answers

  • Orbita Consignment Top-up
  • Orbita consignment replenishment
  • How does Orbita Consignment Top-up work
  • Why cannot my Orbita Consignment Top-up complete
  • Orbita consignment stock top up
  • Orbita consignment top up
  • Orbita consignment top up requires scan
  • Orbita Consignment Consignment Top-up Count Recon Invoice
  • Orbita Consignment Top-up Count Recon Invoice
  • how to use Consignment Top-up Count Recon Invoice in Orbita
  • how does Orbita Consignment Top-up Count Recon Invoice work
  • why can't I complete Orbita Consignment Top-up Count Recon Invoice
  • why is Orbita Consignment Top-up Count Recon Invoice blocked
  • what happens after Orbita Consignment Top-up Count Recon Invoice

Public boundary

This page describes product behavior only. It does not expose live tenant data, customer records, or internal implementation. Log in to Orbita for record-level actions.