Consignment Program

 

"I am new to wrike and still learning about all of the features. My company has a consignment department where merchandise is shipped out, the client sells as much as possible, then they return what is left. There are many steps such as receiving an intake form, checking in, sending return labels, etc. What would be the best way to track this type of process? "

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
3 commentaires

Uhm... sounds me a lot to creating custom statuses (click the link), then I would suggest creating a Dashboard with the correct filters, like a Kanban Board  (Click to the link)

 

 

 

Andrea Rosales "Gracias por existir Ctrl+Z"

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Stephen

Hi Lindsey and welcome to Wrike and the Wrike Community!
 
I think Andrea's suggestion below is a good one! (Thanks, Andrea!) I can also see that our Support Team called you on Tuesday. If there is any further information you on this here, let me know.
0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I would suggest mapping out your process with post-its using a swim-lane map. 

https://en.wikipedia.org/wiki/Swim_lane 

Then create steps in a folder that correspond with your post-its and name that folder "Consignment Process Template."  You might consider adding dates and duration that are common using the time line view.  Assign the tasks to the typical users.  Then change all of your tasks to a workflow status that is "deferred" or "cancelled" (this way it won't show up in their active tasks. 

When you are ready to perform the process.  Right click-duplicate the folder.  This will convert all "deferred"/"cancelled" tasks to "active"

Rename the folder, adjust the dates/assignments, and put the folder in a logical and shared place inside Wrike. 

 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Consignment Program
[this list is visible for admins and agents only]

Haut de la page
Didn’t find what you were looking for? Write new post