Policy Settings
Resale is an extremely diverse type of business, and everyone does it a little bit differently. ConsignCloud has been designed to be highly customizable so you can run your store your way.
You can organize all aspects of how your store runs in the Settings page. We've divided things up into a few different sections to keep things manageable.
User Settings
Accounts
Items
Sales
Integrations
Store Settings
If you are a new store and still thinking through some of your policies, don't worry! You can go back and change many of these settings later. If you need to make changes to existing inventory down the road — for instance, if you decide to change your store split — bulk edits are an easy way to change a lot of items at once.
User Settings
Your User Settings are where you can set your password and add alternate emails to your account.
In Next-Gen ConsignCloud, Users can have multiple email addresses associated with their User, although one email must always be the primary email. If you click on "Add or Update" you will be able to:
Add another email address to your account
Connect your account for Google login
See a list of active devices logged into your account
—User Settings—
Accounts
Your Account Settings determine how the different Accounts in your store manage payouts, item entry, and more!
—Payouts Settings—
Payout Settings let you choose how your accounts are payed out. For example, cash, card, Venmo, etc. This is also where you'll find settings like Payout Reductions and how Payout Receipts will appear when balances are settled.
Email Notification Settings allow you to send emails to your individual accounts to update them with a number of notifications, including their account status, when items are sold, or need to be picked up, etc.
Vendor Settings lets you choose which accounts in your store are Vendors with their own login and item entry. Here, you can select Vendor Permissions, including which fields Vendors can include when creating items. You can learn more about setting up the Vendor Login in the articles below:
Consignor Portal Settings are found in the Accounts Settings to allow your consignors to view their items and updates any time they login. Consignors can also create Items if allowed.
Items
Item Settings allow you to setup defaults for item creation, including surcharges and how/when labels will be printed.
––Item Settings ––
Item Default Settings determine what auto-populates in Item Creation Fields.
Inventory Type is the default inventory type for new accounts. This setting is in turn inherited by items from the account they are assigned to. This is only a default, and doesn't cascade through the system when updated.
Consignor Split is the commission percent to give to consignors. This can be can be overridden on accounts, categories, and items (in that order).
Terms is the default terms when you are creating a new account.
Tax Exempt determines whether or not items default to being tax exempt at time of item creation.
Item Expiration is the default number of expiration days when you are creating a new item.
Item Title Template determines how your item's title is constructed. Wrap item fields in {{Braces}} to include them in the title. Available fields are Brand, Color, Size, Description, Details, and any short text custom fields.
Item Price Field allows you to enter item prices as either the Split or Tag Price. This is either pre Buyer's Fee (Split Price) or post Buyer's Fee (Tag Price).
Category Settings are the main way your inventory is organized, and can prove very useful when applying policy or pulling reports. Categories work best when they match natural sections or departments you'd find in a typical retail store.
To add a new category, navigate to the Categories tab in your Item settings section, and click "Add Category". This will bring up a form asking you to name your category and set any optional policy, including consignment period and consignor split. This split takes precedence over an account's split, so use it only in exceptional circumstances.
After your category is saved, you can still edit it down the road without affecting associated items. It's also possible to archive a category, which will remove it from all associated inventory.
Categories can be used to filter, sort, and group for analysis on various table views, as well as in ConsignCloud's advanced reports. Categories are also used as one key way to apply Discounts—so it's very important to have good categorization in your store!
Tiered Splits Settings allow you to add multiple levels to your store's default split. For example, if a store is caring for more expensive items, they might want more of the sale split. Make sure there aren't any gaps in your price ranges, or the splits won't apply correctly! These can be overridden in item and account creation. To toggle Tiered Splits on, go to Early Access Features and enable.
––Tiered Splits Example––
Surcharges Settings help you add fees to certain items that cost more to manage (e.g. Cleaning Fees, Credit Card Fees, etc.)
Label Printing Settings is where you can make custom price tags for your items. This is where you can setup your printer with our ConsignCloud PrintClient and choose which defaults are applied.
Sales
Your Sales Settings determine how your Registers will operate, including additional integrations to complement your store Policy.
––Point of Sale Settings Screen––
Point of Sale Settings allow your store to include Integrated Credit Card Processing in your daily workflow as well as additional Registers to manage how much cash is going in and out of your store.
Discount Settings can also be found here to incentivize sales.
Taxes Settings allow you to create custom taxes to help track your sales better before and after tax is collected.
Receipt Printing Settings let you setup your printer with ConsignCloud, but also allows you to customize your Receipts to reflect your branding.
Integrations
Integrations Settings allows you to link your ConsignCloud account with a few different software partners to allow you a few extra features!
—Apps & Integrations—
Shopify allows you to link your ConsignCloud store to their online platform where you can sync your inventory and sales with ConsignCloud.
Square allows you to link your ConsignCloud store with their POS and credit card processing hardware, allowing you to process sales in Square's POS.
API & Webhooks Settings allow developers to integrate ConsignCloud with other services. - Feature Coming Soon
Store Settings
Your Store Settings determine personal account information like payment and users.
—Store Details Settings—
Store Details Settings allow you to choose timezone and currency for your store.
Users Settings let you set up individual logins for different roles in your store.
Plans $ Billing Settings are where you can find all payment information and options to update your plan.
Store Data Settings - Feature Coming Soon
Early Access Feature Settings include a variety of Settings you can add to your store for increased functionality.