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Getting Started with your Vendor Profile

Understanding your ConsignCloud profile as a Vendor

Updated over 2 weeks ago

Hello new Vendor 👋! Welcome to ConsignCloud and get ready to start making lots of sales with your store! This article is designed to show you around ConsignCloud, and show you how to sign-up, get logged in, add items, and start printing labels.

NOTE: A vendor is a particular type of ConsignCloud Account, which has the ability to print their own labels and enter their own inventory. If you are just a normal consignor, this article is not relevant for you.


Signing up and Accepting your Vendor Invite

NOTE: Before you can sign-up for ConsignCloud, you must be invited by the Store Owner as a Vendor to their store.


—Signing up as a Vendor for a ConsignCloud Store—


Once the store owner has sent the Invite, you will receive an email with a link to "Accept Invite". Click that link to get started! If you don't see this email in your main inbox, you may want to check in your spam folder.

NOTE: If you have both your inbox and your spam folders, and cannot find this email, check in with the store owner of your store. It is possible that your store owner added you as an Account to their ConsignCloud system, but did not give you Vendor Permissions.


Once you've clicked that link, you'll see the message below. If you previously had an account as a vendor for the store, you can log in with the same credentials. If you are just getting setup for the first time, click "Sign Up" and enter your account email and the password you will use to log in as a vendor.


––Signing up for your Vendor Account––



Once your account is created, click "Accept Invite" to create your vendor profile with this store. This will take you to your vendor home page and dashboard.



Vendor Home Page

The vendor home page looks very similar to the employee or admin home page, but with limited access. Vendors can create items, view sales, and run reports, but do not have access to system settings (other than their own password and login information).

From the dashboard, vendors can view:

  • Sales

  • Reports

  • Consignor balance

  • A side panel showing recent activity

NOTE: Elements on the dashboard can be expanded to view balance, sales, and reports (etc.) in more detail.


–– Dashboard (Vendor View) ––


Vendor Items and Sales

Vendors can see all items they create, as well as any items created by the store owner under their account. To view sold items or other metrics, use Filters or Statuses within the table. This table can be exported at any time by selecting Three-Dot Menu > Export.

Pre-configured views are also available at the top of the table, such as:

  • Active

  • Unprinted

  • Expired

  • Sold


–– Items Table (Vendor View) ––


–– Sales Table (Vendor View) ––


Printable and Exportable Reports, personalized to the vendor, are also available in Next-Gen for vendors to view daily revenue and and profit. To view your Sales Overview and other reports, click Reports and choose which Report from the tabs at the top of the page. The available reports are:

  1. Accounts

  2. Items

  3. Sales

  4. Accounting


––Vendor Reports––


Item Creation

The item creation screen includes only the fields that the store owner has approved in the vendor settings. All of these fields are optional according to ConsignCloud, but Vendors should still check in with their Store Owners to find out how the Store Owner wants them to do inventory input.

NOTE: For more information on how store owners can customize Vendor item fields, click here.


–– New Item (Vendor View) ––


Printing Item Labels

Item labels can be printed directly from the vendor’s Items table. To print a label:

  1. Click the three-dot menu for the item

  2. Select Print Label

  3. From the More dropdown, choose Download PDF

  4. Print the label from the PDF pop-up

NOTE: Cloud Printing via the ConsignCloud PrintClient application is not available for Vendors. Vendors can only print PDFs.


Vendor Emails and Passwords

Vendors can edit their profile at any time, including their email address and password. When making changes, vendors must re-enter their current credentials for security purposes.

If a vendor updates their email address, the change will automatically sync with the corresponding consignor account in the store’s settings.


FAQs

I am a vendor who used Classic: how do I log into Next-Gen?

If you are an existing Vendor coming from ConsignCloud Classic, you store owner will need to invite you in Next-Gen: otherwise you will not be able to access your Vendor user in Next-Gen. The link you are using has changed, the Classic link is a unique slug for your store, while Next-Gen routes you through the primary link (my.consigncloud.com).

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