You'll probably spend more time adding and tagging inventory in ConsignCloud than anything else. Because of that, ConsignCloud is designed to save you as much time as possible while you're handling inventory. Every second counts, and adds up to a lot over the course of a year! Follow these steps to make sure that you're getting the most out of these features.
To add inventory to your account, click + Add Item at the top of your screen.
Whenever you enter an item, you'll be presented with the following fields:
- Account (required) — the name of the supplier of the item. If you haven't created the account yet, stop what you're doing (we'll save your work) and add it in the + Account tab first. ConsignCloud uses Account to help you fill out some attributes of the item automatically, like Inventory Type, Terms, and Split.
- Category — ConsignCloud uses category to help you fill in the item description. Categories are also important in sales analysis, so it pays to begin tagging items with categories early on.
- Description (optional) — ConsignCloud uses this to help you fill in the item's Title, which appears on receipts and other documents. ConsignCloud will by default put the Category name in this field. If that doesn't work for a particular item, that's fine! Just type whatever works.
- Brand (optional) — ConsignCloud uses this to help you fill in the item's Title. Brands can also be helpful for sales analysis, so it pays to fill this in for most items.
- Color (optional) — ConsignCloud uses this to help you fill in the item's Title. Color is also commonly used to help employees match item labels to actual items while tagging them — it can be hard to line up a pile of 50 labels with the correct items!
- Size (optional) — ConsignCloud uses this to help you fill in the item's Title. For many items, it's important to include this on the item's label, so think carefully before skipping over it.
- Images (optional) — Images can help you find missing inventory in case an item gets separated from its tag. They're also synchronized with Shopify for use on your online store.
- Quantity — Most consignment items are unique, so this field will always be set to "1" by default. However, in the case of Retail items, you may need to keep track of available stock. You can fill this field in when entering items, or any point down the road, either to re-stock or mark an item as lost, damaged, donated, or remitted.
- Tag Price — This is the price that will print on any price labels and customer receipts. This is straightforward for most stores. If your store uses any inclusive taxes or consignor surcharges, it's a little more complicated. In those stores, splits are calculated using Base Price, which is basically Tag Price minus any inclusive taxes and consignor surcharges. If you negotiate sales prices with your consignors and want to enter this Base Price before inclusive taxes and surcharges are added in, you can make that change in Menu » Settings » Policy » Item Price Field.
While you're filling out the standard fields, keep an eye on the suggestions that pop up below your cursor. ConsignCloud provides these suggestions to make entry go more smoothly. The more you use ConsignCloud, the better the suggestions get.
ConsignCloud wants to save you as much time as possible while entering items, so it intelligently attempts to pre-fill some fields for you. ConsignCloud pulls these defaults from different places depending on the field:
- SKU — ConsignCloud counts up from 000001 by default.
- Tags — Put anything you like in this field, it can be used to support many kinds of custom workflows or additional categorization.
- Inventory Type — ConsignCloud uses the Inventory Type for whichever account you've selected. When no account is selected, ConsignCloud displays the default Inventory Type set for the store in Settings.
- Schedule Start — If you've set up Discount Schedules for your store, this field will become available to help you adjust where in the schedule your inventory should be. By default, this field gets set to the date the item was created.
- Expiration Date — Set a date for when your inventory expires. By default, this is set based on the number of days to expiration configured for the item's category. Note that ConsignCloud does not automatically expire items, or mark them as donated or remitted. Expiration is designed as a tool to help you find inventory that needs to be rotated — we leave the policy decisions up to you, since exceptions are common here.
- Split — Just like Inventory Type, ConsignCloud uses the Split for whichever account you've selected. When no account is selected, ConsignCloud displays the default Split set for the store in Settings.
- Title — This is the field used to identify the item on receipts, emails, and invoices. ConsignCloud builds this for you using Color | Brand | Description, Size.
- Terms — Whether or not the item should be returned or donated at the end of the consignment period. ConsignCloud first looks to the Account default to fill in this field. If no account is selected, the default Terms set in store settings is used instead.
- Tax Exempt and Surcharges — Other fields depend on your store setup, and whether or not you have Taxes or Surcharges enabled by default. ConsignCloud uses your store's Settings to determine the default value for each of these fields.
Defaults will work most of the time for most stores. Occasionally, you'll run into an item that doesn't fit the mold for some reason — maybe it should have a different Split, or maybe the Title is unique. That's fine. Just click the field and enter whatever you like. If you change your mind and want to use ConsignCloud's default value again, click the lock icon on the right of the input and ConsignCloud will restore the default.
If you've enabled our Shopify integration, you'll be given a few additional options to fill in:
- Weight — ConsignCloud syncs this field with Shopify for the purposes of calculating shipping charges for online sales.
- List on Shopify — whether this item should get listed to you online store.
In either case, defaults for these fields can be configured in your eCommerce Settings.