With tens of thousands of SKUs in the average resale store — and more added every day! — looking up an item, implementing policy, or recalling the history of an item for a consignor can be a daunting task. ConsignCloud includes powerful search tools that make it easy to find anything in the system.
At the top of the screen, you'll find the global search box. This is the first place you should turn to search for items currently in inventory. Just click on the magnifying glass icon to expand the field, and type away — we'll highlight case-insensitive matches in the results. You can also click on the icons at the bottom of the search dropdown to narrow down results by type.
Tables are the reporting workhorse of ConsignCloud — pretty much any question you have about your store can be answered using our customizable data tables. And if it can't there's always the Data Explorer report, which is even more powerful! Tables also provide tools for common bulk edits, as well as mass updates.
At the top of every table, you'll find an Add Filter button that allows you to filter your data and create custom table views. To create a new filter:
Click the Add Filter button.
In the left box, select an attribute to filter by. Almost any column in the table can be used for filtering.
In the middle box, select an operator. Operators change depending on the field you've selected.
In the right box, enter the value you would like to search by. This may be an autocomplete input, or a text box, depending on what field you're filtering by.
Above the filter box, you'll find several pre-configured views which help to speed up common workflows. If there's a certain table configuration you use frequently, you can open the view list up and click on "Customize" to add your current filters.
In addition, the inventory table provides a streamlined Scan SKUs dialog, and every main table includes a search field for quick and dirty access.
Column Selection and Sorting
To sort the table by a column, click on its table heading — this will start by sorting descending, click again to sort ascending. To remove a column, simply click the "x" icon in the table heading. To add a column back in, you can scroll all the way to the right, click the + Column button, and add whatever columns you like. You can also re-order columns by clicking the column's heading and dragging it left or right.
Some tables also provide custom columns, which need to be configured before being shown. Click on + Column, then Customize to see your options.
After you've applied any appropriate filters, you may wish to perform an action on the resulting list. This is common if you want to print labels for recently entered items, donate or return large groups of items, or settle the accounts of multiple consignors at once.
Select the rows you'd like to impact using the checkboxes on the left (shift+click will select all boxes between two check boxes), then find the Actions button in the upper right-hand part of the table. Available actions depend on which table you're using.
Exporting and Bulk Edits
You can export your data to an Excel spreadsheet by using the Export button in the upper right-hand part of the table. You'll get a copy of your data, which can be loaded into almost any spreadsheet program for further analysis or editing.
To import data, you can start with your exported data, or you can use a template provided on the import dialog. Once your data is ready to import, save your spreadsheet as an .xlsx file, then click Actions > Upload Spreadsheet. You can find more information on how to do that here.
Links Between Tables
Whenever possible, ConsignCloud creates colored links between pages for easier, more convenient navigation. We also support the ability to "expand" most detail page tables. To expand a table, click on the icon at the top-right of the table. This will load the displayed data into the full table view.