What are Accounts?
ConsignCloud uses Accounts to represent individuals and businesses that have a relationship with your store. Sometimes these relationships can be complicated and have many dimensions — for instance, a single person might be a customer and a consignor at your store. You don't want to have two accounts for one person, do you?
This overlap is not just additional complexity though — it's an opportunity for you to make more sales, get higher quality goods into your store, get better business data, and make your people happier all at the same time! For this reason, ConsignCloud has one field type for people—which we call "Accounts".
Adding an Account
To add an account, click on the "+ Account" button. None of the informational fields are technically required, but ConsignCloud suggests at least having a First Name, Last Name, and an Email Address for every Account.
Most of this form is pretty straightforward, but there are a few items worth noting:
An account's email will be used to send automatic notifications about their inventory and sales. If you are subscribed to our Consign Portal, this will also be used to log in to their portal account.
You can learn more about both the Consignor Portal and Email Notifications in the articles below:
Inventory Type is a setting used to pre-fill the inventory type for any items you add to the account. This is the inventory type which will be defaulted to when you start to create an item for an account. If you do not edit or amend the Inventory Type field in the Item Creation screen, all items for that account will follow this rule.
This is just a convenience: if the account supplies multiple types of inventory, you can always change it for individual items as you add them.
Default Split describes the default consignor share ConsignCloud will fill in for items. If items under an account will have multiple splits, enter the split that will probably be used more often. Item that have different splits can always be set during item entry.
Depending on your store policies and individual account agreements, you may wish to either return or donate consigned items after they've been in your inventory after a certain amount of time. Like other inherited features, set this to the most likely preference for this individual account. If you're entering an item with a different preference later, it can be changed during the item entry process.
If you have a lot of accounts to enter, you might try our imports feature to do it all in one go. You can do this by clicking on the Actions button in the Accounts Table, and selecting "Upload Spreadsheet" in the dropdown.
Learn more about Importing Data in the article below:
Once you have some accounts in the system, it's time to start adding items! Click on the article below for more information on how that process works.