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 Account may simultaneously be a Consignor, Vendor and a Customer — depending on what ways they have interacted with your store.
There are four kinds of Account in ConsignCloud:
- Customer: a person who has purchased something from you. Customers are automatically added whenever you email a receipt at point of sale. ConsignCloud will assign the purchase based on email address; if it can't find an account with the email address you're using, it will create a new one.
- Consignor: a supplier that you pay after a sale has completed, based on a percentage split. Items are usually unique, so you will price and manage these items individually.
- Buy Outright: a supplier that you pay before a sale has been completed, for a fixed dollar amount. Items are usually unique, so you will price and manage these items individually.
- Retail: a supplier you pay before a sale has been completed, for a fixed dollar amount. Items are usually multiple-quantity, and purchased wholesale. You will probably price and manage these items in groups.
Account types (except for customer) correspond directly to inventory types, and ConsignCloud automatically assigns account types based off of an account's items. An account can have multiple types. So if you add a consignment item to an account, ConsignCloud automatically assigns the account type Consignor to the account. Same thing with customers: if that same consignor purchases an item from you, ConsignCloud will automatically make that account a Customer too.
Account types are mostly relevant for analysis. If you want to figure out how valuable an account is to your store, you will analyze a consignor differently than a wholesale retail supplier. For the most part, you won't need to worry about these categorizations and can let ConsignCloud do its thing. There is one exception, however:
Default Inventory Types
During initial setup of an account, ConsignCloud will ask you about the default Inventory Type for the account. ConsignCloud uses this setting to pre-fill the inventory type for any items you add to the account. 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.