ConsignCloud comes with a built-in POS, but sometimes simply marking items as sold is not enough. ConsignCloud Register is an add-on that provides a number of additional features that are important for resale sales, including:
Store Credit Payments
Refunds and Gift Cards
Integrated Payment Processing
To enable it, visit Settings » Apps and find ConsignCloud Register. Enabling this add-on will automatically turn the + Sale button at the top of the page into a link to your new point of sale.
Many of the settings in ConsignCloud will carry over to Register, but you can find additional configuration under Settings, including various shortcuts and workflow tweaks. Follow the links below to read more about configuring Register.
For now though, let's quickly walk through each of Register's main features.
Adding items to a sale
To add an item, make sure it is first added to inventory, and then search for it using the search box on the left half of the screen. The most common way to search is by using the SKU, which may be scanned directly from a tag into this box. If you don't have a scan gun or tag, you can search for the item by color, description, brand or size.
Once you select a match — a scan gun will select it automatically for you — the item will show up on the right side of the screen. The list on the right is designed to look very similar to the receipt your customer will receive at the end of the sale. You can also add a new item by turning on "Allow Item Creation" on Register's Settings page.
Using Taxes, Discounts and Surcharges
After you add an item, you may want to change the quantity, taxes, discounts, or surcharges attached to the item. You can adjust any of these things by clicking the item's row on the right half of the screen.
Sometimes you may wish to change taxes for an entire sale, like turning them off for a tax-free weekend or a tax-exempt customer. You can turn them off by clicking the Sales Tax line on the right half of the screen and unchecking the Enabled box next to any taxes you wish to disable for the sale.
If you wish to discount an entire sale, first create a new discount in ConsignCloud's Settings. Then, use the button now available to you under the search box in Point of Sale.
Adding a Customer to a Sale
In ConsignCloud, an account represents both customers and consignors, since oftentimes one person will not only bring in items, but purchase something on their way out! Allowing consignors to use their store credit at point of sale is a great way to reduce overhead and attract business all in one go.
There are two main ways to add a customer to a sale. First, you can search for their name, account number, or email address in the point-of-sale search box, and click on the result that appears. When you go to enter a payment for the sale, if the customer has a balance, a Store Credit payment option will be available (if you've enabled it in settings).
Alternatively, if you've already run a sale and just want to add a customer to it, you can click on Email Receipt, enter their email address, and ConsignCloud will associate the sale with an account matching the email you entered — or, if no matches are found, a new account will be created and associated with the sale.
To refund a sold item, first make sure the refunds feature is enabled by going to your Register settings and toggling "Enable refunds". One that's set up, you'll find a "Refund Item" button in the Shortcuts section of your point of sale.
To find an item to refund, first enter the number of the sale, which can be found on the customer's receipt. Next, fill in the quantity of items to be refunded, and save.
Refunds added to a sale decrease the subtotal. If not enough other items are in the sale to balance the refunds, change will be issued and will go into your cash account.
Once you've added all of the items in the purchase to the sale, you're ready to accept payment. First double-check that all items have been added, and that you've made any adjustments that need to be made. When you're ready, hit the Pay button at the bottom of the screen.
Select your payment type and then follow any instructions ConsignCloud gives you. If the customer wants to use multiple payment types, select Split at the far right.
After you've selected the payment type and amount, select Tender to move to the final steps of the sale.
On occasion you'll need to ring up a sale on a different day than it occurred. This can happen as a result of ringing up the wrong item in a sale, or ringing up an item assigned to the wrong account. Once you have returned and re-rung the problem item, you can keep your sales reports tidy by changing the date of the new sale.
To do that, go to the sale's detail page, click on the three dots at the top of the left pane, and select "Change Date" from the drop-down menu. From there, you'll see a form which will allow you to set the new date and time for the sale. All related balance entries and status changes will be updated as well.
Clearing, parking and voiding sales
Normally, ConsignCloud saves your sale progress, so you can leave a sale to enter an item or edit an account's info without losing your place. Sometimes, however, sales are interrupted or abandoned.
Parking sales is helpful if you want to save a sale for later and not risk it being cleared out. To park a sale, look in the upper right portion of the screen for the three dots next to Sale Summary. Parking the sale will save it indefinitely. To retrieve a parked sale, go to the Sales Table and select the Parked Sales view or apply a filter for Parked is set.
You may also want to clear out a sale and start over. The clear option is also found in the upper right portion of the screen by clicking on the three dots next to Transaction Summary.
It's also occasionally necessary to delete a sale after it has been parked or finalized, returning inventory to stock and reversing payments. To do this, go to the Sale Detail Page, click the three dots at the top of the page, and select Void Sale.
Reporting on Sales
To pull information for past sales, you have a few options. First, you can see a full list of sales and payments within Register under the Sales navigation item. You can also get a more succinct Sales Summary report by date under Reports.
Finally, if you are processing sales on multiple platforms, you can see all sales connected to ConsignCloud inventory regardless of sales channel on the main ConsignCloud platform at Inventory » Item Sales.