To create a new account in ConsignCloud, click on the "+" on the Account tab, or go to the Accounts table and click "New Account."
This will open a popup from the right side of your screen. Begin by inputting the Account's name, and some form of contact information. If you use our automated emails, this is the place to input an email address for an account.
Next, choose the Inventory Type for the account.
Consignment items are held in inventory, and the store receives a portion of the sale based on the split of the item or the account.
Buy Outright items are items that are bought by the store from the consignor. The account receives a positive balance when the item is created.
Retail items belong to the store the entire time they are part of the inventory. These items are not usually associated with an account.
NOTE: Items may have different splits than the default account split.
For more on Inventory Types, read the article below!
Fill out the Terms for the account. This determines whether their items are returned to them after expiration or not.
The Split field can be filled in by typing or by sliding the bar. The Account split determines how much the consignor receives. The store split determines the store percentage.
The Notifications toggle will allow email notification for our automated emails. If toggled off, none of the automated emails will send to this consignor.
Last, you can add a Tag to the account to make filtering easier in the future!
Adding and Removing Fields
If you don't see a field you would like to fill out (such as Account Number), select "Edit Fields" from the bottom of the popup. This will show you options for fields you can add as defaults to your Account Creation Table. Click and drag the six dots to adjust where in the table the fields appear. Select the trash can to delete a field from view.
