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Editing and Managing Consignor Accounts
Editing and Managing Consignor Accounts

Add, edit and archive consignor accounts.

Shandara Hart avatar
Written by Shandara Hart
Updated over 2 months ago

To create a new consignor account in Ricochet:

  1. Click Accounts

  2. Click Consignors

  3. Click New Consignor

  4. Fill in the form fields

  5. Click Save

Key Fields Explained:

  • Username and Password give your consignors access to your vendor login, where they can track their inventory, payouts, and more on their own.

  • Consignor Credit and Rewards allow you to manually add or subtract consignor credit or rewards for various reasons. Click HERE to learn more.

  • Bulk Credit Adjustment toggled ON is mostly used by Vendor-based stores to determine if a bulk credit adjustment option applies or not.

  • Consignor Credit Only toggled ON means a consignor sales credits go towards in-store credit instead of receiving a traditional payout. If left OFF, their split funds will be added to your payouts as normal.

  • Is Customer toggled ON will automatically create a customer when the profile information is saved. NOTE: The same rule applies if you want to create a consignor from a customer profile, you can do so by navigating to Accounts > Customers > find their customer account, and toggle Is Consignor ON.

  • Is Vendor toggled ON will allow your consignors to log in from anywhere and add in their own inventory. They only have access to their own account, can add prices to their own items and can print labels. They do not have the ability to change splits or conduct payouts. When exporting a list of consignors, there will be a field within the CSV for marketing purposes.

  • Email Marketing toggled ON allows external email clients such as Mailchimp or Campaign Monitor to accurately add your customers to a mailing list while avoiding those who wish to opt-out of email marketing. It is best to verbally ask new consignors if they would like to receive emails when creating their account.

    NOTE: In order for customers to sync over to Mailchimp, the customer profile in Ricochet must have a phone number associated with it.​

To Edit/Manage Consignors:

  1. Click Accounts

  2. Click Consignors

  3. Search for or scroll to the consignor name you wish to edit

  4. Click the gray Edit Pencil icon to the right of the consignor name

  5. Navigate through the various tabs and update the information needing changed

  6. Click Update.

Archiving consignors is similar to deleting them. However, their data is never lost, just moved out of the way to simplify and organize your reporting, taxes, and keep things streamlined. You can always recover an archived account should you need to.

To Archive Consignors:

  1. Click Accounts

  2. Click Consignors

  3. Search for or scroll to the consignor name you wish to archive

  4. Select the box to the left of the consignor's name needing archived

  5. Click the blue More button and select Archive Selected

    NOTE: This will remove them from your active consignor list and keep them in the back-end for record-keeping.

To Restore Archived Consignors:

  1. Click Accounts

  2. Click Consignors

  3. Next to the Consignors (Active) headline,

    Click the small underlined text titled View Archived.

    Your view will now change to Consignors (Archived)

  4. Search for or scroll to the consignor name you wish to restore.

  5. Check the box to select the consignor

  6. Click the green Restore button (this will return them to an active state).

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