Consignors are the backbone of any resale industry. By creating their accounts, you can add inventory to their name, manage payouts, give credit, and more without tracking or losing that information on pen and paper. It's all built-in.

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.

Most of the information and fields are straightforward. However, there are a few functions that are unique and important.

Username and Password:

  • Usernames and passwords give your consignors access to your vendor login, where they can track their inventory, payouts, and more on their own. We have a full article on Consignor or Vendor login to learn more.

Consignor Credit & Rewards/In-Store Credit:

  • These fields allow you to manually add or subtract consignor credit or rewards for various reasons. We have a full article on Consignor Credit and Rewards for more.

Bulk Credit Adjustment:

  • This toggle is mostly used by Vendor-based stores. This will toggle a consignor to be triggered by a bulk credit adjustment or not.

Consignor Credit Only:

  • If your consignor chooses to have their sales credit go towards in-store credit instead of being on a traditional payout, toggle this switch to "On." Otherwise, their split funds will be added to your payouts as normal.

Is Customer:

  • This toggle will automatically create a customer when set to "On" and the information is saved. If you want to create a consignor from a customer, you can do so by navigating to the Customers menu on the side, finding their account, and toggling "Is Consignor."

Is Vendor:

  • Toggling this to "Yes" will allow your consignors to create and add their own inventory from their own login. Particularly useful for vendor-based operations.

Email Marketing:

  • When exporting a list of consignors, there will be a field within the CSV for marketing purposes. This 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.

To add and manage your consignors:

  1. Navigate to Accounts > Consignors.
  2. Search for or scroll to the appropriate row with the consignor's information.
  3. Click the gray “Edit” icon.
  4. Navigate through the various tabs to update the information to be changed.
  5. Click “Save”.

To Archive Consignors:

  1. Navigate to Accounts > Consignors.
  2. Use the checkboxes on the left of the table to select all consignors you would like to archive.
  3. Click the blue "More" button and select "Archive Selected."
  4. This will remove them from your active consignor list and keep them in the back-end for record-keeping.

To Recover Archived Consignors:

  1. Navigate to Accounts > Consignors
  2. Next to the "Consignors (Active)" headline, there is a small underlined text titled "View Archived." Click that link.
  3. Your view will now change to "Consignors (Archived)."
  4. Find and select the consignor you wish to restore.
  5. Once selected, click the green "Recover" button. This will return them to an active state.

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