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Getting StartedLearn all about the basics and fundamental aspects of SimpleConsign
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LoginEverything you need to know about logging into SimpleConsign.
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PrintingFind out how to configure and print receipts and labels.
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Point of Sale (POS)Learn about the ins and outs of our checkout system.
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Consignor ManagementLearn how to set up and manage consignor accounts.
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Customer ManagementLearn how to create and manage customer accounts.
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Inventory ManagementLearn how to track, add, edit, and transfer inventory.
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User ManagementDetermine who has access to your store and the extent of that access.
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Store Reporting and AnalyticsFrom daily reports to custom curiosities - find instructions within.
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BillingStep by step instructions for updating your subscriptions and billing.
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Consignor ResourcesResources for consignors and dealers who work with our stores.
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Additional ResourcesTraining and videos to help you figure everything out.
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Support and TroubleshootingStill stumped? Get more information about how to contact support and additional troubleshooting here.
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Release NotesView the latest happenings in the software.
Promoted articles
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SimplePay Overview
SimplePay is SimpleConsign's fully-integrated payment processing solution. If you'd like to learn more about the benefits of using this integration, please view our SimplePay page.
If you're an existing customer and are interested in the integration please reach out to our support team and we'll help begin that process by getting you in touch with our partners at SimplePay.EMV Setup
Once you've received your EMV terminal from SimplePay, you'll need to set it up. Please follow the guides at the bottom of this article for assistance.
If you're adding additional devices to a pre-existing integration (Fortis/Zeamster/CardConnect) and your device is not listed below, please reach out to your processor for assistance.
CredentialsOnce you've set up your EMV device and confirmed that it's online, reach out to our support team. We'll make sure the credentials your your SimplePay account are loaded onto the device.
Mapping EMV Devices to Workstations
To add an EMV device to SimpleConsign, please follow the instructions below:
1. Navigate to the Back Office side of the software.2. Click Settings and then EMV.
3. Select the location you're setting up.
4. Click Find New EMV Devices. You'll want to make sure to name the EMV so that you can easily identify it. This is especially handy when you have multiple EMV devices.
5. Click Save and Exit.
6. On the computer you wish to associate with each device, navigate to the appropriate Terminal within SimpleConsign.7. Navigate to the Admin tab on the far right. You'll see a drop down to select device, choose which EMV device should be associated with this computer station.
8. Run a test transaction to make sure everything is working correctly.SimplePay Support
If you're experiencing issues with SimplePay, the first place to check is the status page. If SimplePAy is not experiencing any status downtime, the next step would be to reach out to SimplePay Support. Their team can help with the following inquiries:- Funding Issues
- Bank Changes
- PCI Compliance Assistance
- Terminal issues
- CardPointe Portal Support
- Statement Questions
- EMV issues
SimplePay support can be reached using the following methods:
- Phone: 888-249-0445
- Email: simplepay@simpleconsign.com
Addtional SimplePay Merchant Resources- How to create an account
- How to access the virtual terminal and reporting
- How to create a support ticket
Troubleshooting
EMV Terminal Guides -
Pay Out Individual Consignors
- From the Consignment tab, navigate to the Consignor Search section and select the desired consignor by clicking their name.
- Click the Pay Out button.
- You have two methods for processing payouts:
- Paying out a specific amount
- Paying out on items
Important note: It is generally advisable to pay out based on individual items to ensure proper reconciliation and prevent duplicate payouts for the same items.Pay out a specific amount
This method adjusts the consignor’s account balance but does not reconcile individual items.
Steps:
- Enter the payout amount.
- Select the payment type.
- (Optional) If paying by check, enter the check number.
- (Optional) Add notes to provide additional details about the payout.
- Click Submit Payout to complete the process.
Pay out on items
This method adjusts the account balance and marks selected items as paid.
Steps:
- Select the cutoff date to limit the payout to entries on or before that date.
- Specify whether the cutoff date applies to the Entry Date or Expire Date of the consignor’s account activity.
- Choose the payment type
- Add notes to provide additional payout details (Optional).
- Click Submit Payout to finalize.
- If printing both a check and a detailed report, the check will print first.
- If printing both a check and a detailed report, the check will print first.
Handle Negative Account Entries
If the consignor’s account has a negative entry you want to include in the payout, ensure it is selected along with the other items before submission.Cash Payouts
If cash is not available as a payment option, it may indicate that you are processing the payout from the Back Office or from a terminal that has not yet been opened. For more details, refer to:Pay Out Consignors In Bulk
- To process bulk payouts, click the Pay Consignors With Pending Payouts link in the Consignor Search section.
- Enter the minimum payout amount to set a threshold for the smallest payment amount. Consignors with balances below this amount will retain their current balance.
- Select the Payout Type.
- Choose the cutoff date to limit the payout to entries on or before this date.
- Specify whether the cutoff date applies to the Entry Date or Expire Date of the consignors' account activity.
- Choose whether to print a detailed report for each consignor and/or print checks (Optional)
- Click Apply Filters and Search to view consignors eligible for payout based on the selected filters.
- Uncheck any consignors you do not wish to include in the payout.
Important note: If printing both checks and detailed reports, the checks will print first. -
SimpleACH is included in the Standard and Professional plans and is currently available exclusively to U.S.-based stores.
To begin setting up SimpleACH for your business, please follow the steps outlined below.
Preparation
- Review our SimpleACH FAQ document to learn more about the functionality and the important details of SimpleACH.
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Collect Required Documents
To ensure a smooth setup of SimpleACH, please have the following documents ready. Information from each document will be required, and you may need to upload a digital copy.-
Business Documentation:
- Form SS-4: This document contains your Employer Identification Number (EIN), with "SS-4" labeled in the top right corner, approximately three lines down.
- Proof of Address: You may be asked to verify your business address, so please have a recent utility bill, financial statement, tax statement, or a fully executed lease agreement available.
- DBA Documentation: If your business operates under a "Doing Business As" name, have your DBA documentation on hand.
- Personal Information: For all beneficial owners with 25% or greater ownership, you will need their Social Security Number (SSN) and a valid photo ID.
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Bank Account Information: Ensure you have the bank account login credentials, routing number, and account number for the account from which payments will be made.
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Business Documentation:
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Verify User Permissions
The Primary User of the account must be present to complete the SimpleACH setup. To confirm your status as the Primary User, log in to the Back Office, navigate to the User tab, and double-click on your profile. If you are the Primary User, you will see a note confirming this, and your account will be designated as an Admin user.
Please be aware that enabling SimpleACH may force a password reset for all Back Office users if their current passwords to do not meet security requirements. The new password must be a minimum of 8 characters and include an uppercase letter, a lowercase letter, a number, and a special character.
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Verify Payouts Permissions
Users who manage consignor payouts will need a 12-character password meeting the same complexity requirements. To assign payout permissions, navigate to the user’s profile, click on the user, and select the SimpleACH button.
Configure Store SimpleACH
- When you are ready to begin setting up SimpleACH, log in to the Back Office side of the software, navigate to the Company tab, and select the green SimpleACH Configuration button to proceed.
- From here, the Primary User will be sent an email containing a 6-digit code.
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Copy and paste the code in SimpleConsign and hit Submit.
A new window will appear, displaying five tabs: Info, Account, Beneficial Owners, Funding Sources, and Assign. You will need to navigate through each tab and provide the required information to configure SimpleACH.
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Review the details provided in the Info tab.
The Info tab includes reminders about the documents you may need in the upcoming steps and key details about payouts through SimpleACH.
- Next, navigate to the Account tab and click Create My Account Now.
- Enter your Account information like email, first and last name, legal business name, and business type. Click Continue to proceed.
- Complete your Business Information. At the bottom of this screen, you'll see a check box for "I am also a company controller." If you are responsible for managing the business and its finances, check this box. Click Continue to proceed.
- Fill out the User Verification fields. Check the terms of service and privacy policy box if you agree. Click Agree and Continue to move on to the next step.
- Complete the Controller information. You'll need documentation to verify the identity of the controller (i.e. driver's license, passport, ID card, business document, etc.) and also provide a digital copy of the document you choose. Click Submit to move on.
- Complete the Business Document upload and hit Submit.
- If the upload is successful, you'll receive a confirmation message. Close the window to proceed.
- If any documentation is missing, an alert will prompt you to address the issue.
Important note: Once all documents are successfully uploaded, they will be reviewed by Dwolla for accuracy. This process may take up to 3 business days. - Next, navigate to the Beneficial Owners tab. Select the appropriate option for business ownership:
- At least one individual owns 25% or more of the business.
- No individual owns 25% or more of the business.
- Select the +Add Owner button.
- Fill out the owner information and hit Submit when done.
- Repeat steps 14 and 15 if you have multiple owners. Check the acknowledgment box and hit Submit.
- If the upload is successful, a confirmation message will appear. Close the window to proceed.
- Next, navigate to the Funding Sources tab and click Link Funding Source.
- You'll be redirected to a new screen to connect your bank account through Plaid. Click Get Started.
- Enter your phone number and click Continue.
- Verify your phone number by entering the code that was text to you and click Continue.
- Find and select your financial institution.
- Enter your bank account Access ID and Passcode.
- Repeat steps 18-23 if you will be using multiple funding sources. Once your funding source is connected, navigate over to the Assign tab and select the funding source for each location. You may choose to use different funding sources for different locations if desired.
- Congratulations! You completed the Store SimpleACH setup. You may need to wait a few days before your documentation is approved but once that's done, you're ready to begin setting up SimpleACH for your consignors or vendors.
Configure SimpleACH for Consignors/Vendors
- Navigate to the Consignor tab and double-click on the Consignor profile.
- Check mark SimpleACH Enabled. This will send a notification to the consignor or vendor.
- Hit Save and Close at the bottom of the profile window.
- From here, the consignor will need to follow the instructions outlined in our Consignor SimpleACH Setup guide.
- Once the consignor or vendor has completed their SimpleACH setup, you’ll see a '✔︎' next to each step of the of the SIMPLEACH SETUP PROGRESS section. Each step: Verify Email Address, Created Account, and Created Funding Source needs to be completed in order to use SimpleACH.
Important note: If at any point you have difficulty configuring SimpleACH, please reach out to the SimpleConsign Support Team for assistance. We're here to help! -
About The Integration
Our Shopify integration allows you to link your Shopify site to SimpleConsign for seamless connection between your brick & mortar and online stores. This allows online sales to sync automatically with SimpleConsign so your inventory and consignor balances stay up to date. Sales within SimpleConsign also automatically updates Shopify so products sold in store are pulled from the site.
A separate Shopify account with an online store is required to connect this integration. The integration with our software does not include the cost of a Shopify subscription.
Qualifications for Setup
Here's some key pieces that need to be in place before we can integrate your Shopify account with your SimpleConsign account.
If you have a pre-existing and live Shopify website it is very important you speak to us first rather then try to hook this up yourself
- SimpleConsign's integration with Shopify is available with our Professional plan. You can adjust your plan level to Professional before beginning the Shopify Setup process if needed.
- You must have completed the onboarding + training process. There is a basic understanding of SimpleConsign you need to have to be successful before going online.
- If you are migrating from another software that process must be completed.
- You will need to create a website with Shopify, don't worry about developing it we just need something to link to, your product data will be coming from SimpleConsign.
- For new Shopify websites please go into your settings (in Shopify) and make sure that your location is listed correctly, this is technically the spot where we will connect your SimpleConsign location. Once your integration is connected you will want to let us know as soon as possible if you make changes to the Shopify location/s to which we are connected as this can cause the integration to degrade in performance. This is easily corrected as long as we are informed.
Once you are ready to proceed with setting up your Shopify integration please contact our support team to request an appointment for Shopify setup.
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The Store Insights app grants store owners and managers near real-time access to important business metrics directly on their mobile devices. It’s an essential tool for those needing to understand and act on complex business data, particularly in fast-paced retail settings. It serves as an ideal companion to your SimpleConsign Reports, offering insights and information that can be further analyzed within SimpleConsign.Store Insights tracks key data points such as:
- Sales & Online Sales
- Expenses & Profits
- Inventory & Transactions
- Sell-Through Rates
- Cash-Drawer Status
- Login/Logout Data
- Best Selling & Worst Selling Items
- Single or Multi-Store Management
Downloading the App
The Store Insights app is available for both iOS 14+ for Apple and 7.0+ for Android devices. Please use the links below to download the app.The Store Insights App is available with a Professional plan subscription and must be purchased as an add-on feature for both the Standard and Basic subscription plans.Purchase Add-On (Standard and Basic Plans Only)
For customers wishing to purchase the Store Insights app on the Standard and Basic plans, please follow the instructions below. The add-on is an extra $75/month per location and will be listed as a separate line item on your invoice.- Log in to SimpleConsign and navigate to your profile icon in the upper right corner.
- Select your subscription plan.
- Click ‘Edit Subscription’.
- Hit the ‘Add Add-ons’ button.
- Select ‘Store Insights’ and hit ‘Add’.
Grant User Access
The Store Insights app is accessible to Back Office users. If you’d like to grant app permissions for a Back Office user, please follow the steps below.- From the Back Office, click on the ‘User’ tab.
- Double-click on the user you wish to grant Store Insights access.
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Check the ‘Store Insights Access’ box and hit ‘Next’.
- Edit location access if needed. Otherwise, hit ‘Save & Close’.
To log into the app, the user must have access to at least one location.Logging In
Open the app on your mobile device and log in using your SimpleConsign Back Office Manager Login ID and password.
If you can’t recall your ID or password, follow the instructions below.- Click ‘Forgot password’. This will redirect you to SimpleConsign in your web browser.
- Select either the ‘Forgot ID’ or ‘Forgot Password’ link in the lower right corner.
- Enter your email address and hit ‘Send Instructions’.
- Check your email for next steps.
Navigating Tabs
The bottom navigation bar allows the user to view different types of data. The selected view is highlighted in yellow for easy reference.-
Sales: Quickly view sales totals, transaction counts, item counts, and popular payment methods with filters for location, sales channel, and timeframe.
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Details: Gain further insights into sales trends, including best-selling brands/categories, sell-through rates, and sales aggregates. Use filters for locations, sales channels, and timeframes to delve deeper.
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Trends: See how your business is performing this year compared to previous years and anticipate future sales trends across sales channels and locations.
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Store: Quickly review account statuses, outstanding balances, and inventory values + ratios, either across all locations or for a specific one.
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Terminals: Monitor terminal status, including whether the close-out process has been completed, by whom, and if the drawers are balanced.
Selecting FiltersThere are 3 types of filters available within Store Insights:-
Locations
- All locations
- Single locations
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Sales channel(s)
- In Store
- Online
- Both
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Date range
- Predefined
- Custom ranges
Filters will be available on relevant screens and allow users to view their data from different angles.Finding Additional Details
Additional details can be found under different tiles. Simply tap the tile to reveal more information.Example:Total sales expands to display the mix of payment types used, $ value of voids/ returns, and a breakdown of the store amount + consignor amount generated from the transactions.Tool Tips
Tool tips are included on the tiles for easy reference and understanding of what each figure means. Simply click on the question mark icon in the upper right corner of the widget to reveal the tool tip.Logging Out
To log out of the Store Insights app, click the user profile in the top right corner.This allows work phones and tablets to be shared without unauthorized usersaccessing the app. -
Store Setup (Store Owners Only)
To enable this feature, your consignment store must first complete the setup process before it becomes accessible in Consignor Access.
With SimpleACH, consignors can choose to have their earnings deposited directly into your bank account in place of cash or check payments. This process functions just like direct deposits from an employer or Social Security.
How To Setup SimpleACH in Consignor Access
- If your consignment store has implemented SimpleACH, you will receive a notification, and a "SimpleACH" option will appear at the bottom of the Consignor Access left-hand navigation menu.
- Click SimpleACH to initiate the setup process. The initial prompts will guide you through connecting your account. SimpleACH employs a secure third-party payment processor, ensuring that neither the store nor SimpleConsign retains your bank account information.
- To proceed, enter your email address, first name, and last name, then click Continue.
- You will be prompted to provide your bank account details, including the routing and account numbers, which are necessary to facilitate direct payments to your bank.
- After verifying the accuracy of your bank information, click Add Bank to link your account to SimpleACH.
- This connection will enable the SimpleACH feature in SimpleConsign for future payouts.
Important note: Once an ACH payment is processed, it cannot be reversed unless the payment fails, typically due to incorrect bank information entered into SimpleACH. ACH payments may take 2 to 5 business days to appear in your bank account, depending on your bank’s processing times.
Additional Resources
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