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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 -
Paying Out Individual Consignors
- From the "Consignor Search" section, select the consignor by clicking on their name.
- Click the "Pay Out" button.
Options for Payout
You can either pay out a specific amount or select individual items for payout.
It is generally recommended to pay out based on individual items as this ensures reconciliation and prevents double payouts on the same items.Paying out Specific Amount
Choosing to pay a specific amount will only adjust the consignor’s account balance. However, paying out on individual items will both adjust the balance and mark those items as paid.
Paying out on items
- Select the cutoff date. This will limit the payout to entries up to and including this date.
- Choose whether the cutoff date should apply to the "Entry Date" or "Expire Date" of the consignor’s account activity.
Entry Date vs. Expire Date
- Choose the payment type.
- (Optional) If paying by check, enter the check number.
- (Optional) Fill in the note field with details of the payout.
- Click the "Submit Payout" button.
If you are printing both a check and a detailed report, the check will print first.Paying out a specific amount (items are not reconciled)
- Enter the payout amount.
- Select the payment type.
- [Optional] If paying by check, enter the check number.
- [Optional] Fill in the note field with payout details.
- Click the "Submit Payout" button.
Handling Negative Account Entries
If the account has a negative entry you wish to include in the payout, ensure it is selectedalong with the other items.Cash Payouts
If cash is not available as a payment option, you may be processing the payout from theBack Office or from a terminal that has not been opened yet. For more information, refer to:Paying Out Consignors In Bulk
Cash is not available for bulk payouts. To process bulk payouts, click the "Pay ConsignorsWith Pending Payouts" link in the "Consignor Search" section.Bulk Payout Steps
- Enter the minimum payout amount to set a cutoff for the smallest amount to pay at this
- time. Consignors below this threshold will retain their current balance.
- Select the payout type.
- Choose the cutoff date to limit the payout to entries up to and including this date.
- Choose whether the cutoff date applies to the "Entry Date" or "Expire Date" of the consignor's account activity.
Entry Date vs. Expire Date
- [Optional] If paying by check, enter the check date and the beginning check number.
- [Optional] Choose whether to print a detailed report for each consignor.
- [Optional] Decide whether to print checks.
- Select "Apply Filters and Search" to view consignors eligible for payout based on the selected filters.
- Uncheck any consignors you do not wish to pay out at this time.
- Click "Submit Payout" to complete the process.
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.
Required Documents
Please ensure that the following documents are readily available during the setup process.- SS-4 Form: This is the document related to your Employer Identification Number (EIN). You’ll find "SS4" indicated in the upper right-hand corner, about three lines down.
- DBA Documentation: If operating under a "Doing Business As" name, have your DBA document available.
- Personal Information: For all beneficial owners with 25% or greater ownership in the business, you will need their Social Security Number (SSN) and a valid photo ID.
- Bank Account Information: Ensure you have the login credentials, routing number, and account number for the bank account from which payments will be made.
Check User Permissions
The account’s Primary User must be present during the SimpleACH setup process. To confirm if you are the Primary User, navigate to the User Tab, and double-click on your profile. If you are the Primary User, there will be a note indicating this, and your account will be set as an Admin user.
Please note: enabling SimpleACH will trigger a password reset for all Back Office users. The new password must be at least 8 characters long and include an uppercase letter, a lowercase letter, a number, and a special character.
Payout Permissions
Users responsible for paying consignors will need a 12-character password that adheres to the same complexity requirements. You can assign payout permissions to users by navigating to their profile, clicking on the user, and then selecting the SimpleACH button.
Set Up Store SimpleACH
Once you're ready to begin setting up SimpleACH, review the SimpleACH FAQ article, log into the Back Office side of the software, click on the Company tab, and then select SimpleACH Configuration to proceed.
From here, the Primary User will be sent an email containing a 6-digit code.
Copy and paste the code in SimpleConsign and hit Submit.
Finally, follow the prompts to complete the SimpleACH setup process for your store.
Set Up SimpleACH for Consignors
Once you have completed setting up SimpleACH for your store, you can proceed with setting it up for your consignors. Please follow the instructions outlined in our Consignor SimpleACH Setup article to complete the final steps of the process.
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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
Your consignment store must first complete the setup of this feature before it appears in consignor access.With SimpleACH you, as a consignor, can opt in to have your earnings paid directly to your bank account instead of cash or check. This system will work identically to direct deposits you may receive from a job or social security.How To Setup SimpleACH
If your store has setup SimpleACH a new option will be added to your sidebar titled "SimpleACH" by clicking here you will be prompted to enter some information. The first set of questions will be used to set up your account, SimpleACH uses a third party payment processor so neither your consignment store nor their software is ever storing any of your bank account information.After entering your email, first name and last name, click continue and you will be prompted to enter your bank account information. This will include your routing number and account number. This is needed so the payment can be sent directly to your bank account.Once you have double checked that all of your bank account information, click "add bank" this will add your bank account to your SimpleACH account. Your SimpleACH account will now feature the bank account you connected. This will automatically unlock the SimpleACH feature for your consignment store the next time they begin the payout process.Once a payment is processed via ACH payout it cannot be retracted unless the payment fails, in which case the most common case is that the bank account information entered into SimpleACH is incorrect.SimpleACH can take anywhere from 2-5 business days to appear in your bank account depending on the bank.
Additional Resources
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Weekdays: 5pm - 8pm CST Weekends: 10am - 2pm CSTEmergency Support Hours -
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