Adding and Editing Consignors

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Adding Consignors

Adding a Consignor Before creating a new consignor account, it's important to search through the existing consignor list to avoid creating duplicate accounts. Once confirmed, navigate to the Consignment Tab and select +Create New Consignor.

Additionally, if the new consignor has already been entered as a customer, you can easily convert the customer profile to a consignor account by selecting the Make Consignor option.

Editing a Consignor

If you need to update an existing consignor's details, simply select the consignor from the list and choose Edit Consignor Account.

 

Contact Information

When adding or editing a consignor, a range of information can be recorded. These details are located on the left-hand side of the Add/Edit Consignor window under 'Contact Information'. Each consignor is linked to a customer account. Please visit our Create a Customer article for more information.

 

Consignor Info

The details on the right-hand side of the Add/Edit Consignor window under 'Consignment' pertain to the consignor account.

Consignor ID

This serves as the account number for the consignor. By default, the system will generate a 6-digit number for each consignor, however, these IDs can be manually changed as needed. Consignor IDs may include both letters and numbers (alphanumeric characters).

Important Note: If Sequential IDs are enabled, this field will not be editable.

Consignor Access

Consignor Access enables consignors to manage their inventory and view sales history in one central location. Further details can be found in the Consignor Access article.

Consignor Contract

More information about this feature can be found in the Consignor Contracts article.

Splits

By default, the consignor's account will inherit the splits from the location settings. However, you can override these settings by selecting either the Flat Split or Tiered Split option for this consignor.



Note: Changes will only apply to newly added inventory. If you need to update the split for all available inventory, visit the Refactor Consigned Item Splits section.

Allowed to...

These options are toggleable for each consignor as well as the location as a whole. View the Consignor Access Setup article for more information.

Inventory Added is Marked as "Do Not Discount"

When enabled, new inventory added for the consignor will default to being excluded from automatic discounts. This setting can be adjusted on an individual item basis.

$ Consignor Fees & Discounts

Monthly Fee

The Monthly Fee, Fee Day of Month, and Fee Description fields allow you to charge consignors a recurring fee. This is commonly used for rental fees in antique mall settings but can also be applied to monthly membership fees at consignment stores.

Discount

The Discount Percentage, Start Date, and End Date fields enable you to apply specific discounts to this consignor's inventory, often used in antique malls for vendors or dealers. Please refer to our Discount Types article for more details.

Credit Card Processing Fee

This option determines whether the consignor will be charged a fee for credit card processing, as configured in the credit card processing settings.

Bulk Update Inventory Splits

Use this feature to apply a new consignment split to all available items for this consignor. Please view our Refactor Inventory Item Splits article for further instruction.

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