Consignor Balance vs. Customer Store Credit

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Consignor Balance

  • Consignor balance is what is accumulated when consignment items are sold.
  • This balance can be paid out in cash, check, SimpleACH, or store credit.
  • This balance can be modified under the Consignment tab.

Customer Store Credit

  • Customer store credit is balance that can only be spent in store.
  • Customer store credit is at the customer level.
  • This balance can be added to through a consignor payout, returning a sale, or manually modifying under the customer account.

Available Credit at Checkout​

Consignors are location specific, however when you make a consignor, a matching customer account is created alongside it where customer store credit is saved. Customer accounts are company wide.

At the time of checkout, these two balances are combined once a customer account is linked to a transaction. Customer store credit balance will be deducted first then consignor balance.

For example, $7.50 in consignor balance and $30.00 in customer store credit would result in $37.50 in available credit at checkout.

 

A Note About Multi-location Companies

If you cancel a SimpleConsign location that has multiple locations in the company you'll need to transfer that store credit to another location manually if you want it to remain. Meaning if 25 dollars store credit exists at location B (seen by a custom customer report using the store credit field, not store credit total: this is total across locations) and only store A remains where the customer has a 20 dollar store credit balance you would want to remove the 25 dollars from location B and add it to store A making the total of 45 dollars.
If the balance at store B never gets moved that balance will no longer exist when store B's subscription is canceled. The customers store credit would be 20 dollars.

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