In SimpleConsign there are two levels to the software; Company level, and Store level.
The company level is like the umbrella that everything is under, and the store level is for
things that need to be specific to a store location. This is so you can have multiple
store locations with different settings where applicable.
Customer and Consignor are two separate profiles. Customer is at the company level.
Consignor is at the store level. This allows for Consignor profiles to have different settings
per location. It also keeps track of their balance at each location. Customer profiles will
have a separate balance, even if they are a consignor. All consignors will also have a
customer profile.
Remember; if a consignor bought something with their consignor balance, that is considered
a payout. If they return the item, the funds go to the customer balance, not back to the
consignor balance (a return does not auto-void the store credit payout).
Consignor balance = store level
Customer balance (store credit) = company level
Steps to Link a Consignor Across Locations
- Begin by creating a consignor or customer at one location. Or look up their account
if already created. - Once the consignor/ customer is created, double click them to open their profile.
- In the top-right corner of the profile, you will see a toggle for Simple or Detailed view.
Select Detailed. - You will then see just below, the option to "Add to all Locations." Use this if they will be
a consignor at all locations. If they will not be at all locations, you will see further below
that the option to "Add to Location" for specific access. - If when the status says Active, they are then a consignor at that location.
- Settings for each consignor profile at each location must be set separately. You must back out
of the profile, change the location, double-click the consignor, and then edit the new locations
profile as needed. See the two examples below. The settings per location are independent
of one another.
feature is enabled in the Company tab under settings.