Consignor Access
Consignor Access
Consignor Access allows your consignors to view their account online and is available starting on the Standard Plan with an upgrade on the Professional plan. The upgrade allows consignors to enter their own inventory, view store wide messages, and allows the store to customize the look of the portal with a custom logo and favicon.
Consignor Access Level of Detail Configuration
If you're unsure of how information will display to your consignors you can create a consignor account for yourself and view everything from the consignors perspective so you're better able to assist your consignors should they have any questions.
Show Activity Page
This setting decides whether consignors can view a page that displays the line items contributing to their balance. This includes fees, rent, manual account adjustments, and sold items. If this page is enabled you can choose the level of detail they can view the information at.
Basic
Basic detail will allow consignors to see how much they received for sales, but does not display how much the store received.
Detailed
Detailed gives the consignor access to how much the item sold for, how much they received for it, and how much the store received.
Show Items Page
This setting decides whether consignors can view a page that displays the items that are in their consignment account. If this page is enabled you can choose the level of detail viewable for their items as well as whether certain inventory statuses will be visible to the consignor.
Basic
Basic detail will allow consignors to see which items are listed in their accounts, but not how much the store has priced the item.
Detailed
Detailed gives the consignor the ability to see how much the item was priced for as well as the other item information that Basic provides.
Show Inventory Statuses
By default, all inventory statuses will be displayed to the consignor. If you'd like a certain status to not display in Consignor Access you can uncheck the option and the option to filter by that status will be removed and any items assigned to the consignor with that status will not be displayed.
We've recently made these settings more granular. The previous Balance Only, Basic, and Detailed settings are still possible. Here's a cheat sheet on how to configure them.
Balance Only: Activity + Items pages unchecked. Only the Dashboard will display.
Basic: Activity + Items pages checked with Basic selected + all statuses checked.
Detailed: Activity + Items pages checked with Detailed selected + all statuses checked.
Other Consignor Access Settings
Consignor Fee
The fee to be applied to a consignor’s account that has Consignor Access enabled. This will get charged on the last day of every month a consignor has had an actively consigned item. This fee will be charged until all sold items are more than 30 days old.
Return Waiting Period In Days
This option specifies the number of days that an item may be returned in. If this value is set, then any items sold within this past number of days will not be included in Consignor Access reports or totals.
URL
This is the website that your consignors will go to in order to access their accounts online. You may choose anything that is currently available. If you leave this blank, you will not be able to send out Consignor Access invites.
Custom Logo (Professional plan only)
Upload your store or company logo to be displayed in Consignor Access for custom branding. It will be placed on the login screen and in Consignor Access like this:
Custom Icon (Professional plan only)
This allows you to upload an image that will show up as a small icon in a browser tab. This is commonly referred to as a favicon and it will be placed like this:
Dealer can add inventory (Professional plan only)
This enables the store to allow dealers to enter their own inventory. (NOTE: This only enables this functionality in the software. It will still need to be enabled on individual dealers for this to do anything, see the Adding and Editing Consignors page to find out where to enable this.)
Dealer can withdraw inventory (Professional plan only)
This enables the store to allow dealers to withdraw inventory they (the dealer) has entered. Withdrawing inventory is similar to deleting an item but there will still be a record of the inventory. That inventory will have a status of "WITHDRAWN" (NOTE: This only enables this functionality in the software. It will still need to be enabled on individual dealers for this to do anything, see the Adding and Editing Consignors page to find out where to enable this.)
Consignor Messages (Professional plan only)
This is where you can manage the messages you want consignors to see when they access their account online.
Send Invitations
This will send out email invitations to all your consignors that have Consignor Access enabled on their account. This will also reset all existing passwords that have been sent out previously and resend those consignors new passwords.
See Consignor Access FAQ as well for more helpful information and Consignor Access Setup for a few screenshots of Consignor Access
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