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SimpleConsign User Guide
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  • Back Office Specific Tabs
    • Dashboard Tab
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    • Admin Tab
      • Opening a Terminal
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    • Checkout Tab
      • Adding Items to a Transaction
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    • Layaway Tab
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    • Consignment Tab
      • Adding and Editing Consignors
      • Adding Consignor Inventory
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      • Searching Consigned Inventory
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    • Status Pages
    • Common Questions
      • Consignor Balance vs Store Credit
      • Credit Card Fee Calculation
      • Sold without Consignor
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      • Store Inventory Vs Consignor Inventory
        • Restock Consignor Inventory in SC
      • Layaway FAQ
      • Checks
      • Gift Cards
    • Custom Reports
      • Sell Through Rate
      • Best Selling Item
      • Store Inventory Still In Stock
      • Display Consignor Aged Balances
      • Communicate with Consignors
      • Customer Spent Certain Dollar Amount
      • Rent Paid
      • Positive Pay
      • Every Manual Account Adjustment
      • SimpleACH: Need To Sign Up
      • Sold Without Consignor
  • HOW-TOs
  • Billing
    • Update a Payment Method
    • Change Plan Level
    • Add a Location
    • Cancel a Location
  • Release Notes
    • Release Notes - 2022
      • January 2022
      • February 2022
      • March 2022
      • April 2022
      • May 2022
      • June 2022
      • July 2022
      • September 2022
    • Release Notes - 2023
      • January 2023
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On this page
  • Transaction Items
  • Adding New Customers
  • Accepting Payment
  • Available Credit
  • Additional Store Credit Example:
  • Consignor Balance + Customer Store Credit Example:
  • Receipts

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  1. Terminal Specific Tabs
  2. Checkout Tab

Running a Transaction

PreviousAdding Items to a TransactionNextAdding a Customer to a Transaction

Last updated 1 year ago

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Transaction Items

See the page for help adding items to a transaction.

If you'd like to associate a customer to a transaction, start typing their name into the Customer field and select their name from the dropdown you'll see as you start typing. Once you have a customer selected, their name will turn blue and will be underlined.

Adding New Customers

You can quick add a new customer to SimpleConsign from the Checkout tab by selecting the "+ New Customer" option from the customer list.

Accepting Payment

When you're ready to complete the transaction, click the "Complete Transaction" button. This will open the payment screen.

Choose the payment method and click the "Complete Transaction" button to complete the transaction.

The $ buttons on the right are quick-keys for a cash payment.

Available Credit

Available credit is the total amount of money the linked customer has available to spend in store. This means it is the amount the customer has available in customer store credit and if they are also a consignor any amount they have in consignor balance converted to store credit.

Additional Store Credit Example:

John Smith is a consignor with $50 in consignor balance and the store offers 10% in additional store credit percentages. He has no money in customer store credit.

His available credit would be $55.

  • $50 in consignor balance + $5 in additional store credit (10% of $50)

Consignor Balance + Customer Store Credit Example:

Cody Martin is a consignor with $50 in consignor balance and $25 in customer store credit. The store does not offer additional store credit percentages.

His available credit would be $75

  • $50 in consignor balance + $25 in customer store credit

Receipts

There are several options for receipts at the bottom of the payment screen. If a customer is linked to the transaction who has an email on file there is an additional option to email a receipt to them.

  • Customer Copy: the regular itemized receipt

  • Credit Card Receipt: the regular itemized receipt plus a spot for a signature

If you need to discount an item and/or transaction, see the section of this guide.

Not all customer fields will be displayed via the customer quick add. For a full customer add screen visit the to add the customer there.

To add your own custom payment types, see the section.

If your company is multi-location and has then Available Credit will be the total amount available to spend in store across all locations. If in one location there's a balance of -$100 and another location has a balance of $50 then the consignor will not have any available credit.

Receipt options can be configured in the section.

Ways to Discount
Customer Tab
Payment Type Options
use customer store credit and/or use consignor balance across locations enabled
Receipt Settings
Adding Items to a Transaction
Screenshot of Checkout Screen with 2 Items Added
Screenshot of Customer Field with List of Customers
Screenshot of Customer Field with Customer Selected
Screenshot of Customer Field with Add New Customer
Screenshot of Quick Add Customer Screen
Screenshot of Checkout Screen with Complete Transaction Button Emphasized
Screenshot of Payment Screen