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SimpleConsign User Guide
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  • SimpleConsign User Guide
  • System + Hardware Requirements
  • Printer Setup
    • EDNA Installation & Printer Setup
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  • Getting Started
    • Getting To The Login Screen
    • First Time Login
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  • Settings
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    • Options
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      • Printing
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      • Create a Terminal
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      • Types of Users
      • Add a User
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    • Labels
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      • Add a Category
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        • Default Category
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        • Display in Consignor Item Entry
        • Shipping Attributes
      • Edit a Category
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    • Colors
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    • Data Upload/Download
    • QuickBooks
    • Brands
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  • Back Office Specific Tabs
    • Dashboard Tab
      • Inventory Audit
      • Overview Tab
      • Trends Tab
      • Consignors Tab
      • Categories Tab
      • Brands Tab
    • Reports Tab
      • Custom Reports
      • Static Reports
    • User Tab
    • Vendor Tab
  • Terminal Specific Tabs
    • Admin Tab
      • Opening a Terminal
      • Closing a Terminal
      • Running the End Of Day Process
      • Adding & Withdrawing Cash
      • Checking Gift Card Balances
    • Checkout Tab
      • Adding Items to a Transaction
      • Running a Transaction
      • Adding a Customer to a Transaction
      • Ways to Discount at Checkout
      • Using Reward Points
      • Purchasing Inventory
      • Saved Transactions
      • Starting a Layaway
      • Selling a Gift Card
    • Layaway Tab
    • Returns Tab
  • Universal Tabs
    • Consignment Tab
      • Adding and Editing Consignors
      • Adding Consignor Inventory
      • Printing Consignment Labels
      • Searching Consigned Inventory
      • Editing Consigned Items
      • Accepting Consignor Payments
      • Adjusting Account Balances
      • Deleting Account Entries
      • Paying Out Consignors
      • Payout History
    • Inventory Tab
      • Adding Store Inventory
      • Editing Store Owned Inventory
      • Searching Inventory
      • Viewing Batch History
      • Editing Inventory in Bulk
      • Transferring Inventory
    • Customer Tab
    • Transaction Tab
    • Service Tab
  • Features
    • Consignor Access
      • Consignor Access Setup
      • Consignor Access FAQ
    • Consignor Contracts
    • Consignor Print App (beta)
    • Cloud Printing
      • Create A Cloud Printer
      • Removing a Host
    • Discounts
      • Automatic Discounts
      • Automatic Discount FAQs
    • Price Compare
    • SimpleACH
      • Store SimpleACH Setup
      • Consignor SimpleACH Setup
      • SimpleACH FAQ (Store Side)
    • Consignor Scheduling
  • Integrations
    • Credit Card Processing
    • Shopify
      • Qualifications for Setup
      • Best Practices
      • Field Mapping
      • Inventory Item Families
      • Photo App
      • Video Guides
      • Shopify FAQ
    • QuickBooks Online
  • Consignor Access User Guide
    • Dealer Inventory Management
    • Do Not Discount
    • Mac or PC
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  • Glossary
    • Account Types
    • Discount Types
    • Inventory Types
    • Inventory Statuses
  • Support Pages
    • Manual Transaction Form
    • Submit a Support Ticket
    • Remote Support
    • Troubleshooting
      • Common Login Issues
      • Credit Cards Not Processing
      • Forgot Password?
      • Clearing Your Cache (Firefox)
      • Clearing Your Cache (Chrome)
      • Label Printing on Wrong Tag
      • Blank Labels
      • Multiple Printers on Same Computer Terminal
      • Low DPI Receipt Printer
      • Mac EDNA Printing
      • Windows EDNA Printing
    • Status Pages
    • Common Questions
      • Consignor Balance vs Store Credit
      • Credit Card Fee Calculation
      • Sold without Consignor
      • Sold with the Wrong Consignor
      • 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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  • Customers & Consignors
  • Multi-store Companies

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  1. Universal Tabs

Customer Tab

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Last updated 1 year ago

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The Customer tab can be used for a variety of things like keeping track of customer information, loyalty and purchase history.

To add a new customer, click on the green plus sign. There will be a number of fields to fill out but the only required ones are "First Name" and "Last Name." When you are done filling in the information, click the "Save and Close" button.

Customers & Consignors

A consignor is automatically added to the Customer tab when they are input into SimpleConsign. However, customers are not automatically added as consignors. If you'd like to make a customer into a consignor, simply click the "Make Consignor" button on the top right corner of their account.

If the customer is a tax exempt customer, toggle the "Tax Exempt" switch to "ON" and fill in their tax exempt ID. If you select a tax exempt customer when ringing up a transaction, the transaction will automatically be tax exempt.

The "Modify" button will allow you change the amount of store credit the customer has. It will not add or subtract a specified amount. Ex: If their store credit total is $10.00 and you enter $7.00 after clicking the "Modify" button, the store credit amount will be adjusted down to $7.00.

To edit a customer, select them by clicking on their name and then click the pencil icon.

To see a customer's transaction history and total money spent, select the customer by clicking on their name. Both their transaction history and total money spent will then show on the right side of the screen.

Multi-store Companies

For companies with multiple stores: Customers are held at the company level so a customer created at one store will automatically be available at the other store(s) in your company. However, store credit is held at the store level so if a customer has store credit at one store it may not readily available for use at another, depending on your .

Company Settings