Computers

SimpleConsign is a cloud based software so you can access the software from pretty much anywhere you have a computer and an internet connection. We do have a few recommendations for computers that will be used in store and for hardware to make sure you have the best experience possible.

Here's a checklist of things to keep in mind:

Windows

• Ensure your Operating System version is currently supported by Microsoft.

• Make sure you have enough USB ports for each piece of equipment. Often this is 5 USB ports per computer. (Mouse, Keyboard, Receipt Printer, Label Printer, and Barcode Scanner).

Mac

• Ensure your Operating System version is currently supported by Apple.

• Make sure you have enough USB ports (even with adapters) for each piece of equipment. Often this is 5 USB ports per computer. (Mouse, Keyboard, Receipt Printer, Label Printer, and Barcode Scanner).

Internet

For internet, we recommend a minimum of 5mbs per device connected to the store's internet as a good rule. This includes cell phones, tablets, credit card readers, and all computers. You will have a better experience the higher quality of your internet.

Peripherals

Receipt Printers

Here's the list of supported receipt printers you can select from. For our U.S. based stores our hardware partner can be a good resource for purchasing a supported receipt printer. Printers with a ❌ are no longer supported by the manufacturer and SimpleConsign support for these is phasing out. This means if you have one of these printers already you are in the clear, but if purchasing a new printer please choose another model. All receipt printers must be 203 dpi and use USB connections.

Citizen

• Citizen CT-S310ii

Star

• Star TSP 650ii

• Star TSP 100 ❌

• Star TSP 650 ❌

Epson

• Epson TM-T20 ❌

Thermal Label Printers

TSC

• TSC TDP-225

Zebra

• Zebra ZD 411

• Zebra ZD 410 ❌

• Zebra LP 2824 ❌

• Zebra LP 2824 Plus❌

Thermal Labels

For our U.S. based stores here's some resources for ordering compatible labels + tags. These are also good references for finding compatible label + tag sizes outside the U.S.

• You have lots of options for labels/tags. Here's a free sample pack that can help you get some labels in hand to play with.

• Want to see how it will print before you buy? You can preview labels/tags with sample data.

• Know the size you like? You can order the specific label or tag.

Desktop Labels

These labels can be used with a standard desktop printer in accordance with the requirements provided by the manufacturer.

Compatible Sizes:

Avery

• 30 labels per page

• 30 tags per page

• 20 tags per page

• 30 labels per page (A4)

Forms Plus

• 20 tags per page

Barcode Scanners

Most barcode scanners are compatible, but there's a few things you'll want to keep in mind:

• USB barcode scanners will be preferred. They are simple to set up and tend to be much cheaper than Bluetooth scanners.

• You will need to keep the scanner in the factory default settings.

• The scanner needs to be able to do a carriage return. If it does not come pre-programmed to do that upon scanning then, and only then dear adventurer, should you venture into the manual and change the programming.

USB Hubs

These are a last resort. If you have enough ports to plug everything directly into the computer do that. If you absolutely must use a USB Hub you should get a wall powered hub and plug everything except the printers into the hub. The printers should remain in dedicated ports that plug directly into the computer to ensure they receive adequate power and the computer can identify them.

What is EDNA?

EDNA (Electronic Device Native Adapter) is SimpleConsign's software for printing receipts and labels. If you will not be printing on Avery labels, you'll need to download and install EDNA. Then you'll need to configure your printers.

Installing EDNA

1. Log into a terminal and navigate to the Admin tab

2. Click the Download button

3. Run the installer that downloads and complete the installation wizard

What version do I have?

You can check your EDNA version in a couple places within the software. The first is on the Terminal side of the software in the Admin tab. Once EDNA is installed the version number will display (in this case 0.9.9.10).

The second place is within the printers section in the top right of the software no matter where you are. Just navigate to EDNA Printers and you'll see the installed version number listed in the top left (also 0.9.9.10).

Configuring Printers

1. After installing EDNA, refresh SimpleConsign and click the Printers option on the top right corner of the screen

2. In the Printers window, navigate to the EDNA Printers tab. You should see your printers listed. No 'EDNA Printers' tab? It can take a minute or so for EDNA to be fully operational. Refresh your browser and check again. If you're still not seeing this tab after 5 minutes, please contact Support at (888) 860-8094

3. Next to each of your printers, click the Add Printer link

4. Name the printer as you desire or leave what has been automatically filled in

5. Click the Add _____ Printer button to finish configuring this printer

6. Repeat steps 2 through 5 for all printers you have

7. Go back to the Printer Mapping tab

8. Assign your printers appropriately using the RECEIPT PRINTER and LABEL PRINTERS dropdowns

9. For some labels we offer variations of text sizes and layouts. If available you can find and choose them here

10. That's it! Simply close that window and you're ready to print!

But how do I print?

SimpleConsign has a powerful POS (Point of Sale) that enables you to conduct sales and buy items from customers in the same transaction. SimpleConsign also handles returns, voids, split payments, and online integrated credit card processing. Search for items by name, SKU, ISBN or enter new item(s) at the time of sale. If you start a transaction and need to return later, SimpleConsign allows you to save the transaction. You can give the whole transaction a discount or discount a particular item.

SimpleConsign is a web based software by Traxia designed for:

• Point of Sale (POS)

• Inventory Management

• Consignor Management

• Customer Management

• Consignor Access

• Credit Card Processing

• Layaways

If you already have an account see the links below for help getting started.

Firewall Rules

Also Consider

edna-direct.com must resolve to 127.0.0.1 and will fail if proxied since EDNA does not allow outside connections access to the underlying SignalR server for security reasons.

SimpleConsign will attempt to connect to edna-direct.com on port 3362

Mozilla Firefox

Google Chrome

After completing the above steps you will be presented with a screen that asks for you to enter your Terminal or Manager ID and password.

Expect each training to last approximately one hour. Best of all, the sessions are free. These training sessions are meant to be an overview of specific roles that employees occupy. Please see our Training Videos for a more in-depth training experience.

12pm Eastern will have the following rotation:

• Mondays + Thursdays will be Cashier Training

• Tuesdays + Fridays will be Manager Training

• Booking Link: https://calendly.com/training-sc/sc-training-12pm

2pm Eastern will have the following rotation:

• Tuesdays + Fridays will be Cashier Training

• Mondays + Thursdays will be Manager Training

• Booking Link: https://calendly.com/training-sc/sc-training-2pm

As supplemental training to our live training offered during the week, we also have pre-recorded training videos. These videos cover specific topics for the Terminal and Back Office sides of the software.

• Cashier / Terminal Training

• Manager / Back Office Training

Welcome!

We're glad you're here! If you haven't signed up yet, give us a try by requesting a free trial.

Once you enter your information, you'll complete a brief survey. Upon completing the survey you'll land directly at the SimpleConsign Login Page where you'll be given your Manager Login ID which grants access to the Back Office and have the opportunity to set your account password.

Let's begin by clicking the "Got it!" button.

You will then be brought to the Back Office and you will see the Dashboard & Getting Started tabs.

Feel free to go through the tasks shown. Please see the Settings section of this guide for more information on setting up your store.

Logging Into a Terminal

The terminal is for your day-to-day operations and is where employees will spend most of their time in SimpleConsign. For each cash drawer you have in your store, you will need a terminal to go with it.

There are two ways to log into a terminal.

• The first way is to log directly into a terminal from the main login screen.

• The second is to log into the terminal via the Back Office.

Direct Login

There are three components to logging into the Terminal:

• Terminal Login ID - always starts with a T followed by 5 numbers

• Terminal Password

• Employee Pin - always 4 numbers

Below is the login screen with sample login data for a Terminal. You can choose to either log into a Terminal or into the Back Office based on which information you enter.

Once you have entered the Terminal Login ID and password, click the "Login" button.

You will then be prompted to enter your user PIN. Enter your PIN and click the "Submit" button.

You will immediately be logged into the terminal.

Terminal Login via Back Office

The second way to log into a terminal is through the Back Office Dashboard Tab. First log into the Back Office. Then, click on the green "Login To Terminal" button.

Then click the "Login" button next to the terminal you wish to log into.

Logging Into The Back Office

The Back Office is mainly for administrative tasks. Each employee with Back Office Access will have their own unique login and password. Manager IDs will be a six digit number.

Once you enter the Login ID and password click the "Login" button.

You will immediately be logged into the Back Office.

If your store has more than one physical location then you'll want to make sure you have completed your settings for each location. Some settings will be for the entire company and some can be customized for each location.

Company Wide Settings

Location Based Settings

Terminal Training

• Opening/Closing a terminal

• End of Day Process

• Sales, Voids & Returns

• Consignors & Account Activity

• Adding Inventory

• Inventory Edits in Bulk

• Customers

• Transaction History

• Services

• Layaways

The Company Settings allow you to set up how your store should behave as a whole. There are additional options available for multi location companies to determine how the locations interact with each other. Fill in the fields with the appropriate information for your company.

Why are there two sides to the software?

SimpleConsign is broken into two different sections of the software - Back Office + Terminals. By splitting the software into an administrative portion and a cashier portion you can restrict who has access to your settings, reports, and snapshot information.

Back Office

The Back Office is for administrative purposes, allowing you to change store settings, view reports, add employees, change store details, and get store snapshots. Individual users can be restricted to specific locations as determined by their user settings.

Access to the Back Office is only granted to users at the Manager level and above.

Terminal

The Terminals are for completing transactions, adding or withdrawing cash, returns, and changes specific to a location. This is a location specific section of the software. If your store has multiple physical locations you will have Terminals set up for each location.

What They Have In Common

You can complete the following actions in either the Back Office or a Terminal:

• Add, edit, and change

  • Consignors

  • Consignor items

  • Store inventory

  • Customers

• View Transactions

Back Office Training

• Login Processes

• Dashboard & Reporting

• Vendors

• Categories

• Taxes

• Settings

The Options Tab holds some of the most important settings for enforcing your store's policies. Even if your store isn't a consignment store you will want to go through all the sections .

Take a look at the pages below for a break down of the settings contained in each section.

The Location Settings allow you to fine tune how your store behaves. Fill in all the fields with the appropriate information. This information is what will print on your receipts.

If this is the first time you are setting up your store, the next section to go to is the Options section.

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, view preloaded contracts, and allows the store to customize the look of the portal with a custom logo and favicon.

See Consignor Access FAQ as well for more helpful information and Consignor Access Setup for a few screenshots of Consignor Access

Once a Terminal is created you can change the password for that Terminal specifically in the Terminal Settings.

To enter the Terminal Settings you should double-click the Terminal name in the Terminal Tab. That will open the following screen.

Enter the new password and confirm it. Once you've updated the password select the "Update Terminal" button in the bottom right.

Check the boxes next to the functions you don’t want Cashiers to be able to perform without a Manager override.

Let’s set up the first terminal. Click on the terminal name in order to edit the terminal. In this case, click on “Terminal 1” and you will be prompted with a dialogue box.

You can choose to change the name of each terminal for organization if you wish. This will not have an affect on the terminal's functionality. When finished, click the "Next" button.

Next, choose a password that all your employees will use to log into this terminal. When finished, click the "Set Password" button. The last screen will give you the Terminal Login ID.

The Tax Settings are one of the most important sections of your settings. Each category has a tax category assigned to it that determines the tax rate for the items in that category. There is also the option to mark a category as tax exempt.

The two examples below show the differences between a store with items that have different tax rates and a store that has a blanket tax rate for all their items.

Example of a store with different tax rates:

Example of a store with a blanket tax rate:

Percentages

The percentage you enter should include federal, state, county and local taxes combined. They should only be broken apart in scenarios where different percentages will be charged due to the type of inventory being sold.

To add a tax category, click the green plus sign, fill in the "Tax Category Name" field and click the "Save" button.

Then fill in the tax percentage for the new tax category.

Terminal is another name for a workstation. You should create a terminal for each register in your store. You can also create a terminal if you intend on having a dedicated computer for logging in newly received inventory.

Here's the different things you can do with a Terminal

There are three different types of user accounts available with varying permissions. Below is a chart of which types of accounts have access to the Terminal side of the software and which can have access to the Back Office.

Additionally, the user types are ranked to give higher level users inherently more permissions over the other types.

Primary User - Has the ability to view the Company Settings tab and additional sensitive settings.

Admin - Can add/edit/promote people above Cashier and additional restricted functions.

Manager – Can only add/edit Cashier's information.

Cashier – Has no special permissions.

Once a Terminal is created you can change the password for that Terminal specifically in the Terminal Settings.

To enter the Terminal Settings you should double-click the Terminal name in the Terminal Tab. That will open the following screen. Follow the on screen instructions. When done, select the "Delete Terminal" button in the bottom right.

The Users section is for adding additional employees into SimpleConsign so they can use the software too.

Here's the different things you can do with a User Account

• Types of Users

• Add a User

• Edit a User

• Delete a User

When your account is created the first user is automatically added and set as the primary user. The primary user

Click on the green "New User" button to add a new user.

Fill in the person’s contact details. The email is only required if the user will be given Back Office access and the phone number is always optional.

Next, assign them a role. If you wish to give the user Back Office access make sure to set their role as Manager or above and give them Back Office permissions. Managers can be given the ability

Finish creating the user by selecting Save & Close in the bottom right.

After creating an account you can retrieve the user's Cashier PIN and Manager Login ID by clicking back into the user.

To edit a user account double click on the name of the user you wish to edit. This will open user's details.

Make any edits needed to the user and select Save & Close when finished.

Once a Terminal is created you can change some settings for that Terminal specifically. This allows you to restrict certain Terminals to different types of activities or change the Terminal name.

To enter the Terminal Settings you should double-click the Terminal name in the Terminal Tab. That will open the above screen. Click over to the Tabs section to view the customization options.

Unchecking each tab removes access to that tab for that specific Terminal. Once you have selected the tabs you wish to have available click over to the Terminal Details tab and select Update Terminal in the bottom right.

If you are using a label printer, you must add a configuration for each label size/type you will be using in your store.

To add a label configuration, click the "New Label Configuration" button.

From there, choose the label size(s) that you wish to use. The size of the label will determine how much and what information can be printed on the label itself. Information can be excluded from the label by unchecking the appropriate option.

Small Labels + Tags

Labels

• 1.5" x 1"

• 2" x 1"

• 2.25" x 1.25"

• 2.25" x 0.5" (Butterfly)

• 2.38" x 1" (2-Up)

Tags

• 1.375 x 3.5"

• 1.56" x 2.375"

• 2.25" x 1.375"

• 2.375" x 3.375" (2-Up)

Large Labels + Tags

Labels

• 3" x 5"

• 4" x 6"

• 5" x 1"

Tags

• 5" x 1"

Click on the green "New Category" button to add a new category.

Fill in the category name. By default, the category name will be in all caps to provide consistent formatting for your categories. If you wish to change this, you can save the category and reopen it to edit the capitalization of your category names.

To finish, select save in the bottom left corner to finish creating your category.

To delete a user, double click on their name to open the user details.

Select the delete button in the bottom left corner. Confirm the deletion when prompted.

Categories have a lot of powerful customization features. Here's a breakdown of what they control and some suggestions on how to use them.

For further details about the different customizations on the categories:

The Category section allows you to create divisions for your inventory. This allows you to group items by type, tax rate, split, resale percentage, etc.

Here's the different things you can do with a Category.

• Add a Category

• Customize a Category

• Edit a Category

• Delete a Category

Inventory type determines what fields are available for different categories. Putting information into the correct fields will assist with reporting, online integrations, etc. which makes selecting the correct inventory type an important step in customizing your categories.

All inventory types have the following fields:

Item Name, Category, Condition, Quantity, Cost (Store Owned Inventory Only), Price, UPC, Extra Information, Vendor, MSRP, E-Commerce Item, E-Commerce Name/Title, E-Commerce Description, Height, Width, Depth, Weight, Drop Ship, E-Commerce Tags

Default

Default inventory type has no additional fields from the shared fields listed above.

Book

Book inventory type has the following fields in addition to the standard fields listed above:

• Subtitle, Author, ISBN, Cover Price, Number of Pages, Format, Published Year, In Print, Weight (In Store), Dimensions (In Store)

Clothing

Clothing inventory type has the following fields in addition to the standard fields listed above:

• Family Group, Brand, Color, Size

Extended Attributes

Extended Attributes inventory type has the following fields in addition to the standard fields listed above:

• Brand, Color, Size

The tax rate is determined not only by the rates entered in the Tax Settings, but also by which tax category is applied to each category.

Flat Split

Flat split will allow a flat split that is different from the default location split to be set. This will apply the same split to all items in that category.

Tiered Split

Tiered splits allow for the split to change based on the price of the item. This works great to incentivize bringing in higher value items to get better percentages.

Location discount schedules can be overridden by custom category discount schedules. Simply uncheck the "Use Default Location Discount Schedule" option and configure the discount schedule for category in the same manner as the location discount schedule.

By default, categories will follow the expire days for their location. If you would like to change how long items in a certain category have before they expire or convert you can uncheck the box and list a custom number of expire days. This is great for allowing items that typically take longer to sell more time on the floor or can be paired with a custom category discount schedule to get items moving out the door faster.

Buy Outright style stores may want to set a resale percentage for an individual category to allow more precise purchasing of inventory. This can be accomplished by unchecking the "Use Location Resale Percentages" option to provide a custom setting on the selected category.

The default category option allows you to set which category will be the default category unless otherwise specified. Most stores leave the default category as UNCATEGORIZED, but if your store primarily uses one category that would be a good case to change the default.

Some plans allow consignors to enter their own inventory through Consignor Access. If a store would like consignors to be able to select which category their items should land in they can enable specific categories to be seen in Consignor Item Entry.

If you have standard Height, Weight, Depth, and Width of a category of items you can preset those values for easier data entry.

We have several different options for training including Live training sessions offered twice a week and pre-recorded training videos for your convenience. These trainings can be attended as many times as needed as a refresher for existing employees or training for a new employee.

• Live Training

• Pre-Recorded Videos

The Settings menu is where you will set up your store and should be done before creating consignors or inventory.

Your most important settings are:

• Company Settings

• Location Settings

• Consignment Options

• Tax Rates

• Create Terminals

• Add/Remove Employees

• Label Settings

• Add/Remove Categories

• Discount Settings

If you exit the Settings menu, you can always pull it back up by clicking on the "Settings" button in the top right corner of your screen from the Back Office. You'll see other buttons along with it, like this.

Discount Schedule

To add a discount schedule to your consigned items, click the "Add Discount Schedule Tier" button and fill out the days and discount percent. Add as many entries as necessary to complete your discount schedule.

Discount Colors

To delete a Tag Color discount, put a check in the box next to the discount and click the "Delete Selected" button.

Discount Categories

To delete a category discount, put a check in the box next to the discount and click the "Delete Selected" button.

If you find yourself with too many categories you can always trim them down. Deleting a category starts off the same as editing one - double click on the category you would like to delete.

That will open the options for that category.

Select the red delete option in the bottom left. This will open a new window to select which category you would like to merge the deleted category into.

Once you've selected a category to merge into select the "Continue Delete" option to finalize the deletion of the category.

Do not discount sets the default for items in that category to be exempted from automatic discounts. This allows items in that category to maintain their price by default, but can be changed on an item by item basis.

Editing a category is as simple as double clicking on the category you would like to edit.

That will open the options for that category.

Remember to select save after making any changes.

The tabs listed in this section are only available from the Back Office. For more help understanding the difference between a Terminal and the Back Office, see the Back Office vs. Terminal section of this guide.

Below is a list of tabs that can be found in this section:

• Dashboard Tab

  • Inventory Audit

  • Overview Tab

  • Trends Tab

  • Consignors Tab

  • Categories Tab

  • Brands Tab

• Reports Tab

  • Custom Reports

  • Static Reports

• User Tab

• Vendor Tab

The tabs that are Terminal specific can be found in the Terminal Specific Tabs section.

Please follow the instructions in the video below for assistance with setting up your Price Book. The Price Book feature is included in the Standard and Professional plans.

Brands will automatically be added to your Brands tab when new inventory is entered with a brand that has not been seen yet. As a result, brands do not need to be pre-entered. Brands are stored on the location level which means you will have a separate brand list for each location you have in SimpleConsign.

Brand Maintenance

Due to the manual nature of data entry, you will want to periodically review your brand list for any typing errors. Brands can be filtered using the search box under the Actions list.

If you find you have several versions of the same brand you can merge them by selecting the checkbox to the left of the brand name and choosing Merge Selected from the Actions on the right. This will open a window with additional options for which brand to keep in the merge. An additional option may appear if you're also utilizing the Price Book feature.

You can delete a brand by selecting the checkbox to the left of the brand name and choosing Delete Selected from the Actions on the right. You will be asked to confirm this action as it can not be undone before the system will proceed with the deletion.

The Dashboard tab is essentially a snapshot of your store. From here you can see how your store is doing at-a-glance. The Dashboard tab is one of the places you can run the End of Day process and log into your terminals. This is also where you'd come to do an Inventory Audit.

Using our sub-tabbed interface, you can see an overview of your store, graphical representations of Trends (sales by hour), your top/bottom 10 consignors, sales by category and sales by brand.

Logging Into A Terminal and Running The End Of Day Process

See the Logging Into a Terminal page for help logging into a terminal. See the Running the End Of Day Process page for help running the End of Day Process

Below is a list of pages in this section:

• Inventory Audit

• Overview Tab

• Trends Tab

• Consignors Tab

• Categories Tab

• Brands Tab

For specialty categories, you can have items print out on a different label or tag than the default by assigning a label type on the category level. Commonly, this is used for Jewelry and Shoe categories.

Downloading data

To download information, click on one of the buttons in the download section. There is a screenshot below of what these look like. Feel free to download information as often as you’d like.

When you download data from SimpleConsign the files will be in CSV (Comma Separated Value) format. There are multiple programs out there that can open and edit CSV files. A popular option is Microsoft Excel.

Uploading Data

This is a non-supported feature. For more information please contact Technical Support:

Phone: (573) 441-8005, Option 2

Toll Free: (888) 860-8094, Option 2

Email: support@traxia.com

This tab shows your top/bottom 10 consignors by Store Split, Quantity Sold and Average Per Item Sold. You can also choose various time periods such as Last 30 Days, Last 6 Months, Last Year and All Time. Hover your mouse over the History line bars to get more information on the consignor's history. You can also click on a consignor's name to bring up their account information.

Please follow the instructions in the video below for assistance with setting up your integration with QuickBooks Online. The integration is included in the Professional plan, but is available as an add-on for our Standard and Basic plans as well.

If you encounter any problems, please contact Traxia Support.

Colors are usually used to reference the various tag colors you might be using in your store. Once you set up colors in SimpleConsign, you can then assign them to your consigned inventory. See the Adding Consignor Inventory section of this guide for more information on how to assign colors to items.

Inventory Tag Colors

To add a new color, click the "Add Color" button.

A color will be generated for you. If you’d like to change the color, click on the colored block like the one below. From there you may choose the color that matches the color of the tag you have.

Once you’ve chosen the proper color, click the "Save" button.

This tab shows you a graphical representation of your sales by category. Hover over a circle to see more detailed information. You can also adjust your X and Y Axis and Radius Metrics using the dropdown menus above the graph.

If the circles are too close together, you can hover your mouse above that area of the graph and use your scroll wheel to zoom in and out. You can also click and drag to shift the graph about. If you'd like to see the data in numerical form, you can click the "Export CSV" button.

Sales By Category Report

There are two types of reports offered in SimpleConsign. There are custom reports and static reports. On the static reports you can either choose a date or date range. Custom reports are reports you can build yourself and customize to your needs.

Below is a list of pages in this section.

• Custom Reports

• Static Reports

This tab shows you a graphical representation of your sales by brand. Hover over a circle to see more detailed information. You can also adjust your X and Y Axis and Radius Metrics using the dropdown menus above the graph.

If the circles are too close together, you can hover your mouse above that area of the graph and use your scroll wheel to zoom in and out. You can also click and drag to shift the graph about. If you'd like to see the data in numerical form, you can click the "Export CSV" button.

After your store is open for a while, you can reconcile your inventory to account for loss of inventory. To start this process, go to the Dashboard Tab and click on the "Inventory Audit" button.

You will be prompted with the screen above. It shows your completed and currently open audits. You can continue an existing audit by clicking on the desired audit or you can choose to start a new one.

You have two options to choose from when starting a new audit. You can choose "New Full Audit" which will start an audit that includes all the inventory in your store. You also can choose "New Partial Audit" which will only look at the quantity differences for the inventory items you scan into it. Once you have made your choice, you will see this screen:

Before you begin, make sure your cursor is blinking in the field below.

If you are performing a full audit, make sure to scan all the items in your store. Any items you do not scan will have their quantities adjusted down to 0. If you are performing a partial audit, only the items you scan will be affected. Anything you don’t scan will be left alone. The partial audit is more for auditing the quantity of chosen items.

You can adjust or manually type in the quantity of your items after you have scanned them at least once by clicking on the item. You can then enter the quantity of that item.

You can take periodic breaks to review what you’ve done so far. When you are done scanning your inventory or you are just reviewing your progress so far, click on the "Review Audit" button.

If doing a partial audit, you will only see the items you scanned. If doing a full audit, you will see what you scanned along with the items you did not scan. From here you have two options. If you click “Ignore” the item’s quantity will not be affected by what you have or have not scanned. If you click “Apply” the item’s quantity will be adjusted to what is listed in the “Scanned Qty” column. If there is no difference, no changes will be made.

After looking over the list of items you have scanned and are comfortable that the results are accurate, you can complete your audit by clicking either the "Apply Remaining" or "Ignore Remaining" buttons. Otherwise, you can choose to ignore or apply changes to specific items. Then you can continue your audit by clicking the "Back To Audit" button.

This tab gives you an overview of how your store is doing. One of the first things on this tab is your Sales Statistics which will break down certain sales numbers for the day, week and month.

Underneath the Sales Statistics, you'll see the "Buys and Sells by Day" chart which graphs out your sells and buys (purchases). You also have the ability to drag and re-size the slider below the graph to see different dates and date ranges.

On the right side of the Overview Tab, you will see Store Totals for all time. You can also click on the totals to get more information about them.

This tab shows you a graphical representation of sales by hour for all time. Hover your mouse over a box to see more details for that day and hour.

If you'd like to see the data in numerical form, you can click the "Export CSV" button.

Hourly Sales Report

You can use the Hourly Sales Report on the Reports Tab for more control over the date or date range information being displayed.

The tabs listed in this section are only available from the Terminal. For more help understanding the difference between a Terminal and the Back Office, see the Back Office vs. Terminal section of this guide.

Below is a list of tabs that can be found in this section:

• 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

  • Ways to Discount

  • Using Reward Points

  • Purchasing Inventory

  • Putting a Transaction on Hold

  • Starting a Layaway

  • Selling a Gift Card

• Layaway Tab

• Returns Tab

The tabs that are Back Office specific can be found in the Back Office Specific Tabs section.

This tab is for opening and closing terminals, adding and withdrawing cash, checking gift card balances and running the End of Day process.

Below is a list of pages in this section:

• Opening a Terminal

• Closing a Terminal

• Running the End Of Day Process

• Adding & Withdrawing Cash

• Checking Gift Card Balances

End Of Day

The End of Day report is a cash flow report designed to show what has happened to your cash flow over the period of time between the End of Day processes. The dates and times that the report represents are listed at the top of the page. Looking at the Beginning Balance (the sum of the cash drawers starting balances) add the line items listed to get your Total In. You can then subtract the listed line items below Total In to get the Total Out amount. The Ending Balance is the Total In minus the Total Out.

At the bottom of the upper left box you should see the Over/Short listed. This shows the difference between what the computer expects you to have and what the employee’s typed in when they closed out the terminals. Using the line items in the upper left box and the drawer counts in the upper right box may help you understand what happened if you are left with an Over/Short balance.

The lower left box shows the Starting Inventory Cost then lists adjustments to inventory to give you the Ending Inventory Cost. The retail value of inventory is then broken down by store inventory and consignor inventory. Consignor payout totals, for the selected period of time, are listed in the Consignor Payouts box.

Terminal

The Terminal report shows the End of Day report information broken down by individual terminals. It also includes the individual cash in, cash out and voided transaction amounts and reason by terminal. This can be helpful in narrowing down over/short issues to an individual terminal.

Transaction

The Transaction report breaks down the transactions listed on the transaction tab of the application by the end of day process times just like the End of Day report. The report includes buys, sells, voids, returns, trades, and layaways that have been paid off. It does not include things like cash in/out or consignor payouts. This is a good tool to use in conjunction with the End of Day report to track down cash flow discrepancies.

Gift Card Balances

This report lists all gift card barcodes, descriptions, and balances as well as the total outstanding gift card balance.

End Of Month

The End of Month report is an extension of the End of Day report. It adds each of the fields on the End of Day report together for the selected date range. You can run this report from and to any date range you desire, but if you ran multiple End of Day Processes in one day, you may need to select which date/time to start the report. If no End of Day Process was run on the start or end date, the report will include information and dates between End of Day Processes. This report, just like the End of Day report, is designed to show you what has happened with your cash flow over time.

Inventory Adjustments

This report lists all inventory items added or edited for the selected date range.

Sold not in System

This report lists all of the items that were sold that either had a quantity of 0 or were added at the time of sale for the selected date range.

Sales By Category

This report shows sales by category for a specified date range. The report shows each category, the number of items, cost of goods, sales, and gross margins. (*NOTE: Stores that consign goods will have a higher gross margin than buy/sell shops as most inventory items do not have a cost.) This report also shows a breakdown of new and used goods by category.

Inventory By Category

This report shows the quantity of store owned and consignment inventory as well as the total cost of goods by category.

Payout Activity

This report shows the payouts done for consignors during the selected time. Payouts are separated by the various payment methods. The information that shows on this report includes the date, payout type, consignor ID, consignor name, and amount.

Consignor Monthly Fee

This report was designed for companies that charge monthly fees to consignors. By running this report, you can view monthly fees by consignor for the selected date range. This report includes the current account balance so you can see which consignors have a negative balance.

Sales Report

The Sales report is designed to provide the important information for tax purposes and accounting. This report runs on a calendar day basis and is completely independent of the End of Day Process. It will provide taxable sales, sales tax, online sales, fee’s, layaway payments/pay offs, as well as statistics like number of items sold, number of returns, voided sales, and average sales amount per transaction.

Consignor Sales

This report shows a consignor’s sales across the date range selected. It includes sales totals, taxable sales, nontaxable sales, the date sold, the items name, price, quantity, subtotal and whether or not the item was discounted. (*NOTE: Items with a negative quantity and a sales total in parenthesis denotes returned items.)

Hourly Sales Report

This report shows sales by hour for a single date. It can be used to help with staffing and to note peak hours.

Employee Sales Report

This report shows sales by employee for a specified date range. It will include total sales, consignment sales vs. store inventory sales, and service sales.

Online Sales Report

This report will list items sold online through SimpleConsign's API (Application Programming Interface). You can specify a date range and view sales and items for that time period. It will include total sales, the number of sales, and sales tax collected.

To open a terminal, you must first log into one. Below is a list of pages to help you with understanding and logging into a terminal.

• Getting To The Login Screen

• Logging Into a Terminal

• Back Office vs. Terminal

Once you are logged into the terminal, navigate to the Admin tab.

If you do not see an "Open Terminal" button but you see a "Close Terminal" button, your terminal is already open.

To open this terminal, click the "Open Terminal" button and you will be prompted with a starting balance window. Count out your cash drawer to find out how much money you are starting with for the day and enter that amount here. Then click the "Open Terminal" button.

Your terminal is now open and you are ready to run through transactions. For help closing the terminal, see the Closing a Terminal section of this guide for more help. For help running the End of Day Process, see the Running the End Of Day Process section of this guide.

Building a custom report is as easy as 1-2-3. You simply add your fields, then your filters and then click the "Run" button.

Think of the fields as if they were column headers in Excel. The report will only show you information for the fields you add. To add a field, just select it from the dropdown window. Feel free to choose as many as you’d like.

Once you’ve finished adding your fields, you must add filters. If you don’t specify any filters, the report will not limit any information you see. For example: If you do not specify a filter on the Inventory report, it will show you all the inventory you have entered into SimpleConsign. Just like fields, you can add as many filters as you’d like.

You can save the layout of your custom report by clicking on the "Save Report" button. Then fill in the “Report Name” and “Report Description” fields. Once you save the report, you can access it by clicking on its name and then run, edit or delete it.

The above report would show you all of the inventory currently in your store. The results below would look something like this:

Click the "Print all" link to print the results of your report. Click the "Export as CSV" link to download a CSV copy of the results.

Opening CSV Files

Microsoft Excel is a popular program that can open CSV files.

The User tab is for monitoring your users (employees) activity.

Start by selecting an employee by clicking on their name once.

Once you select an employee, the Transactions History section will show you a history of the transactions they have entered.

On the bottom half of this tab you will see a detailed report of what the selected employee’s activity.

In SimpleConsign, vendors are your inventory distributors.

To add a new vendor, click the green plus sign.

When you’re done filling in their information click the "Save" button.

Navigate to the Admin tab while logged into a Terminal and select the "Close Terminal" option.

You will be prompted with a table to enter your totals for the day. Total up the money you took throughout the day and fill in the fields appropriately. We will autofill the expected totals for the credit card processing amounts so they only need to be adjusted if the amount recorded by your processor is different. When done, click the "Close Terminal" button.

These Numbers Are Not Final

You will have a chance to edit these numbers when you run your End of Day Process. Once you have finalized your End of Day Process you will no longer be able to edit these numbers.

Your terminal is now closed. Once all your terminals are closed, you are ready to run your End of Day Process. For help running the End of Day Process, see the Running the End Of Day Process section of this guide.

The End of Day Process is used for reconciling your drawer counts after you've closed your store for the day. It is important that you run this process at the end of each day you are open for business.

You can run this process from the Dashboard tab in the Back Office or from the Admin tab in a terminal.

Close All Terminals

All terminals must be closed before you can run the End of Day Process. For more help with this, see the Closing a Terminal section of this guide.

This process is simply comparing your expected and actual totals. Your expected totals are what SimpleConsign says you should have based on sales, payouts, returns, etc. Your actual totals are a total of what you entered when you closed out your terminals.

The top half of this window will show the store totals for the day. The bottom half shows you a breakdown of your individual terminals. If you only have one terminal in your store, these will look very similar.

In the example above, the actual cash total is $0.05 less from the expected. At this point in time you can recount your cash drawer, checks and credit card receipts and fix anything that may be off. In the example above, assume that everything was counted correctly and don't change anything. Finalize it just as it is. When you're confident the numbers on your end of day are correct, click the "Finalize" button to complete the End of Day Process.

You can also choose to finish this process at a later time by clicking the "Finalize Later" button or cancel this end of day by clicking the "Cancel End Of Day" button.

Final Is Final

Once you finalize the End of Day Process, there is no going back to alter these numbers later. Be sure that they are correct before finalizing.

To add or withdraw cash from your cash drawer, navigate to the Admin tab in the terminal. If you do not see the Admin tab you are logged into the Back Office. Below is a list of articles to help you with this.

• Logging Into a Terminal

• Back Office vs. Terminal

To add or withdraw cash from the cash drawer, click on either the "Add Cash To Drawer" or "Withdraw Cash" button. Then, fill in the amount to add or withdraw and the reason for doing so.

Terminal Must Be Open

If you see an "Open Terminal" button you must open the terminal before you are able to add or withdraw cash from the drawer. See the Opening a Terminal section of this guide for help opening a terminal.

To check the balance of a gift card that was sold in SimpleConsign, navigate to the Admin tab in the terminal. If you do not see the Admin tab you are in the Back Office. Below is a list of articles to help you with this.

• Logging Into a Terminal

• Back Office vs. Terminal

Scan the barcode or type in the gift card number into the gift card field. Then, click the "Check Gift Card Balance" button.

The Checkout tab is used for running transactions, starting layaways and buying items from customers.

Below is a list of pages in this section:

• Adding Items to a Transaction

• Running a Transaction

• Ways to Discount

• Using Reward Points

• Purchasing Inventory

• Putting a Transaction on Hold

• Starting a Layaway

• Selling a Gift Card

Transaction Items

See the Adding Items to a Transaction page for help adding items to a transaction.

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

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.

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

Setting up Reward Points

Reward points can be enabled in your location's settings.

Connect a Customer

To use a customer's reward points toward a purchase you must first select the customer. Visit the Adding a Customer to a Transaction page for more information.

Redeeming a Reward

Once a customer is assigned to a transaction you should see the "Use Reward Points" button at the bottom of the screen.

Selecting a Reward

The rewards points screen will present the rewards that are available to the customer based on how many points the customer has available in their account and the redemption tiers set up for the location.

Select the reward you would like to apply to the transaction and you will see it displayed as a line item in the transaction.

Once you are done adding reward points, you can complete the transaction like normal.

Earning Reward Points

Reward points are awarded based on full dollars spent. Customers will only receive points for the Sub Total (before taxes) of the transaction. They will not receive points for the amount deducted from points used. Consignors will receive their full split on items even if reward points are used to discount a transaction unless configured differently in the reward points .

This section goes over how to add items to a transaction.

If you see the following message you need to open the terminal before continuing. See the Opening a Terminal section of this guide to learn how to open a terminal.

There are three ways to add an item to a transaction:

Scanning the Barcode

Searching For the Item

Add New Item Shortcut(usually used in antique malls.)

Below is an image showing where to find the Sell Items search bar.

Scanning the Barcode

First, click inside the search bar next to the green tag. Then, scan the barcode and the item will automatically be added to the transaction.

Searching For the Item

First, click inside the search bar next to the green tag. Next, type in a short description of the item name you want to find and press the "Enter" key.

SimpleConsign will do a search through your inventory and display the search results. If it does not find any inventory matching your search, it will add a new blank item to the transaction where you will be able to fill in details for the blank item at that time.

From there you have 4 options. If you did not find the item you were looking, for you can click the "Try Another Search" button and search again. If you find your item and wish to add it to the transaction, either double click on the item or select it by clicking it once and then clicking the "Found My Item" button. You can also add a new item to your inventory from here. If you wish to take some of the details from another item that had been previously entered, you can select that item and click the "Add Similar Item" button and edit the details from there. You can also add a blank item that will have the name of whatever you searched for by clicking the "Enter Item Manually" button and you can fill in the rest of the details from there.

Add New Item Shortcut

This way will add an item to your inventory and sell it in the same transaction. This method is usually used in antique malls. Click inside the search area next to the green tag as done above and type in an item using the following formula: "ConsignorID Price ItemName" There is an example below.

Even Dollar Amounts

If the item's price is an even dollar amount, ".00" is required in the price as shown above.

Press the "Enter" key and a new item will be added to the transaction. You can then click on the item and fill in any additional information you may need.

To create a layaway, start a new transaction and add the desired layaway items to it.

Transaction Items

See the Adding Items to a Transaction page for help adding items to a transaction.

Next, associate the transaction with a current customer by typing their name in the "Customer" field and selecting their name from the dropdown menu.

Adding New Customers

If you need to add the customer you may do so at this time by selecting "Add New Customer."

Next, below the customer field, click the "Layaway" checkbox and fill in the amount the customer is going to put down.

Layaway Settings

To set up your layaway settings, see the Layaway Options section of this guide.

Changing A Layaway

Once you have completed a transaction to start a layaway you cannot add or remove items from that layaway. To do so, you must cancel the layaway and start a new one. For help canceling a layaway or doing anything else with a layaway, see the Layaway Tab.

This page will go through the steps of how to purchase inventory from customers.

To add a purchase item to a transaction, type in it's name next to the red tag on the Checkout tab.

Next, either press the "Enter" key on your keyboard or click the magnify glass symbol. This will make the system search your current and prior inventory. If the system does not find any items matching your search, it will automatically create a new item and add it to the transaction. If it finds anything similar to what you searched for, it will show you a list of inventory that you either have or have had in the past. If this is an item that you've had previously, you can select it from the list and click the "Found My Item" button. Otherwise, click the "Enter Item Manually" button to add the new item to the transaction. At this point, you should see something like this:

From here, you can fill in all the fields as appropriate. The Purchase Price will calculate itself based on the percentage shown. To toggle between cash and credit (store credit) payouts, you just click on the appropriate button under the Customer field.

Continue to add items as necessary and complete the sale like normal.

If you are not seeing the Percentage of Retail field or the Payout Type buttons, you will need to make sure to turn on the Resale features. You can find instructions for this in the Resale Options.

Adding an Existing Customer

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.

Types of Checkout Discounts

Item Discount

Percentage

You can discount an item by a specified percentage by expanding the item at checkout and selecting the percent option for discount. The percent entered will be applied to only that item.

Amount

If you'd rather discount by a specific amount you can choose the amount option for discount. The amount will reduce the item's sell price.

Transaction Discount

The discounting methods above will decrease the amount the consignor will get. The split is calculated based on what an item sells for, not the retail price. If you'd like to discount a transaction and not impact the consignor's split, use the methods below.

Percentage

You can also discount all items on the transaction by a specific percentage in the Current Transaction box to the right.

Coupon

You can create an item with a negative retail value and add it to the transaction.

Using this method will deduct a specified amount from the transaction, but the selling price of the item stays the same.

Impacts on Store Split

The store split is calculated based on the price the item sells for. Ex: If you sell a $10 item for $8, the split will be calculated from the $8 selling price instead.

Saved transactions are incredibly useful for many reasons. Let's take a look at how to create one and how to manage the ones you have saved.

Saving a Transaction for Later

Once you have a transaction loaded in the checkout tab that you want to save you can select the Save Transaction button in the bottom left. You will then be prompted to enter a description for the saved transaction. If you've already linked a customer to the transaction this will be filled in for you with their name.

The transaction will then be added to the list of other saved transactions which can be found just below the complete transaction button.

Retrieving a Saved Transaction

To bring the transaction back up, simply click on the customer's name under the Saved Transactions list. If you have many saved transactions or need other information about the transaction to find the right one you can choose the Search Saved Transactions option instead.

This will pull up a screen where you can view a variety of information about the transactions as well as a search bar. Clicking "Restore Transaction" will place the transaction back in the checkout tab ready for completion.

Restoring a Deleted Saved Transaction

If a saved transaction was deleted or lost by mistake you can restore them from their last save state by selecting the "Show Deleted" option in the top right. This will present any recently deleted saved transactions and allow them to be restored as well.

For anything other than starting a layaway, use the Layaway tab.

Starting A Layaway

See the Starting a Layaway section of this guide for helping starting a layaway.

First, locate the layaway you want to change. All layaways will be listed in the bottom box of this tab. If you want to narrow down your list, search for a customer in the box above the list of layaways. Select the customer to see only their layaways.

Opening A Layaway

You can click anywhere on the layaway line item. However, if you click on the customer's name it will bring up the customer's account information, not the layaway details screen.

Once you have the layaway open, you can add payments and/or notes, change the expiration date, cancel the layaway and print a receipt.

To add a payment to a layaway, click the "Add Payment" button. You will then be prompted with the payment information screen.

From there you can choose the payment amount you'd like to add to the layaway.

To cancel a layaway, click the "Cancel & Return Items To Inventory" button. You will be prompted to enter how you'd like to return the money that has been put down on it thus far.

If your store policy states that you will not return money put down on a layaway, you can leave these fields blank and click the "Complete Transaction" button to not issue a refund.

The Returns tab is used to refund money for an item that has already sold.

To perform a return, you must first have the receipt or the invoice number. If you do not have a receipt you must find the invoice number. You can find the invoice number a couple of different ways. If you associated the transaction to a customer, you can find the invoice number by going to the Customer Tab, finding the consignor and viewing their transaction history. You can also find the invoice number by scanning the tag of the item into the search field of the Inventory Tab, clicking on the item and then clicking the "View Transaction" link under the item's history.

SKUs

Scanning the barcode/SKU of the item you are trying to return here will have no effect. You must use the barcode on the bottom of the receipt or type in the invoice number.

Once you have the invoice number or receipt, type in the invoice number or scan the barcode on the receipt to bring up the transaction.

Put a check next to the item(s) you'd like to refund and click the "Return" button.

Store Credit Refunds

You will not be able to refund as store credit unless you have a customer selected as shown above.

Input the refund amount into one or more of the refund methods and then click the "Complete Transaction" button.

Credit Card Refunds

You cannot refund to a credit card unless one was used as a payment type in the original transaction.

To sell a gift card, go to the Checkout tab and click the "Sell Gift Card" button.

This will add a new item to the transaction that looks like this...

The "Amount" field is the amount that will be stored on the gift card and is also the selling price. The "Scan Barcode / Unique Gift Card Id" field is for you to enter a unique ID for the specific gift card so SimpleConsign can track its balance. Many gift cards/certificates look like checks, you could enter the gift certificate(check) number in this field. If your gift cards do not have a unique ID and/or you do not want SimpleConsign to track gift card balances, you can check the "No barcode" checkbox.

Gift cards are not taxed and are not considered sales until they are redeemed.

From there you can complete the transaction as usual.

Gift Card FAQ

The Consignment tab is your destination for all things consignment such as, adding consignment inventory, adding consignors and tracking consignor activity.

Below is a list of pages in this section:

• 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

The tabs listed in this section are available from both the Terminal and the Back Office. For more helping understanding the difference between a Terminal and the Back Office, see the Back Office vs. Terminal section of this guide.

Below is a list of tabs that can be found in this section:

• 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

  • Searching Inventory

  • Viewing Batch History

  • Editing Inventory in Bulk

  • Transferring Inventory

• Customer Tab

• Transaction Tab

• Service Tab

The tabs that are Terminal specific can be found in the Terminal Specific Tabs section.

The tabs that are Back Office specific can be found in the Back Office Specific Tabs section.