Customize Your ResaleOS Settings: A Step-by-Step Guide

Customize your ResaleOS settings: a step‑by‑step guide

Use this guide to set up your account, defaults, branding, channels, and automations. You can do all of this from one place.

Step 1: Open Settings

In ResaleOS, click Settings in the left sidebar. You’ll see sections for Profile, Store, Defaults, Printing, Taxes, Notifications, Channels, Integrations, and Billing.

Tip: Click Save in any section before you leave it.

Step 2: Update your profile and contact info

1. Go to Profile.
2. Update your name and email.
3. Add a phone number customers can use to reach you.

Tip: If your plan includes team access, add team members so each person has their own login.

Step 3: Add store details and locations

1. Open Store.
2. Enter your store name and website URL (if you have one).
3. Click Add Location to create each store/warehouse address.

When you add or edit a product in Inventory, choose the correct location. Shipping rates and pickup calculations use this exact location.

Tip: Add all locations before you import or cross-list inventory.

Step 4: Set account defaults for consignments

1. Open Defaults & Terms.
2. Choose default payout methods and a default consigner split.
3. Create and save consignment term templates you can reuse.

Note: You can override defaults on a per-consigner basis anytime.

Step 5: Choose item defaults

1. In Item Defaults, set the default product status (e.g., Draft, Active) and condition (e.g., New, Used).
2. Save. New items will prefill with these choices.

Step 6: Configure label printing

1. Open Label Printing.
2. Select your label size and printer format.
3. Choose which fields show on the label (title, SKU, price, barcode, etc.).
4. Preview and Save.

Tip: Match the label size to your printer (e.g., 2x1, 4x6). Print a test label before a full batch. For more detail, see the label printing guide.

Step 7: Set up taxes

1. Open Taxes.
2. Turn on automatic tax calculation to let ResaleOS calculate the correct rate at checkout based on your location and the buyer’s location.
3. Add states/regions where you collect tax (nexus).
4. Optional: Set a manual rate per sale if you prefer.

Tip: Tax rules vary. Confirm your nexus and rates with a tax professional.

Step 8: Customize receipts and branding

1. Open Receipt Printing.
2. Upload your logo and confirm your store info.
3. Preview a sample receipt and Save.

Your logo and branding also appear in customer emails.

Step 9: Build pricing rules (automatic markdowns)

1. Open Pricing Rules.
2. Click Add Rule.
3. Choose the schedule (e.g., every 7 days), the reduction (fixed amount or %), and the items it applies to.
4. Save. Rules will run automatically.

Tip: Start with conservative markdowns. You can edit or pause rules anytime.

Step 10: Preview customer and consigner notifications

1. Open Notifications.
2. Select a template (sale confirmation, refund issued, consigner updates, etc.).
3. Preview how the email looks to your customer or consigner.

Tip: Send a test to your own email to check branding and links.

Step 11: Connect your sales and import channels

1. Open Channels.
2. Click Connect next to eBay, Etsy, Poshmark, Mercari, Shopify, Facebook Marketplace, and more.
3. Follow the prompts to authorize each account.
4. Optional: Use Import to pull in your existing listings.

Tip: Connect all the marketplaces you sell on to enable cross-listing and centralized inventory.

Step 12: Add key integrations

1. Open Integrations.
2. Connect Stripe and/or Square for in-person and online payments.
3. Set up shipping partners (UShip, GoShare, FedEx) for rates and labels that use your item locations.

Step 13: Manage your plan and billing

1. Open Plan to review your current subscription and change plans if needed.
2. Open Billing to update your payment method and view invoices.

Pro tips to finish strong

• Set locations and taxes first—these affect shipping and checkout.
• Use item and account defaults to save time on every new product and consigner.
• Preview labels, receipts, and emails before going live.
• Review pricing rules weekly to keep margins healthy.