Manage Consigner and Customer Accounts in ResaleOS

Manage Consigner and Customer Accounts in ResaleOS

Accounts in ResaleOS help you track the people you work with. There are two types:

• Consigners — people who give you items to sell on consignment.
• Customers — people who buy from your store or POS.

You’ll find both under the Accounts tab. Each account shows a timeline of activity, contact info, and helpful stats like balances and item counts.

Step 1: Open the Accounts tab

1. Click Accounts in your ResaleOS sidebar.
2. Choose Consigners or Customers at the top.

Tip: Use search to find an existing person before creating a new account to avoid duplicates.

Step 2: View an existing account

1. Click a name in the list.
2. Review the Timeline on the right to see recent actions (items added, updates, payouts, purchases, etc.).
3. Check key info such as:
   • Account balance (for consigners)
   • Active items linked to the consigner
   • Total items consigned

Tip: The timeline is great for quick context before a call or payout.

Step 3: Create a new consigner

1. Go to Accounts › Consigners.
2. Click Add Consigner (or the plus button).
3. Enter basic info:
   • Name (example: “Francis Duval”)
   • Email (example: francis@example.com)
   • Phone
   • Address (optional)
   • Notes (example: “Referred by G.”)
4. Select Consigner terms:
   • Pick your default terms, or click Add New Terms to create a new set (split, fees, hold times, etc.).
5. Choose a Payout method (e.g., PayPal or Cash).
   • If using PayPal, enter the PayPal email so you can pay them quickly later.
6. Click Create Consigner.

After you create the account, the timeline will start logging actions tied to this consigner.

Step 4: Link products to a consigner

1. Click Add Product (or open an existing draft).
2. In the product form, find the Consigner field.
3. Select the consigner from the dropdown.
   • If they’re new, click Add Consigner right there to create them on the spot.
4. Finish the product details and save.

Tip: Always link items to the correct consigner so balances and reports stay accurate.

Step 5: Work with customer accounts

1. Open Accounts › Customers.
2. Customers are added automatically when someone buys from your storefront or POS.
3. Click a customer to view their Timeline and contact info.
4. To add or update details, click Edit and enter their Email and Phone.

Why this matters: With an email or phone on file, customers receive receipts and shipping status updates automatically.

Practical tips

• Keep contact info current. It saves time on payouts and support.
• Use notes for reminders like preferred drop-off times or special pricing agreements.
• Set a default consigner terms template to speed up new account creation.
• Review the consigner’s balance and timeline before processing payouts.

What you’ll see at a glance

• Consigners: timeline, balance, active items, total items consigned, payout preferences, terms.
• Customers: timeline of purchases, contact details, and notifications sent.

That’s it. With Accounts, you can track every interaction, keep payouts organized, and make sure buyers get updates without extra work.