Managing Consignor Payouts in ResaleOS: A Step-by-Step Guide

Consignor payouts in ResaleOS: review balances, adjust, and pay

This guide shows you how to manage consignor payouts in ResaleOS. You’ll learn how to check balances, make balance adjustments, record a single payout, and run batch payouts for multiple consignors. It’s quick once you know where to click.

Step 1: Open the Accounts tab

1. In the left sidebar, click Accounts.
2. You’ll see all consignors saved in your workspace, along with their current balances.
3. Use the search or filters if you need to find someone fast.

Step 2: Review or edit a consignor’s balance

1. Click a consignor’s name to open their account.
2. Click Adjust Balance.
3. Enter the amount:
   • Use a positive number to add to their balance (for example, a partial refund you owe them).
   • Use a negative number to decrease their balance (for example, correcting an over-credit).
4. Add a short note so there’s a clear record (example: “Partial refund for order 1234”).
5. Click Save.

Tip: Every adjustment is logged. You can always see a history of changes on the account.

Step 3: Record a single payout

1. From the consignor’s account, click Pay Out.
2. Enter the Amount you’re paying (you can enter the full balance or a partial amount).
3. Select the Payment Method (for example, Check or PayPal).
4. Optional: Add a note (check number, transaction ID, or any detail that helps with reconciliation).
5. Click Pay Out.

What happens next:

• The consignor’s balance updates right away.
• The payout is recorded on their account.
• The consignor receives a receipt by email.

Note: Today, payouts are recorded in ResaleOS, and you complete the actual payment off the platform (for example, send a check or PayPal payment). Automated payouts are coming soon.

Step 4: Run a batch payout for multiple consignors

1. Go back to Accounts.
2. Select the checkboxes next to each consignor you want to pay.
3. Click Batch Payout (or the equivalent bulk action button).
4. Choose the Payment Method you’ll use for this batch (for example, Checks or PayPal).
5. Confirm the amounts. Many teams pay the full current balance for each selected consignor during batch runs.
6. Click Confirm Payout.

ResaleOS updates all selected account balances and records each payout. You’ll then complete the real-world payments off-platform using the method you chose.

Step 5: Verify receipts and history

• Open any consignor you paid to see the payout in their history.
• Check that the New Balance is correct.
• Confirm the consignor received the email receipt (make sure their email is up to date).

Practical tips

• Keep notes detailed (e.g., “Check #1042,” “PayPal TXN 8JK…”). It makes month-end faster.
• Use balance Adjustments for corrections (fees, returns, partial refunds) before you pay out.
• Don’t pay more than the current balance. If you need to, adjust the balance first.
• When batching, group consignors by payment method (all checks together, all PayPal together) to speed up off-platform steps.
• If a consignor says they didn’t get a receipt, confirm their email on file and resend the payout details.

Notes and limitations

• Payouts are recorded in ResaleOS; the actual transfer of funds currently happens outside the platform.
• Automated payouts are planned. Until then, select a method, complete the payment off-platform, and let ResaleOS handle the records and receipts.