Consignee Guide. Version 1.8

Transcription

1 Consignee Guide Version 1.8

2 TABLE OF CONTENTS 1 Welcome to FlashConsign.com Your Consignee Account Creating a Consignee Account Creating a Consignment Sale Consignment Sale Dates Consignment Sale Details Consignor Configurations Summary and Submit Making a Payment Logging In Forgotten Password The Member Home Page Manage a Consignee Account Managing a Consignee Account Update Contact Information Specify a Time Zone Manage Settings Reply-To Address Signature Manage Logos Account Logo Tag Logo Manage Editors Manage Employees Manage Notification Settings Manage Job Categories Add a New Job Category Edit or Delete a Job Category Job Category Manual Job Category Worker Agreement Manage Item Flags Add New Item Flag Edit or Delete an Item Flag Using Item Flags Generate a Scan Sheet Managing Contacts Filter Contacts Contacts Export Contacts Delete Contacts Manage Electronic Seller Agreement Set up a new Consignment Sale Verify and Update Consignment Sale Details Set a Date for Job Signups to Begin Set Item Price Restrictions Set the Default Keep Percent Set the Default Items Limit Set the Physical Location (Address) of the Consignment Sale...47 FlashConsign.com Consignee Guide Page 2 of 153

3 7.3 Manage Consignment Sale Dates (Seasonal Sales Only) Select Item Sizes Select Item Categories Publish Files for a Consignment Sale File Audience Edit or Delete a File Test-Download a Sale File Manage Sale Jobs Filter Displayed Jobs Add New Jobs Job Types View Job Details View the Worker for a Job Assign a Worker to a Job Contact Workers Job Reports Export Worker Information Lock Jobs Job Groups Print Worker Address Labels Select a Tag Style Manage Sale Fees Registration Fees Settlement Fees Configure Security Settings and Sale Options Security: Change Item Price in POS Mode Security: Change Discount Mode in POS Mode Security: Allow only Consignors as Workers Payment: Allow Cash Payments Payment: Allow Check Payments Payment: Allow Credit Payments Payment: Allow Other Payments Payment: Require Payment Details for Cash Sale Purchases Payment: Require Payment Details for Check Sale Purchases Payment: Require Payment Details for Credit Card Sale Purchases Payment: Require Payment Details for Other Sale Purchases Payment: Include Payment Details on Customer Receipts POS: Allow Quick-Manual Item Entry POS: Allow Duplicate Items In Purchases POS: Enable/Disable KCC Barcodes Support Contacts: Enable/Disable New Parent Tracking Manage Drop-Off Times Add a Drop Off Time Customize Receipts Manage Tax Rates Define Additional Tax Rates Add New Tax Rates Associate Tax Rates to Item Categories Configure Referral Options...87 FlashConsign.com Consignee Guide Page 3 of 153

4 7.15 Manage Brands Customize the Add Items Form Configure Automatic Seller ID Assignment Publish the Consignment Sale Share the Consignment Sale Manage Consignors Review Consignor Applications Approve Consignor Applications Deny Consignor Applications Revoke Consignor Approval Managing a Single Consignor Sorting the List of Consignors Select a Consignor to View Resize the Consignor Detail Pane Contact a Consignor View Consignor Sales History Consignor Seller IDs Customize Consignor Percent View Consignor Jobs View Consignor Inventory (Items) Manage Consignor Items View Consignor Settlement History Consignor Ledger Update Consignor Contact Information (Retail Sales Only) Consignor Notes Customized Sale Fees Remove Consignor Drop-Off Time Selection Customize Consignor Sale Items Limit Change Consignor Seller Agreement Indicator Manage Multiple Consignors Contact Consignors Via Printing a Consignors Report Printing Consignor Labels Exporting Consignor Information Pre-Sale Summary Data Items Summary Consignors Summary Jobs Summary Online POS Modes Online POS Mode Donate Mode Item Flagging Mode Disassociate Items Mode Consignor Check-In Filter the Consignor Check-In Table Check In a Consignor Worker Check-In Filter the Worker Check-In Table Check In a Worker FlashConsign.com Consignee Guide Page 4 of 153

5 11 Generate Consignor Settlement Reports Things to verify before generating Consignor Settlement Reports Perform Settlement While Generating Reports Perform Settlement Selection Customize the Consignor Settlement Reports Testing Consignor Settlement Report Output Generate a Settlement Report for a Specific Consignor Generate Settlement Reports for All Consignors Viewing Consignment Sale Statistics Compute Statistics for a Consignment Sale Viewing Historical Statistics for a Consignment Sale View Item Flags Report View Consignment Sale Reports Customize and Generate a Report Center Report Customize a Consignment Sale Report Generate a Consignment Sale Report Reviewing Transactions Transaction Search Duplicate Items Sold Browse Transactions Exporting Consignment Sale Data System-Generated Messages Consignor Application Reviewed Deleted Drop-Off Time Worker Assigned Job Deleted Sale Job Verify Consignor Address Before Consignment Sale Upcoming Jobs Reminder Missing Drop-Off Time Post-Sale Activities Drop-Off Time Reminder Getting Additional Help FlashConsign.com Consignee Guide Page 5 of 153

6 1 Welcome to FlashConsign.com Welcome, and thanks for choosing FlashConsign.com to host your next consignment sale. This guide will help you as an Owner or Editor of a Consignee Account who will be using FlashConsign to manage a consignment sale. Specifically, you will need to create a new consignment sale, add one or more date(s) when the sale will be held, manage what types of items are acceptable for sale and what price restrictions you would like to be enforced. There s a lot to cover because FlashConsign conforms to your consignment sale, not the other way around. Let s get started. FlashConsign.com Consignee Guide Page 6 of 153

7 2 Your Consignee Account Before you can do anything to host your consignment sale with FlashConsign.com, you will need to create a Consignee Account for your organization. This account identifies your organization to the FlashConsign system. This only needs to be done one time for your organization. All of your consignment sales will be underneath this one account. If your organization s Consignee Account has already been created, please skip to the Logging In section below. 2.1 Creating a Consignee Account To create a Consignee Account for your organization, open your favorite web browser to and select the Get Started link. Selecting the Get Started Link Selecting this link will open a dialog box which will ask you to choose which type of account you would like to create. Please be sure to select the button that indicates that you want to Host consignment sales. Get Started Action Choices FlashConsign.com Consignee Guide Page 7 of 153

8 Selecting the Host a Sale button will take you to a web form which will let you tell us about your organization and about yourself. This form is called the Consignee Signup Form. Consignee Signup Form There may seem like a lot of fields in this form, but don t worry. There s nothing required that you don t probably already know, and there is help available for each field. Just hover your mouse over the small icon next to the field, and help for that field, usually with an example, will appear. Viewing Field-Level Help When you have filled in the entire Consignee Signup form, select the Create Consignee Account button to submit the form. The Consignee Account for your organization and your personal Member Account will be created in seconds and you will see a confirmation screen. Your Member Account is an account that you own that is the Owner of the Consignee Account. To access your organization s Consignee Account, you must first log in with your Member Account with the Address and Password you provided. Tip: You will be sent an at the address you provided in the Consignee Signup form. Please be sure that this message is not incorrectly flagged as SPAM. FlashConsign.com Consignee Guide Page 8 of 153

9 Now that your Member account and Consignee account have been created, you can select the Create Consignment Sale button on the confirmation screen to get started right away. Alternatively, you can select the Member Home link in the upper right corner of the page to proceed to your Member Account s home page. Proceeding from the Confirmation Page Note: If you choose to not create a consignment sale at this time, you can create one later by first logging into your Member Account, selecting the Manage Consignment Sales toolbar button, then selecting the Create a Consignment Sale button in the toolbar. FlashConsign.com Consignee Guide Page 9 of 153

10 3 Creating a Consignment Sale After you create your organization s Consignee Account, you will be presented with an option to immediately create a consignment sale. This will take you into the Create Consignment Sale Wizard. As you move through this wizard, notice that you enter selections and values on the left side of the screen, and these values appear in the summary on the right side of the screen. Create Consignment Sale Wizard In this first page of the wizard, you select which Consignee Account the new consignment sale is for and the type of consignment sale. Consignee Account In most cases, you will only have one selection available in the Consignee drop-down selector. Select the Consignee Account you wish to use. Sale Type There are two types of sales that can be created. Select the correct type, and then select the Start button. Seasonal A consignment sale that runs for a couple of days only. Retail Useful for consignment shops that log sales throughout the year. FlashConsign.com Consignee Guide Page 10 of 153

11 3.1.1 Consignment Sale Dates Next, you will need to add one or more date(s) that your consignment sale will be held Retail Sale Dates If your sale is a Retail sale, you will be prompted to enter the range of dates for this sale. Normally this will start on January 1 st and end on December 31 st of the same year. Each Retail sale is valid for up to one calendar year. Selecting Retail Sale Start/End Dates FlashConsign.com Consignee Guide Page 11 of 153

12 Seasonal Sale Dates Adding a date to a Seasonal consignment sale is a two-step process. First, you click the text box next to the Sale Date(s) label. This will open a calendar which you can use to select a date. Click the desired date. This will populate the field with that date. To add this date, you need to select the Add Date button, which will move that date into the box below. Step 1: Selecting a Date for the consignment sale Step 2: Adding the Selected Date Repeat this same process to add all date(s) on which your consignment sale will be open. Don t worry if you don t know the exact dates of your consignment sale. You can easily add and remove dates later. Once you have added date(s) for your sale, one more date is required the Last Join Date. This is the date after which this sale will no longer allow consignors/sellers to join. Selecting the Last Join Date is similar to adding sale dates, but doesn t require two steps. Just click on the input field and then select the date. FlashConsign.com Consignee Guide Page 12 of 153

13 When you are done entering all of the date(s) for your sale, select the Next button to continue. Proceeding from the Sale Dates page of the Wizard Consignment Sale Details Once you have entered dates for your sale, you will be taken to the Sale Details page of the wizard. This page allows you to name and describe the consignment sale, and to provide some other important information Tax Multiplier On this page, you will want to pay particular attention to the Tax Multiplier field, if your sale will charge sales tax. The field help for this field (hover over the icon) provides some examples to follow so that this value is entered correctly. Tax Multiplier Field Help Please Note: The Tax Multiplier specified here becomes the default tax multiplier for all purchases made at this sale. If your sale needs to charge different tax rates for different items, you will have the option later to specify additional tax rates and associate those rates to Item Categories. FlashConsign.com Consignee Guide Page 13 of 153

14 As always, you can change the values found on the Sale Details screen later, so don t worry if you aren t sure what to enter into these fields. And, don t forget to hover your mouse over the icons to get help on any field. When you re done, select the Next button to continue. The Sale Details page of the wizard FlashConsign.com Consignee Guide Page 14 of 153

15 3.1.3 Consignor Configurations The next step in the Create Consignment Sale wizard is to enter some configurations for consignors/sellers for your sale. This is where you specify whether or not you would like to approve applications to join the sale, or if they are automatically approved. In addition, you can provide a description of any requirements you have to join your sale. These requirements will be presented to the consignors as they submit their applications to your sale. If this is your first consignment sale hosted with FlashConsign, it is probably best to select the Require Approval option. This option will require that you approve each individual application for your consignment sale (you can approve multiple in one action). This is important because it also allows you to assign Seller ID(s) to applicants as you approve them. If this is not your first FlashConsign sale for this Consignee Account, then the Auto-Approve if Returning option is probably best. This will automatically approve applications for returning consignors, assigning them their Seller ID(s) from the most recent sale, which requiring all new consignors to have their applications approved by you. Consignor Configurations in the Wizard Copy Consignors On this page of the wizard, you may have the option to select a previous sale to copy consignors from. If your sale is a Retail sale, this may be useful to automatically move consignors from the previous year s sale to this year s sale. If you sale is a Seasonal sale, this may be useful to preapprove all of last sale s consignors. If you would like to start from scratch with consignors for this sale, select the Do NOT Copy Consignors option. Click the Next button when you are ready to move to the next step. FlashConsign.com Consignee Guide Page 15 of 153

16 3.1.4 Summary and Submit Congratulations, you are almost there! All that s left is to review the summary of your entries on the right side of the screen and submit by clicking the Create Consignment Sale button. Summary of the Consignment Sale Once you select to create your new consignment sale, you will be shown a confirmation screen. Consignment Sale Created Confirmation Screen (Seasonal Sale) Please Note: This screen will look slightly different based on the type of consignment sale that you created. A Retail sale will not have the option to make the sale consignor-paid. Please see the next section for details regarding this option. FlashConsign.com Consignee Guide Page 16 of 153

17 3.1.5 Making a Payment You can create a consignment sale without providing payment for it, but you must make a payment in order to unlock it for use. When you submit the Create Consignment Sale Wizard, you will be taken to a confirmation screen as shown in the previous section. This screen has a button which will take you to the secure payment wizard. Alternatively, you can select the Member Home link in the upper-right corner of the screen to return to your Member Account Consignor-Paid Option From the Consignment Sale Created confirmation screen, you have the option to make the new consignment sale consignor-paid. This option will immediately unlock this consignment sale for use, but will require that all consignors who join pay a small FlashConsign fee prior to using their account. Please Note: You don t have to decide this now. If you choose to return to your account without making a payment or making the sale consignor-paid, the same options are available on the Manage Consignment Sales page. Sale Payment Options on the Manage Consignment Sales Screen FlashConsign.com Consignee Guide Page 17 of 153

18 4 Logging In To return to your member account, you must first log in with the Address and Password you provided when you first signed up. Use the Login Form located at the top of the screen when you visit to log in to your account. The Login Form 4.1 Forgotten Password If you can t remember your password, use the Forgot Password link next to the Login Form. Then, provide the address you used to create your account, and we will instantly send you an to that account with your account password. The Forgotten Password Form FlashConsign.com Consignee Guide Page 18 of 153

19 5 The Member Home Page After you log in to your member account, you will see the Member Home page. This page is very much the same as your consignors/sellers will see, but you will have an additional button in the toolbar across the top of the page. The Manage Consignment Sales buttonallows you access to manage your consignment sales. The Manage Consignment Sales Toolbar Button Tip: There is a link on the Member Home Page which will download the Consignor Guide. This guide provides helpful information about all of the consignor/seller features of FlashConsign.com. Be sure to point this out to consignors/sellers who may be asking questions on how to use FlashConsign to manage their inventory and print their item tags. Link to Download/View the Consignor Guide FlashConsign.com Consignee Guide Page 19 of 153

20 6 Manage a Consignee Account When you select the Manage Consignment Sales button from the Member Home page, you will be taken to a page which lets you select and manage consignment sales and your Consignee Account. Manage Consignment Sales Page FlashConsign.com Consignee Guide Page 20 of 153

21 6.1 Managing a Consignee Account Before managing a specific consignment sale, it is suggested that you verify and/or update the information for your Consignee Account. To do this, click on the name of the Consignee Account in the tree. You may need to expand some levels of the tree to view this. Clicking on the Consignee Account name will populate the rest of the screen with appropriate options based on what you selected. Populated Manage Consignment Sales Screen After selecting the Consignee Account from the tree in the top-left corner, available actions will be shown along the lower-left part of the screen, broken down by sections. Click on a section name to expand that section in order to access the available options within. FlashConsign.com Consignee Guide Page 21 of 153

22 6.1.1 Update Contact Information It is a good idea to periodically verify that the Contact Information is correct for the account. This information is what will be displayed to consignors for the consignment sales for this account as contact information for your organization. Use the Update Contact Information link to make changes, if needed. Selecting to Update Contact Information for a Consignee Account The Update Contact Information Form Enter values in the input fields, using the icons for help as needed. Select the Save Changes button when finished. FlashConsign.com Consignee Guide Page 22 of 153

23 6.1.2 Specify a Time Zone You can indicate to the system the time zone in which your consignment sale resides. To do this, first select your organization s name by clicking on it, and then select to Update Time Zone in the Account Management section on the left side of the screen. Selecting to Update the Time Zone for an account Use the selector that appears on the right side of the screen to select the applicable time zone for your consignment sale, and save your changes. Changing the Time Zone FlashConsign.com Consignee Guide Page 23 of 153

24 6.2 Manage Settings Select the Update Settings option to manage the available settings for the consignee account. The Update Settings Option Reply-To Address The Reply-To address for the consignee account is an address where you would like to receive replies to system-generated s. For example, if the system sends a worker a reminder about a job they have signed up for, that worker can reply directly to that by using the Reply button. This reply will be automatically routed to the reply-to address you configure here. Please Note: If there is no reply-to address configured for the consignee account, replies (such as the example above) will be routed to the FlashConsign noreply account and will never be received by anyone. Updating the Reply-To Address FlashConsign.com Consignee Guide Page 24 of 153

25 Signature The signature for a consignee account is specially-formatted text that can optionally be added to the end of all system-generated s that are sent to your consignors/workers/contacts/etc. Viewing the Signature on the Update Settings Page Use the Edit Signature button to open a popup window which has a WSYISYG editor to configure the signature. Editing the Signature Make desired changes and select the Save button to save your changes. You may need to then select the Refresh button to view the updates on the Update Settings pane. FlashConsign.com Consignee Guide Page 25 of 153

26 6.3 Manage Logos You have the option to upload a logos for your organization. This is not required, but if you upload logos, they can be used to brand various aspects of the FlashConsign system. Select the Manage Logos option to manage the logos for the consignee account. Manage Logos for a Consignee Account Select the Browse button for the type of logo you wish to upload, and then navigate to find the logo file to upload. Only JPG, GIF and PNG images are valid. Once you ve selected the image file, select the Upload button to begin. Depending on the size of the logo file, it may take a few seconds to complete. Uploading a Consignee Logo Account Logo The Account Logo will be displayed on the Member Home Page for your consignors, and is also used as the default logo for the entire account. For example, if a Tag Logo is not available, the Account Logo may be printed on the Item Tags (if the tag style includes a logo) Tag Logo The Tag Logo will be printed on item tags for tag styles that include a logo. If no Tag Logo is uploaded, the Account Logo will be substituted. If neither logo has been uploaded, no logo image will be included on item tags. FlashConsign.com Consignee Guide Page 26 of 153

27 6.4 Manage Editors An Editor is a user that has been authorized to manage an account by the Owner of that consignee account. Please Note: Authorized Editors are able to perform almost any action than the Owner of the account can perform. Therefore, it is suggested that you carefully consider who is authorized as an Editor for the account. Select the Manage Editors option to view and manage the Editors for the account. Option to Manage Editors for a Consignee Account Selecting this option will open a pane which allows you to view current Editors and revoke their authority, if desired. This pane also provides a form which allows you to authorize a new Editor. Just enter the address for the new Editor and submit. The address must exactly match the address on an active FlashConsign member account. Authorizing a new Editor for a Consignee Account FlashConsign.com Consignee Guide Page 27 of 153

28 6.5 Manage Employees An Employee is a user that has been authorized to manage limited aspects of a consignee account by the Owner of the account. Please Note: Employees are only applicable for Retail consignment sales. Employees are authorized to manage consignors and perform sale transactions, but are restricted from modifying any configurations for an account or consignment sale. Select the Manage Employees option to view and manage Employees for the account. Option to Manage Employees for a Consignee Account Selecting this option will open a pane which allows you to view current Employees and revoke their authority or change their password, if desired. This pane also provides a form which allows you to authorize a new Employee. Just enter the address for the new Employee and submit. The address must exactly match the address on an active FlashConsign member account. Authorizing a new Employee for a Consignee Account Alternatively, this pane also allows you to create a new member account and automatically authorize that new account as an Employee for the consignee account. Select the Create Employee User Account button to create the new Employee account. The Create Employee User Account Button FlashConsign.com Consignee Guide Page 28 of 153

29 Selecting this button will open a dialog box which will allow you to enter the details for the new Employee account. Create Employee User Account Dialog Box Carefully enter the details for the new Employee account and select the Create Employee button to submit. This will cause the new account to be created (generating a password if you did not provide one in the form) and an will be sent to the new owner of the Employee account with instructions on how to log in, including their new password. FlashConsign.com Consignee Guide Page 29 of 153

30 6.6 Manage Notification Settings The FlashConsign system sends notification s based on certain trigger events. By default, these notification s are sent to the Owner and Editor(s) for the consignee account. Additional addresses can be configured to also receive these notification s. Select the Manage Notifications option to modify these settings. Manage Notification Settings for a Consignee Account Selecting this option will open a pane which has a form to enter additional address(es) to receive notification addresses. Enter additional addresses, one per line, and select the Save Changes button to submit. Entering Additional Notification Addresses Please Note: The entry field for notification addresses will automatically expand as you enter more addresses. An unlimited number of additional addresses is supported. FlashConsign.com Consignee Guide Page 30 of 153

31 6.7 Manage Job Categories A Job Category is a job that someone performs at your consignment sale, such as a Cashier. Zero or more Job Categories are associated to the Consignee Account, and these are shared across all consignment sales for that account. This means that you perform this step one time, and then you reuse Job Categories for all subsequent consignment sales. Select the Manage Job Categories link on the left side of the screen after selecting the consignee account from the tree. Selecting to Manage Job Categories Selecting this link will display a pane on the right side of the screen which will allow you to add, edit, delete, and manage job categories. Managing Job Categories FlashConsign.com Consignee Guide Page 31 of 153

32 6.7.1 Add a New Job Category Select the Add New Job Category button to create a new job category. Adding a new Job Category Please Note: Carefully select or not select the This is a CASHIER job category check box. If this Job Category is for jobs where the worker will use the FlashConsign software to check out customer purchases, then check this box. For all other job types, do not check this box. Checking this box will allow FlashConsign to automatically request that workers view the Cashier Training video online prior to their shift Edit or Delete a Job Category If you need to change details for or delete a Job Category, select the Edit or Delete buttons. Edit and Delete Buttons for a Job Category FlashConsign.com Consignee Guide Page 32 of 153

33 6.7.3 Job Category Manual Each Job Category can also have a Manual defined for it. A Job Category s Manual is rich text provided by the users of the Consignee Account as a how-to guide for those who sign up for a job in that category. The content of each Manual for each Job Category is completely up to the Editors of the Consignee Account. You may decide to not use the Manual for Job Categories, or you may decide to create a Manual for each one. While managing Job Categories, you will see two buttons next to each Job Category related to the Manual for that category. One button allows you to Edit the Manual, and the other one lets you View the Manual. Edit Manual and View Manual Buttons for a Job Category FlashConsign.com Consignee Guide Page 33 of 153

34 Edit the Manual of a Job Category Selecting the Edit Manual button will open a popup window with a rich text editor that allows you to edit the Manual for the Job Category. Editing a Job Category s Manual Please Note: The contents of the Manuals for Job Categories will be visible to all Editors of the Consignee Account, as well as to any Worker who is assigned to a future Job that has that Job Category. FlashConsign.com Consignee Guide Page 34 of 153

35 View the Manual of a Job Category Selecting the View Manual button will open a popup window which will show the actual content of the Manual for the Job Category. This window can be printed, if desired. Viewing the Manual of a Job Category FlashConsign.com Consignee Guide Page 35 of 153

36 6.7.4 Job Category Worker Agreement Each Job Category can optionally have an associated Worker Agreement. This is an agreement that must be read and accepted by a worker prior to that worker signing up for a job in that category. Use the View Worker Agreement button to view a worker agreement for a job category. Please Note: If a Job Category does not have a Worker Agreement, then a worker will be able to sign up for a job with that category without indicating acceptance Add or Edit a Worker Agreement Use the Edit Worker Agreement button for a Job Category in order to edit its contents. Edit Worker Agreement Button Selecting this button will open a window which allows you to add or change the content of the Worker Agreement. Use this window like a basic word processor and save when you are done. Editing a Worker Agreement for a Cashier Job Category FlashConsign.com Consignee Guide Page 36 of 153

37 6.8 Manage Item Flags An Item Flag is a marker which can be added to an Item at your consignment sale to flag it with some meaning. For example, if your sale restricts the categories of items allowed for sale, you may create an item flag which identifies items which do not comply with those categories. Similarly, if you specify certain quality standards, you may create several item flags to indicate violations of those standards. Item flags don t have to be for bad reasons. You may want to flag when an item is sold to a member as opposed to someone from the general public. To manage Item Flags for the Consignee Account, select the Manage Item Flags option. Manage Item Flags Link Selecting this link will open the Manage Item Flags pane on the right side of the screen Add New Item Flag Use the Add Item Flag button to add a new Item Flag. Adding a new Item Flag FlashConsign.com Consignee Guide Page 37 of 153

38 6.8.2 Edit or Delete an Item Flag Use the Edit and Delete buttons next to an existing Item Flag if you need to change or remove it Using Item Flags Generate a Scan Sheet Items are flagged by scanning an item flag at your consignment sale. Use the Generate Scan Sheet button to open a PDF file to print and scan at your sale. Printing the Item Flags Scan Sheet Item Flags Scan Sheet Sample FlashConsign.com Consignee Guide Page 38 of 153

39 6.9 Managing Contacts A Contact is an address of someone who has indicated interest in receiving updates about your consignment sales via . A Contact can be added in a number of ways: Self-Signup on the Signup page for your consignment sale (with optional New Parent flag) A Consignor who has joined your consignment sale A Worker who has signed up for a job at your consignment sale A Customer who has made a purchase and provided their address at your sale You can view and manage Contacts by selecting the Manage Contacts option. Manage Contacts Option When you select the Manage Contacts option, the Manage Contacts pane will open on the right side of the screen. This pane will allow you to view, edit, contact and export contacts Filter Contacts There are several Filter options above the table of Contacts. Select these Filter options to adjust which contacts are displayed in the table below. Changing the Contacts Filter Selection FlashConsign.com Consignee Guide Page 39 of 153

40 Contacts Use the Contact toolbar option if you would like to send am to one or more of the Contacts. Selecting this menu item will display a sub-menu. If you would like to only the selected Contact(s), select the Selected Contact(s) option. If you would like to all of the Contact(s) currently displayed based on the current Filter selections, select the Displayed Contact(s) option. If you would like to all of the Contact(s) associated with this Consignee Account, select the All Contact(s) option. Selecting a Contact Method Export Contacts Contacts can be exported as either a comma-delimited list (useful for copy/paste into an s TO field) or as an Excel spreadsheet. For both types of export, you have the same options as described in the previous section for which Contact(s) are exported. Selecting an Export Method Delete Contacts To delete one or more contacts, first select the Contacts in the table (hold the Ctrl/Shift keys to select more than one) and then select the Delete Contact(s) button. The Delete Contact(s) Button FlashConsign.com Consignee Guide Page 40 of 153

41 6.10 Manage Electronic Seller Agreement You have the option to enable an electronic seller agreement for your consignment sale. If an agreement is enabled, consignors will be forced to first view and then agree to the seller agreement you configure before being allowed to submit their application. You will first need to enable an electronic seller agreement, and then you can edit its contents. To enable the use of an electronic seller agreement, first select your sale and then select the Manage Seller Agreement option in the Pre-Sale section of actions on the left side of the screen. Selecting to Manage Seller Agreement Next, select the Enable Electronic Seller Agreement button, and confirm this is what you want to do. Enabling an Electronic Seller Agreement Finally, select to Edit the contents of the seller agreement. This will open an editor where you can place the content. Be sure to save your changes. Selecting to Edit an Electronic Seller Agreement for a Sale FlashConsign.com Consignee Guide Page 41 of 153

42 Editing an Electronic Seller Agreement After saving the contents of the seller agreement, the Manage Seller Agreement pane will be updated to show the changed seller agreement. Viewing the Seller Agreement Contents FlashConsign.com Consignee Guide Page 42 of 153

43 7 Set up a new Consignment Sale After a consignment sale is initially created, it still must be set up. The first step in setting up a new consignment sale is to select it in the tree after selecting the Manage Consignment Sales button from the Member Home page. Selecting a Consignment Sale to Manage Selecting a consignment sale in the tree will populate the other panes on the screen with options specific to that consignment sale. The Manage Consignment Sale Screen FlashConsign.com Consignee Guide Page 43 of 153

44 7.1 Verify and Update Consignment Sale Details When the consignment sale was first created, certain options were selected at that time. If you find that you need to change any of the selections, select the Edit this Sale option. Selecting to Edit a Consignment Sale When you select the Edit this Sale option, it will open the Edit Sale pane on the right side of the screen. Editing a Consignment Sale FlashConsign.com Consignee Guide Page 44 of 153

45 7.1.1 Set a Date for Job Signups to Begin It is important to note an additional field available when editing a consignment sale. There is a field named Jobs Open Date which is optional, meaning you do not have to provide a value for this field. This field allows you to specify a date on which job signups become available for this consignment sale. Leaving this field blank indicates that jobs should be available for signup as soon as they are created. For example, if you would like members of your organization to be able to view jobs for the entire month of June but to not be able to actually sign up for the jobs until July 1, you would want to create the jobs prior to June, so that they are available for viewing, but set the Jobs Open Date to July 1 st of that year Set Item Price Restrictions Many consignment sales place restrictions on the price of the Items sold at the sale. For example, you may want to set a minimum price of $1.00 with price increments of $0.25. Using the Edit Sale functionality, you can easily specify one, both or none of these restrictions using the Price Increment and Minimum Price fields. Price Increment and Minimum Price fields Set the Default Keep Percent You will need to configure the default percentage that your organization keeps from sales of items at your consignment sale. This is the default value that will be applied to all consignors unless overridden for specific consignors. Keep Percent of 35% to the Organization Important: The value you enter here is the amount that your organization keeps from each sale, and is NOT the amount returned to the consignor. FlashConsign.com Consignee Guide Page 45 of 153

46 7.1.4 Set the Default Items Limit By default, consignment sales will allow each consignor to add an unlimited number of items. This setting can be changed to limit the number of items that consignors are allowed to add. Sale-Default Items Limit of 1000 Items per Consignor Sale-Default of Unlimited Items per Consignor This setting can also be overridden on a consignor-by-consignor basis, with the sale default applied to consignors that do not have custom settings applied. FlashConsign.com Consignee Guide Page 46 of 153

47 7.2 Set the Physical Location (Address) of the Consignment Sale You will want to be sure to specify an address of where the consignment sale will be held. This address will be shown to consignors, workers and the general public. Use the Edit Sale Location option provide or modify the location of the consignment sale. Editing the Location of a Consignment Sale 7.3 Manage Consignment Sale Dates (Seasonal Sales Only) Even if you correctly identified each date your consignment sale will be held on when you created the sale, you will want to edit each sale date to provide additional details, such as start and end time(s) as well as any discounts offered on particular day(s). Select the Manage Sale Dates option to manage the dates for the consignment sale. Managing Dates for a Consignment Sale Selecting the Manage Sale Dates option will open a pane on the right side of the screen which will let you add, remove and edit dates for your consignment sale. Managing a Consignment Sale Date FlashConsign.com Consignee Guide Page 47 of 153

48 7.4 Select Item Sizes You will need to select Item Sizes which are valid for items sold at your consignment sale. To do this, select the Select Item Sizes option. Selecting Item Sizes Selecting this option will open a pane on the right side of the screen which allows you to select each individual Item Size which you will permit at the consignment sale. Please Note: You must select each individual size that is valid for the consignment sale. To select Item Sizes, check the box next to each one and then select Save Changes. Selecting Item Sizes for a Consignment Sale FlashConsign.com Consignee Guide Page 48 of 153

49 7.5 Select Item Categories You will need to select Item Categories which are valid for items sold at the consignment sale. To do this, select the Select Item Categories option. Selecting Item Categories Selecting this option will open a pane on the right side of the screen which allows you to select each individual Item Category which you will permit at the consignment sale. Please Note: You must select each individual category that is valid for the consignment sale. To select Item Categories, check the box next to each one and then select Save Changes. Selecting Item Categories for a Consignment Sale FlashConsign.com Consignee Guide Page 49 of 153

50 7.6 Publish Files for a Consignment Sale You may need to distribute one or more files for your consignment sale. FlashConsign not only makes this easy, but it also lets you tailor the audience for each file. To get started publishing files for the consignment sale, select the Manage Files option. Managing Files for a Consignment Sale Selecting the Manage Files option will open a pane on the right side of the screen which allows you to upload files and to indicate the appropriate Audience for each file. To add a new File, use the Add New File form in this pane. Adding a new File for a Consignment Sale Once you have added one or more Files, you can also view and manage those Files in this pane. File Details Table FlashConsign.com Consignee Guide Page 50 of 153

51 7.6.1 File Audience There are three different populations you can target with files. This is known as the Audience for the file. Each file can be targeted to zero or more populations. Consignors This population consists of the consignors/sellers for this consignment sale. Files for this population will be listed when the consignor views the details of this sale after logging into their account. Workers This population consists of those who have signed up to work one or more jobs/shifts at your consignment sale. Files for this population will be listed when the worker views the details of an assigned job. Public This population is anyone who visits the signup page for this consignment sale. Files will be listed here and available to anyone, including anonymous visitors. Therefore, please be cautious when using this population option to avoid dissemination of information that you wanted to keep private. To change the population selections for a File, either check or uncheck the checkbox next to the desired option. Please Note: There is no need to submit or save these changes to the audience/population for Files. Your changes are saved immediately Edit or Delete a File In addition to modifying the audience/population for Files, you can use the Edit and Delete buttons next to each File if you wish to modify or remove the File. File Action Buttons Test-Download a Sale File To test-download a file, select the hyperlink for that file. Downloading a Sale File FlashConsign.com Consignee Guide Page 51 of 153

52 7.7 Manage Sale Jobs Running a consignment sale is a lot of work, and it takes a lot of people to make it happen. Organizing all those people can be difficult, but FlashConsign makes it simple. Earlier in this guide you learned how to create Job Categories, which apply across all of the consignment sales for your Consignee Account. Now it s time to use those categories to create jobs/shifts for this specific consignment sale. To get started, select the Manage Jobs & Workers option. Managing Jobs & Workers for a Sale When you select this option, a pane will open on the right side of the screen. This pane will contain a grid/table which shows all of the Jobs you have defined, and the workers assigned to those Jobs, if any. If you have not yet defined any Jobs for this consignment sale, the table will be empty. Consignment Sale with Zero Jobs FlashConsign.com Consignee Guide Page 52 of 153

53 7.7.1 Filter Displayed Jobs Some consignment sales will have many, many jobs, and the list of these jobs can become difficult to manage. To help alleviate this problem, you can use Filters. Filters allow you to restrict the display of Jobs to only those you wish to see. You can use multiple Filters at the same time to quickly display just what you need. To apply different Filter settings, simply make different selections from the Filter drop-down selectors above the Sale Jobs Table. The results will be reflected immediately in the table below, although it may take a few seconds for the results to actually update and display as the Filter is being applied. Filter Selections to show only Open Jobs with the Cashier Helper Category on any date Filter Selections to show only Assigned Jobs in any Category on July 29th Filter Selections to show all Open jobs in any Category that are Private on any date FlashConsign.com Consignee Guide Page 53 of 153

54 7.7.2 Add New Jobs Select the Add New Job button to create one or more new Jobs for this consignment sale. When you open the Add Job dialog box, you will see a drop-down selector for the Job Category. Clicking this selector will display a list of Job Categories for this Job. You will notice this list contains all the categories you created for this Consignee Account. Selecting a Job Category for a new Job After selecting the Job Category for the new Job, select a Date, Start Time and End Time for the Job, all by clicking on the fields. Please Note: Only date(s) you have added for this sale will be available in the Date selector. If a different date is needed, select the [Other] option and select the appropriate date. Entering a Job Date that is not a Sale Date FlashConsign.com Consignee Guide Page 54 of 153

55 Adding Multiple Jobs At Once If there is a need for multiple identical Jobs/Shifts, you can easily create multiple Jobs by increasing the Job Count field. When you are finished adding all of the details for this new Job, select the Create Job button. Adding a New Job for a Consignment Sale The new Job(s) will be immediately visible in the table of Jobs for the consignment sale. List of Jobs for a Consignment Sale FlashConsign.com Consignee Guide Page 55 of 153

56 Customizing the Add Sale Job Form Many times, a consignment sale will have tens or even hundreds of jobs to enter. To make this work as easy and as fast as possible, the Add Sale Job form is customizable to allow you to indicate which field(s) to keep as entered so that the same value(s) can be used to create the next job. Select the desired Keep checkboxes to indicate which value(s) to retain after submitting the form. Of course, the Add another Job after this one checkbox must be checked in order to the Keep checkboxes to apply. Customizing the behavior of the Add Sale Job form FlashConsign.com Consignee Guide Page 56 of 153

57 7.7.3 Job Types Each job has a specified Job Type. This type defines how the job is assigned. The Job Type selector in the Add Sale Job form allows you to categorize the type of this job. Job types are as follows: Normal This job type allows anyone to sign up. Most jobs will be of this type. A job type of Normal indicates that a Job can be viewed by the general public, who can then sign up for the Job. There are no restrictions on signing up for a Normal Job. Restricted This job type can only be viewed and selected to sign up by authorized Editors for the consignee account. This type of job is useful to manage the leadership positions at the sale without having public view of those positions. A job type of Restricted indicates that a Job can only be viewed by the Editors authorized for the consignment sale. These Editors will still need to log in to their member accounts and sign up for Restricted job(s), just like any other Job. In other words, the only difference between a Normal Job and a Restricted Job is that Restricted Jobs are only included in the table of Open Jobs for a Sale if the logged-in user is an Editor for the consignment sale. Private This job type may only be assigned to a worker by an authorized Editor for the consignee account. This type of job is useful for those jobs that are intended for specific individuals or if you would like to have more control over who is assigned the jobs, such as Cashier positions (to be sure that those working the shifts are efficient). A job type of Private indicates that a Job will never be included in the table of Open Jobs. This type of Job must be assigned by an Editor of the consignment sale through the Manage Jobs & Workers functionality. FlashConsign.com Consignee Guide Page 57 of 153

58 7.7.4 View Job Details To view full details about a particular job, click on the Job s row in the table of sale jobs. Selecting a Job in the Sale Jobs Table Clicking on a Job in the Sale Jobs Table will load the details of that job in the pane underneath the Sale Jobs Table. Viewing Full Details for a Sale Job Tip: You can change the size of the panes on the page by dragging the resize bar. Resizing a Pane FlashConsign.com Consignee Guide Page 58 of 153

59 7.7.5 View the Worker for a Job To view details about the assigned worker, if any, for a Sale Job, first select the Job in the Sale Jobs Table, as described in the previous section. Next, select the Worker tab in the Job Details pane that appears below the Sale Jobs Table. Worker Details for a Job without a Worker FlashConsign.com Consignee Guide Page 59 of 153

60 7.7.6 Assign a Worker to a Job An Editor of the consignment sale can assign a worker to any open job. To assign a worker to an open job, first select that Job in the table, which will display the details of the Job in the pane below the table. Then, select the Worker tab. This will have a message to indicate that there is no assigned worker, but it will also have a form you can use to assign a worker. Job Details for an Unassigned Job, Showing form to assign a Worker Enter the exact address of the worker you wish to assign the Job in the form and submit. If an account with the address provided does not exist, you will be shown an error message. Otherwise, the worker will be assigned and they will receive an to confirm this. Tip: A worker cannot be assigned to a job that already has a worker assigned. You must first release the existing worker and then assign a new worker, if desired. FlashConsign.com Consignee Guide Page 60 of 153

61 7.7.7 Contact Workers FlashConsign makes it easy to contact Workers via . There are two options. You can either select one or more Jobs in the Sale Job Table and then contact only those Workers, or you can contact all Workers for all assigned Jobs for this consignment sale. Selecting a Contact Method for Workers Selecting either of these options will open a dialog box which lets you specify a Subject and a Message to send to the selected Worker(s). In addition, you can copy yourself and the owner of the Consignee Account, if desired Job Reports There are several options available for viewing Jobs Reports for a consignment sale. You can access these reports using the Jobs Report toolbar menu on the Sale Jobs Table. Selecting a Jobs Report The selected Jobs Report will open in a printable, popup window or Microsoft Excel depending on the type of report you selected Export Worker Information Use the options under the Export toolbar option to export worker data for your sale. Export Options FlashConsign.com Consignee Guide Page 61 of 153

62 Lock Jobs A Locked job is a job that is still displayed for signup, but a Locked job cannot be selected for signup. However, a Locked job can be assigned to a worker by an Editor. The ability to lock jobs can be useful to restrict signup for jobs that are not critical to your sale in order to first fill up critical shifts before unlocking the non-critical jobs. Also, you may consider locking jobs that you want to hand-pick from those individuals who express interest. Please Note: All Editors for the sale will receive an notification if a potential worker expresses interest in a locked job. Use the options under the Edit toolbar option to lock/unlock selected jobs. Options to Lock/Unlock Sale Jobs Job Groups Each job for your sale can optionally have a Job Group defined. Job Groups are used to associate jobs with one another in order to easily filter jobs to view and manage. For example, if your sale jobs are split into three time shifts, then you may consider assigning job groups of Morning, Lunch, and Afternoon. Or, perhaps you want to mark certain jobs as noncritical to easily find them to lock/unlock. The Job Group can be specified when adding the job, or when editing the job. Job Group when Adding a Sale Job Job Group when Editing a Sale Job FlashConsign.com Consignee Guide Page 62 of 153

63 Print Worker Address Labels The Print toolbar option provides the ability to generate a PDF which is formatted for printing on standard Avery labels. Generating Address Labels PDF Each label generated using these options will include the worker s name and address, suitable for mailing. FlashConsign.com Consignee Guide Page 63 of 153

64 7.8 Select a Tag Style FlashConsign provides several different styles of Tags for you to select for your consignment sale. Use the Change Tags Style link after selecting the consignment sale in the tree to select a tag style. Change Tag Style for a Consignment Sale Selecting this option will open a pane on the right side of the screen which will allow you to view and configure a Tag Style for this consignment sale. First, select a Style using the drop-down selector. This will display a sample of that style below the form. Then, select the number of tags Down and Across. Please Note: Different Tag Styles will have different restrictions for how many tags down/across are allowed, and some styles do not allow you to configure these values. When you have made your selections, select the Change Tag Style button to save your changes. Changing Tag Style for a Consignment Sale FlashConsign.com Consignee Guide Page 64 of 153

65 7.9 Manage Sale Fees Sale Fees allow you to easily charge fee(s) to your consignors. Not only are these fees indicated to consignors prior to signing up for your sale, but they are automatically deducted from Consignor settlement amounts and listed in the sale statistics. Use the Manage Consignor Fees option to work with fees for the consignment sale. Managing Consignor Fees for a Consignment Sale Selecting this option will open a pane on the right side of the screen which allows you to view and manage the fees for the consignment sale. There are two types of fees for a consignment sale: Registration Fees and Settlement Fees. FlashConsign.com Consignee Guide Page 65 of 153

66 7.9.1 Registration Fees Registration Fees are collected when a consignor joins the consignment sale. By default, registration fees are tracked manually, but this can simply be ignored, if registration fees do not apply for the consignment sale Track Registration Fee Payment Payment of Registration Fees is tracked with each Consignor in the Consignors table. Fee Payment Flag for a Consignor Fee payment information is also available on the consignor s Details tab, which is displayed by selecting the consignor in the consignors table. Registration Fee Payment Details Use the Change link ( ) to manually indicate that registration fees for this consignor are paid or not, and to provide notes, as applicable. This option is also available under the Consignors option in the toolbar above the Consignors table. Mark Fees Paid/Not from the Consignors Toolbar FlashConsign.com Consignee Guide Page 66 of 153

67 Collect Registration Fees With PayPal If desired, registration fees can be automatically collected via your PayPal business account, which you can obtain for free if you do not already have one. FlashConsign integrates with the PayPal Express Checkout API to provide a seamless, integrated experience for your consignors. Tip: You can configure your PayPal account to not require your consignors to create an account, they can just enter their payment information without creating an account. Please review the PayPal customer support information for details regarding configuring your PayPal account. To set up PayPal registration fees collection, select the Configure a PayPal Registration Fee button. Button to configure a PayPal Registration Fee When you select this button, you will need to confirm that you want to replace your existing fee tracking method (Manual Tracking most likely) with a PayPal payment. All fields in this form are required. Be sure to copy/paste the PayPal values carefully to ensure that the integration with FlashConsign is error-free. Configuring a PayPal Registration Fee The Name and Description of this registration fee can be anything you want. These will be displayed to consignors who are charged this fee. FlashConsign.com Consignee Guide Page 67 of 153

68 The Fee Amount is the amount of this fee that will be charged to each consignor. The Mode allows you to test this feature with the PayPal sandbox before making the fee live. If you are not familiar with the PayPal sandbox, you can learn more on the PayPal website. Or, you can simply select Live mode. The three PayPal account fields in this form correspond to the three API Credentials that you will obtain on the PayPal website. To find these values, first log in to your PayPal account. Next, select Profile->More Options. Next, select My Selling Tools from the left-hand navigation. Then, select the Update link under the API Access section. FlashConsign.com Consignee Guide Page 68 of 153

69 FlashConsign.com Consignee Guide Page 69 of 153

70 Next, either Create or View the API Signature. Finally, copy and paste the API Credentials from the PayPal site into the FlashConsign form. FlashConsign.com Consignee Guide Page 70 of 153

71 7.9.2 Settlement Fees Settlement Fees are fees that are charged to consignors at time of settlement and are deducted from the amount due to each consignor. Select the Add Settlement Fee button to add a new Settlement Fee which will be charged to each consignor. The Add Settlement Fee Button When you select the Add Settlement Fee button, a dialog box will open which will allow you to enter the details for the new fee. Adding a new Settlement Fee to a Consignment Sale Important: The Amount and the Minimum Sales Threshold can not be changed once a Settlement Fee has been created. For existing Settlement Fees, you can use the Edit and Delete buttons to manage the Fee. However, it is important to note that only the Name and Description for a Fee may be edited after it is created. If the Amount of the Minimum Sales Threshold needs to be changed for a Fee, that fee must first be deleted and then a new Fee created in its place. Managing an existing Sale Fee Please Note: Settlement Fees can be overridden at the consignor level on the consignor s Sale Fees tab after selecting a consignor in the table of consignors. FlashConsign.com Consignee Guide Page 71 of 153

72 7.10 Configure Security Settings and Sale Options The FlashConsign system is highly-configurable. It is important to take time to understand and configure the myriad options available. These settings change the behavior of the FlashConsign online system and/or the FlashConsign POS Client Application. To view and change settings for the consignment sale, select the Configure Sale Options option. This will display the current configurations for the sale in the pane on the right side of your screen. Configure Options for a Consignment Sale Viewing Consignment Sale Options There are many settings that can be configured, each with its own checkbox. Check or un-check these boxes to configure the consignment sale. Please Note: Checking or un-checking the checkboxes in the Security Options section will automatically save your changes. FlashConsign.com Consignee Guide Page 72 of 153

73 Security: Change Item Price in POS Mode This security setting allows you to configure whether or not an administrator (Editor) password is required when a cashier, operating the POS Mode either online or in the POS Client Application, attempts to manually change the price of an item. The default setting is to require an administrator/editor password in order to change an item s price in POS Mode. This adds an extra layer of protection against a cashier changing the price of an item when it should not have been changed. Sample Security Setting Security: Change Discount Mode in POS Mode This security setting allows you to configure whether or not an administrator (Editor) password is required when a cashier, operating in the POS Mode either online or in the POS Client Application, attempts to change the Discount Mode for the POS station. The default setting is to require an administrator/editor password in order to change the current discount mode, preventing a cashier from either providing discounts that should not be provided, or not providing discounts when they should be. Sample Security Setting Security: Allow only Consignors as Workers This security setting allows you to specify that only approved consignors may sign up for jobs for that consignment sale. The default setting is to require that all workers be approved consignors for the consignment sale. Simply un-check this security option in order to allow anyone to sign up for a job for this consignment sale. Sample Security Setting FlashConsign.com Consignee Guide Page 73 of 153

74 Payment: Allow Cash Payments This setting allows you to specify whether or not Cash payments are accepted at your sale. The default setting is to allow cash payments. Un-check this option to not allow cash payments. Sample Payment Setting Payment: Allow Check Payments This setting allows you to specify whether or not Check payments are accepted at your sale. The default setting is to allow check payments. Un-check this option to not allow check payments. Sample Payment Setting Payment: Allow Credit Payments This setting allows you to specify whether or not Credit payments are accepted at your sale. The default setting is to allow credit payments. Un-check this option to not allow credit payments. Sample Payment Setting Payment: Allow Other Payments This setting allows you to specify whether or not Other payments are accepted at your sale. The default setting is to allow other payments. Un-check this option to not allow other payments. Sample Payment Setting FlashConsign.com Consignee Guide Page 74 of 153

75 Payment: Require Payment Details for Cash Sale Purchases This setting allows you to specify whether or not a cashier must provide additional payment details when a customer at your consignment sale makes a purchase using cash as payment. The default setting is to require that a cashier provide additional information. Simply un-check this option in order to allow a cashier to complete a cash checkout without providing additional information. Sample Payment Setting Payment: Require Payment Details for Check Sale Purchases This setting allows you to specify whether or not a cashier must provide additional payment details when a customer at your consignment sale makes a purchase using a check as payment. The default setting is to require that a cashier provide additional information. Simply un-check this option in order to allow a cashier to complete a check checkout without providing additional information. Sample Payment Setting Payment: Require Payment Details for Credit Card Sale Purchases This setting allows you to specify whether or not a cashier must provide additional payment details when a customer at your consignment sale makes a purchase using a credit card as payment. The default setting is to require that a cashier provide additional information. Simply un-check this option in order to allow a cashier to complete a credit card checkout without providing additional information. Sample Payment Setting FlashConsign.com Consignee Guide Page 75 of 153

76 Payment: Require Payment Details for Other Sale Purchases This setting allows you to specify whether or not a cashier must provide additional payment details when a customer at your consignment sale makes a purchase using other as the payment type. The default setting is to require that a cashier provide additional information. Simply un-check this option in order to allow a cashier to complete an other checkout without providing additional information. Sample Payment Setting Payment: Include Payment Details on Customer Receipts This setting allows you to specify whether or Payment Details (if available) will be included on printable customer receipts upon checkout at your consignment sale. If you will direct cashiers to save sensitive information in this field upon checkout, then you may not want it printed on the customer s receipt. Otherwise, it may be beneficial for the information to be included. The default setting is to include payment details on the customer receipt if it is available. Sample Payment Setting FlashConsign.com Consignee Guide Page 76 of 153

77 POS: Allow Quick-Manual Item Entry This setting allows you to specify whether or not the quick-manual item entry method is available in the POS Client application. The quick-manual entry method is very useful when your sale allows a mixture of scannable tags as well as handwritten tags. However, if you do not expect any handwritten tags, this method should be disabled. Sample POS Setting POS: Allow Duplicate Items In Purchases This setting allows you to specify whether or not the POS will allow duplicates of a single item in a single transaction. By default, the POS will not allow duplicate items in a single transaction. If you un-check this box, the POS will allow duplicate items, but will provide a warning to the cashier before checkout can proceed. Allowing duplicate items allows for a single item tag to be used for many physical items. This can be useful for selling bottles of water, or similar items at your sale, where you can simply provide a scan sheet of item tags to each cashier to sell as many times as needed. Sample POS Setting POS: Enable/Disable KCC Barcodes Support This setting allows you to specify whether or not the POS is configured to support KCC barcodes. Important: Support for KCC barcodes requires the use of the Firefox browser, and it places additional demand on the computer running the software. If KCC barcodes are not expected at your sale, it is highly recommended that this option remain checked, which is the default. Sample POS Setting FlashConsign.com Consignee Guide Page 77 of 153

78 Contacts: Enable/Disable New Parent Tracking This setting allows you to specify whether or not New Parent tracking is enabled in the mailing list signup form. If your sale would like to track new parents, enable this feature (default). Un-check the box to not track new parents as contacts. Sample Contacts Setting FlashConsign.com Consignee Guide Page 78 of 153

79 7.11 Manage Drop-Off Times FlashConsign allows you to optionally enable management of drop-off times for your consignors. This feature is useful to stagger consignors as they arrive to drop off their items for sale. Use the Manage Drop-Off Times link after selecting the sale in the tree to manage this feature. Managing Drop-Off Times for a Consignment Sale If you have not yet enabled drop-off time management, you will see a message that indicates this, and a button to enable drop-off times: Consignment Sale Without Drop-Off Times Management Enabled Current drop-off times are listed in the table on this page. Sale Drop-Off Times Table Use the Edit and Delete buttons for a particular time slot to modify the settings. FlashConsign.com Consignee Guide Page 79 of 153

80 Add a Drop Off Time Use the Add Drop Off Time button to add a drop-off time for this consignment sale. Adding a Drop-Off Time for a Consignment Sale Selecting this button will open a dialog box which will allow you to configure the drop-off time, including how many consignors may select this time. Adding a Drop-Off Time for a Consignment Sale Select the View Printable Report button to open a printable window which shows all of the configured drop-off times along with the consignors who have signed up for each time. This report is useful to ensure that your consignors adhere to their selected time. View a Printable Report of Drop-Off Times FlashConsign.com Consignee Guide Page 80 of 153

81 7.12 Customize Receipts FlashConsign allows you to customize the footer included at the bottom of customer receipts printed at your consignment sale. Select the Customize Receipts option to change the receipt customizations. Selecting to Customize Receipts Selecting this link will open a pane on the right side of the screen where you can see the current receipt customizations (if any) and make modifications, if desired. Use the Edit button to edit the receipt. Customizing the Footer of Customer Receipts This button will open a new window with a rich-text editor for you to make your customizations. Use this like a basic word processor and then save your changes. FlashConsign.com Consignee Guide Page 81 of 153

82 Customizing the Footer for Customer Receipts Copy Receipt Customizations If you wish to copy the receipt footer from a different consignment sale, select that sale in the dropdown selector and submit. Copying Receipt Footer Customizations Please Note: When creating subsequent consignment sales, the receipt customizations will automatically be defaulted to the value of the previous consignment sale. FlashConsign.com Consignee Guide Page 82 of 153

83 7.13 Manage Tax Rates When your consignment sale was created, a tax rate multiplier was configured. This rate can be changed by using the Edit Sale option after selecting a specific consignment sale. The Edit Sale Button Editing the Tax Multiplier for a Sale If all items sold at your consignment sale are charged the same rate of tax (or no tax at all), then this setting is all that is needed. This is a tax rate multiplier which will be applied to all items in all sale transactions. However, if your sale needs to charge different tax rates for different categories of items, you will need to create additional tax rates. When additional tax rates are defined, the tax rate shown above becomes the default tax rate, which applies when no other specific tax rates apply. FlashConsign.com Consignee Guide Page 83 of 153

84 Define Additional Tax Rates When your consignment sale needs to apply multiple tax rates to different categories of items, you will need to define one Tax Rate for each. Then, you can associate that Tax Rate with all of the applicable Item Categories for which that Tax Rate applies. To manage Tax Rates, select the Configure Tax Rates option. Configure Tax Rates Button Selecting this option will display a pane on the right side of the screen which will list your current Tax Rates (if any) as well as a listing of all Item Categories and their associated Tax Rate. Tax Rates and Item Category Associations FlashConsign.com Consignee Guide Page 84 of 153

85 Add New Tax Rates Select the Add Tax Rate button to add a new Tax Rate. This will display a dialog box with a form to specify the details of the new Tax Rate. Add Tax Rate Dialog Each Tax Rate has a Private Name and Display Name. The Private Name is a friendly name that you want to refer to this Tax Rate by. The Display Name is the name that is displayed to customers. The Tax Multiplier is a decimal multiplier that is used to calculate the tax amount. When you have finished configuring the new Tax Rate, select the Create Tax Rate button to save. FlashConsign.com Consignee Guide Page 85 of 153

86 Associate Tax Rates to Item Categories Now that you ve defined additional Tax Rates, you can associate a Tax Rate to each Item Category. First, select to Configure Tax Rates. This will display a list of all Item Categories which apply for this sale. If an Item Category is missing, be sure to include that category for this sale and then return to associate a Tax Rate. On this pane, select the applicable Tax Rate for each Item Category. Associating Tax Rates to Item Categories Please Note: Tax Rate associations are saved automatically. There s no need to Save anything. FlashConsign.com Consignee Guide Page 86 of 153

87 7.14 Configure Referral Options When a consignor submits an application to join your consignment sale, you have the option of presenting a customized selection of referral options. This allows you to better track how your consignors came to know about your consignment sale. Select the Configure Referral Options option for your sale in order to create the options you would like to include in this selector. Configuring Referral Options This option will open a pane on the right side of the screen which lets you specify the options that will be presented to your consignors. Configuring Referral Options Simply enter each referral option in the text area, one per line. Append an asterisk ( * ) to options which you would like to require consignors to provide additional information. In addition, if you would like to add an Other option, check the checkbox. The Other option will automatically require additional information to be provided in order for the consignor to submit their application. When you are done specifying Referral Options, select the Save Changes button to save. FlashConsign.com Consignee Guide Page 87 of 153

88 7.15 Manage Brands If your consignment sale tracks the Brand of items sold, use the Manage Brands option to configure Brand settings. The Manage Brands Option Selecting this option will open a pane on the right side of the screen which will allow you to specify an ordered set of Brands that will be options as your consignors add items to their inventory. Configuring Brands for a Consignment Sale When you have entered all of the Brand options, select the Save Changes button to save. Please Note: The Brand field must be enabled in the Add Items form in order for these Brand options to be used. FlashConsign.com Consignee Guide Page 88 of 153

89 7.16 Customize the Add Items Form The Add Items Form is used by consignors to add items to their inventory which can be sold at your consignment sale. This form can be customized to fit the needs of your consignment sale. Select the Configure Add Items Form option for a consignment sale to view current settings and make customizations. The Configure Add Items Form Option Selecting this option will open a pane on the right side of the screen which shows all current settings and allows updates to be made. Configuring the Add Items Form FlashConsign.com Consignee Guide Page 89 of 153

90 Select aspects of the Add Items form can be tailored to the needs of the sale: Item Name The maximum number of allowed characters can be adjusted. Depending on the selected tag style for this sale, it may be useful to reduce this number from its maximum, which is the default. Item Description The description field for an item can be configured to be used or not used. If it is used, it can also be configured to be required or not required. In addition, the maximum number of allowed characters can be adjusted. Depending on the selected tag style for this sale, it may be useful to reduce this number from its maximum, which is the default. Item Size The Size selector can be configured to be used or not used. Please Note: Additional Size configurations are performed in the Select Item Sizes option. Item Discount Flag By default, the Add Items form contains a selector which allows a consignor to indicate if an item is discountable as applicable for the consignment sale. This selector can be configured to be used or not used. If the selector is configured to not be used, a default value can be specified, which will be applied to all items created for the consignment sale. FlashConsign.com Consignee Guide Page 90 of 153

91 Item Donate Flag By default, the Add Items form contains a selector which allows a consignor to indicate if an item is to be donated if not sold, as applicable for the consignment sale. This selector can be configured to be used or not used. If the selector is configured to not be used, a default value can be specified, which will be applied to all items created for the consignment sale. Item Category Selector The Item Category selection is enabled by default for a consignment sale. If Item Category does not apply for a consignment sale, it can be disabled. If this selector is disabled, a default item category can be specified which will be applied to all items created for the consignment sale. Item Brand Selector The Item Brand selection is disabled by default for a consignment sale. If Brand is tracked for a consignment sale, this selection can be enabled. Additionally, if Brand is enabled, the selector can also be optionally required. Please Note: Brands are configured using the Manage Brands option. FlashConsign.com Consignee Guide Page 91 of 153

92 Item Condition Selector The Condition selection allows a consignor to indicate if an item is New or Used. This selector is disabled by default for a consignment sale. If Condition is tracked, this selection can also optionally be made required. To customize the Add Items form, make selections as desired and then select the Save Changes button. When done, select the Done button. FlashConsign.com Consignee Guide Page 92 of 153

93 7.17 Configure Automatic Seller ID Assignment By default, your consignment sale will not automatically assign seller IDs to consignors who join the sale. However, if desired, you can configure the system to automatically assign sequential seller IDs to consignors. This configuration applies across all of your consignment sales, because seller IDs are unique across all of your sales. Therefore, to configure these options, first select (click) on your organization s name, and then select the Sale Management section of options on the left side of the screen. Next, select to Manage Seller IDs. Selecting to Manage Seller IDs Selecting this option will open a pane on the right side of your screen, which will allow you to configure these options. To enable automatic seller ID assignment, select Automatic from the drop-down selector, and then select the first seller ID to use. The system will automatically choose the first non-assigned seller ID beginning with this number as new consignors join your consignment sales. Be sure to save your changes, and review the saved settings below the form. Configuring and Reviewing Seller ID Assignment FlashConsign.com Consignee Guide Page 93 of 153

94 7.18 Publish the Consignment Sale At this point, if you are following this guide from front to back, you are now ready to publish this consignment sale. When you first created this sale, it was created in an unpublished state. In this state only you and the Editors you authorized were able to view the sale. In other words, no public visitors or potential consignors and/or workers could view the sale. When you have fully configured the consignment sale, you will want to Publish it, so that it becomes available to view and sign up for. Don t Worry! You will still be able to modify your consignment sale after publishing it. To publish a consignment sale, first select the sale in the tree. This will open the Sale Details on the right side of the screen. There is a button in this pane which will let you publish this sale. Publishing a Consignment Sale Select the Publish this Consignment Sale button to publish the Sale. You will need to confirm that you are sure you want to take this action in order to proceed. After confirmation, you will notice that the Publish button has been replaced with details on when the sale was published and which user published it. FlashConsign.com Consignee Guide Page 94 of 153

95 7.19 Share the Consignment Sale Once you publish your consignment sale, it is important to share it with all of your potential Consignors, Workers and Customers. There is a link on the Sale Details pane which you can share with potential Consignors, Workers, and Customers either by placing the link on your organization s website or including it in an , or even including it in print advertisements. Consignment Sale Signup Link When you click the link text it will automatically highlight itself. All you need to do is press Ctrl-C to copy it to your clipboard, or right click it and select Copy. Then, paste into an , on to your organization s website, etc.. You can paste it directly into your browser s address bar to see where the link will take visitors. FlashConsign.com Consignee Guide Page 95 of 153

96 8 Manage Consignors Once you have Published the consignment sale and shared the signup link with potential Consignors, Workers and Customers, you will need to manage new Consignors that sign up to sell items at your sale. Before delving into the management of consignors in the FlashConsign system, it is important to visit how consignors apply and are approved to join your consignment sale. For your first consignment sale with FlashConsign, it is recommended that you configure the system to require your approval (or the approval of any Editors you configure) prior to that Consignor being approved for the consignment sale. The reason for this recommendation is so that you can individually assign one or more Seller IDs to the consignors as they apply to join the sale. If this is not your first consignment sale with FlashConsign, then you may want to still manually approve all applications, but you may also select the Auto-Approve if Returning option. This option will automatically approve Consignors who apply to join this sale who have been approved for a previous sale for your Consignee Account. As part of this auto-approve process, all nonconflicting Seller IDs assigned to that Consignor for the most recent sale, will be automatically reassigned to the Consignor. Tip: To change how consignors are approved for the consignment sale, select the Edit this Sale link after selecting the sale in the tree. If, for some reason, a Consignor is auto-approved to join your sale, but the system could not assign at least one Seller ID for that Consignor, you will receive an notification to alert you of this situation. This consignor will not be able to print tags (but can enter items) until a Seller ID is assigned. You will receive an notification if a Consignor applies to join the consignment sale and is waiting for your review of their application. In addition, you will also see an alert regarding pending Consignor applications, if any, when you first log in to your Member Account. Alert message showing Pending consignor applications FlashConsign.com Consignee Guide Page 96 of 153

97 8.1 Review Consignor Applications When a Consignor applies to join the consignment sale, and the application is not automatically approved, this application will require a review by you or one of the Editors you have authorized for the Consignee Account. Please Note: Consignors with pending applications for your consignment sale will be prevented from printing tags until their applications have been approved. These pending consignors, can, however, proceed with entering items into their inventory while still under review. To perform a review of all pending Consignor applications, first log in to your Member Account and then select the Manage Consignment Sales button in the top toolbar. Then, select the consignment sale in the tree. Once the consignment sale has been loaded, select the Manage Consignors option. This will open a new pane on the right side of the screen which will show all of the consignors for the consignment sale. Managing Consignors for a Consignment Sale Once the Consignors Pane has loaded on the right side of the screen, you can configure the Filters to only show you those consignor(s) who have applications that are pending your review. Filter Settings for Pending Consignor Applications Only Once you have filtered out all consignors except those requiring a review, you need to select one or more consignor(s) to review. You can review as many pending applications as you would like. Tip: To select more than one Consignor in the table, hold the Ctrl key on your keyboard as you click the consignors with your mouse. Two Pending Consignors Selected FlashConsign.com Consignee Guide Page 97 of 153

98 8.1.1 Approve Consignor Applications Once you have selected all of the consignor(s) you will approve, select the Review drop-down button and then select the Accept Selected Consignor(s) to approve these applications. Selecting to Accept the selected consignors This will open a dialog box which will let you specify Seller IDs for these consignors as part of the approval. Additionally, you can provide comments as you approve these applications. Approving Consignor Applications Once you have entered at least one Seller ID for each approved Consignor Application, select the Submit button. This will approve the consignor(s) and will send an to them to let them know that their applications have been approved. Tip: If you get to the Accept Consignor(s) dialog box and realize you selected too many consignors to approve, simply uncheck the checkbox next to the consignor s name and this consignor will not be included when you submit. FlashConsign.com Consignee Guide Page 98 of 153

99 8.1.2 Deny Consignor Applications Once you have selected any consignor application(s) that you wish to deny, select the Review drop-down button and then select the Deny Selected Consignor(s) option. Selecting to Deny the selected consignors This will open a dialog box which will allow you to complete the denial of the application(s). Denying Consignor Applications To complete the denial of these applications, first optionally enter comments (recommended), and then select the Submit button. If one or more of these consignors should be prevented from applying again, you should uncheck the Allow Apply Again? checkbox for their row in the table. When you submit, a notification will be sent to the consignor(s), including your Review Comments provided, if any. Tip: If you get to the Deny Consignor(s) dialog box and realize you selected too many consignors to deny, simply uncheck the checkbox next to the consignor s name and this consignor will not be included when you submit. FlashConsign.com Consignee Guide Page 99 of 153

100 8.1.3 Revoke Consignor Approval If, for any reason, you have a need to revoke approval for a consignor to join the consignment sale, simply select that consignor in the table and then select Review -> Revoke Selected Consignor. Only one consignor may be revoked at a time. Revoking a Previously Approved Application Approval Selecting this option will open a dialog box which will let you finish the revocation process. Revoking an Approved Consignor Application If you wish to prevent this consignor from applying to this sale again, uncheck the Allow Apply Again? checkbox before submitting. Important! You have the option to send a notification to this consignor to notify them that their approval has been revoked. Use the Notify Consignor via checkbox to send or not send this notification. To finalize the revocation for this consignor, select the Revoke button. This will send an notification to the consignor, alerting them to the revocation of their approval, if the checkbox was checked. FlashConsign.com Consignee Guide Page 100 of 153

101 8.2 Managing a Single Consignor Most actions you take for consignors for your consignment sale will take place for a single consignor at a time, and the steps to take each action will always start with selecting a single consignor from the list of consignors for your consignment sale Sorting the List of Consignors If your consignment sale has a lot of consignors, the list can start to become cumbersome, and it can be difficult to find a specific Consignor you would like to select. You can use the Filters above the table of consignors to limit the list, but this still may not be enough. To aid in finding a specific consignor in the table, you have the option to sort any of the columns in the table, either ascending or descending. To sort a particular column, simply click on the header for that column. Please be patient! The sort may take a few seconds to complete, especially when there are hundreds of consignors to sort. Sorting Consignors By Seller ID You will notice a small arrow icon in the column header, indicating that column has been sorted. This arrow will point Up for an ascending sort and Down for a descending sort. Once you have applied an appropriate sort to the Consignors Table, you can scroll vertically and horizontally to find the consignor you are looking for Select a Consignor to View To work with a specific Consignor, you must first click on that Consignor in the table of consignors. This will open up a pane underneath the table which shows details of the selected Consignor. Please Note: The Consignor Detail pane will be blank if you have not selected a Consignor in the table or if you select more than one Consignor in the table. Selecting a Consignor in the Consignors Table FlashConsign.com Consignee Guide Page 101 of 153

102 8.2.3 Resize the Consignor Detail Pane You may want to make the Consignor Detail Pane larger than its default size. You can do this by dragging the splitter that separates the Consignors Table from the Consignor Detail Pane. Resizing the Consignor Detail Pane FlashConsign.com Consignee Guide Page 102 of 153

103 8.2.4 Contact a Consignor There are two ways to contact a single consignor. Both start by selecting the Consignor in the Consignors Table. Once you have selected the Consignor in the table, either select the Contact tab in the Consignor Detail Pane, or the Contact Selected Consignor(s) option in the Contact menu. The Contact Tab for the selected Consignor Selecting to Contact Selected Consignors FlashConsign.com Consignee Guide Page 103 of 153

104 8.2.5 View Consignor Sales History The History tab in the Consignor Detail Pane will display all consignment sale(s) that the selected Consignor has been associated to for this Consignee Account, including their status (approved, denied, etc.). Consignor History Tab Consignor Seller IDs When a consignor s application is approved for a consignment sale, the person reviewing the application has the opportunity to assign one or more Seller IDs to that consignor for this consignment sale. Use the Seller ID(s) tab in the Consignor Detail Pane to view, add or remove Seller ID(s) for the selected Consignor. Please Note: Multiple Seller IDs should be separated by a comma in the text field. The First Seller ID in the list of multiple Seller IDs is considered the Primary Seller ID for this Consignor. Adding Seller ID A887 to a Consignor Once you have modified the Seller ID(s) for the Consignor, select the Save Changes button to save them. FlashConsign.com Consignee Guide Page 104 of 153

105 8.2.7 Customize Consignor Percent The standard percentage of sales kept by your organization is configured at the Consignment Sale Level. However, you can override this percent kept by your organization for individual consignors using the Custom Percent tab in the Consignor Detail Pane. Consignor that does NOT have a Custom Percent Use the form on the Custom Percent tab to specify a custom percentage of sales made by this Consignor that is kept by your organization. For convenience, a summary of assigned jobs and checked-in jobs is also displayed in this form. Assigned Jobs is the total number of jobs this consignor is signed up for in this consignment sale. Checked In Jobs is the total number of jobs this consignor has been checked in for this consignment sale. In addition, you can optionally enter notes for why this custom percent was applied to this consignor. These notes will be included in the consignor s settlement report. Customizing the Keep Percent for a Consignor You can also remove a customized percent for a Consignor using the Remove Custom Percent button in this form. Removing a Custom Keep Percent for a Consignor FlashConsign.com Consignee Guide Page 105 of 153

106 Auto-Adjust Consignor Percent If consignor percent for your consignment sale is based on the number of jobs worked, you can quickly update based on this criteria. To auto-update consignor percent based on number of jobs worked, select the Auto Adjust % button above the table of Consignors. Auto-Adjust Percent Button Selecting this button will open a dialog box where you can indicate the number of jobs worked and the associated percent. You can also indicate whether this operation should only consider jobs that workers were checked in. If your sale uses the worker check-in feature, this option should be checked. Step 1: Auto-Adjust Percent Details Select the Next button to view a list of consignors who fit the criteria you specified. Review the consignors, un-checking any consignors you do not want to affect. Optionally provide notes about why this percent adjustment is made (may be shared with consignor) and submit. Selecting Consignors to Auto-Adjust FlashConsign.com Consignee Guide Page 106 of 153

107 8.2.8 View Consignor Jobs The Jobs tab in the consignor details pane allows you to quickly view the job(s) that the selected Consignor is currently signed up for in this consignment sale. The Jobs Tab for the selected Consignor Not only can you view the job(s) assigned for the selected Consignor and view the check-in status for each one, but this tab will also let you release a Job, if desired. If you would like to release a Job assigned to this Consignor, just select the Release this Job button for that Job. This will open a dialog box which will let you optionally notify the worker that their job has been released, and let you include additional comments, if desired. Releasing a Worker from a Job FlashConsign.com Consignee Guide Page 107 of 153

108 8.2.9 View Consignor Inventory (Items) If you would like to view the inventory of items that a particular Consignor has associated with this consignment sale, first select that Consignor in the Consignors Table, then select the View Items button. View Items for the Selected Consignor This action will open a popup window, so please be sure that this is not blocked by your browser s popup window blocker. Viewing inventory of items for a Consignor Manage Consignor Items Editors and Employees for the consignee account can emulate a consignor in order to manage their item inventory. Each item created is tracked as being created by the real user, not the consignor. This way, items created by someone other than the consignor can be determined. Select the Manage Consignor Items option on the Items toolbar menu to emulate the selected consignor. Emulating a Consignor to Manage Items FlashConsign.com Consignee Guide Page 108 of 153

109 View Consignor Settlement History The Settlement History for the selected consignor can be viewed on the Settlement tab after selecting a consignor from the consignors table. This tab will display a summary of unsettled items, as well as a listing of all prior settlements for this consignor, if any. Unsettled Items Summary for the Consignment Sale Sample Consignor Settlement History FlashConsign.com Consignee Guide Page 109 of 153

110 Consignor Ledger Each consignor has a Ledger associated with a consignee account. This Ledger tracks charges and payments across all consignment sales for that consignor for that consignee account. Use of the Ledger is optional. If the Ledger is not used, settlement reports are the only way to determine payments due to consignors. Conversely, if using the Ledger, when settlement reports are generated, you have the option to also perform settlement and payment recording at the same time. Please reference the settlement reports section of this guide for full details. You can view, make adjustments to and print the Ledger for a consignor using the Ledger tab for that consignor. Ledger Tab for a Consignor You can make a Payment to a consignor using the Pay Consignor button, or you can make a manual adjustment (or add an information only ledger item) using the Add Manual Adjustment button. Ledger Action Buttons For Retail sales, you can also perform settlement right from the consignor s ledger. For Seasonal sales, settlement can only be performed during generation of Settlement Reports Update Consignor Contact Information (Retail Sales Only) For a Retail consignment sale, you can update the contact information for a consignor on the Details tab for that consignor: FlashConsign.com Consignee Guide Page 110 of 153

111 Consignor Notes Each consignor for your consignment sale can have private notes saved. These notes are never displayed to the consignor and are only viewed by authorized Editors of the sale. Notes for a consignor can be viewed and updated on the Details tab for a selected consignor. Consignor Notes on the Details tab for the consignor If there are currently no notes for this consignor for this sale, then [None] will be displayed. Select the Edit Consignor Notes to provide notes for this consignor for this sale or to update the notes that are already saved for this consignor for this sale. Please Note: Consignor notes are associated with a specific consignment sale and will not carry over to any other consignment sales that this consignor joins. FlashConsign.com Consignee Guide Page 111 of 153

112 Customized Sale Fees By default, sale settlement fees are applied to each consignor as configured. These fee(s) can be overridden at the consignor level in order to change how the fee is applied for that specific consignor. To customize sale fees for a specific consignor, select the Sale Fees tab for that consignor after selecting that consignor in the table. Customizing a Settlement Fee for a Consignor FlashConsign.com Consignee Guide Page 112 of 153

113 Remove Consignor Drop-Off Time Selection The currently-selected Drop-Off Time for a consignor is displayed in that consignor s Details tab. If a drop time is selected, you have the option to remove that selection in order to force that consignor to select a different drop-off time. Viewing/Managing a Consignor s Drop-Off Time Customize Consignor Sale Items Limit By default, a consignor inherits the items limit configured for your consignment sale. This limit can be overridden at the consignor level on the Details tab for that consignor. Consignor-Specific Sale Items Limit FlashConsign.com Consignee Guide Page 113 of 153

114 The Items Limit selector has the following three options: Sale Default The consignor will inherit the items limit as configured for the consignment sale. Custom Limit Specifies that this consignor will have a customized limit of items for this consignment sale. When this option is selected, the limit is specified to the right of the selector. Unlimited This consignor will not have a limit of items for this consignment sale. Please Note: The Save button must be selected to apply any changes Change Consignor Seller Agreement Indicator The system will automatically track when consignors indicate their agreement with the electronic seller agreement, when this feature is enabled. However, if your consignment sale does not use the electronic seller agreement feature, or if you need to manually change an agreement indication for a consignor, you can adjust this on the Details tab for a consignor after selecting that consignor in the table of consignors for the sale. Manually Changing Seller Agreement Indicator FlashConsign.com Consignee Guide Page 114 of 153

115 8.3 Manage Multiple Consignors For many reasons, you will need to work with groups of consignors for the consignment sale, and sometimes all of the consignors for the consignment sale. To work with groups of consignors, you will still need to select the Manage Consignors link after selecting the consignment sale in the tree. This will display the Consignors Table on the right side of the screen Contact Consignors Via FlashConsign lets you quickly send an to a group of consignors Contact Selected Consignors If you would like to select individual consignors to , hold the Ctrl button on your keyboard and click each Consignor in the table to create your selection of consignors. Next, select the Contact menu item and then the Contact Selected Consignor(s) option. Contacting Selected Consignors This will open a dialog box which will let you refine your selection of consignors (if desired) and to provide the Subject and Message to send. Contacting Selected Consignors FlashConsign.com Consignee Guide Page 115 of 153

116 Contact All Consignors If you would like to contact all consignors for your consignment sale, select the Contact All Consignor(s) option under the Contact menu item. Contacting All Consignors This will open a dialog box which will let you slightly filter the recipients, if desired, and to also provide a Subject and Message to send to the consignors. Contacting All APPROVED Consignors FlashConsign.com Consignee Guide Page 116 of 153

117 8.3.2 Printing a Consignors Report You can easily view and print a Consignors Report for the consignment sale by selecting the Print menu item above the Consignors Table and then selecting the Consignors Report option. This will open a popup window which can be printed, if desired. Please be sure that your browser s popup window blocker does not prevent this popup window from opening. Viewing the Consignors Report Printing Consignor Labels If you have a need to print mailing labels for consignors for you consignment sale, simply select the Print menu item above the Consignors Table and the select the Avery 8160 Labels PDF option. This will generate a PDF file that will be downloaded momentarily to your computer. Printing Consignor Labels This will cause your browser to prompt you for what to do with a generated PDF file. You can either open or save the file for later. To print the labels, simply use the Adobe Reader software, which can be downloaded from for free, and is probably already installed on your computer. Important: Be sure when printing that you do not select any type of rotating, scaling, etc., otherwise the content may not print correctly on the labels. FlashConsign.com Consignee Guide Page 117 of 153

118 8.3.4 Exporting Consignor Information If you would like to manually manipulate a spreadsheet of consignor information, you can easily export selected or all consignors in a Microsoft Excel formatted file. Your browser will prompt you to Open or Save the generated Excel file Export Selected Consignors To export information for the consignor(s) you have selected (by holding Ctrl key and clicking) in the Consignors Table, select the Export menu item above the Consignors Table and then select the Selected Consignor(s) option. Exporting Selected Consignors as Excel Export Displayed Consignors To export information for the consignor(s) that are currently displayed in the Consignors Table based on the current Filter settings, select the Export menu item above the Consignors Table and then select the Displayed Consignor(s) option. Exporting Displayed Consignors as Excel Export All Consignors To export information for the all consignor(s) associated with your consignment sale, including those Pending and Denied, select the Export menu item above the Consignors Table and then select the All Consignor(s) option. Exporting All Consignors as Excel FlashConsign.com Consignee Guide Page 118 of 153

119 9 Pre-Sale Summary Data As your consignment sale nears, you may want to view some summary data about the sale. Use the View Sale Summary option to view available data. The View Sale Summary Option Selecting this option will open a pane on the right side of the screen which provides aggregate summary information for the consignment sale. 9.1 Items Summary It can be useful to understand which types of items to expect and how many to expect. The Items Summary section shows basic information about items for the sale, with options to view more detailed reports. Example Items Summary Selecting one of the detailed report buttons in this section will open a pane which shows that report. These options are also available in the Pre-Sale section on the left side of the screen. Items Summary Detailed Report Options FlashConsign.com Consignee Guide Page 119 of 153

120 Select the View Items Associated Over Time option to open a graphical view of items being added to the consignment sale over time. Example Items Associated Over Time Graph This view also provides a tabular breakdown by day: FlashConsign.com Consignee Guide Page 120 of 153

121 9.2 Consignors Summary The Consignors Summary section of the Sale Summary displays useful aggregate information about the consignors for the consignment sale. Example Consignors Summary Select the View Items By Consignor button to display a detailed report that shows item inventory by consignor. Select one of the View Consignors Approved Over Time or View Consignors Reviewed Over Time options to open a graphical view of this data. Please Note: The approved option includes all consignors, including auto-approved, the reviewed option only includes consignors who have had an actual review of their application, which would exclude auto-approved consignors. Example Consignors Approved Over Time Graph FlashConsign.com Consignee Guide Page 121 of 153

122 This view also provides a tabular breakdown by day: 9.3 Jobs Summary The Jobs Summary section of the Sale Summary provides a view into the current state of jobs for the consignment sale. Example Job Summary Section Select the View Open/Filled Jobs Report button to view a printable report which shows all jobs, grouped by whether or not they currently have an assigned Worker. Select the View Jobs Report By Category button to view a printable and searchable report which shows all jobs grouped by the job category, including assigned worker information. Select the View Jobs Report By Time button to view a printable report which shows all jobs grouped by the time slot of those jobs, including assigned worker information. FlashConsign.com Consignee Guide Page 122 of 153

123 10 Online POS Modes Access to an online, Internet-connected version of the POS system is provided in order to allow you to easily add additional transactions for your consignment sale without having to involve the POS Client Application. Important! The online POS Mode option is NOT intended for use for general transactions at your consignment sale. Incorrect use of the online POS Mode will cause significant performance degradation at your consignment sale. Please download and use the POS Client Application for logging transactions at your consignment sale. Please refer to the Cashier Guide available when you log in to your Member Account for details regarding the use of POS Mode. Cashier Guide Download Link on the Member Home Page FlashConsign.com Consignee Guide Page 123 of 153

124 10.1 Online POS Mode If you have a need to enter a couple of transactions for your consignment sale, you can do so using the Online POS Mode option instead of using the POS Client Application and then synchronizing your transactions with the FlashConsign servers. Please Note: Transactions entered on the Online POS Mode do not need to be synchronized like they do when using the POS Client Application. To start the Online POS Mode, select Open POS Mode after selecting the consignment sale in the tree. This will open a dialog box for you to enter credentials for starting POS Mode. This is the same type of dialog box presented when starting POS Mode in the POS Client Application. Entering Credentials to start Online POS Mode Submitting the Open POS Mode dialog box, with valid credentials, will open a popup window that will display the POS Mode screen. FlashConsign.com Consignee Guide Page 124 of 153

125 10.2 Donate Mode While rarely used, a function is available which allows you to scan items that will be donated by your consignment sale after not being sold at that sale. Generally, there are too many donated items and not enough time and volunteers to scan each individual item being donated. However, if this is something that you would like to perform for your consignors, use can open Donate Mode and scan and/or enter each item that is being donated. Alternatively, individual consignors have the ability to mark items as donated as part of their postsale activities. In most cases, this is the preferred method of performing this action. To open Donate Mode, select the Open Donate Mode link after selecting the consignment sale from the tree. Opening Donate Mode This will open a pane on the right side of the screen that looks similar to the POS Mode screen, but is only valid for scanning and/or entering items that are to be marked as donated at your sale. The first thing you will want to do is to test your sound level so that you are sure to hear if there are any errors as you quickly scan through items to mark them as donated. Testing the Sound Level in Donate Mode Next, simply place the cursor in the entry field and start scanning items to mark as donated. You can scan quickly and not bother to look at the screen as you go. Note: You will hear an alert sound if something is scanned that is not marked to be donated. FlashConsign.com Consignee Guide Page 125 of 153

126 10.3 Item Flagging Mode FlashConsign provides the ability to flag items with certain attributes, such as being tagged incorrectly or not meeting quality standards. Items can be flagged as they are sold, but they can also be flagged in Item Flagging Mode in the online application. To enter Item Flagging Mode select the Open Item Flagging Mode after selecting the sale in the tree. Opening Item Flagging Mode Selecting this option will open a pane on the right side of the screen. This pane lets you scan or enter an item to flag. Step 1: Scan/Enter Item To Flag To scan an item, make sure your cursor is in the entry box. Alternatively, enter items manually using your keyboard using the format shown below the entry box. FlashConsign.com Consignee Guide Page 126 of 153

127 Select the Enter button (will be automatically selected when scanning) or simply hit the Enter key to submit. This will open a dialog box which will allow you to scan or enter an Item Flag code to apply to the item. Step 2: Apply Flag to Item Again, be sure your cursor is in the entry box before scanning, or manually enter in the entire Item Flag Code (i.e.: IF3453) and then Enter. This will apply this flag to this item. The Messages section of the Item Flagging Mode screen will display the item and the flag that was added to that item, as well as a link to remove that flag, if desired. Link to remove a flag for an item In addition, an item that was flagged can also be marked as Donated by using the link in the Messages section. Link to mark a flagged item as Donated FlashConsign.com Consignee Guide Page 127 of 153

128 10.4 Disassociate Items Mode Use this mode in order to quickly scan/enter items to disassociate from your consignment sale. To enter this mode, select Open Disassociate Mode under the During Sale section of options after selecting your consignment sale. Opening Disassociate Mode Place your cursor in the entry field and either scan item barcodes to disassociate, or manually enter the barcode text string and enter, following the instructions below the form. Disassociate Mode Entry Form FlashConsign.com Consignee Guide Page 128 of 153

129 10.5 Consignor Check-In FlashConsign provides a simple interface which helps you to manage Consignors as they check in at your consignment sale. To manage consignor check-in, first select the consignment sale in the tree and then select the During Sale section below the tree. Then select the Consignor Check In link. This will open a pane on the right side of the screen which will show a table of all Approved consignors for the consignment sale. Consignor Check-In Pane Filter the Consignor Check-In Table Use the Is Checked In filter above the table to quickly display only those consignors who have been checked in or those who have not yet checked in. FlashConsign.com Consignee Guide Page 129 of 153

130 Check In a Consignor To check in a Consignor, first select that Consignor in the table by clicking on the row in the table. This will enable the Check In Consignor toolbar button. Select this button. Selecting to Check In a Consignor Selected in the Table Selecting to Check In a Consignor will open a dialog box which will allow you to optionally provide some notes/comments about this consignor. When you are ready, select the Submit Consignor Checkin button. Check In Consignor Dialog Box Once submitted, this will change the status of the selected Consignor to checked-in. FlashConsign.com Consignee Guide Page 130 of 153

131 10.6 Worker Check-In FlashConsign provides a simple interface which helps you to manage Workers as they check in at your consignment sale. To manage worker check-in, first select the consignment sale in the tree and then select the During Sale section below the tree. Then select the Worker Check In link. Selecting Worker Check In This will open a pane on the right side of the screen which will show a table of all Assigned jobs for the consignment sale. Worker Check-In Pane Filter the Worker Check-In Table Use the Is Checked In filter above the table to quickly display only those jobs which have a checked in worker or those which do not yet have a checked in worker. FlashConsign.com Consignee Guide Page 131 of 153

132 Check In a Worker To check in a Worker for a job, first select that Job in the table by clicking on the row in the table. This will enable the Check In Worker toolbar button. Select this button. Selecting to Check In a Worker Selected in the Table Selecting to Check In a Worker will open a dialog box which will allow you to optionally provide some notes/comments about this worker. When you are ready, select the Submit Worker Checkin button. Check In Worker Dialog Box Once submitted, this will change the status of the selected Worker to checked-in. FlashConsign.com Consignee Guide Page 132 of 153

133 11 Generate Consignor Settlement Reports After the completion of your consignment sale, your consignors will love that they can immediately see an estimated settlement report online through their Member Account. However, you will need to generate the official settlement reports for your consignors Things to verify before generating Consignor Settlement Reports Although you can generate the Consignor Settlement Reports over and over again, it can be a big waste of time, effort and paper to do so more than once. Please take a few minutes prior to generating the settlement reports to review the following items: Have you correctly set the default keep percent for this sale? You can view this by clicking on the sale in the tree and change it by using the Edit this Sale link after selecting the sale in the tree. This default percentage is the percent of all sales your organization keeps. Have you customized the keep percent for appropriate consignors? If you have a need to customize the percentage your organization keeps from certain consignors sales, you need to do this prior to generating the consignor settlement reports. Have you customized the consignor settlement report section(s) you would like to change? FlashConsign lets you enter custom text into various sections of the settlement reports. Here is where you can enter a message about the tax-deductibility (or lack thereof) of the amount kept by your organization, or any other text you would like to include. Have all transactions been fully and completely entered via POS Mode? Any new transactions entered will alter at least one consignor settlement report. Once the reports are generated, no more transactions should be entered. Do all of your consignors have an address specified for their accounts? A consignor must provide an address when they sign up, but the FlashConsign system cannot verify that it is a valid address. You may want to export the consignor data and verify the addresses prior to generating the consignor settlement reports. This is important if you are generating labels to mail the reports, and is even more important if you are using window envelopes to use the preaddressed consignor reports. FlashConsign.com Consignee Guide Page 133 of 153

134 When you are ready to start the process of generating the consignor settlement reports, first select the consignment sale and then select the Generate Consignor Reports option. Generating Consignor Settlement Reports Selecting this option will open a pane on the right side of the screen which will allow you to customize, test and (finally) generate a printable (and savable!) PDF file that contains all of the consignor settlement reports for this consignment sale. The Generate Consignor Settlement Reports Pane FlashConsign.com Consignee Guide Page 134 of 153

135 11.2 Perform Settlement While Generating Reports When generating settlement reports for all consignors, or for just a specific consignor, you will have the option to Perform Settlement as part of the report generation. And, if you do elect to perform settlement, you also have the option to automatically record payments in the ledgers of consignors who have an amount due to them. As part of submitting the forms to generate reports, you will need to select settlement preferences, even if that preference is NOT to perform settlement Perform Settlement Selection Your first selection will be to indicate if settlement should be performed at all as part of generating the settlement reports. If this is a test run, then it is probably not a good idea to also perform settlement. However, if this is the final run, and you plan to start cutting checks to consignors, then it may be a good idea to perform settlement as well. Perform Settlement Options If you select to perform settlement, you will also need to indicate your preference for automatic recording of payments in the consignor ledgers. Automatic Payment Type Options Payments may be automatically recorded in consignor ledgers based on your selection. No Automatic Payments Payments will not be recorded. Pay Final Ledger Balance Positive ledger balances will be automatically have payments recorded, leaving a zero balance in all consignor ledgers. These payments will account for the sale being settled as well as any current ledger balances (positive or negative). Pay Sale-Related Sales and Fees Only Only credits and charges related to the sale being settled will be automatically paid. This may result in positive or negative ledger balances being left on consignor ledgers. FlashConsign.com Consignee Guide Page 135 of 153

136 11.3 Customize the Consignor Settlement Reports You will probably want to customize the various options for the consignor settlement reports prior to generating them. Use the form provided to enter text into whichever section(s) you desire. No customizations are required, so only provide text for those you would like. Important: Please be sure to select the Save Customizations button after making changes in order to apply those changes. Otherwise, the changes will not be reflected in the reports and may be lost. Customize Consignor Settlement Reports Form Tip: Each text field can have as much text as you would like. It will expand as you reach the end of the line or hit the enter key Testing Consignor Settlement Report Output As you customize the settlement reports options, you will want to view a sample of what your entries will look like in the actual reports. Use the Generate Sample Report PDF button to generate an actual PDF file that will contain a single consignor report for you to view. FlashConsign.com Consignee Guide Page 136 of 153

137 11.5 Generate a Settlement Report for a Specific Consignor You may find that you need to generate, or more likely re-generate, a consignor settlement report for a specific consignor. This may happen if you needed to correct an error that was on the original report after resolving the issue that caused the error. To generate a single consignor s settlement report, select the consignor using the drop-down selector and then select the Generate Single Consignor Report PDF button. Generating a Settlement Report for a Single Consignor 11.6 Generate Settlement Reports for All Consignors After you have customized, saved and tested the settlement reports for this consignment sale, select the Generate All Consignor Reports PDF button to start generating the settlement reports for all consignors for this consignment sale. Generating Settlement Reports for ALL Consignors Please be patient! This processing must account for all of the transactions for this consignment sale and, therefore, may take anywhere from several seconds to several minutes depending on the size of this consignment sale. The generated PDF will be sent to your browser, and it will ask you what you want to do with it. It is highly recommended that you Save the PDF file to your computer and then archive it to a different disk or computer. Then, you can open this file to print it. The consignor settlement reports will be pre-addressed and pre-formatted to display through a #9 or #10 standard size window envelope. In addition, your organization s logo will be included next to the return address, if available. FlashConsign.com Consignee Guide Page 137 of 153

138 12 Viewing Consignment Sale Statistics After your sale has completed, you will want to generate and view the statistics about your sale. These statistics can be important and quite useful in making decisions regarding future consignment sales for your organization. To view and/or generate statistics for your consignment sale, select the View Statistics option. Viewing Statistics for a Consignment Sale When you select this option, a pane will open on the right side of the screen which shows the current statistics, if any, for your consignment sale. If you have not yet generated statistics for this consignment sale, you will see the following message: Message indicating that statistics have NOT been generated for this Consignment Sale This is not a bad message; it simply means that you have not yet told the FlashConsign system to generate the statistics for this consignment sale. FlashConsign.com Consignee Guide Page 138 of 153

139 12.1 Compute Statistics for a Consignment Sale After your sale has completed all transactions, you will need to compute statistics for the sale. This should be done a single time because it is a long, intensive operation. To compute the statistics for your sale, first provide a Name for the statistics and then select the Compute Statistics button. The name you provide for the statistics should be something you will recognize or something meaningful. For example, you may want to generate statistics after each day of your consignment sale, naming each one Day 1, Day 2, etc.. Compute Statistics Button This button will launch a process that may take from several seconds to several minutes to complete, because it must analyze and account for each and every consignor, item and transaction for this consignment sale. When processing completes, the system will save the statistics and you will see the updated statistics on the screen. When you or anyone else returns to this screen, these statistics will appear automatically and will not need to be re-computed Viewing Historical Statistics for a Consignment Sale When you first select to view statistics for your consignment sale, the more recent statistics will be displayed automatically, if available. If, however, you wish to view older, saved statistics, simply select the statistics you wish to view and then select the button to view the selected statistics. Viewing Historical Consignment Sale Statistics FlashConsign.com Consignee Guide Page 139 of 153

140 13 View Item Flags Report If your organization uses Item Flags to flag items at your consignment sale, you can view a report about these flags by selecting the View Item Flags Report after selecting the sale in the tree. Viewing the Item Flags Report Selecting this link will open a pane on the right side of the screen to show items flagged, grouped by the Consignor who was selling those items. If there are no flagged items for this sale, you will be shown a message indicating that this is the case. FlashConsign.com Consignee Guide Page 140 of 153

141 14 View Consignment Sale Reports The FlashConsign Report Center lets you customize and view dynamic reports about your consignment sale. Access the Report Center by selecting the Open Report Center link after selecting the sale from the tree. Opening the Report Center This will open a pane on the right side of the screen which will allow you to select the report you would like to view. Select a report by clicking on the name of the report. Selecting a report will open a popup window which will let you customize and generate the report. Please be sure your browser s popup window blocker doesn t block this popup window. The Report Center FlashConsign.com Consignee Guide Page 141 of 153

142 14.1 Customize and Generate a Report Center Report Reports available in the Report Center vary greatly depending on what information you are interested in and which report you select. However, how you customize and generate the reports is very much the same from report to report Customize a Consignment Sale Report Once you select a Report from the Report Center, a popup window will open and you will see some options to customize the report you selected, and a button to Generate the report. Sample Report Customization Form While many of the report customizations are intuitive, each option has a help icon. Hover your mouse over this icon to view additional information about how to customize this feature. Report Customization Field Help FlashConsign.com Consignee Guide Page 142 of 153

143 Generate a Consignment Sale Report When you are done configuring the report options, select the Generate Report button, and the report will be generated below. For many reports, you can hover your mouse over various aspects of the report to view additional information about that aspect of the report. Sample Generated Report Please Note: Some reports can only be generated a single time and then must be reset by selecting the Reset Report button. Other reports can be generated over and over with different customizations without having to reset the report. FlashConsign.com Consignee Guide Page 143 of 153

144 15 Reviewing Transactions Use the Review Transactions option after selecting your sale in the tree to review transactions completed for that consignment sale. Review Transactions for a Consignment Sale This link will open a new window which allows you to search for transactions on the left side and view details on the right side Transaction Search You may search for a transaction either by the Transaction ID or by entering a Seller ID and Item ID for a particular item you want to view the transaction it was sold in. Transaction Search Options FlashConsign.com Consignee Guide Page 144 of 153

145 15.2 Duplicate Items Sold You can also view transactions for items that were sold in more than one transaction. While this is not normal, consignors may re-print tags, resulting in multiple of the same item being sold. You can review these items by selecting the Duplicate Items Sold section. Viewing Duplicate Items Sold Select a Transaction ID link to view the details of the transaction Browse Transactions You may also use the Browse Transactions section to drill down to a specific transaction either by Day, by Cashier, or by POS Station. Browsing Transactions FlashConsign.com Consignee Guide Page 145 of 153

146 16 Exporting Consignment Sale Data FlashConsign provides an export capability which allows you to obtain information about your consignment sale in a file that you can download, save, and share. To view the export options for consignment sale data, first select the consignment sale in the tree, and then select the Open Export Center link under the Post-Sale section below the tree. Opening the Export Center for a Consignment Sale When you select to open the Export Center, a new pane will be opened on the right side of the screen which displays your export options. The Export Center for a Consignment Sale FlashConsign.com Consignee Guide Page 146 of 153

147 Please keep in mind when using the Export Center that the process of gathering, calculating and formatting the data you request as an export can be a long and intensive process. Once you select an option to export, please be patient, your file will be downloaded as soon as it has been compiled. Your browser will display a message to you when the file is available, asking what you would like to do with the export file. In most cases you will want to Save the file to your computer so that you can have access to the file later. Saving a Consignment Sale Export File In addition, in order to protect all users of FlashConsign, a limit has been placed on how often you may submit export requests. If you exceed this limit, you will be shown a message indicating that your request was not accepted. If you see one of these messages, simply wait a while and then submit your request again. Thank you for your understanding and patience with regard to this limit. Export Limit Exceeded Message FlashConsign.com Consignee Guide Page 147 of 153