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An account in ConsignHQ refers to a client your store interacts with, whether it be a consignor, customer who purchases your products, or a supplier that your recieve products from. Think of it is as your consignor and customer database. It is NOT referring to your stores staff or the 'account' you use to sign in to the ConsignHQ software with.

All products (inventory) that you add into the system must be associated with an account. Each account has a balance that is tracked and changes as your record various actions in your store. 

The same account can be used as both a consignor (when selling products) and a customer (when purchasing products).

Examples of what might change an account balance include: 

When a consignment product sells (the owner of the product will have their account balance increased, based on their split %).

When a buy outright product is added (the account you record it against will automatically have the buy now price added to their balance).

If an account uses store credit (as a customer) to purchase an item (their balance would decrease).

If you (the store owner) record a payout against an account, their balance will decrease by the amount you enter.

To add an account go the Account screen at https://app.consignhq.com/accounts or by clicking 'Accounts' on the main navigation.

Click the 'Add Account' button near the top right of the screen. Complete the fields and press 'Save'.

The Inventory Type field determines the default Inventory Type when adding products against this account, but it can be overriden at the product level (e.g an account can have both consignment and buy outright products stored against it).

If there is account data you want to store, and there is not a relevant field for it you can add as much data as you like in the 'Notes' field.

The Bank # field is for your information only (you may want to refer to it when recording payouts), it is NOT linked to the Account Balance field which is referring to the tracked balance in ConsignHQ.

For new consignors you'll usually want to leave the initial Account Balance at 0.

The Code field is used to identify the account throughout ConsignHQ. If you have an existing format you want to use, you can enter any code you like (as long as it's unique) but the easiest option is to leave the field blank and we will auto generate a code for you after you click save.