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The ConsignPro Main Menu

1 Visual Horizons Software, LLC All Rights Reserved, 2012 User guide Version 9 ConsignPro The resale industry s favorite software! TM 2 Visual Horizons Software, LLC All Rights Reserved, 2012 Contents I. LOGGING ON/OFF AND REGISTRATION .. 9 II. MAIN MENU .. 11 III. MAIN MENU MENU .. 14 A. APPLY CONSIGNOR FEES: .. 15 B. LAYAWAYS .. 16 C. DELETE INVOICES .. 21 D. DELETE 22 E. PHYSICAL INVENTORY .. 23 F. POST CLEARED CHECKS .. 24 G. VALIDATE ACCOUNTS: .. 25 H. EXPORT E-MAIL ADDRESSES.

daily basis such as account record-keeping, check, report, and tag printing. This ConsignPro User Guide should assist you in using ConsignPro. The guide was developed as a walk-through of the ConsignPro system and demonstrates many of the powerful features that ConsignPro has to offer. We have included many of our actual

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Transcription of The ConsignPro Main Menu

1 1 Visual Horizons Software, LLC All Rights Reserved, 2012 User guide Version 9 ConsignPro The resale industry s favorite software! TM 2 Visual Horizons Software, LLC All Rights Reserved, 2012 Contents I. LOGGING ON/OFF AND REGISTRATION .. 9 II. MAIN MENU .. 11 III. MAIN MENU MENU .. 14 A. APPLY CONSIGNOR FEES: .. 15 B. LAYAWAYS .. 16 C. DELETE INVOICES .. 21 D. DELETE 22 E. PHYSICAL INVENTORY .. 23 F. POST CLEARED CHECKS .. 24 G. VALIDATE ACCOUNTS: .. 25 H. EXPORT E-MAIL ADDRESSES.

2 26 I. EXPORT CONSIGNOR DATA .. 26 J. UNDO MARKDOWNS .. 26 K. CHECK ONLINE LISTINGS .. 27 L. BALANCE CASH DRAWER .. 27 M. VIEW ACTIVITY LOG .. 28 N. VIEW USAGE LOG .. 29 O. 30 IV. FIND CONSIGNOR .. 32 A. FINDING AN EXISTING CONSIGNOR .. 32 1. Consignor Fields .. 33 2. Consignor Buttons .. 35 V. ADDING A NEW 42 VI. FINDING OR ADDING INVENTORY .. 43 A. FINDING ITEMS .. 43 1. Find Inventory Fields .. 44 2. Find Inventory Buttons .. 48 VII. ADDING NEW INVENTORY ITEMS .. 49 A. ADD INVENTORY BUTTONS .. 50 B.

3 ENTERING INVENTORY ITEMS, CONSIGNED, STORE, VENDOR, AUCTION, & 51 VIII. SELLING OR POSTING ITEMS .. 53 A. SELLING ITEMS USING ConsignPro .. 53 B. SELLING ITEMS NOT ON THE DATABASE .. 54 C. USING THE LAYAWAY FEATURE .. 55 1. Putting an item on layaway.. 56 2. Adding money to an existing layaway item.. 56 3. Selling an Item on layaway .. 56 IX. AMOUNT DUE SCREEN .. 58 A. AMOUNT DUE FIELDS .. 58 B. AMOUNT DUE BUTTONS .. 61 ConsignPro AND X-CHARGE CREDIT CARD SOFTWARE .. 65 X. LOOKING UP AN INVOICE - VOID PROCESSING.

4 67 A. LOOKING UP AN INVOICE .. 67 B. VOIDING AN ENTIRE SALE .. 68 C. VOIDING INDIVIDUAL 68 3 Visual Horizons Software, LLC All Rights Reserved, 2012 XI. LOOKUP OR ADDING 70 A. EMPLOYEE PROFILE ASSISTANT .. 71 XII. ConsignPro REPORTING .. 73 A. PRIMARY REPORTS .. 74 B. OTHER REPORTS .. 78 XIII. MAINTAIN STORE INFORMATION .. 84 A. STORE INFORMATION TAB .. 85 B. STORE TERMS TAB .. 86 C. STORE BUTTONS .. 90 D.. 95 E. ConsignPro SETTINGS .. 96 1. Settings Fields .. 96 2. For inventory that expires .. 97 3.

5 Networking ConsignPro .. 98 4. Store Settings tab .. 99 F. SMS / EMAIL ALERTS TAB .. 103 G. ConsignPro REMOTE DATA LOADER .. 104 XIV. CUSTOMER WISH LIST .. 106 A. WISH LIST FIELDS .. 106 B. WISH LIST BUTTONS .. 107 XV. QUICK RETURNS .. 108 XVI. HARDWARE OPTIONS .. 110 XVII. PRINTING CHECKS .. 111 A. FIELDS ON SCREEN .. 111 B. CHECK BOXES ON SCREEN .. 112 C. BUTTONS ON SCREEN .. 113 1. Producing Checks .. 114 2. Ordering Check Stock .. 115 XVIII. LIST MAINTENANCE .. 116 A. UPDATING USER LISTS .. 116 B. LIST MAINTENANCE FIELDS.

6 117 C. LIST MAINTENANCE BUTTONS .. 119 XIX. QUICKBOOKS DATA BRIDGE .. 120 A. EXPORTING SALES DATA .. 120 B. EXPORTING CONSIGNOR 122 XX. EXITING ConsignPro .. 124 A. SHUTDOWN OPERATIONS .. 124 CANADIAN CUSTOMERS .. 127 XXI. PRINTING WITH ConsignPro OUR HOW-TO guide ! .. 130 XXII. ConsignPro POS CONNECTIONS 131 XXIII. USER guide 144 4 Visual Horizons Software, LLC All Rights Reserved, 2012 5 Visual Horizons Software, LLC All Rights Reserved, 2012 Welcome and thank you for choosing ConsignPro , the easiest to use and fastest selling resale shop software available today!

7 The ConsignPro system was designed for consignment and resale store owners to use in their stores to manage consignors, inventory, sales, and to automate many of the clerical functions that they perform on a daily basis such as account record-keeping, check, report , and tag printing. This ConsignPro User guide should assist you in using ConsignPro . The guide was developed as a walk-through of the ConsignPro system and demonstrates many of the powerful features that ConsignPro has to offer. We have included many of our actual screens to make this manual more informative and interesting.

8 We will continue to update this guide as we make changes to the ConsignPro system. The guide starts out with the ConsignPro Log-On screen and continues through each of the major functions within ConsignPro and ends with our POS Connections guide . We are confident that by reading this guide you will gain a better understanding of how ConsignPro works and possibly even discover some features that you were previously unfamiliar with. Also, we ve found that if you read this guide , while using the ConsignPro system, you will learn to use ConsignPro faster.

9 If you have comments about ConsignPro , or our guide , please let us know. We are always working to improve our product and can be reached at either: or, Sales: (888) 721-9767 Support: (305) 535-0959 or, Visual Horizons Software PO Box 414846 Miami Beach, FL 33141 Sincerely, Brian Wilson ConsignPro Creator Visual Horizons Software 6 Visual Horizons Software, LLC All Rights Reserved, 2012 NEW!!! Refer a Friend Program! We ve recently introduced a new program that will allow you to earn cash.

10 It s simple. Just tell us about a friend who you think might be interested in using the ConsignPro system, and, if that friend becomes a ConsignPro user you will receive $25. Have the customer mention your name when they order and we will automatically mail you a check! There are no limits on the number of people you can refer. Friends Name _____ Store Name _____ Phone Number _____ Your name _____ Store Name _____ Visual Horizons Software, PO Box 414846, Miami Beach, FL 33141 Friends Name _____ Store Name _____ Phone Number _____ Your name _____ Store Name _____ Visual Horizons Software, PO Box 414846, Miami Beach, FL 33141 Friends Name _____ Store Name _____ Phone Number _____ Your name _____ Store Name _____ Visual Horizons Software, PO Box 414846, Miami Beach.


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