This article is for Merchants, if you are a Vendor please contact the Merchant (Store Owner) to locate missing Sales from your reports.
Explanation
ConsignAble assigns Sales to a Vendor if the Item(s) are associated with the Category in the Merchant Register. If you sell an Item which is not associated with any Vendor Categories the Sale will be put into Unmatched Sales.
Similarly, if an Item was associated with a different Vendor (by mistake) you may need to change the Vendor to accurately record the Commission / Payable Amount.
Resolution
Note: If you are a Vendor and cannot see a Sales in your Recent Sales or Historical Reports, you need to contact the Merchant and ask them to use these steps.
To resolve a missing Sale you first need to figure out if the Sale was unmatched to a Vendor or if it was assigned to the wrong Vendor
Unmatched Sales
Unmatched Sales
From the Home Page, click the Unmatched Sales button. This brings up a list of all the historical Unmatched Sales listed by descending date.
Find the Order / Item that has not been assigned to a Vendor and click Apply Vendor. A menu pops out from the right and shows all of your current Vendors. Select the correct Vendor and then click Save.
Note: This action will also move the Inventory to the assigned Vendor
Incorrect Vendor
Incorrect Vendor
To move a Sale from one Vendor to another navigate to the Vendor who has the Sale(s) records and click the History button.
Next, find the Item(s) that need to be re-assigned (you can select multiple at once). Click More > Change Vendor and from the pop-out sidebar select the correct Vendor and click Save.
Note: The items) associated with this sale is NOT being moved to the new vendor. You may need to update your clover register to keep this from happening
Missing Sales
Missing Sales
Sometimes, the Sales record isn't easy to find by using Unmatched Sales or Wrong Vendor workflows above. There are a couple of reasons for this:
The Sale has been associated with another Vendor, you just don't know which one. To figure out who the Sale was associated with, from the the Homepage navigate to Sales and select the appropriate date range and click the Data button.
This brings up a list of all your (matched) Sales, with the Vendor name in the first column. Now you know which Vendor was credited with the Sale, use the Incorrect Vendor flow above to resolve.
The Sale is missing from our database and you need to file a Support Ticket.