Consignify Documentation

Guides to set up and use Consignify with examples and videos.

Table of Contents

Setup Consignify

Get your shop ready to use Consignify. This section covers the essential settings and migration choices.

Configure your shop settings: commission policies, default share, and the holding time after fulfilment before a sale becomes eligible for payout.
Fill in your shop details (these appear on emailed receipts and in the portal).
Choose a tracking start date: orders prior to this date are treated as settled outside Consignify.
Load any historical backlog to at least your chosen start date. Older orders will display as "Settled" and will not be eligible for payouts.
Upload your shop logo to personalize the consignor portal and payout receipt emails with your branding.

See the video for details and a step-by-step walkthrough:

Branded consignor portal login page — Configure your logo in the settings to add your brand image to the portal.

Load Consignors

You can add consignors in two ways:

CSV import — a unique key field is required. Include email if you want portal access and automated receipts. No two consignors can share the same key or share the same email
Manually via the UI using the Add consignor form.

See the video for details and a step-by-step walkthrough:

Assign Products to Consignors

Products may be linked to consignors using several methods:

Import a CSV that contains product identifiers (Shopify product ID or handle) and the consignor key.
Use the consignor's Products page and click Assign products.
Use the Shopify admin product index via a bulk action.
Assign on an individual product page via the product action or block extension.

See the video for details and a step-by-step walkthrough:

Import Pre-existing Payouts

You can import historical payouts via CSV on the Payouts page. There are two types of imports:

Payouts CSV (one row per payout): Required fields — Consignor Key, Amount, Paid Date. Optional: Consignify Payout ID, Reference, Adjustment, Currency, Note. If you omit Reference, Consignify generates one.
Payout Line Items CSV: Each line ties to a payout via Consignify Payout ID or Payout Reference. Required fields for line items: Payout reference, Consignor Share %, Quantity, Amount, Fulfilled At Date, and either Shopify Line Item ID or SKU + Shopify Order Name/Order ID.

If you import payouts without line items, Consignify will not mark orders as settled unless they occur before your shop's tracking start date.

Payout line items CSV example — Payout Line Items CSV example

Make a Payout

Consignify makes it super easy to calculate and track commissions and payouts. You still have to handle payments. To make a payout, follow these steps:

Select the New payout button at the top of a Consignor's summary page or under the "Commission due" heading in any of the consignor tables.
Configure your payout: customize the included items, add a note, and optionally add an adjustment. You can edit the note after the payout is recorded, but everything else will be fixed.
Pay the consignor using your shop's preferred method. You can use PayPal, cash, bank transfer, or whatever works for you!
Finally, record the payout using the Record payout button. You can optionally send a receipt to the consignor by checking the box before recording the payout, or you can send the receipt after the payout is created from the payout record.
Included items are now be marked as paid, and the payout record is availble in the payouts tab, payouts page, and in the consignor's portal, if enabled.

Make a new payout directly from the dashboard — You can start making a new payout directly from the dashboard by clicking the buttons under "Commission due.""

Payouts form — Customize your payout in the "new payout" form.

Email Receipt Sample — Sample email receipt. Your shop's receipts will have your shop info.

FAQ

1. How does Consignify work?

You assign a consignor to products. When a product with an associated consignor sells, Consignify tracks the order line item and its lifecycle:

Unfulfilled — not eligible for payout.
Pending — fulfilled but still within the holding period and not yet eligible.
Eligible — holding period passed and the item can be included in a payout.
Paid — once included in a payout, the line item is marked as paid.

Orders prior to the chosen tracking start date are considered settled and are not eligible for payouts.

Consignify computes the commission due to each consignor in real time. You can record a payout at any time. See the make a payout section above for more details.

2. How are returns handled?

Returning items decreases the recorded quantity. Only items with quantity > 0 are eligible for payouts.

If a returned item was already paid within a payout, the payout record remains unchanged (the payout history is immutable), and the returned item is removed from the sales table.

3. How are discounts handled?

By default, commission is calculated on the net sale price (after discounts). You can elect to have commission calculated based on the listed price (the price you have set for the product variant -- not the "compare at" price) by selecting the option in your shop settings.

Discounts can be applied to an overall order and to individual line-items. Line-item discounts fully apply to that line; order-level discounts are apportioned proportionately across items by Shopify.

4. What happens if I change the consignor for a product?

Sales are associated with the current consignor for the product. If you change the consignor, future sales will be linked to the new consignor. Paid payouts keep their original associations.

If a product legitimately needs separate accounting for different consignors, duplicate the product and assign each duplicate to the relevant consignor.

5. What happens if I change the commission for a product?

Unpaid commissions are calculated using the current commission percentage.

Payouts already paid store the commission percentage at the time of payout so historical amounts do not change.

API

To use the API you must create an API key on the Settings page. The API is documented in the API docs.