Table of Contents

Training - Accounts Overview

Client & Store Accounts

For each consignor or customer that provides merchandise for either consignment or purchase/trade, you will need to create an Account to keep track of inventory and transactions. After you create an account, you can begin adding inventory. If you also like to keep records of customers (people who make purchases only in your store) you can create an account as well.

How To Create A Consignor/Customer & Store Account

  1. In Liberty, click on Account List.
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  2. Click the Add Account button.
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    The Add Account Dialog box appears.
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  3. Fill out the account details to finalize creating an account.
    Note: From the Account Type Drop Down, you can specify the account as a Client/Consignor or Store Account.
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    Client: this account type is used for consignors and customers.
    Store Account: use to create accounts for merchandise purchased by the store, such as from liquidators, garage sales, owners and/or employees personal belongings, etc.
    Note: Only Client and Store Account can be created from the Add Account Menu Option. For Retail Vendor Accounts, please see below for further instructions on how to create a Retail Vendor Account.
    Retail Vendor Account
    Retail Vendor Accounts are accounts where inventory is purchased from a Retail Vendor. Often these items are bought in quantities. Retail items are always purchased by the store.

    To access Retail Vendor accounts in Liberty REACT:
  4. On Inventory Module, click on Vendor List
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  5. Once you are on Vendor List, you can view all accounts, Select Add Vendor.
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    The Add Vendor Account dialogue box will open.
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  6. Fill out the account details to finalize creating an account.
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Add an Account

Training - Accounts Overview Add an Account Training Mode Add Notes to an Account Add Multiple Addresses and Phone numbers Apply Group Deductions Bulk Change Default Price Code Using the Client Import and Export Utility Creating New and Maintaining Existing Accounts Customize the Account Detail Window Deactivating an Account