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Step-by-step guides for Rose

How to find, set up and use the newest Rose features, with who can do what.

💬 Text messages (SMS)
📘Turn on text messaging (SMS) for your storeSet up Rose so your store can text consignors and vendors who said yes. Texts come from Rosebot for your store. This article covers what you need, the TEXTING settings, who pays for sales texts and which staff can do what.📘Text your consignors and vendorsRecord a consignor's START, then text one person, picked people or a whole group from the Rosebot window or Contracts → MESSAGES. You can read their replies, see how many texts are new and set text reminders on the Schedule. For store owners and staff.📘SMS plans, limits and refillsPick an SMS plan for your store, add refills when you need more texts, and check how many texts you've used. This article also covers switching plans and cancelling any of your store's subscriptions from Subscription Plans. For store owners and administrators.📘Get text alerts in myPortalFor consignors and vendors: choose whether your store texts you, pick which texts you get, and buy a text alert plan if your store offers them. Texts come from Rosebot for your store.
🎨 Labels
📘Design your price labelsThe label designer lets you place every detail of your price label yourself, with its own font size, bold and alignment, once for each label size. Rose and myPortal then print every label of that size with your design.📘Print price labelsHow to print price labels for one item or many from Inventory, Take-ins and Contracts, choose the label type, and send labels to your PrintNode / KloudPrint printers. For store owners and staff.
🏷️ Saved brands
📘Save your store's brandsSave your store's brands once, and the BRAND field on items and take-ins suggests them as you type. Vendors entering items in myPortal see the same suggestions.
✍️ Digital contracts & File Manager
📘Have contracts and receipts signed on screenUpload your consignor and vendor contracts once, then have consignors and vendors sign them on a phone, tablet or computer. Payout receipts and take-in receipts are signed the same way, and every signed copy is saved as a PDF in the File Manager.📘Use the File Manager: folders, signed contracts and exportsThe File Manager holds your store's saved files: exports, reports and every signed contract and receipt. Signed copies go into a folder for each contract, and you can create, rename, delete and link folders and move files between them.
🗓️ Schedule & tasks
📘Plan tasks, appointments, pick-ups and drop-offs in the ScheduleThe Schedule keeps your store's tasks, appointments, pick-ups and drop-offs in one place, with pop-up reminders for staff and e-mail reminders for consignors and vendors. It is for store owners and staff, and every Rose user can open it.📘Assign Schedule items to staff, e-mail reminders and agendas, and ask RosebotAssign tasks and appointments to the people on your team, e-mail them reminders and a daily pick-up / drop-off agenda, and ask Rosebot what is on the Schedule. For store owners, managers and staff.
📌 Sticky notes
📘Leave sticky notes for your teamSticky notes let staff jot things down and pin them where everyone will see them. Store notes live on the Schedule and can be pinned to the dashboard and other screens. Notes on a contract, item or take-in show up whenever that record is on screen.
🧾 QuickBooks
📘Record your consignor payouts in QuickBooks OnlineConnect your QuickBooks Online company once and every consignor or vendor payout you make in Rose is recorded there for you, with the check number, the consignor and the amount. For store owners and the staff who look after the books.
🏦 Rose Pay & payout rules
📘Pay consignors straight to their bank with Rose PayRose Pay sends consignor and vendor payouts by ACH bank transfer from the store's bank account to their own bank account, one at a time or as a batch. The money is moved by Dwolla, our payments partner. For store owners and staff, and for consignors and vendors who want to be paid to their bank.📘Choose how discounts and card fees affect consignor payoutsPayout rules decide how a sold item's consignor or vendor payout is worked out when the sale is posted: whether register discounts also reduce the item fee, and who absorbs discounts and card processing fees. For store owners and managers.