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Tally · Portals

Consignor portal — submit, track, settle

Consignors sign in to see the consignments they've delivered, watch them move through the sale, and check their settlement payouts — without calling the office.

1 min read · 3 depth levelsstratum-tally · vpilotMatches production
Everyday

The consignor portal gives sellers a window into their own animals. They sign in through Suite and see only their consignments and settlements — no office access required.

The portal is read-only for the consignor — it reflects what the barn recorded. Corrections still go through office staff, which keeps one source of truth.

How it works

  1. Sign in

    The consignor authenticates through Suite SSO and lands on their portal home, scoped to just their records.

    consignment-workflow
  2. View consignments

    They see every consignment they've delivered with its live status — Expected, Received, In Pen, Lotted, or Sold.

  3. Open a consignment

    Expanding a consignment lists its animals and each animal's status as it moves through the sale.

  4. Check settlements

    After the sale closes they see their settlement — gross less commission and fees — and whether it's drafted, approved, or paid.

  5. Download tax forms

    Year-end tax summaries are generated from settlements and available to download.

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Permissions, locking rules, and setup — visible to admins.
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Technical section
Data model, API, and internals — visible to developers.
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