Getting Started

Control your Account Defaults

Easily configure default behaviors on your account for your use!

Quick Jump To Guide:
Website / Marketplace Behaviors
Inventory Type
Location on Inventory
Tax Rates
Invoice Comments
Certificate of Authenticity Text
Return to Artist Terms


Website / Marketplace Behaviors

ArtCloud now gives users the control to adjust the default behavior of the Website and Marketplace opt toggles when adding in new inventory. 

For a long while, the ArtCloud platform defaulted these opts to be toggled as YES. Now these can be adjusted! ArtCloud will default to opt these values as YES if no adjustments are made.

Through your Configuration tab in Account Settings on the Inventory tab, you can make these adjustments:

IMPORTANT NOTE: These controls above will be applied to inventory getting added into the account manually going forward. If inventory is being added through an Import, the data in this Import will determine whether the works are opted in or out as a default.

Inventory Type

You can control the types of inventory that can be added into your Manager account as well as assign the default Inventory Type record value to new works being added, as well! ArtCloud will default to Artwork if no adjustments are made.

Control the Types of Inventory permitted in the account through your Configuration tab in Account Settings on the Inventory tab:

Control the default Inventory Type that populates on your Inventory when adding in new works through the Configuration tab in Account Settings on the General tab:

Location on Inventory

You can control the default Location field value on Inventory records as they're created. ArtCloud will default to Gallery or Studio if no adjustments are made.

Through your Configuration tab in Account Settings on the General tab, you can make these adjustments:

Tax Rates

ArtCloud Manager lets you add as many tax rates as you like for each of your business locations, so that you can separately account for state and local taxes as necessary. You can manage tax rates under the location settings, in the Locations tab of your Account Settings.

Pro Tip: When creating an invoice, you'll then be able to select which of tax rates you want to apply to that particular sale. You can then generate tax reports from your Analytics section.


Creating & managing tax rates in ArtCloud

Once in your Locations tab, you'll want to Edit the location where you want to create or manage your tax rate. Hover over the location and select the Actions dropdown menu in order to Edit. Select the Tax Rates tab:



Here is where you can edit a current tax rate or add a new tax rate to your location. You can even add tax rates for temporary purposes and turn them inactive if you don't need them anymore.

If you want to edit a tax rate, click on the small blue pencil next to the small red trash can. Here you can edit the name of the rate or turn the rate inactive/active. You can even choose to make this rate Default.

NOTE: Default tax rates will automatically populate on an invoice when an invoice is created. Please make sure to hit Save in order to save any changes made in the Edit tax rate pop-up.

Invoice Comments

You can control the default Invoice Comments you want to have on your Invoices through this field value. For instance, if you like to have language like "Thank you for your purchase", return terms for the works, or any disclosure of business terms for the sale, this is a great field to engage with. 

Through your Collateral Style tab in Account Settings on the Default Settings tab, you can make these adjustments:

Pro Tip: Adjustments made here will not retroactively apply to historical invoices. Adjustments will only apply to invoices or other collateral going forward.

When a new invoice is created, that message will automatically show up under the Invoice Comments section. You can always add to or remove this message from an invoice.

Invoice comments can be found at the bottom of the invoice, directly under the balance information.

Certificate of Authenticity Text

You can streamline displaying default terms on your Certificate of Authenticity by adding default text. For instance, if there is any blanket language that needs to populate on this collateral type, you'll want to add this here into your Account Settings

Through your Collateral Style tab in Account Settings on the Default Settings tab, you can make these adjustments:



Return to Artist Terms

You can streamline displaying any default terms on your Inventory Return lists by adding this default text.

Through your Collateral Style tab in Account Settings on the Default Settings tab, you can make these adjustments: