Buying History
The history of every Sale a Client has bought in or been registered for can be found
Select the Client whose buying history you wish to see. (Clients can be searched by name, email and phone number or filtered by tag on the right in the "Clients" admin tab)
Select "Buying History" from the top tabs
The list of Sales can be searched by name or item number. To see the list of all the Client's registrations not just Sales they bought in, select the tick box next to "Sale"
Then select the Sale to see the list of lots won (some subject to approval). Lots can also be filtered by category using the grey drop-down box on the right.
Under Buying History, you can also log payments by selecting the yellow "Pay Now" or Dispatch items with the blue "Dispatch Items".
Bidding History
Select the Client whose bidding history you wish to see. (Clients can be searched by name, email and phone number or filtered by tag on the right in the "Clients" admin tab)
Select the "Buying History" tab
Select the Sale you wish to view their bidding history for (Sales can be filtered by name and contract number or filtered by category using the grey drop-down box on the right)
Select the "Bidding" tab to view the Client's bidding history
Selling History
The history of every Sale a Client has made can be found
Select the Client whose selling history you wish to see. (Clients can be searched by name, email and phone number or filtered by tag on the right in the "Clients" admin tab)
Select the "Sales History" tab
The list of Sales can be searched by name or item number or lots can be filtered by category using the grey drop-down box on the right. Select each Sale to see the list of lots sold.
Print Vendor Sales Advice
Print sales advice showing all lots offered by the vendor in this sale - including any sold or unsold lots and any pending offers
Select the Client whose Vendor Sales Advice you wish to see. (Clients can be searched by name, email and phone number or filtered by tag on the right in the "Clients" admin tab)
Select the "Sales History" tab
Select the Sale you wish to see the advice of
Select the white buttons for "Pre Sale" and "Post Sale" in the grey box on the right to print the sales advice.
