View the list of Buyers in a Sale

Buyers in a Sale are listed and can be searched through

Select "Sales" from the admin tab
Select the Sale you wish to view the list of buyers for (Sales can be searched by sale number and name or filtered by department and status)
Select the "Buyers" tab to view the list of buyers.

These buyers can be searched by buyer number, name, email and phone or filtered by type using the drop-down box.

Register Buyers in a Sale

Register Existing Buyers

Select the Sale you wish to register buyers for (Sales can be searched by sale number and name or filtered by department and status under the "Sales" tab)
Select the "Buyers" tab
Select the blue "Register Buyer"
Search existing buyers by name, email or phone number
Select the buyer you wish to add and enter a buyer number for them on the right
Select the green "Register"

Register New Clients

Select the Sale you wish to register buyers for (Sales can be searched by sale number and name or filtered by department and status under the "Sales" tab)
Select the "Buyers" tab
Select the blue "Register Buyer"
Select the blue link "+ Add New Client"
Enter in the Client's Contact details, Address and Background
Select the green "Save".
The Client will be created. Select the blue "Register Buyer" on the top right
Enter a new Buyer Number then Select the green "Save"

Import New Buyer Registrations

Select the Sale you wish to import registrations for (Sales can be searched by sale number and name or filtered by department and status under the "Sales" tab)
Select the "Buyers" tab
Select the blue "Register Buyer"
Select the blue "Import Registrations" link
Select "Download" in the top right box to download an Excel template that can be populated with new buyers
Fill in the template with new buyer information - buyers must have a buyer number, email address, username, first name and last name at the minimum.
Save the spreadsheet in csv or xlsx format.
Select the white "Select file..." to upload the spreadsheet or drag and drop it into the grey box around it
Confirm the preview list of buyers and select the green "Register Buyers"
These new buyers will be created and registered into the Sale

Get details of a Buyer's activity within a Sale

Select the Sale you wish to get the buyer details of (Sales can be searched by sale number and name or filtered by department and status under the "Sales" tab)
Select the "Buyers" tab
Choose the Buyer by selecting their Buyer number (buyers in the Sale can be searched by buyer number, name, email and phone or filtered using the grey drop-down box next to the search bar)

Under Summary, the list of lots won can be viewed, and under Bidding, Bidding Activity can be viewed.

Remove a Buyer from a Sale

Select the Sale you wish to remove a buyer from (Sales can be searched by sale number and name or filtered by department and status under the "Sales" tab)
Select the "Buyers" tab
Choose the Buyer you wish to remove by selecting their Buyer number (buyers in the Sale can be searched by buyer number, name, email and phone or filtered using the grey drop-down box next to the search bar)
Select the settings icon on the top right
Select "Remove Buyer" from the drop-down list
Confirm by selecting the blue "Yes"

Decline a Buyer from Bidding in a Sale

Select the Sale you wish to decline a buyer from (Sales can be searched by sale number and name or filtered by department and status under the "Sales" tab)
Select the "Buyers" tab
Choose the Buyer by selecting their Buyer number (buyers in the Sale can be searched by buyer number, name, email and phone or filtered using the grey drop-down box next to the search bar)
Select the settings icon on the top right
Select "Decline Buyer" from the drop-down list
Confirm by selecting the blue "Yes"

The buyer will be added to a list of clients with Declined Approval in the Buyers tab. Their Existing timed bids will not automatically be withdrawn

Approve a Buyer in a Sale

When registering for a Sale previous buyers will be automatically approved and banned buyers automatically removed. Meanwhile, new buyers will be pending and can be approved or declined.

Select the Sale you wish to approve a buyer for (Sales can be searched by sale number and name or filtered by department and status under the "Sales" tab)
Select the "Buyers" tab
Under the Pending or Declined Approval headings choose the buyer you wish to approve by selecting their Buyer number
Select the green "Approve" on the top right

Change a Client's Buyer Number

Select the Sale you wish to change a Client's buyer number in (Sales can be searched by sale number and name or filtered by department and status under the "Sales" tab)
Select the "Buyers" tab
Choose the Buyer by selecting their Buyer number (buyers in the Sale can be searched by buyer number, name, email and phone or filtered using the grey drop-down box next to the search bar)
Select the settings icon on the top right
Select "Change Buyer Number" from the drop-down list
Write in a new buyer number and confirm by selecting the green "Save"

Export Buyer Addresses

Export the email and postal address for approved buyers in a sale

Select the Sale you wish to export buyer addresses for (Sales can be searched by sale number and name or filtered by department and status under the "Sales" tab)
Select the "Buyers" tab
Select the white "Export" on the bottom right. This will export the email and postal addresses of approved buyers in this sale as an Excel spreadsheet.