# Bidder Details

The bidder details page shows the contact information, registered credit card, activity, audit record, and other information about a bidder separated across the SUMMARY, ACTIVITY, and HISTORY tabs.

# SUMMARY

The SUMMARY tab lets you edit the information associated with the bidder as well as showing the bidder's "Current balance".

# Bidder

The Bidder panel allows you to modify the bidder details.

• Bidder #
  This is the current bidder# and can be edited as needed.
• First name
  The bidder's first name (it can be left blank and often will be if the bidder is a "company").
• Last name
  When a bidder is acting on behalf of a company, the Company's name should be used here; otherwise, the bidder's last name goes here. This field should be considered as required.
• Additional bidders
  Enter the names of any other people bidding with this number.
• Guest of
  The bidder/purchaser of the event tickets can be selected from the drop-down selector as needed.

# Contact Information

The Contact Information panel allows you to modify the bidder's contact details.

• Email
  This will be used as the primary (communication) detail where most notifications and other bidder relevant information is sent.
• Phone Number
  This can be used as a secondary contact telephone number as needed.
• Cell Phone Number
  This will be the telephone number to accept text bids from and notifications of being outbid.

# Address

The Address panel allows you to modify the bidder address details.

• Address line 1
• Address line 2
• City
• State/Province
• Zip/Postal code
• Country

# Other

The Other panel provides more information details that can be modified.

• Company
  If this bidder represents a company, or organization, and you want to save that information you can record it here.
• Reference
  If you have bidder information in another system and want to cross-reference it, that can be recorded here.
• Seating preference
  This is an informational only piece of information and is often used for more details about a bidder's seating assignment.
• Meal choice
  The bidder's meal choice can be entered or selected from the auto-filled drop-down selector.

# Options

The Options panel has checkboxes for bidder specific details.

• Checked in?
  This checkbox indicates if a bidder has checked in, or to check in the bidder if not enabled.
• Exempt from sales tax
  This check box will exempt the bidder from taxes for all purchases made after it has been enabled.

# Notes

The Notes panel is an informational text field what is not displayed by default and can be used as needed for various additional details about the bidder.

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See Edit Bidder Details and Open Bidder Details for more details.

# ACTIVITY

The ACTIVITY tab shows the itemized details for the bidder's Items won, Purchases, Donations, and Payments.

• Items Won
  These items are those won with a winning bid.
• Purchases
  These items are those that have been purchased such as Tickets to the event.
• Donations
  These items were designated as donations and listed separately for reference.
• Payments
  These entries represent the payment types as well as the amounts and when they were recorded.

# HISTORY

This HISTORY tab shows an audit trail listing of all the changes to the bidder made to the bidder.

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# Bidder Details Sidebar

# Ticket

If a ticket has been assigned to the bidder, the ticket number will be displayed. If no ticket has been assigned to the bidder there will be no reference made.

# Access Code

If an Access Code needs to be created, clicking "Assign Access Code" will generate one. See Bidder Access Tokens for more information about access codes.

# Table

If the bidder has been assigned to a table, the Tables and Seating reference will be displayed. If the bidder was not assigned to a table there will be no reference made.

# Tags

Bidders can be assigned Tags for better organizing and/or reporting. See Tags for more information.

# Credit Card

Hovering your mouse pointer over "Credit Card Details" will pop up a window with details referencing the credit card on file. This reference will be either "no card on file" or the last four digits of the card.

# Activity

• Bid
  Links to the Record Bid page with the bidder pre-populated on the page.
• Checkout
  Links to the Checkout page with the bidder pre-populated on the page.
• Export Activity
  Generates an Excel spreadsheet for the specific bidder and triggers the browser to download it.

# Communication

• Send Access Token
  This will send an access code email to the address on file for the bidder.
• Send bidder invitation
  This will send an invitation email to the address on file for the bidder.
• Send e-ticket
  This will send an e-ticket email to the address on file for the bidder.
• Send tickets statement
  This will send a tickets statement email to the address on file for the bidder.
• Statement
  • Show Printable Statement - generates a preview of the printed bidder statement.
  • Preview Email Statement - generates a preview of the email bidder statement.
  • Send Email Statement - this will send the "Email Statement" to the address on file for the bidder.
  • Show Small Printable Receipt - generates a preview of a "narrow" formatted bidder statement.

# Editing

• Add New Bidder
  Links to the "Register Bidder" page.
• Duplicate Bidder
  Links to the "Register Bidder" page with some fields pre-populated by the current bidder details.
• Link Bidder
  Opens a pop up window to "link" two bidders. The bidder# on the bidder you select will be changed to the current bidder number.
• Merge Bidder
  Opens a pop up window to "merge" two bidders. The bidder you select will be deleted and all their activity moved to the current bidder.
• Refresh Bidder
  Force refreshes the current bidder details page.
• Delete Bidder
  Opens a pop up window requiring you to click "continue" before removing the current bidder.

See Sharing Bidder Numbers for more details on the Link Bidder and Merge Bidder options.

# Dashboard

• Back to Bidders dashboard link.

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