Bidder Details

The bidder details page shows the contact information, registered credit card, activity, audit record, and other information about a bidder.

SUMMARY tab

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

img

Bidder

The Bidder panel allows you to modify the bidder details.

img

  • 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.

img

  • 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.

img

  • 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.

img

  • 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.

img

  • 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.

img


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

ACTIVITY tab

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

img

  • 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 tab

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

img

Learn More

Last Updated: 7/15/2019, 8:33:48 PM