Auctria

# Edit Item Details (updated)

The Item Details page is the main dashboard for reviewing and modifying existing items. After an item has been added to the event, you can go to its respective Item Details page to make almost any edit or add more information as needed.

INFORMATION

If the specific item is a Basket And Packages item, there will be a Contents tab also displayed across the top of the page.

A standard Item Details page will have its main Summary tab opened by default displaying the majority of the item's information. There will also be an Images / Links, Activity, and History tab. There are also a number of actions available from the sidebar on the left side of the screen. Also to note, depending on the Item Type, there may be different panels available for the item.

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An example (non-Basket) item using the Online item type.

Edit Item Details: Table Of Contents

# Item Details Sidebar

The Item Details sidebar includes information about the item as well as many links to other related activities.

# Bid Details

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From the example above, the current bid status and winning bidder(s).

# Tags

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You can add or remove Tags from this text field as needed. To add Tags to an item, type the name of the Tag into the text field box. To add multiple tags to an item, separate them with a comma, or space.

 ∞ Using Auctria > Tags

IMPORTANT
Tags should only use letters, numbers, hyphens (-), and underscore (_) characters.
Entering a tag using a comma or space will create a tag from the letters before the comma or space and start another tag using the characters entered after the comma or space.

Although a tag cannot have spaces, you can use an underscore _ or a hyphen - to create a "separation" between multiple words in a tag, for example: another_tag or extra-tag. There is also the option to use camelCase for multi-word tags such as myGreatTagIdeaNumber1.

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Expanding on the example above, the clickable options (1 or 2) to remove tags.

  • Image pointer 1, removing a single tag, click the small x on the left side of the specific tag; or,
  • Image pointer 2, removing all tags from the item, click the X at the right side of the Tags box.

To modify Tags on multiple items, see Modify Tags for more information on this approach.

Item Details Sidebar

# Actions

  • Add New Item ∞ opens the Add New Item page for a new item's information to be entered.
  • Add Image ∞ opens the Choose Image window and adds a new image to the item which can then be found under the Images/Links tab (see Images and Links for more details).
  • Duplicate Item ∞ opens the Add New Item page pre-populated with the existing item's details.
  • Refresh Item ∞ refreshes the item details page.
  • Delete Item -- removes the item after confirming the action via a pop-up window.

# Bidding

  • Close Bidding -- stops bidding immediately for the item (only available with "Biddable" items).
    • Open Bidding -- this option only appears if bidding is closed.
  • Record Bid/Sale ∞ opens the Record bid, purchase or donation dashboard
  • Online Page ∞ opens a new browser tab with the auction website online item details page for the item displayed.

# Export & Printing

  • Export Activity ∞ creates, and immediately downloads, an XLS formatted file of the information found on the item Activity tab.
  • Export Individual Sales ∞ creates, and immediately downloads, an XLS formatted file of the "sales" information for the item (only used with For Sale type items).
  • Printing -- this uses the main Printing options to generate the following documents:
    • Bid Sheet ∞ opens a new browser tab with a generated view of a Bid Sheet.
    • Display Page ∞ opens a new browser tab with a generated view of a Display Page.
    • Gift Certificate ∞ opens a new browser tab with a generated view of a Gift Certificate.

# Dashboard

  • Back to items ∞ this leads to the all items list report view.

# Summary Tab

Most of the modifiable information about an item is found on the Summary tab. To edit the information in a specific section, click the Edit icon (the blue pencil).

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To save your changes in the section, click the Save icon (the blue check mark).

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To undo your changes (before saving) in the section, click the Undo icon (the curved back arrow).

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# Item

  • Item# -- Required
    Each item in your auction is given a unique item number (often shown/referenced as Item#). Item numbers don't have to be simple numbers.

    INFORMATION

    You can use letters and other browser safe characters but each item number must be unique; and, if the field is left blank, Auctria will automatically number the item. You can also Renumber Items later, if needed.

  • Title -- Required
    The item title is generally a one-line descriptive name for the item. The Title will be used to identify the item on Bid Sheets, in the Bidder Statement, and in the Catalog.

  • Type -- Required
    The item type controls how the item behaves. You can change the item type defined for an item at any time by selecting a different Item Type from the drop-down selector.

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    An example of the drop-down selector showing Online as the current item Type.

    INFORMATION

    You cannot change the list of available Item Types. These are defined by Auctria and have specific purposes as they relate to specific functions and feature sets.

    See Item Types for more information.

  • Item category
    Item categories are user-defined. You can use categories in the online, or printed, catalog to group similar items together. You can add a category to an item by selecting it from the drop-down selector or by typing it into the field at the top of the selector box and clicking on it the available categories listed afterward.

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    Following the example above, the "Electronics" category is selected

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    An example passthrough showing the creation of a new category directly in the Item Details.

    See Item Categories for more information.

  • Live#
    The Live# determines the default order in which items are listed for auction at an in-person live event. You can manually change the Live Auction Ordering of items as needed.

# Description

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An example, taken from a "Gift Certificate" demo item.

  • Description
    The section provides for sharing more details about an item. The description can use multiple lines of text. When shown online, any URLs in the description will be converted to clickable links.

  • Terms and Conditions
    This area should be used to describe any specific Terms and Conditions bidders should be aware of with regards to the item.

# Donor

This section is used to describe and record any Donor related information about the item.

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  • Donated by
    The Donor that provided the item. The Donated by field information will be shown with the item online, in bid sheets, and other printed forms, if the Donor is set to Acknowledge Publicly.

  • Solicited by
    This field is used for the name of the person that approached the Donor about this donation. This is, by default, an internal piece of information.

  • Receiptable value
    If you want to show a different value on the donor receipt than the item's value, you can provide a Receipt Value here. If this field is left blank, or set to 0, the receipt-able value is assumed to be the full item value.

    This field is often commonly used by Canadian "non-profits" issuing a tax receipt to the Donor that must reflect the true cost of the item, if it was purchased on sale.

  • Receipt required
    This checkbox is for information purposes only. Check the box to indicate that a receipt is required for the Donor. Auctria does not automatically take any action based on this field.

# Pricing

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  • Value
    The Value of the item that should be displayed publicly. You can enter -1 to categorize the item as "Priceless" and have that reflected in the item's value that is listed.

  • Taxable value
    This field is used when the Taxable Value of the item needs to be defined as something different than the item Value. In most cases, this field can be left blank. The Taxable Value is assumed to be the item Value unless you specify otherwise.

    A common case for having to provide a different Taxable Value is when you are selling gala tickets.

    For example, if the per ticket price is $150 and the Taxable Value of the evening is considered to be only $50, this allows bidders to claim a $100 tax deduction on the ticket price paid. In this case, you would set the ticket Value at $150, which is the receipt-able price for the purchase and set the Taxable Value at $50. Then enable the "Show tax deductible" option on the Bidder Statements' "Statement Options" panel for the amount of the difference of $100 per ticket to be displayed.

    If the item's Value is "Priceless" (entered as -1), the default Taxable Value will not be shown. If you want the entire amount of the bidder's bid to be tax deductible, enter -1 as the Taxable Value as well.

  • Shipping Cost
    Amount to charge for shipping to winners of this item. Also see Shipping for more information about this field and how "Shipping & Handling" may be addressed.

  • Sales tax category
    The Sales tax categories are user-defined. You can use categories to organize items for your event and to make it easier to filter items. See Item Categories for more information.

    See Sales Tax for more information.

# Donation Items

INFORMATION

This section is only available for Donation Items.

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  • Quantity
    The number available, if no value is set the quantity would be considered as unlimited.

  • Show in default web purchase element
    This will add the item to the auction catalog where other purchases / direct payments are made such as a "tickets" page.

  • Print bid sheet
    Enabling this option will include the item when printing bid sheets.

  • Donation Levels
    This can be set as a comma separated value list of specific amounts. Combining an asterisk (*) with the list of values will display buttons for each value as well as a field where donors can enter the amount they want to give.

  • Fundraising Target
    Setting this value will auto-generate a "Thermometer" style progress tracker displayed on the item's Item Details page on the auction website.

    This is intended for use with Donation Items only and set as the amount you are looking to raise with this item. Setting a value for this option will show a progress message as well as include a Thermometer element in the Item Details card showing the progress to the target value.

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    NOTE
    The "look and feel" of these component elements are not directly editable and will use the current theme colors in their default styles.

  • Online Purchase Behavior
    See Online Purchase Behavior for specifics on this option.

  • Override online bidding starts at
    This works with the Override online bidding ends at setting to set when the item will be available if it is scheduled outside of the default online bidding times. See Online Bidding for more details.

  • Override online bidding ends at
    This works with the Override online bidding starts at setting to set when the item will be available if it is scheduled outside of the default online bidding times. See Online Bidding for more details.

# For Sale Items

INFORMATION

This section is only available for items with the For Sale Items type. A placeholder will be shown but no details will be available if the item type is not set to "For Sale".

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An example of an item with limited quantity available.

  • Quantity
    If there is a limited number of the item available then a Quantity should be set, if no quantity is set of a value of 0 is used the number available will be considered "unlimited".

  • Admission Tickets Included
    The number of event admission tickets that a purchase of this item represents.
    See Sell Tickets for more details.

    Do not use for raffle, drinks, or similar tickets.
    Please see Selling Items for more information on how to configure items that do not include an "admission" component.

  • Always share a bidder# between guests when this item is bought.
    See Sharing Bidder Numbers for more details.

  • Create a table when sold.
    See Tables And Tickets for more details.

  • Is sponsorship
    Toggles if the For Sale item will be considered as a sponsorship.

  • Coupons
    Coupon codes that can be used with this item. Coupons are added separated by commas. See Coupon Codes for more details.

  • Print bid sheet
    Toggles if the item will be included with the print bid sheets function. See Bid Sheets for more details.

  • Show during bidder registration
    If selected, the item will be shown online when bidders register. For more information about For Sale Items, See For Sale Items.

  • Override online bidding starts at
    This works with the Override online bidding ends at setting to set when the item will be available if it is scheduled outside of the default online bidding times. See Online Bidding for more details.

  • Override online bidding ends at
    This works with the Override online bidding starts at setting to set when the item will be available if it is scheduled outside of the default online bidding times. See Online Bidding for more details.

# Availability

This section is used if an item allows for multiple winning bidders and sets the available quantity.

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  • Allow multiple winners
    Use this check box to allow for multiple winning bidders.

    IMPORTANT
    Enabling this function will require the Quantity field have a value greater than 0 set to enable online bidding for the item unless it is configured as a Buy It Now Only Item.

  • Quantity
    Enter the number available, leave blank for an unspecified quantity

# Bidding Rules

INFORMATION

The Bidding Rules section is not available for items with the For Sale type and is used strictly for informational purposes with Partial Items.

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  • Starting Bid
    For silent and online auction items, the Starting Bid specifies the minimum bid a bidder can place on an item. This minimum bid amount is only enforced for online bidding or pre-bidding. It can also be shown on the bid sheet, or in the auction catalog.

  • Bid Increment
    The Bid Increment denotes the minimum amount a bid must be raised with an online, or silent, auction item. If you configure the bid sheets to pre-populate the bid amounts, this will only happen if the item has both a Starting Bid and a Bid Increment applied. The pre-populated values will reflect the starting bid and increments in multiples of the bid increment value.

  • Buy It Now Price
    The Buy-It-Now Price provides a price the bidder can bid to immediately win the item and stop further bidding on the item. This is supported for online, and silent auction, items.

    The Buy-It-Now Price can be displayed in a box on the bid sheet. See Allow Multiple Quantities for more information about how Buy-It-Now Price interacts with an item supporting multiple winners.

    INFORMATION

    The Buy It Now Price is the maximum bid value accepted for an item, if a bidder enters a higher value the bid will be reduced to the Buy It Now Price and the bidder will be acknowledged as having the winning bid.

  • Reserve Price
    This is the minimum bid required for the item to be won at auction.

    IMPORTANT -- When Proxy Bidding Is Enabled
    When an item has a Reserved Price set, a Proxy Bid will be increased until it reaches, or exceeds due to bid increments, the "Reserved Price" value. If the Reserve Price value is not met, the Proxy Bid will be used to set the Current Bid for the item.

# Online Bidding

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  • Participate in online bidding
    The default should be enabled. If this option is not enabled the item will not be available online.

  • Closing Mode
    The Default option follows the conditions set for the online auction in general.
    The Timed option will have the item close based on the online bidding time.
    The Manual option will not close based on time, but must be manually closed and will always appears open for online bidding (until it is closed).
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    NOTE
    Under Manual mode, the Mobile App will always show as having its bidding time end the following year if it is open; in the auction website it will not show an ending time.

  • Override online bidding starts at
    Use this override field if you need to set a start time/date other than the auction default. If left blank, the auction default time is used. See Auction Details for more details.

  • Override online bidding ends at
    Use this override field if you need to set an end time/date other than the auction default. If left blank, the auction default time is used.

    This field applies to items with a type of online, silent (with allow online pre-bidding = yes), and For Sale (ticket) items. For Tickets, you could use these to automatically set the time when different items start, or end, in a purchase element. For example, you can set the end time on an early bird ticket item and the start time on a regular ticket item.

# Options

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  • Is basket lot/package?
    If selected, the CONTENTS tab will become available allowing you to define the items in the basket lot/package. See Basket And Packages for more information.

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  • Is gift certificate
    If selected, the item will be identified as a gift certificate. The system can generate a "simple" gift certificate for each gift certificate item. Gift certificates can also be identified on the checkout page, and bidder statement page, so bidders can know if they have to collect one. See Gift Certificates for more information.

  • Highlight item
    If selected, the item is shown on the Highlights page on the auction website and included in the Highlights slide show in Kiosk Mode.

  • Exclude from catalog
    If selected, the item will not be shown in either the online, or printed, auction catalog.

    IMPORTANT
    This does not exclude the item from the auction, it only "hides" the item from the public views and printed catalogs. A bidder can still gain access to this item from a previous bid notification or via its item details URL and place bids if the item is still open.

# Other

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  • Location
    This is generally used to set where items are physically located at the physical auction event site. This is an open free-form text field.

  • Closing Time
    For silent auction items, the time when bidding on this item (or table) is set to close. The Closing Time field is just a piece of informational text, it will display whatever is placed in the field. To display a specific date and time, you would need to enter the complete details of that date and time.

# Consignment

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  • Consignment category
    The Consignment categories are user-defined and used to specify rules for creating expenses when the item is sold. See Consignment Items for more information.

  • Consignment Minimum
    The minimum cost for a consignment item. The minimum cost of the expense generated when this item is sold. This amount can be defined whether or not a consignment category is also defined. If a consignment category is defined, and a percentage for calculating minimum expense is used, the Consignment Minimum defined here will be used as the lowest expense possible.

  • Consignment Maximum
    The maximum cost for a consignment item. The maximum cost of the expense generated when this item is sold. This amount can be defined whether or not a consignment category is also defined. If a consignment category is defined, and a percentage for calculating maximum expense is used, the Consignment Maximum defined here will be used as the highest expense possible.

# Form Wording

This section allows you to adjust the default text used with the item.

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  • Display page text
    If set, this text is used on the display page instead of the description.

  • Bid sheet text
    If set, this text is used on the bid sheet instead of the description.

  • Certificate text
    If set, this text is used on the certificate instead of the description.

  • Catalog text
    If set, this text is used in the auction catalog instead of the description.

  • Statement text
    If set, this block of text will be shown on the bidder statement where the item is referenced. Statement text is shown in addition to the item description, if an item description is available.

# Notes

Internal information about the item. Not shown publicly.

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See Images and Links for more information on this tab's features.

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  • To Add An Image
    • click Add Image (under the Actions menu in the sidebar); or,
    • select the Images / Links tab on the Item Details page for the specific item.
  • To Add A Link
    • Click the "plus" (+) icon to the far-left of the Links section to open a pop-up window to add links and embed videos into the specific item details page of the auction website.

# Activity Tab

See Activity for more information on this tab's features.

# History Tab

See History for more information on this tab's features.

Last Revised: 2022-04-06
Last Updated: 4/6/2022, 8:28:55 PM

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