How To Record Purchases

img

The Bidding/Sales dashboard.

You open the Record Purchase dashboard from the main Event Dashboard by clicking the Bidding/Sales menu item.

img

An example from a demonstration event.

The Record Purchase tab uses a very similar layout and approach as the Record Bids tab.

You would use the Choose Items field to select the item being purchased and then select the Bidder that will be purchasing the item.

img

An example For Sale item and bidder selection from the Auctria demo data.

The Record Purchase function is not meant to be used for selling Tickets. The purchaser will not be properly registered with their tickets unless you use the Sell Tickets function from the Event Dashboard under the Tickets section.

With the Item and Bidder selected, the default for the Amount will be the item's value of a single quantity based on the Total Amount.

img

Changing the quantity will automatically calculate and update the amount fields.

img

Changing to the unit price option allows you to set a different unit price than what the Item Details value has been set at.

img

Recommended Reading

When you Record bids, purchases, or donations, the default payment method selected is None.

By default, the dollar amount being recorded will be applied to the Bidder record and be an outstanding balance on their account.

img

An example from a demonstration event showing all possible payment method tabs.

To record a payment, select either the Credit Card tab or the Other tab (or the Registered Card tab, if available).

Enter payment

When recording a purchase, you may also want to record that it has been paid. For example, if you enter purchases before the event, you may wish to register pre-payments. See the Checkout Payment Options for more details.

Learn about related topics:


Last reviewed: February 2024
HowTo_RecordPurchases
/how_to/event_running/record_purchase/
how_to
event_running
record_purchase
How To Record Purchases
An overview of the function to record supporter purchases.