Creating a Buyer

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There are multiple areas in Auction Flex where you can create a new buyer.  Auction Flex also has the capabilities to import a list of buyers using a spreadsheet.  

This topic will explain how to manually create buyers from the buyer maintenance and buyer check-in areas.  

After a buyer has been entered, you must check-in that buyer to an auction before he/she is able to bid on an item in that auction.

Once you have a buyer entered in, you will never need to input the information again.  

If you think you have duplicate entries, you can run our Duplicate Buyers Tool.

 

Click on the 'Auction' drop-down menu and choose 'Buyer Maintenance' AuctionDropDown , or click on the 'Buyer Maintenance' icon. 4_cmd_BuyerMaintenance

 

Buyer_Maintenance

Within Buyer Maintenance, click on the 'Create a New Buyer' Icon. 4_Cmd_New
This will create a new buyer and assign the buyer a Buyer Code.Buyer_Code

* Note: The Buyer Code is NOT the bid card number (aka badge number).  It is a code that is assigned by the software but can be changed.

 

Under the INFO1 INFO1_TabTab, you can:

a. enter the demographics for a particular buyer (address, phone, email, DOB, etc...).

b. assign a Reserved Bid Card Number. Reserved_#

c. select a Hear About Us value. Hear_About_Us

- Hear About Us values are determined by you in the Settings and Options Maintenance under the Buyer Tab.  Enter in different means that your buyers may have heard about your auctions (i.e. Radio Commercial, Newspaper Ad, Flyer, etc...) and separate each with a comma.  These choices will then appear under this drop-down menu.

 

Settings&Options_Buyer

       

d. enter an Alert that will appear every time the buyer checks-in or cashes-out. Alert

Buyer_Alert

 

Under the INFO2 INFO2_TabTab, you can:

 

a. Determine a buyer's tax-status.

Taxable 1&2

If a buyer is tax-exempt, simply make sure the Taxable 1 box is unchecked.  You may enter the buyer's Tax Exempt number in the next field if you wish.

 

b. Set the Buyer's Premium to a different rate than that of the auction buyer's premium.

 

c. Store a preferred payment profile for this buyer.

 

The Mail Lists Tab 4_pag_MailLists allows you to add or remove buyers to and from your generated mail lists.

 

The Images Tab 5_pag_Image is where you can store up to two different images for your buyer.  You can use the capture utility buttons to acquire the image from a variety of sources (i.e. webcam, digital camera, scanner, etc...) and even hold copies of the buyer's driver's license on file electronically.  You can also order ID Cards from Auction Flex from this area as well.

Image_Controls

 

The following tabs Buyer_Tabs all keep a total, running history of your buyers' activities.  It shows any auction they've attended, and any alternate bids, purchases, invoices, and deposits they are associated with.