Check-In Customers

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1. Click on the Customer Check-In Button 6_cmd_CustomerCheckin from the Navigator or the Navigator Toolbar.

 

6_cnt_Customer Check In

 

 

2. From here you have several options depending on your situation:

To check in existing buyers or to find out if someone is already an existing buyer use the QUICK CHECK-IN buttons 4_cnt_QuickCheckin. If any of the quick check-in buttons fails to find a buyer you will be prompted if you would like to add them.
4_cmd_QuickCheckInByName quickly check-in buyers by first, last, or company name (full or partial).
4_cmd_QuickCheckInByPhone quickly check-in buyers by full or partial phone number (last 4 digits, last 7 digits, etc.).
4_cmd_QuickCheckInByReserved quickly check-in buyers by their reserved bid card number.
4_cmd_QuickCheckInByDL quickly check-in buyers by swiping their driver's license through a magnetic stripe reader or a 2 dimensional barcode scanner depending on state. Additionally if the buyer is not found you can elect to create the buyer and the system will automatically extract the buyer's information from their driver's license.
4_cmd_QuickCheckInByID quickly check-in buyers by their ID. The ID field is most commonly used when an auction house has distributed buyer ID cards with bar codes or magnetic stripes.
4_cmd_QuickCheckInAltBidders quickly check-in all buyers with Alternate Bids (Absentee Bids or Phone Bids) for this auction.
4_cmd_QuickCheckInHistory quickly check-in all registered buyers from a previous auction.

 

To check in a buyer that you know is new click the New 4_cmd_CheckInNew button from Auction Buyer Controls.

 

To check in an existing buyer using the Buyer Maintenance form click the Exist 4_cmd_CheckInExist button from Auction Buyer Controls. This method is slower than using the Quick Check-In buttons but is more flexible.
To edit a buyer's information once they have been checked into the auction, simply highlight that buyer from the list and hit the 'Edit' button on the left.
To change the bid card # a buyer is checked-in under, highlight that buyer and select the 'BidCard#' on the left. 
You can also easily remove a selected buyer(s) buy highlighting the buyer(s) and clicking the 'Remove' button.
To import customers please refer to that chapter.