Check-In Customers

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1. Click on the Customer Check-In Button 610_cmd_CustomerCheckin from the Navigator or the Navigator Toolbar.

 

610_frm_CustomerCheckin

 

 

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 610_cnt_QuickCheckin. If any of the quick check-in buttons fails to find a buyer, you will be prompted to add them.
610_cmd_QuickCheckInByName quickly check in buyers by first, last, or company name (full or partial).
610_cmd_QuickCheckInByPhone quickly check in buyers by full or partial phone number (last 4 digits, last 7 digits, etc.).
610_cmd_QuickCheckInByReserved quickly check in buyers by their reserved bid card number.
610_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.
610_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 barcodes or magnetic stripes.
6_cmd_QuickCheckInbyCC quickly check in buyers by their customer code.
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 Customer Controls.

 

To check in an existing buyer using the Customer Maintenance form click the Exist 4_cmd_CheckInExist button from Auction Customer 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 'BidCard#' on the left. 
You can also easily remove a selected buyer(s) by highlighting the buyer(s) and clicking the 'Remove' button.
To import customers, please refer to that chapter.