The Phone Bid Scheduler will allow you to generate a phone bid schedule for your bank of phone bid employees.
To get started, simply click on the advanced tab from Customer Check In, and then click
1.
If you have previously created a Phone Bid Schedule and only want to view it or make manual changes DO NOT generate a new schedule.
Instead, click on 
which will appear only if one has already been created in the same auction.
IMPORTANT NOTES:
| • | This tool does not support allocating the same inventory # to multiple lot #'s. |
| • | You should only use one bidcard # per phone bidder. |
| • | You should not change a phone bidder's bidcard # after generating a schedule that you intend on keeping. |
| • | The first page will highlight the guidelines listed above. After reading, you should click Next Step to start setting up your scheduler. |
2.
Here you must add a complete list of your phone bank employees.
| • | The Employee Code (typically the employee's initials) is used in the schedule as a column name. The Employee Code MUST be unique across all phone bank employees. |
| • | The Default Priority can range from 9 (highest) to 0 (not auto-assigned). At this step you will typically use 2 for a regular employee, 1 for an overflow only employee, and 0 for employees that will not be auto-assigned to the schedule. |
| • | In the next step you will be able to override these default priorities by employee/customer to give preference to certain employee/customer combinations. |
3.
Here you will select how you want your customers information presented in the Phone Bid Scheduler.
For example:
| • | To have the Customers information Show with Company first, then the Last name, and then the First name you |
would select the radial next to " Company + Last Name + First Name "
4.
Here you will set the priority for callbacks to your phone bidders.
| • | Valid priority values are 9 thru 0. |
| • | 9 is the highest priority, 8 slightly less, and so on. |
Priority Assignment Suggestions:
| • | Use 9 for employee/customer assignments for highly valuable customers that you want to ensure talk to that particular employee. |
| • | Use 8 for that next level of importance... all the way down to 2 for no special assignment consideration. |
| • | Use 1 for overflow employees only. This will allow you to have an overflow bank of employees for lots with numerous phone bidders. |
| • | Use 0 for employee/customer combinations that are NOT allowed. A 0 priority can be useful for preventing employee/customer assignments due to constraints such as language. |
5.
Here you can setup a minimum number of lots there will be between employee phone calls to different bidders.
6.
Here you will assign the length of time given to process the phone bid schedule.
| • | Note: The more time you give the scheduler to run (to a point), the more optimized the phone bid schedule will be. |
7.
Here you will be able to view/modify your phone bid schedule.
| • | It will be easier to use this form by maximizing it and using a computer with a higher resolution monitor (1024x768 or better). |
| • | If you have any un-assigned phone bids (on the left) you can manually insert those bids now by entering the bidder# in the appropriate lot row/employee column on the right. |
| • | When you select a row on the left in the un-assigned phone bids grid, the schedule grid will automatically skip to the same lot#. |
| • | To refresh the list of un-assigned bids (useful after manually assigning to the schedule), just click the Refresh Un-assigned Phone Bids button towards the bottom of the form. |
8.
Here you will be able to print your phone bid schedules that you have generated
To print the schedule you have created, simply click
and then choose the desired report using the standard print dialogue controls.