Record Auction Bid Sheets and Payments

 

At the end of your auction, you will want to record your successful bidders, what they purchased, and their payments.
 

RECORD BID SHEETS

  1. On the Main Menu, click on Auction Results.
  2. Choose your Campaign/Appeal from the dropdown at the top of the screen.
  3. Choose the Item Sub-Appeal from the dropdown in the left column.
  4. Type in the Item # that was purchased. NOTE: the Item Name will automatically fill in.
  5. Type in the Bidder # who won the item. NOTE: the Bidder Name will automatically fill in.
  6. Type in the Amount of the final bid.
  7. Continue steps 3-6 for all of your Auction Bid Sheets.
  8. Close the Auction Results screen.

 

RECORD BIDDER INFORMATION AND PAYMENTS

  1. On the Main Menu, click on Auction Payments.
  2. Choose your Campaign/Appeal from the dropdown at the top of the screen.
  3. Type in the Bidder # NOTE: the name of the bidder will automatically fill in.12. If a bidders name does not automatically fill in, then you must add them to the database.
         a. Type in a partial last name to find the person and if they don't appear, then push Enter on the keyboard  NOTE: This will take you to the Supporter Search screen. 
         b. If the person is not in your list of names, then click on Add Supporter at the bottom of the screen and fill in the data for this new person.
         c. Save the record and choose the supporter from the dropdown list.
  4. The information that was previously entered from the Auction Results screen will appear for this supporter.
  5. Click on the Pay button on the bottom of the screen.
  6. The Pledge Amount and Cam/App/Sub-App will automatically fill in.
  7. Click on the Save Pledge button on the bottom of the screen.
  8. Review the Items Purchased list.
  9. Click on Quick Pay.
  10. Choose your Method of Payment and fill in the appropriate information including any necessary comments.
  11. Click on Post Payment and Close.
  12. Close the Pledges screen and proceed with the next successful bidders information. 

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