Circuitauction User Guide
  • Introduction
  • Import / Migrate
  • Logging into the System
  • Accessing your Demo
  • Suggested Workflow
  • Clients
    • How to Create a Client
    • How to Find an Existing Client
    • Understanding the Client Page
    • How to Approve a Client
    • How to Create a Bidder Number
    • How to Download the Phone Bidder Cards List
    • How to Place a Bid for a Client
    • How to View Client Bids
    • How to Send a Bidding Report to a Client
  • Items
    • Import / Migrate Items
    • How to Create an Item
    • How to Find an Existing Item
    • Under extension worflow
  • Sale
    • Sale Context
    • How to Create a Sale
    • How to Find an Existing Sale
    • How to Assign Bulk Items to a Sale
    • How to Assign Lot Numbers
    • How to Mass Upload Items Images
  • Consignment
    • Consignment Workflow
    • How to Create a Consignment
    • How to Add an Item to Consignment
    • How to Find an Existing Consignment
    • How to Add Additional Charges
    • How to Change Consignment Status
    • How to Find a Consignment Statement
    • How Consignment Statements are Created
    • How to Find a Related Consignment Statement
  • Tasks
  • Auction
    • Live Auction Flow
    • The Clerk Screen
      • How to Set the Auction Session
      • How to Set the Auction Status
      • How to Select the Bidding Item
      • How to Place a Bid from the Floor
  • Glossary
  • WebSite
    • Ask about this item
  • IT Section
    • Drush
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On this page
  • Client
  • Bidding info
  • Consignments
  • Items
  • Bidder orders
  • Consignor orders
  • Reports
  1. Clients

Understanding the Client Page

PreviousHow to Find an Existing ClientNextHow to Approve a Client

Last updated 6 years ago

On top of the page you will find several tabs described below.

Client

Information about the client, divided into sections: basic details like name and contact details, address, information related to the auction (for example if there is a warning related to this client) and financial information.

On the button of the Client tab you can find a list of the content revisions and the name of the user that changed it.

Bidding info

Under this tab you can choose several actions:

Consignments

Items

List of the items under the consignment. This is only relevant for clients that are consignors.

Bidder orders

List of the client's Bidder Orders. This is only relevant for clients that are bidders.

Consignor orders

List of the client's Consignor Orders. This is only relevant for clients that are consignors.

Reports

Create for this client.

View a list of the on the .

for this client.

List of the client's . This is only relevant for clients that are consignors.

Here you can create a and send it to the client.

Bidder Number(s)
client's bids
current sale
Place a new bid
consignments
Bidding Report