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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Suggested Workflow

PreviousAccessing your DemoNextClients

Last updated 4 years ago

  1. Create a Client (Consignor). See .

  2. Create a Sale. See .

  3. Create a Consignment on the consignor (client) page. See .

  4. Create Items out of consignment. See .

  5. Assign Item(s) to a Sale. This is done from the Item dashboard () or from the Item page ().

  6. Assign Lot Numbers to Items. See .

  7. Publish the sale on the website.

  8. Run a Sale

  9. Invoicing Buyers and Consigners

  10. Exporting to accounting

How to Create a Client
How to Create a Sale
How to Create a Consignment
How to Add an Item to Consignment
bulk
single
How to Assign Lot Numbers