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Add consignee zip code

hi this is Chris Kennedy and welcome to the auction flex video tutorials today we're going to use auction flex and the auction flex easy navigator to create and conduct a simple non catalogued auction the auction flex easy navigator breaks an auction into three sections we have pre auction where you create your consigners auction setup where you create your auction and it's auction listing auction Lots and preview where you can drop in preview images for your non cataloged auction and upload auction to Internet where you can upload your auction to your own private label auction calendar you can also upload your auctions to third-party sites such as auction guy auctions zip auction look and auction guide our auction day forms allow you to check in your bidders and print their bid cards Clerk the auction check out your bidders and invoice them post auction allows us to run tax reports countdown your cash drawers pay your consigners and print settlements and run any back-office auction summary reports we'll start by creating a consignor we do this through the customer center where we select new customer add a new customer record and give this consignor an easy-to-remember consignor code we fill out all the pertinent information at our Commission by hitting the percentage button on the left hand side where we can set a specific commission that's outside of our default action flicks can calculate Commission's by each item by invoice line item or by the total for the consignment order we can also create structures of sliding-scale commissions incremental commissions and flat in this case we're going to use a flat Commission of 20% now that we have our consignor entered we can go to select new and create a new auction we can name that auction and we can set its auction date for our online auction listing create new option now that we have our auction setup screen open if desired we can choose Auto number bid cards confirm our buyer's premium and confirm our tax rate if this is a non cataloged auction we can choose all tax exempt or flip it back to a taxable auction depending on whether the buyer is taxable or non-taxable now that we have our auctions set up we can go to auction Lots in preview select preview and simply drag and drop any preview images into this image block we can even add captions for our online audience now we can exit out of the preview and if we go to upload option to internet we can upload this to your private label auction calendar we can also upload it to our non branded but it would be a high bid site and send it to other sites such as auction guy an auction zip we can now move to the auction day forms where we can check in bidders finding them by name by phone number by permanent bid card number by scanning the driver's license or by creating new customers note I'm not capitalizing anything we try our best to save you time in every aspect of the software and to their phone number how they heard about you and these are modifiable values that you can run reports on on how many people are coming to from this newspaper or that newspaper and how much money are they spending with you enter the driver's license number date of birth email option flex is a full bulk targeted mail system for both ground mail and email enter any alerts for this buyer and choose whether Jane is taxable or non-taxable if she's non-taxable we uncheck the tax box and enter in her tax exemption number if your state requires tax exemptions to be renewed you can put it put the expiration date in this field when that tax exempt expiration has passed this whole section will turn red letting your cashier know to get new paperwork here's our alert yes we do want to keep checking Jane in and she was checked in under bidder 101 let's add a new customer if you enter a zip code pre-existing in the softer in a city field will automatically fill in the city state and zip and drop your cursor down to the email will leave John taxable he was checked in their bitter 102 now that we have our virus checked in we can go to clerk auction where we have a portrayal print that you can start prior to the auction this prints the hard copy paper copy of the auction in three columns we're emulating a three-part clerking sheet you have a buyer column a seller column and a house column we also have an auto backup where you can plug in a USB flash drive into your main computer and when started every 30 minutes we'll back up all of your auctions and all of your data to that USB flash drive if we move to the clerking grid we can enter our Lots this is a non mouse oriented screen its keyboard oriented for data entry we use enter arrow and tabs to navigate through the screen if I hit enter and add my consignor number one now I can add what I'm selling it to the leader description the price and the bid card number you'll note we remember the seller code so your clerk does not have to re-enter it every time if we sell a table for $75 to buyer 102 and then realize we made a clerking error and that should have been a hundred and seventy-five dollars we can use our arrow keys and tab to edit the item and hit up arrow to get back to the live item also if you sell choice tray lots or table lots you can type in the lead description the price and using a hotkey we can say 101 takes three our hotkey is the plus button on your keyboard by hitting that we drop your cursor right back into the bid card because 102 takes 2 of them let's go to checkout and take a look at invoicing our checkout screen allows you to enter the bid card number or the person's name if 102 walks up we can see the items that John buyer has bid on and if needed we can change the bid amount or change the bid card number or we can select set in items to invoice so in this case we selected the table with a 10% buyer's premium and it is taxable comes up to a total of two hundred and four dollars and 53 cents if needed we can always select an item and toggle the tax on and off now the price went down to 190 250 if I hit add receipt choose cash and enter the tendered amount auction flex will tell you how much to return to the buyer let's invoice his last bit in this case we're gonna add a receipt and he's gonna pay us by a MasterCard last four and the expiration date to invoice Jane we select her record invoice all bids we see the alert to take cash only and we can go to her invoice where we can edit the price edit the tax remove items or edit the description of the item we're gonna select cash and hit done our post auction reports our invoice summary reports this is our tax report which will show that we have three hundred and fifty two dollars and non-taxable thirty three dollars in taxable 385 in taxable plus non-taxable and we collected two dollars and six cents in tax for a gross of 387 all of our reports can either be run auctioned by auction or by all auction and by date range the invoice receipts report is our cash to our countdown we should have three hundred and fifty two dollars in cash and 3506 and MasterCard to pay our consigners we go to pay consigners select our auction and highlight our consignor we can see that Tom consignor should be at twenty percent commission if we need to edit his record in any way we can double click on this record go to Commission make any changes even after everything's been invoiced and add in the expenses our settler courts come in many different varieties including full detail with auction information with sprint which prints a lot number the lead the invoice sale price the Commission we pulled out the total quantity of items the invoice sale price less expenses less Commission and what we owe the consignor we can also pay consigners by cheque we can enter the check number and even print those checks out we use QuickBooks tell checks where the check is on top followed by two receipts once we print that check we can record those checks and now on that same settlement report we can see payment to consignor on check number 101 of 240 750 auction flex will keep track of everyone that owes you money buyers and everyone that you owe money to your consigners your auction summary reports are a nice snapshot of what happened in the auction we have our buyers premium plus our expenses plus our commission for a total profit of a hundred and thirty seven dollars on this auction once again any of our reports can be run either by auction or for all options by date range if we select buyer we can see we sold seven items for a total of 350 dollars we've invoiced everybody we have an invoice base price of 350 dollars plus buyers premium plus tax for a total of 380 706 thank you for watching the auction flex video tutorials keep tuned for many more