Sale/Auction Adding Buyers and Groups (spreadsheet upload): Click on the Buyers tab, then Individual Buyers. Getting Ready for Sale Click on Import Buyers on the right in Quick Help. The popup box contains information about the For the format most part, of the the XLSX sale spreadsheet will go more that smoothly can be if the bulk of the information about buyers, groups, and destinations can be entered before the sale begins. However, information can be entered before or during the uploaded. There are two small links at the fair, as well bottom as updated of the information or edited during to download or after either the fair a if a new buyer registers, or address information changes, etc. blank Template (formatted with correct column headings) or Example Data. Buyers and groups from one year’s fair can be copied over to the new year fair, if the buyer list is substantially When the spreadsheet is completed in the the same correct from format, year to year. click Select File to locate and upload the buyer information. Adding Buyers (manual entry): Required fields: the 8 fields listed in the Quick Click on the Buyers tab, then Individual Buyers Help are required—if left blank, the file will not Click Add a Buyer. upload. If you do not have complete information Enter the Buyer’s information. Note that you can for a buyer, either add the buyer manually when enter a business name in the Name field, and the information is available, or enter a (optional) a Contact name as well. in the cell in the spreadsheet, which can be Click Save. edited later as more information is available. Additional Buyers: This upload can be repeated as many times as necessary, adding new buyers Adding as Buyer additional Groups: information comes in. Additional Note: Buyers must exist as individual records before they buyers/groups may also be added manually can be added during to the a sale Group. if necessary. Click on the Buyers tab, then Buyer Groups Click Create a Group. Enter a Name (required) for the group, and an optional Identifier. Both of these are searchable. Click View beside the Buyer Group and then Add Buyers to add existing Buyers to the Group.
Sale/Auction Getting Ready for Sale For the most part, the sale will go more smoothly if the bulk of the information about buyers, groups, and destinations can be entered before the sale begins. However, information can be entered before or during the fair, as well as updated or edited during or after the fair if a new buyer registers, or address information changes, etc. Buyers and groups from one year’s fair can be copied over to the new year fair, if the buyer list is substantially the same from year to year. Adding Buyers (manual entry): Click on the Buyers tab, then Individual Buyers Click Add a Buyer. Enter the Buyer’s information. Note that you can enter a business name in the Name field, and (optional) a Contact name as well. Click Save. Adding Buyer Groups: Note: Buyers must exist as individual records before they can be added to a Group. Click on the Buyers tab, then Buyer Groups Click Create a Group. Enter a Name (required) for the group, and an optional Identifier. Both of these are searchable. Click View beside the Buyer Group and then Add Buyers to add existing Buyers to the Group. Adding Buyers and Groups (spreadsheet upload): Click on the Buyers tab, then Individual Buyers. Click on Import Buyers on the right in Quick Help. The popup box contains information about the format of the XLSX spreadsheet that can be uploaded. There are two small links at the bottom of the information to download either a blank Template (formatted with correct column headings) or Example Data. When the spreadsheet is completed in the correct format, click Select File to locate and upload the buyer information. Required fields: the 8 fields listed in the Quick Help are required—if left blank, the file will not upload. If you do not have complete information for a buyer, either add the buyer manually when the information is available, or enter a in the cell in the spreadsheet, which can be edited later as more information is available. Additional Buyers: This upload can be repeated as many times as necessary, adding new buyers as additional information comes in. Additional buyers/groups may also be added manually during the sale if necessary.
FairEntry.Sale.BuyersGroupsDestinations.docx