Embedded Files
When first clicking on the Customers option you will be presented with the list of all Customers you've added to the system so far. If you haven't added any customers then the only record will be your name and company name.
To add a new customer click the New Customer button in the top right corner of the screen.
Clicking the New Customer button will bring up a new window where you can enter any of the following information for your customer:
- First Name
- Last Name
- Company Name
- Phone 1
- Tax ID
- Tax ID Expiration Date
- Tax Exempt all Purchases
- Seller
- Address 1
- Address 2
- City, State, Zip
- Country
The only mandatory fields will be either First Name and Last Name OR Company Name
The Save/ Next button will save the information you've entered and then display a new blank Add Customer window. This allows you to enter multiple customers relatively quickly one at a time.
The Save/Edit button will save the information you've entered and will then display the Customer Detail window of the customer you just entered.
The Customer Detail window can also be accessed from the Customer List screen by clicking the Pencil Icon to the left of the customer's name.
The first section on the Customer Detail window will be for the Customer Info. The Fields should be arranged as such:
- Customer code
- First Name
- Middle Name
- Last Name
- Company name
- Phone 1/ Phone 2
- Driver's License Number
- Date of Birth
- Site Links
The system will automatically populate the Customer Code field with a randomly generated Alphanumeric code. Each customer's code must be unique as this is the way the software keeps every record organized. You can change this code as you wish.
The Site Links field is not editable. This is just an indicator stating where this bidder came from. If they were entered manually into the system by you then No Site Linked will be displayed. If the bidder originally came from a HiBid registration the field will display Hibid : Linked.
To the right of the Customer Info is the Customer Image section.
To add an image to this customer's record you can open a folder on your computer and drag an image onto this field.
Alternatively you can click this field and a window will open on your screen allowing you to navigate to the correct image.
Underneath the Customer Image you will see the Mailing Lists section. This area will display all mailing lists that you've created in the software and allow you to indicate which lists this customer should be a member of.
To learn about creating mailing lists view the All Mailing Lists section of our guide.
Underneath the Customer Info section you will find the Bill To section.
This area is used to enter the Bill To information for your customer. If the Ship To section will be the same, click the "Same as Ship To" check box.
To the right of the Bill To section you will find the Ship To section.
This area is only visible if you have NOT checked the "Same as Ship To" checkbox in the Bill To section.
Enter your customer's necessary shipping information here.
Underneath the Bill To section is the Accounting Section.
Here is where you will indicate if the customer is a Seller by checking the Seller checkbox. You can also indicate if the customer will be a Cash Buyer. If the HiBid Cash Buyer checkbox is checked then this customer will be exempt from any batch credit card processes.
The Commission menu allows you to indicate if this person will abide by a specific commission rate (if they are a seller.)
The Seller Tax menu allows you to apply a specific tax to the customer (if they are a seller.)
The Tax ID and Tax ID Expiration Date fields are for entering necessary tax exemption information.
If the customer is tax exempt you will also need to check the "Tax Exempt All Purchases" checkbox OR the "Tax Exempt All Consignments" checkbox, depending on if they are tax exempt as a buyer vs tax exempt as a seller.
When you are finished with any changes made to this customer record click the Save button at the bottom of the window.
The Auction Details section will display all of the auctions this customer has attended as well as their bidder number AND if they still have a remaining balance in that auction.
By clicking on the name of the auction you will be directed to the Settlement section of that auction.
At any time you can go back to the Customer List and view all customers that you've entered up to this point.
Google Sites
Report abuse