Auctria Checkout

Learn how to run auction closeout and checkout with Auctria.

Transcript

1. Auctria Checkout
   Managing final bids, checkout, credit card charges/refunds
   

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2. About Auctria
   ● 21,000 auctions
   ● 1.6 million bidders
   ● 1.4 million items
   ● 2.3 million bids
   ● Over $100 million
   raised
   

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3. Agenda: Closing & Checkout
   Closing and checkout options with Auctria
   1. Final bids & donations
   2. Checkout options
   3. Recording payments
   4. Split bids & linked bidders
   5. Statements, receipts
   6. Credit card charges & refunds
   7. Reports
   8. Q & A
   

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4. Credit Card Connectivity
   Auctria supports integrated credit card transactions
   

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5. Bidder Check-In is Optional
   Stress-Less
   ● Track attendees upon
   arrival is optional
   ● Pre-register online when
   purchasing tickets
   ● Prepare in advance bidder
   numbers & table numbers
   at self-serve check in
   ● Formal check-in is also an
   option
   Bidders
   

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6. Check in: Quick
   

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7. Bidder Check-In
   

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8. Credit Card Readers
   Save time by using a swiper if you want to register
   cards upon check-in
   

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9. Auction Closeout
   

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10. Recording Final Bids- individually
    

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11. Recording Final Bids-individually
    

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12. Recording Final Bids-individually
    

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13. Quick Bid Entry
    To use Quick Bid Entry must have
    have handy :
    ● Item #
    ● Bidder #
    ● Amount
    

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14. Quick Bid Entry
    Practice or train volunteers on the
    Auctria DEMO to keep your auction
    pristine
    

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15. Quick Bid Entry- Pin Feature
    Pin feature can be used for
    Item, Bidder or Amount
    

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16. Quick Bid Entry
    

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17. Checkout options
    

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18. Batch Checkout
    

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19. Batch Checkout- select bidders
    

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20. Batch Checkout-process batch
    

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21. Batch Checkout Confirmation
    

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22. Single Bidder Transactions
    

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23. Payment Method: Registered Card
    

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24. Payment Method: Credit Card
    

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25. Payment Method: Credit Card
    

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26. Credit Fees
    Organization can either absorb or pass along credit
    card fees
    

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27. Single Bidder Transactions
    Bidder Transactions
    ● Current balance for
    auction items won PLUS
    purchases
    ● Total owing- amount
    outstanding
    ● Total paid- if any
    payments were received
    

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28. View Transactions
    

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29. Individual Checkout -partial balance
    

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30. Multiple Bidders Checkout
    

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31. Multiple Bidders Checkout - step 1 select bidder
    

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32. Multiple Bidders Checkout - step 2 record payment
    

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33. Multiple Bidders Checkout - ADD additional bidders
    

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34. Linked Bidders
    

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35. Split Bids at Checkout
    Splitting Bids
    ● View the bidder that won
    ● Click the split bid icon on the
    (right side)
    ● Choose bidder to split with
    ● Default is to split bids evenly,
    can override
    

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36. Split Bids at Checkout
    THIS ONLY SPLITS BIDS,
    next step is to collect & record payments
    

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37. Statement Usage: Payment Collection or Receipt
    

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38. Statements
    

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39. Statements
    Access on bidder page,
    or communications page
    ● Bulk Bidder Statements
    ● Single bidder statements
    Note: during auction preparations
    customize emails with logo,
    messages, colors fonts to match
    auction branding
    

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40. Statement Examples
    

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41. Deleting Payment
    Credit card payments
    can not be deleted.
    Instead must be
    refunded
    

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42. Credit Card Refund- whole & partial
    

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43. Credit Card Refund continued
    When the refund has been successfully processed, the bidder's Activity
    will show a refund payment, and if the bidder was charged credit card fees
    then a negative fee entry under purchases will offset this.
    

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44. Reports Overview
    Reports are real-time
    ● Item, donor, bidder, financial, other
    ● Add or delete columns
    ● Filter report view
    ● Presented in easy to read grid
    ● Download as: Excel file, PDF, or CSV
    

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45. Reports Navigation
    

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46. Reports Overview
    

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47. Frequently Used Credit Card Reports
    

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48. Frequently Used Credit Card Report Sample
    

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49. Export Reports: PDF, XLS, CSV
    

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50. Resources Links
    Credit card integration, test & live mode
    Compatible USB swipers
    Record bids, pin bids, split bids
    Checkout & Payments
    Credit card refund video screencast
    

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51. Stay connected
    with Auctria
    Facebook @auctria
    Email: hello@auctria.com
    Pinterest @auctria
    Twitter @auctria
    Q & A
    Demo:
    www.auctria.com/DEMO
    

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