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Clerking Sheets

Wavebid allows for companies to create a Clerking Sheet for clerks to use during an auction. This allows clerks to quickly and easily fill in the necessary information by hand for entry later, or as a back-up for information entered during the auction. This article describes the process for creating different types of Clerking Sheets. For information on using Wavebid to clerk, see Clerking.

Create a Clerking Sheet

Create a Blank Clerking Sheet

Legacy Clerking Sheet

Clerking Sheet Page Actions

 

Create a Clerking Sheet                                                                            

  1.  Navigate to the appropriate auction from the Dashboard and then select Accounting > Clerking Sheet.                                                                                         
  2. On the Clerk Sheet Options page, drag and drop column headers from the Header, Body, and Footer tabs to the applicable Columns field below. To remove a column from a section, drag the column header back to the appropriate tab. Drag and drop column headers within the applicable Columns field to rearrange them.
    • Header Columns will be repeated at the top of each clerking sheet.
    • Body Columns will display in table format and will be automatically populated with information from all of the Lots in the auction.
    • Footer Columns will appear below the body table on each clerking sheet. ClerkingSheetHeaderColumns.PNG
  3. Select the desired options from the Options panel on the right side of the page. The options here can change the layout of your document.                                                                                                                                        ClerkingSheetOptions.PNG
    • Font Size: Select an option from the drop-down to increase or decrease the font size. Percentages higher than 100 will increase font size, while those lower will decrease font size.
    • Sort Lots By: Select an option from the drop-down to determine the order in which lots will appear. The default is for lots to appear in their sequence number.
    • Group Lots By: Select an option from the drop-down to determine the lot grouping. The default is for lots to All Lots to appear.
    • Lots Per Clerking Sheet:
    • Starting Clerking Sheet #:
    • Fit # Rows Per Page:
    • Size: Select a paper size from the drop-down.
    • Orientation: Select an orientation for the Clerking Sheet.
    • Include Unpaid Lots:
    • Include Paid Lots:
    • Include Auctioneer Lots:
    • Generate Empty Lots:
    • Show Clerk Sheet Number:
  4. Click the Build Advanced Clerk Sheet button in the top right corner of the page. ClerkingSheetBuildAdvancedButton.PNG
  5. A PDF will open in a new tab. From there, the document can be viewed and printed.

 

Example

ClerkingSheetExampleColumnHeaders.PNG

The column headers selected above will result in the Clerking Sheet below:

ClerkingSheetExampleSheet.PNG

 

Create a Blank Clerking Sheet                                                                  

Wavebid also has the option to generate a blank Clerking Sheet so that companies can clerk using paper, if preferred. A Blank Clerking Sheet will still contain the Header, Body, and Footer columns selected, but will not be auto-populated with Lot information. 

  1. Click the Generate Blank Sheet button in the top right corner of the page. ClerkingSheetGenerateBlankButton.PNG
  2. A pop-up window will appear. Click the Ok button to continue. ClerkingSheetNumberofRowsPopup.PNG
  3. A PDF will open in a new tab. From there, the document can be viewed and printed. ClerkingSheetBlankExample.PNG

 

Legacy Clerking Sheet                                                                              

For long-time Wavebid users who may prefer the Legacy Clerking Page, the option to print the old version is available by clicking the Classic Clerking Sheet button in the top right corner of the page. ClerkingSheetClassicSheetButton.PNG

 

Example Classic Clerking Sheet:

ClerkingSheetClassicSheet.PNG

 

Clerking Sheet Page Actions                                                                    

ClerkingSheetPageActionButtons.PNG

  • Click the Reset button to revert all of the Clerking Sheet options back to default and clear out all of the selected columns. After clicking, a pop-up message will appear. Click the Ok button to continue.
  • Click the Summary button to view the Clerking Sheet Summary page. A new page will load. Click the Printer icon in the top right corner of the page to Print.
  • Click the Clear button to clear the Clerking Sheet numbers. After clicking, a pop-up message will appear. Click the Ok button to continue. A confirmation window will appear. Click the Ok button again to confirm.

 

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