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Online Checkout

Online Checkout provides users with a way to manage invoicing and purchase delivery/pick-up information for online sales.

Setup

Online Auction Checkout Landing Page

Checkout Invite Emails

Checkout Summary

 

Setup                                                                                                        

Company Level

Online Checkout will need to be turned on at the company level before it can be used.

  1. Navigate to My Links > Company > Profile.
  2. Click on the Preferences tab.
  3. Click on the Online Checkout tab on the left side of the page.
  4. Check the Show Checkout Pages box. This will add the Checkout tab to the Accounting menu within the auctions.
  5. Online Auction Checkout Intro: This is an introduction that will appear on the Online Auction Checkout Landing Page.                                LandingPageIntro.PNG
  6. Online Auction Checkout Ending: This is a closing/summary that will appear on the Online Auction Checkout Landing Page.                               LandingPageEnding.PNG
  7. Online Auction Checkout Intro Questions: Click the Add Question link to add questions that will appear on the Online Auction Checkout Landing Page. Enter a Question into the first field. Click the Plus icon to add fields for entering possible answers. The answers entered will appear in a drop-down menu for the bidder to choose from. To delete a question or answer, hover over the field and click the Trashcan icon to the right.               Questions3.PNG
  8. Set Scanning Look Up by Inventory Number: This feature is related to Using a Pick-List for Checkout.

Click the Disk icon in the top right corner of the page to Save. Changes made to Company Preferences will impact auctions created after the changes are saved. Auction Settings will need to be updated separately for any auctions created prior to updating the Company Preferences.

 

Auction Level

  1. Navigate to the applicable auction from the Dashboard, then select Auction > Edit Settings.
  2. Under the Auction Attributes tab, select Online from the Type of Auction drop-down.
  3. Click on the Online Checkout tab.
  4. Select a Checkout Invite Email Template from the drop-down. (A template will need to be created before one can be selected.)
  5. Click the Add Question link to add questions to the Online Auction Checkout Landing Page.
  6. Enter the Question into the first field. Click the Plus icon to the right of the field to add Answer fields.                                                                Questions.PNG
  7. Enter possible answers into the Answer fields. Answers will appear in a drop-down menu below the question on the Online Auction Checkout Landing Page.
    • To delete a question or answer, hover over the field and click the Trashcan icon to the right of the field.                                      Questions2.PNG
  8. Click the Disk icon in the top right corner of the page to Save.

 

Important: Bidders who are checked-in to the auction must have the Online? box checked in order to receive the Online Checkout Invite Email and be taken to the Online Auction Checkout Landing Page

OnlineCheckbox.PNG

 

Online Auction Checkout Landing Page                                                  

Users who make purchases from an online auction via Wavebid have the option to be sent an email asking questions about how they'd like to receive their purchases. These questions are asked on the Online Auction Checkout Landing Page. 

The Online Auction Checkout Landing Page will display a company's name, logo, and address from the Company Profile.

If an Online Auction Checkout Intro was setup, it will appear above the Questions.

If an Online Auction Checkout Ending was setup, it will appear below the Questions.

LandingPage.PNG

Any Questions entered at the Company or Auction level (see above) will appear on the Online Auction Checkout Landing Page as well. The Answers will appear as options in a drop-down menu below the question.                      LandingPage2.PNG

Bidders who access this page can answer the questions using the drop-down menus and then click the Submit button. The bidders invoice will load once answers have been submitted.

The answers that are submitted will appear on the Checkout Summary.

 

Checkout Invite Emails                                                                             

Users who make purchases from an online auction via Wavebid have the option to be sent an email linking to the Online Auction Checkout Landing Page where they can answer questions about how they'd like to receive their purchases.

Create an Email Template

An email template will need to be created before it can be sent to bidders.

  1. Navigate to My Links > Company > Accounting Settings > Admin Email Templates.
    • To edit an existing template, select it using the drop-down at the top of the page.
  2. Select Online Checkout Invite from the Type drop-down.
  3. Enter a Name for the template.
  4. Enter Notes, if desired. Notes can be used to differentiate between various templates and are not visible in the email or on the Online Auction Checkout Landing Page.
  5. Click the Template field and type the body of the email. The field is HTML formatted, so the text can be resized and organized as needed.
  6. Click on any of the Variable fields from the right side of the page to place them in the body of the email template. These fields will automatically populate based on auction and customer date. EmailTemplateVariables.PNG
  7. The Online Checkout URL Variable must be added to the body of the template in order for the email to route to the Online Auction Checkout Landing Page. EmailTemplateVariables2.PNG
  8. Click the Save button in the top right corner of the page.

Example:

EmailExample.PNG

 

Send Checkout Invite Emails

To send the Online Checkout Invite email to an individual bidder:

  1. Navigate to the applicable auction from the Dashboard, then select Accounting > Invoices.
  2. Click on the invoice to open it.
  3. Click on the Envelope icon in the top right corner of the page and select Email Online Checkout Invite.
    • This option will not be available for invoices that have already been paid.
    • This option will not be available who are not listed as being "Online" at check-in.EmailInvite.PNG
  4. A pop-up window will open. Click the Ok button to continue.

To send the Online Checkout Email Invite to multiple bidders:

  1. Navigate to the applicable auction from the Dashboard, then select Accounting > Invoices.
  2. From the Invoice Summary page, click on the Envelope icon in the top right corner of the page and select Email Unpaid Online Checkout Invites. EmailCheckoutInviteGroup.PNG
  3. A pop-up window will open. Click the Yes, I'm sure button to continue.
  4. A second pop-up window will appear. Click the Ok button to continue. The Online Checkout Invite Email will be sent to all unpaid invoices for bidders who were checked-in as being "Online".

 

Checkout Summary                                                                                 

The Checkout Summary displays the bidder's payment status along with the answers to any questions entered into the Online Auction Checkout Landing Page. To access the report, navigate to the applicable auction from the Dashboard, then select Accounting > Reports > Checkout Summary.

CheckoutSummary.PNG

The information visible on the Checkout Summary page can be changed by clicking the Columns button on the right side of the page. Clicking on a column header will either add it or remove it from the page display. The column headers in white will be displayed, while those in blue will not be displayed. Scroll left and right to see all of the columns on the Checkout Summary page.

To export the data from the Checkout Summary page, click the Export button on the right of the page and select the desired file type.

 

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