By default, Wavebid invoices only display the bidder's billing address, but the bidder's shipping address can be added. This article describes the steps for updating the auction settings and then applying a shipping status so that a bidder's shipping address appears on their invoice.
This article contains the following sections:
- Configure Auction
- Apply Shipping Status to an Invoice
- Apply Shipping Status to Lots
- Add/Edit Bidder Shipping Address
- Troubleshooting
Configure Auction
The shipping address will only display on an invoice if a shipping status has been applied to the invoice or to the lot(s) on an invoice. The auction settings will need to be configured before a shipping status can be applied.
- Navigate to the applicable auction from the Dashboard, then select Auction > Edit Settings.
- Under the Auction Attributes tab (or Adv. Attribute Settings tab), check the Show Shipping Calculator checkbox.
- Click the Disk in the top right corner of the page to Save the changes.
Once the auction settings have been updated, a shipping status will need to be applied to the invoice or the lot(s) in order for the shipping address to display.
Apply Shipping Status to Invoice
The auction settings will need to be configured before the shipping status can be applied to a lot.
- Navigate to the applicable auction from the Dashboard, then select Accounting > Invoices.
- Check the box to the left of at least one lot on the invoice.
- Scroll down to the Actions drop-down menu and select Change Shipping Status of Selected Items.
- A pop-up window will open. Use the drop-down to select a shipping status of Needs Shipping or Shipped and then click the Change Status button.
- The shipping address will only appear on the invoice if one these two statuses is selected.
- The shipping address will only appear on the invoice if one these two statuses is selected.
- A confirmation window will appear. Click the Ok button to continue.
- Refresh the page. As long as the bidder has a shipping address on file, it should now appear on the invoice below the Billing Address.
Apply Shipping Status to Lots
Apply Shipping Status to an Individual Lot
The auction settings will need to be configured before the shipping status can be applied to a lot.
- Navigate to the applicable auction from the Dashboard, then select Catalogs > Lot Builder.
- Create a lot or select a lot using the Go To Lot drop-down at the top of the page.
- For more information on creating lots, see Lot Builder.
- Scroll down to the Lot Details tab and use the Shipping Status drop-down to select either Needs Shipping or Shipped.
- The shipping address will only appear on the invoice if one these two statuses is selected.
- The shipping address will only appear on the invoice if one these two statuses is selected.
- Click the Disk icon in the top right corner of the page to Save. The shipping status will be updated on the lot. The bidder's shipping address will now appear on the invoice containing the lot, as long as the bidder has a shipping address on file.
Apply Shipping Status to Lots in Bulk
The auction settings will need to be configured before the shipping status can be applied to lots in bulk.
- Navigate to the applicable auction from the Dashboard, then select Catalogs > Lot Bulk Actions.
- Click the Columns button in the top right corner of the page and then click on the Shipping Status column header.
- Check the box to the left of each lot that needs to be updated, or check the box in the title row to select all lots.
- Click the Pencil icon in the top right corner of the page. A pop-up window will open.
- Select Shipping Status from the Lot Detail drop-down.
- Select Needs Shipping or Shipped from the Set To drop-down.
- The shipping address will only appear on the invoice if one these two statuses is selected.
- The shipping address will only appear on the invoice if one these two statuses is selected.
- Click the Edit All Selected Lots button. The shipping status will be updated on the selected lots. The bidder's shipping address will now appear on any invoice containing at least one of these lots, as long as the bidder has a shipping address on file.
Add/Edit Bidder Shipping Address
The shipping address that appears on the invoice is based on the customer's profile as it was created/edited during check-in.
To add or edit the bidder's shipping address:
- Navigate to the applicable auction from the Dashboard, then select Accounting > Check-In.
- Type the first few letters of the bidder's name into the Find Customer field and then click on the bidder's name from the search results list.
- Click the Edit link to the right of the bidder's name.
- Enter or edit the address under the Shipping section, or check the Use Billing Address box.
- Click the Disk in the top right corner of the page to Save.
Troubleshooting
If a shipping status was selected, but the shipping address still does not appear on the invoice:
- Confirm that the shipping status is either Needs Shipping or Shipped. These are the only two statuses that will result in the shipping address being included on the invoice.
- Confirm that the bidder has a shipping address on file.
- Refresh the invoice by clicking on the browser's Refresh button.
- If this does not refresh the invoice, click on the Invoices tab to be taken to the Invoices Page and then click the Refresh button in the top right corner of the page.
- If this does not refresh the invoice, click on the Invoices tab to be taken to the Invoices Page and then click the Refresh button in the top right corner of the page.
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