Managing Users

Users: can be both buyers and sellers. This area is where you manage and view all history related to a User.

1) List of all users: Select a User to work on or set up a new User. The one Unique Identifier is the Users Email Address:

 

2) Select a current User or add "New User": if you are entering a New User, you will view the "New User" page for entering customer information. Once the User's account has been created, a series of tabs are available for the account including:

• Overview
• General
• Buyer History
• Consignor Info
• Consignor History
• Referrer Rate
• Referrer History
• Account Exec Rates
• Account Exec History
• Change Log
• User Log
• User Files

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TAB = Overview

• Snapshot view of the customer/user
• Shows Type, Interests, Mailing Lists, 12 month buying and selling summary, lifetime totals and Notes Section
•  Admin can add a note to User’s file. Options for note “Type” are: “internal Note”, “Incoming Call”, “Outgoing Call” and “Voicemail”. Notes are listed in time sequence and viewable.

 

 

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Tab = General

 

• User information
• Modify information, add addresses
• Password (can be inserted at this time or temporary password can be sent to User: checkbox for Auto-Generate & Email on Save.)
• User permissions assignment tool will be available only for a Super-Admin. Permissions relate to internal system use. User Type can be changed to assign admin privileges only by a Super-admin. Only a Super-admin can set up another internal user with admin priveleges.
• Mailing List assignment tool
• Add Invoice Terms (which will appear on auction invoices)
• Cataloger? (if so, name will appear on item record drop-down for cataloging assignment)
• Referring Agent? (If so, name can be associated with property for commission purposes)
• Account/Sales Rep (If so, name can be associated with property for commission purposes). This must be checked in order for the name to appear on the Account Executive drop-down selector when logging in property.
• Preferred Bidder?
• Tax Exempt? 
• Enter Tax ID Number - Data fields (Tax #, Expiration Date, Issuing state)
• Client holds a Federal Firearms License = "Yes", then enter the FFL information in the provided fields. This information will be displayed in the "Firearms Receipt Record" when User makes a purchase requiring FFL license. Company must be set up under Settings/Firearms/Does this Company Sell Firearms checked as "Yes" for this action to be available in the User file.
• Active? Unchecked box will retain User information but remove from drop-down lists throughout the system 

 

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 TAB = Buyer History

• Lists Buyer history for User (with links back to items and invoices)
• Links back to Items, Receipts, Buyer Invoices

 

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TAB = Consignor Info: (Set unique Seller’s rates and settings for this User)

• A User only becomes “checked” as consignor when property is consigned (until then, User will not appear on Consignor drop-down fields)
• Charge Insurance and deduct from Consignor settlement after auction?
• Charge Fees and deduct from Consignor settlement after auction?
• Select Office Location for User 
• Select or Add/New: Account Executive / Sales Rep for this consignor
• Select or Add/New: Referring Agent for this user
• Select Variable Seller’s rates depending on Auction “Type” - Defaults to global consignor rates in Settings/Consignor Defaults
• Enter Custom Rates tab: Choose "Auction Type" and assign special rates for this consignor by type - will override global setting for each auction in Settings/Auction Defaults
• Adjust Insurance rate % for consignor (overrides system default established in Settings/Consignor Defaults
• Adjust “item” (insertion) fee for consignor (overrides system default established in Settings/Consignor Defaults

 

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TAB = Consignor History

• Tracks all consignments and results of sales 
• links back to Items, Receipts, Contracts and Consignor Settlements

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TAB = Referrer Rates: Commissions paid to people who refer property to the company.

Referrer Rates are based on the commission retained by the company from the seller. For example, if the X-company sells an item for $1,000 (hammer price or "buy-it-now" sale price) and the retained seller's commission is $100, then your Referrer will share that commission based on your mutual agreement. In the example below, the Referrer's commission rate is 30% of any amount over $1.00; therefore, the Referrer is paid $30.00 (or 30% of the retained commission from the seller).

• Set commission rates for this Referrer. Commission rates are based on:
         1) Percentage of the Hammer Price of an Item sold at auction (excluding the Buyer’s Premium) or "buy-it-now" price
         2) Alternate option: Flat rate per item sold at auction

 

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TAB = Referrer History

• Tracks all consignments referred by Referring Agent and results of sales 
• Links back to Items records, Receipts and Referrer Settlements

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TAB = Account Executive Rates

This tool is used generally for employees who are working on a commission basis.

Account Executive Rates are based on the commission retained by the company from the seller. For example, if the X-company sells an item for $1,000 (hammer price or "buy-it-now" sale price) and the retained seller's commission is $100, then your Account Executive will share that commission. In the example below, the Account Executive commission rate is 10% of any amount over $1.00; therefore, the Account Executive is paid $10.00 (or 10% of the retained commission from the seller).

• Set commission rates for this Account executives. Commission rates are based on:
         1) Percentage of the Hammer Price of an Item sold at auction (excluding the Buyer’s Premium), or;
         2) Flat rate per item sold at auction

 

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TAB = Account Executive History

• Tracks all Items assigned to Account Executive and results of sales 
• links back to Items

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TAB = Change Log

• Tracks all changes on this User by admin Users:

Example of change made to this user:

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TAB: User Log

• Tracks all changes by this User system-wide

 

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TAB = User Files

• Upload any .JPG or PDF files that need to be associated with this client (e.g. Tax Exempt form, FFL License)
  
  

 

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How FWS assigns Consignor commission rates and where you can override these rates:

Global Rate Level: All Consignor Default commission rates for auctions are established under:

• Default Level: set under Settings/Consignor Defaults

 

User Override Level: Users/Consignor Info/”Change Default Consignor Rates Here”

• Users will be assigned default auction commission rates unless changed here. Clicking on button will display an option to change this User’s rates for:

                         1) All Auctions (if checked, this rate will be applied to all Auctions)
                         2) Auction Type (may override by any 1 individual Auction Type only)

 

Receipt Override Level: Create / View Receipts/Override Defaults

• When creating/editing a receipt for a Consignor, the default auction commission rates can be changed for all items related to this particular receipt only. ***The special rates will be applied to the ITEM level and noted on the consignor contract with the note: "Special rate for this item"

 

Item Override Level: Item Information/Edit Item/Admin Tab (“Override Consignment Rates”).

•  Default consignment rate may be changed on a one-by-one basis. Special rates applied to individual items will be noted on Consignor Contracts as “Special rate for this item”