Presale Advice

The Presale Advice is an email with a PDF attachment, that is sent to Vendors to communicate to them information about the Lots they have in a particular Auction.

This differs from the Consignment document which is intended as a pre-auction agreement which the client needs to sign. The Presale is not intended as a document that the Client needs to approve or sign, merely as a record of the Lots that will be in the Auction.

The Presale cannot be sent before an Auction Catalogue is launched as the email contains links to the Lot pages of the online Catalogue. The text of the email can be customised in the Messages section of the System Settings. Here is a quick outline of how to send the Presale Advice document to Vendors, individually or in bulk.

MAIN NAVIGATION > Cashiers > Presales

Cashiers Menus

The Presales are found by clicking on the Cashiers tab and selecting the desired auction.
Click on Presales on the submenu.

Generate Presales

Hover over the icon in the Actions column for the desired client and click Generate.
Once the Presale has been generated, hover over the Actions column again and click Send.
You can view the Presale PDF by clicking on the green PDF button.

Bulk Sending

Using the tick boxes on the left, select the desired clients.
First the Presale PDFs need to be generated. Choose Generate Presales from the dropdown and click Execute.
Once the Presales have been generated, using the same process, select Send Presales from the dropdown and click Execute.
You can also generate and send every single Presale at once by using the grey buttons at the top on the Datagrid.
You can see which Presales have been sent from the green ticks in the Sent column.