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Copying Bidders, Overview Changes & Edit Sale

 

Objective

How to edit a sale details, copy bidders from one sale to another, and review warning indicators in the new overview screen. It is intended to help team members quickly complete these tasks and verify that sale data is ready before trading.

Key Steps

1. Locate the moved Edit Sale option 0:10

  • Open the sale management area.
  • Find Edit Sale in its new location.
  • Use this option to access the normal edit screen when changes are needed.
  • Confirm you are editing the correct sale before making updates.

2. Copy bidders from one sale to another 0:19

  • Open the sale that contains the bidders you want to reuse.
  • Select the three-dot menu next to the sale.
  • Choose Copy the bidders to another sale.
  • Select the destination sale where the bidders should be copied.
  • Proceed with the copy action to transfer bidder records.

3. Verify bidders were copied successfully 0:38

  • Open the destination sale after copying.
  • Check the bidder list to confirm the bidders were brought across.
  • If bidders are missing, repeat the copy process and verify the correct source and destination sales were selected.

4. Review the new overview warning indicator 0:38

  • Open the new overview area using the button at the top of the screen.
  • Look for the warning indicator shown in the overview.
  • Use the warning message to identify issues that need to be fixed before trading.
  • Resolve any flagged items before moving forward.

5. Confirm the sale is ready before trading 1:01

  • Review all warnings and complete any required fixes.
  • Recheck the sale overview to ensure no unresolved issues remain.
  • Proceed to trading only after the sale is clean and ready.

Cautionary Notes

  • Ensure you are working in the correct sale before copying bidders or editing details.
  • Do not proceed to trade if the overview shows a warning that has not been resolved.
  • After copying bidders, always verify the destination sale to confirm the transfer was successful.

Tips for Efficiency

  • Use the three-dot menu as the quickest way to access bidder-copy actions.
  • Check the overview warning early so issues can be fixed before the final trading stage.
  • Keep the source and destination sale names handy to avoid selecting the wrong sale during copying.

Link to Loom

https://loom.com/share/6003797fe33c4105b6524d7709f3f62c