Auction Flex makes it easy to create new customer records or update existing ones. Each customer record stores key contact information, bidding credentials, tax status, mailing list subscriptions, and more.
How to Create a New Customer
Open the Customer Center.
Click the Add New Customer button (usually located in the upper left).
A blank customer profile window will appear.
Complete the fields relevant to the customer:
Customer Code: Auto-generated unless manually assigned.
First and Last Name
Company Name (if applicable)
Phone Number
Email Address
Mailing and Physical Address
Notes: Use this field to record any relevant internal information.
Once complete, click Save.
Editing an Existing Customer
To update a customer’s information:
Search for the customer in the Customer Center.
Double-click their row to open the record.
Make any necessary changes to contact info, address, tax settings, or other fields.
Click Save when finished.
Reserved and Permanent Bid Card Numbers
Auction Flex supports assigning:
Reserved Bid Card Numbers: Automatically assigned or manually selected for each auction.
Permanent Bid Card Numbers: Assigned for consistent use across auctions.
These can be found and edited in the customer record under the Bid Card Numbers section.
Custom Fields
Your company may have custom fields visible in customer records. These are configured in system settings and allow you to track specific data points relevant to your operation (e.g., buyer type, preferred shipping method).