# Cashier

In your role as as Cashier, it will be your task to both Check In and Check Out the supporters. From the main auction page, after you have logged in, go to the Menu at the top of the page and select Run Auction then "Check In" or "Check Out". This will bring you to the Bidder/Supporter Check In (or Check Out) page.

# Checking In a Supporter

# The Steps

To start, you click in the Search box and start typing the last name of the Supporter. After typing the first few letters of the name, all Supporters with those letters will show up. Once you have found the correct supporter, the next step is to click on the ASSIGN BIDDER button. This will automatically assign the Supporter the next available Bidder Number.

The final step is to print the Bidder Card. First, select the number of copies of the Bidder Card the Supporter wishes to have. You can increase the or decrease the numner of cards by clicking on the small up and down arrows in the box under COPIES. This allows the supporter to have Bidder Cards for each family member or Business Associate.

If you are connected directly to a printer, clicking on the PRINT CARD button will automatically start printing the bidder cards. If you are not connected directly to a printer, a pop up box will appear with a PDF image of the card in it. From here you would need to save the image or print it from another printer. These options would be determined by your Auction Adminstrators.

If the PDF pop up box appears, you will need to close it before checking in the next supporter.

If a supporter is not found when typing in the name, you will need to add them to the auction from the Supporter's Page.

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Open multiple tabs in your browser window. With one tab on the Bidder Check In page and another on the Supporter Page. This will allow you to move back and forth between the pages quicker when you need to add a new supporter.

WARNING

Remember to LOGOUT of the system any time you have completed your role and someone else takes over.

# Checking a Supporter Out

# The Steps

To start, you will click in the Bidder Number box and start to type in the bidder number. After typing in the number, click on the BIDDER LOOKUP button to pull up the Bidder's information.

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If there is a scanner connected to your device, scanning the QR Code on the Bidder Card will automatically pull up the Supporter's Information.

The screen will now show the Supporter's Name, all of the auction items won, any vending items purchased and any donations that have been made.

For Supporter's wishing to make a payment, you will first click on the drop down menu towards the bottom of the page and select the type of payment they are making.

If the Supporter wishes to make any additional donations, click on the drop down menu and select the type of donation they are making. Then go to the data entry box to the right of the selection and use it like a MEMO note. Check with your Auction Administrators for what information they would like typed here.

Next, move to the Payment Amount box. You might notice that this box already has the total in it. If the Supporter's payment is this exact amount, then click on the MAKE PAYMENT or the MAKE ADDITIONAL PAYMENT button.

If the Supporter wishes to pay more than what they owe and donate the extra, then type the new payment amount in the "Payment Amount" box and click on the MAKE PAYMENT or MAKE ADDITIONAL PAYMENT button. Once you have clicked on a button you will notice that the overpaid amount has now been entered into the Donation on Payment line just above the Payment Entry line you just used. Next you will click on the MAKE DONATION button to add the overpaid amount as an item on the receipt. This is done so that the overall total of purchases and donations equals zero.

The final step is to click on the button named PRINT RECEIPT. Just as with printing the bidder cards, if your device is directly connected to a printer, the receipt will automatically print out. Otherwise, a window will pop up with a PDF version of the receipt. If a pop up window does appear, you will need to close the window before procedding to the next Supporter.

WARNING

Remember to LOGOUT of the system any time you have completed your role and someone else takes over.

# Adding a New Supporter (Individual)

When Checking a Supporter in, if you cannot find the Supporter in the database, you will need to add them as a New Supporter. Follow the steps below to add them.

# The Steps

The video above will show you how to enter a new Individual Supporter. If you need to enter a new Family, Business or Organization, please see the video below.

If you are not already on the Supporter's page you will navigate there by clicking on the MANAGE menu and selecting the SUPPORTERs option. This will bring you to the Supporter's page.

First, you will search for the Supporter to make sure they are not surrently in the database. You do this by clicking in the Search box and type the Supporter's Last Name. After typing the first four letters of the last name, all supporter's with those letters will appear.

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If the supporter's name does appear, you will want to make sure all the Supporter Information is correct before moving on to the next Supporter. See the tutorial on how to "Edit a Supporter" if there is any information that needs to be updated.

To add the New Supporter, if not found in the search, click on the NEW SUPPORTER button on the right side of the screen.
this will take you to the data entry page. The next step is to click on the drop down menu next to "TYPE" in order to select the type of supporter. In this video we will select Individual from the menu.

Next, type the Supporter's Name into the text box labeled Individual Name. Continue by clicking in the text box next to FIRST and typing in the Supporter's First Name. Then click in the text box next to FAST and type in the Supporter's Last Name.

Now you will add in the rest of the Supporter's information by first clicking on the ADD PHONE button below the First Name. This adds the ability to enter the Supporter's Phone Number. Click on the drop down menu next to "Phone" and choose one of the two options. Then click in the text box and enter the Supporter's Phone Number. There is also an option to receive text messages if the phone number is for a cellular phone. If the Supporter wishes to receive text messages, click in box next to Receive Texts to turn that option on.

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As you are entering the Supporter's information, you can navigate between the entry boxes by using the keyboard's TAB key rather than using the mouse to click in each box.

Continue adding the Supporter's information clicking on the ADD EMAIL button and add the Supporter's email address the same way you added the phone number. Then click on ADD ADDRESS and add the address, City, State and Zip Code by typing in the appropriate entry box.

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You can add multiple phone numbers, email addresses and street addresses (if needed) by clicking on the corresponding ADD button on the screen.

Once you have entered all the correct information, your final step is to click on the CREATE SUPPORTER button. Clicking on that button will add the Supporter to the database and will take you back to the main Supporter's Page.

Finally you will navigate back to the Check In Page in order to search for the Supporter and check them in.

# Adding a New Supporter (Family/Business/Organization)

# The Steps

If you are not already on the Supporter's Page you will navigate there by clicking on the MANAGE Menu and then selecting the SUPPORTERS option. The first step is to search for the Supporter by typing the Supporter's Name, Business or Organization into the Search box. After typing the first four letters, all supporters with those letters will be displayed.

To add the New Supporter, if not found in the search, click on the NEW SUPPORTER button on the right side of the screen.
This will take you to the data entry page. The next step is to click on the drop down menu next to TYPE in order to select the type of supporter, either Family or Business or Organization, from the menu.

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Family: to be used when there are multiple members of Family or Friends that wish to be tied to the same account.

Business: to be used when the Supporter is a Business, possibly with the Employees wishing to be tied to the same account.

Organization: to be used when the Supporter is an Organization, possibly with Members wishing to be tied to the same account.

Add in the rest of the Family/Business/Organization's information by first clicking on the ADD PHONE button below the Supporter Type selection.. This adds the ability to enter the Supporter's Phone Number. Click on the drop down menu next to Phone and choose one of the two options. Then click in the text box and enter the Supporter's Phone Number. There is also an option to receive text messages if the phone number is for a cellular phone. If the Supporter wishes to receive text messages, click in box next to Receive Texts to turn that option on.

Continue adding the Supporter's information by clicking the appropriate button to add the email and street addresses.

Now you will add the Primary Contact's information by first scrolling down to the entry box labeled First Name and type in the Contact's first name. Then add the Primary Contact's Last Name in the corresponding entry box. Next you will add the phone number by clicking on the ADD PHONE button below the First Name. This adds the ability to enter the Contact's Phone Number. Click on the drop down menu next to Phone and choose one of the two options. Then click in the text box and enter the Contact's Phone Number. There is also an option to receive text messages if the phone number is for a cellular phone. If the Supporter wishes to receive text messages, click in box next to Receive Texts to turn that option on.

Continue adding the Primary Contact's information by clicking the appropriate button to add the email and street addresses.

To add additional Supporters to a Family/Business/Organization, scroll back to the top of the page and click on the ADD PERSON button. This will add another Information Entry set below that of the Primary Contact. Enter the additional Supporter's information the same way as before. You will also notice that there is one more option added to the information set. After entering the additional Supporter's name, click on the drop down menu and select one of the options. While all the options appear in all three instances, for Businesses and Organizations use the options of Employee and Other and for a Family use the options of Spouse, Child or Other.

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Use the selection of OTHER when the additional supporter(s) does not fit into any of the main category types.

Once you have entered all the additional supporters to the Family/Business/Organization, the final step is to click on the CREATE SUPPORTER button. Clicking on the button will add the entry to the database and take you back to the main Supporters Page.

Finally, you will navigate back to the Check In Page in order to search for the Supporter and check them in.