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Salebill Instructions

OVERVIEW

You can create a Salebill from either an Auction file, once the items have received lot numbers, or an Inventory file (with or without lot numbers).

Whether you generate a Salebill from Inventory or Auction, the auction itself must be created in CUS, as the profile information for that auction is used in the Salebill. This includes your own custom CSS design file to produce the Salebill with your “private brand” look.  You need the correct settings in the Auction Profile and System Configuration section of your System Menu. If you have used CUS to post Online Catalogues or Online Auctions recently, your settings are probably already in place. If not, contact CUS to get your initial set-up ready. Once these entries are made in your System Configuration file, use the Copy Settings button to ensure that all CUS programs have the same settings.

Salebills are usually organized by category using the Inventory class file. You decide if items in each class should be included in the Salebill at all and in which order the classes should appear.

CLASS FILE SET-UP

The class file uses 2 digit codes (similar to mail list codes) as its key identifier.  Each class code should have a class description to identify it. This description appears as the heading for this group of items in the Salebill. Use the Salebill Y/N field to determine if this class group will be included in the Salebill or not. Use the Sale Order field to determine in which order this class will appear. You can enter any number between 1-999. You can control the font size of the class headings using the online font class field. The sizes range from 1 (smallest) to 5 (largest). 3 is medium and is the default size.

LOT/ ITEM FILE SET-UP

Most lots/items should have class codes to make the best use of the Salebill feature. Enter the appropriate class code on the lot/item. If an item doesn’t belong to any class, it will only appear in the Salebill if you enter Y in the Salebill option field in this lot/item.

There are two Salebill option fields in the Auction Lot file and/or the Inventory Item file. These fields control whether a lot will be included in the Salebill and the order. If you leave the Salebill Y/N field blank, it will be handled according to the setting for this class. Unless you specify otherwise, each lot will be in the Salebill if it belongs to a class that is set to appear in that salebill. You can override the class file setup on any item or lot by entering Y/N. The second field controls the lot listing order within a class. If you leave it blank, it will appear in the Salebill in lot order or ID order if there are no lot numbers yet.

If an item does not have a class code but is set Y to include in the Salebill, it will appear at the bottom of the salebill.

SALEBILL SET-UP DIALOGUE OPTIONS

1. Is this from an Inventory Item file or an Auction Lot file? (ONE or the other NOT BOTH)

2. If the salebill will be created from inventory, select the inventory file to use.

3. Enter the name of the auction. This must agree with the name of the auction in the auction system. If the Inventory file you selected contains items for multiple auctions, only the items for this auction will appear in the salebill.

4. Use Salebill field in Class file to include/exclude items?

Answer Y if you want the Salebill Y/N field in the Class file to determine whether items in this Class will be included in the Salebill. Regardless of whether the Class is included, you can still exclude any lot/item using the Salebill Y/N indicator on the item itself.

Answer N if you want to ignore the Class file Salebill indicator and determine what will be included on the individual Lot/Item level only.

5. Use Salebill field in Lot/Inventory file to include/exclude items? This answer should usually be Y, so you can override the general class file setting and determine inclusion/exclusion for this individual item as needed.

6. Enter the name of the salebill template file you prefer. There are formats available to display pictures on the left, right, or both sides. The format you selected in the auction profile will be the default here.

7. Use the Advanced Description Builder? Answer Y to use the default Advanced Description set-up in your System Configuration. You can override that set-up and create a different one for this Salebill by clicking on the button.

8. If you answered N to the Advanced Description above, you can select Long, Short or 1-line descriptions instead.

9. Enter Y or N to show or not show the lot numbers in the Salebill. If you are creating this Salebill from an Inventory file, the items may not all have lot numbers yet. In that case, you may want to answer N.

10. Select your Sort order. The primary sort uses the class order as defined in the Class file for those items that belong to a class. Within each class your sort order options are:

L) Class order, lot salebill order, lot Number (if lot order is empty)
I) Class order, lot salebill order, ID Number (if lot order is empty)

If an item has no class code but is designated to appear in the Salebill, it will be listed at the end of salebill after the classes.

11. Upload pictures? Answer Y to include pictures in the Salebill. The first picture file for each lot/item will be optimized, re-sized and uploaded with the Salebill file.

12. Create HTML links to pictures? If you answer Y, the item description will become an HTML link in the salebill to display the picture of that specific item.

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