November 25, 2025

Internal System Release Notes November 25th

Internal System Release Notes November 25th, 2025

Sellers UI Updates

When working within the Sellers tab at the top of the Admin UI, once a seller has been added to the system, you can filter your search by Company Name. This is especially useful because some sellers are registered under their business name — for example, Odell John Deere of Raleigh. This same filtering option is also available when checking in sellers through the Sellers tab when an auction is set up.

Seller Settlement

When working within the Seller Settlements of a specific auction, you can now filter and search seller settlements by Company Name. Please see the video below for a demonstration.

Within a seller settlement, admins have the option to print, download as a PDF, or send the settlement to the seller via email. These buttons function the same way as the Print, PDF, and Email options found on a bidder invoice.

Print

Selecting the Print button opens the settlement in a new browser tab. From there, you can choose the appropriate printer in the Destination field and proceed with printing.

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PDF

Clicking the PDF button opens the seller settlement in a new tab as a PDF. From this tab, you can download or print the document as needed.

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Send via Email

Selecting Send via Email will immediately email the seller settlement to the seller. No additional steps are required. *This feature is still in its final stages of development and testing. More details will be available soon!

Alt Sort UI Update

Another way to edit the Alt Sort numbers for a catalog is by updating them directly within the catalog’s inline text. Simply click in the Alt Sort column for the lot you want to update and enter the desired number. There is no need to click any additional buttons—your change will save automatically.

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However, updating the inline Alt Sort number does not automatically reorder the catalog. To sort the catalog by the Alt Sort number, navigate to the Run Order field and change it from Lot # to Alt Sort # (or vice versa), then click the green Apply button. Several yellow notes will appear, informing you of what elements may or may not be affected when switching the run order.

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If you switch the run order from Lot # to Alt Sort #, a blue icon will appear next to “Alt Sort” in the upper-left corner. Clicking this icon allows you to resequence lots as needed.

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Please note: If you try to change the run order after an auction has already closed or completed, the toggle will be locked. When you hover over it, you’ll see a message such as “Change of run order is no longer possible: timed_staggering_closing.” (The message will vary depending on the auction type that has completed.)

Download Report UI Update

When you need to download reports from the Accounting or Catalog tabs within an auction, simply click the green paper icon with the downward arrow on the right-hand side of the screen. This will download the reports for you. The reporting fields remain unchanged.

When recording that a bidder has paid an outstanding invoice using a credit card not on file, you can now click “Card” and fill out several optional fields if needed.

You can note a surcharge fee, but please be aware that this is a text field only. Entering a surcharge here does not change the total amount due or charged—it is simply a way to record that a surcharge was applied for the outside card transaction.

Additionally, you can fill out the cardholder’s information, including name, card type (debit/credit), card brand, and the last four digits of the card.

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Please note that all fields are optional, and you can still create a Card payment without entering any of this information.

The Sellers column has now been moved from the Catalog tab to the Accounting tab within an auction. You can still see which seller numbers are associated with each lot, but this information is now displayed in the Accounting tab instead of the Catalog tab. The process for checking in sellers remains the same. You can hover over a seller number in the Sellers column to view the seller’s name (and company if applicable) and email address.

To change the seller assigned to a particular lot, click the edit icon within the seller number field. A dropdown will appear showing all sellers checked in for that auction and also an additional section organized by most recently used.

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A new “Inv” column now shows a blue invoice icon if a lot is assigned to a successful winning bidder. Clicking this icon takes you directly to their invoice.

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To the right of the Inv column, there is a field where a red pencil with a slash appears once any payment has been made on an invoice. OR an edit button will appear, indicating edits CAN be made to that invoice because payment has NOT been applied.

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Although the invoice is locked, you can still edit the Lot Name within the invoice, which corresponds to the Lot name in the catalog.

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It is best practice to include important details like VIN or serial numbers in the Lot name during cataloging so they appear on the invoice. However, we recognize the need to make minor edits to the Lot description after a payment has been made (e.g., to add missing info such as VIN or serial numbers). Use this feature only for minor corrections like typos or misspellings. Changes made here will update the invoice and the underlying Lot name in the lot catalog as well.

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Lots can now be manually deleted individually as usual. To delete a lot from a catalog, go to the catalog within an auction, click the dropdown arrow to the right of the edit icon, and select Delete.

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You’ll know the lot was successfully deleted when the confirmation message shown below appears.

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Please note that you cannot delete a lot if any bids are currently placed or have previously been placed on it.

When setting up your Unpaid Invoice Email Template, you can insert the tag into the template, cut it, and then add it as a hyperlink to any text you prefer. After saving the template (see video below) and once the auction concludes, invoices are sent out, bidders will then receive an email containing an embedded link to their invoice. This link will successfully open the invoice in the system (see second video below).