Choose the view pane that you wish to work with and the summary grid will update with the relevant records. Additional details for the selected row in the summary grid are displayed in the Transaction Details part of the main console. Basic low level operations can be performed in by clicking the checkboxes provided in the Transaction Summary Grid.
Additional functions can be accessed by the right click context menu. If required, additional details can be entered using the relevant Maintenance menu options.
Column Headings/Icon Definitions
Tick Box |
Tick this box when selecting sales for bulk operations |
Edit |
Tick to open the Sales Transaction Maintenance Menu screen |
Account |
Displays the TradeMe account the sale was made under |
Date Sold |
Date the sale was made |
Sales Ref |
Trade Me auction listing reference |
Sales Ref |
Trade Me User name of the buyer |
Short Name |
First/Last Name of the Buyer. If this is not yet known it will default to the TradeMe Buyer Name |
Buyer Name |
Specifies the Sale Type |
Amount |
Sales amount exclusive of shipping |
$ |
Payment Received. This can be ticked manually and is automatically ticked when there is a Pay Now payment. |
Envelope |
Address Received. This is automatically ticked when a customer sends their address via TradeMe. |
Box |
Goods Picked for dispatch |
Truck |
Goods Shipped |
Clock |
Waiting for Buyer to Pick Up |
Gold Medal |
Feedback placed for buyer |
Robber |
Non Paying Bidder (fee request completed successfully from TradeMe) |
Green Tick |
Sale Completed - this can be ticked at any time and will turn off all automated processes such as emails and feedback placing for that sale record |
Red Magnet |
Sale is Held - use this for combining auctions, delays in payment, layby etc |
Transaction status will be able to be amended by clicking on the checkboxes in the grid. Changing the state of a checkbox will take effect immediately but the transaction will not be removed from the transaction summary grid until the grid is refreshed either by pressing the refresh button or by a selection of a different view or pane.
Right clicking on any individual row will display a context menu providing fast access to standard operations. Only allowable operations will be active on the menu; menu options which are not applicable to the record will be shown as disabled (“greyed out”).
Double Clicking on an item in the Transaction Summary grid will open the Sales Maintenance screen for that Sales Record.