AuctionGate | Account management - Site page "Price lists"

The site page "Price lists" is designed to create a price list, with the ability to calculate the cost of vehicle delivery to the required country.

On the site page "Price lists" there is a tabular area, which displays all price lists that are created on the site (Figure 1).

Functionality available on the page:

• creating a price list;

• edit price list;

• creating a copy of a price list;

• creating a PDF price list;

• price list export;

• price list import;

• price list deletion.

Figure 1 - Site page "Price lists"

Creating a price list

 To create a price list, click on the "Add new price list" button (Figure 1, Pointer 1). After that the site page "Edit price list" will open, in which fill in the fields (Figure 2):

• “Title” - enter price list name;

• “Activity” - select the activity status from the drop-down list that opens when you click on the button.

Then proceed to fill in the tabs (Pointer 1).

In order to add information to any of the tabs you should press the "Edit" button, in case of canceling the button - "Close" (Pointer  2).

Note: if the activity status is set to "Inactive", the price specified in the price list is not displayed in the extension.

Figure 2 - Site pages "Edit price list"

Warehouses tab

To add a warehouse from which to load, click on the "Add" button (Figure 3, Pointer 1). This will add a line (Pointer 2) in which fill in the field:

• “State” - from the drop-down list that opens when you click on the button , select the state in which the warehouse is located;

• “Warehouse name” - enter a warehouse name;

• “Status” - click on the button "On" to activate the warehouse, in case of cancelation the button - "Off". 

To create several warehouses, add the required number of rows and repeat the process of filling in the fields (described above). 

If it is necessary to delete a line, click on the "Delete" button (Pointer 3). After that a window will open, in which to confirm the deletion of the warehouse click on the "Delete" button, to cancel the button - "Cancel" (Figure 4).

To activate all warehouses, click on the "Activate all warehouses" button (Pointer 4). After that a window will open, in which to confirm the activation of all warehouses click on the "Activate" button, to cancel the button - "Cancel" (Figure 5).

To save the data, click on the "Save" button (Figure 3, Pointer 5).

As a result, the created warehouse/warehouses will be displayed in the table.

Figure 3 - Warehouses tab

Figure 4 - Confirmation/cancellation of warehouse deletion

Figure 5 - Confirmation/cancellation of activation of all warehouses

Copart/IAAI tab

To add shipping costs from the auctions location to the warehouse where loading will take place, select one of the methods:

1. To add one or more locations, click the "Add" button (Figure 6, Pointer 1). This will add a row (Pointer 2) in which fill in the field:

• “State” - select a state from the drop-down list that opens when you click on  the button;

• “Location, from” -select the city where the auction site is located from the drop-down list that opens when you click on the button;

• “Warehouse - Loading Port” -from the drop-down list that opens when you click on the button , select the warehouse to which the delivery will be made;

• using the keypad or by pressing the buttons , enter the delivery cost in the appropriate field by vehicle type (Pointer  3);

• “Status” - click on the "On" button to activate the location, in case of canceling the button - "Off".

To create multiple locations, add the required number of rows and repeat the process of filling in the fields (described above).

Figure 6 - Copart tab. Adding one or more locations

2. To add locations in bulk, click on the "Fill Locations" button (Figure 6, Pointer 4). This will open a list of locations, in which select the required number of locations based on the state and location of the auction (Figure 7). Then fill in the fields:

• “Warehouse - Loading Port” - from the drop-down list that opens when you click on the button , select the warehouse to which the delivery will be made;

• using the keypad or by pressing the buttons , enter the delivery cost in the appropriate field by vehicle type (Pointer 1);

• “Status” - click on the "On" button to activate the location, in case of canceling the button - "Off".

To delete unfilled locations, click on the "Delete unfilled" button (Pointer 2). As a result, only those locations with filled in fields will be displayed in the list.

Note: The mandatory fields are "Warehouse - Loading Port" and the indicated value, for the first vehicle type (Pointer 3).

If it is necessary to delete a line, click on the "Delete" button (Pointer 4). After that a window will open, in which to confirm the deletion of the location click on the "Delete" button, to cancel the button - "Cancel" (Figure 8).

To activate all locations, click on the "Activate all locations" button (Pointer 4). After that a window will open, in which to confirm the activation of all locations click on the "Activate" button, to cancel the button - "Cancel" (Figure 9).
After adding locations using any of the methods, click the "Save" button to save the data (Figure 6, Pointer 5/Photo 7, Pointer 5).

As a result, the created location(s) will be displayed on the tab.

Figure 7- "IAAI" tab. Mass adding of locations

Figure 8 - Confirmation/cancellation of location deletion

Figure 9 - Confirming/unconfirming activation of all locations

Freight tab

To enter the shipping cost to the port of destination by sea, click the "Add" button (Figure 10, Pointer 1). This will add a new row (Pointer 2) where you fill in the field:

• “Warehouse - Loading Port” - from the drop-down list that opens when you click on the button , select the warehouse from which the shipment is to be made;

• “Country DP” - from the drop-down list that opens when you click on the button, select the country to which you want to send;

• “Destination Port” -  enter the name of the destination port;

• using the keypad or by pressing the buttons , enter the cost of sea delivery in the appropriate field by vehicle type (Pointer 3);

• "Status" - click on the "On" button to activate the freight, in case of cancelation the "Off" button.

To create multiple freights, add the required number of rows and repeat the process of filling in the fields (described above).

If it is necessary to delete a line, click on the "Delete" button (Pointer 4).  After that a window will open, in which to confirm the deletion of the location click on the "Delete" button, to cancel the button - "Cancel" (Figure 11).

To activate all freights, click on the "Activate all freights" button (Pointer 5). After that a window will open, where to confirm the activation click on the "Activate" button, to cancel the activation click on the "Cancel" button (Figure 12).

 To save the data, click on the "Save" button (Figure 10, Pointer 6).

As a result, the created freight/freights will be displayed on the tab.

Figure 10 - Freight tab

Figure 11 - Confirmation/cancellation of freight deletion

 
Figure 12 - Confirmation/cancellation of activation of all freights

  Truck tab

To add a shipping cost to an overland destination, select one of the methods (Figure 13):

1. Click on the "Add" button (Pointer 1). This will add a row (Pointer 2) in which fill in the field:

• “Country From” - from the drop-down list that opens when you click on the button, select the country from which you want to send.

• “Port” - From the drop-down list that opens when you click on the button, select the port from which you want to send.

2. Click on the "Fill all ports" button (Pointer 3). As a result, the data in the "Country From" and "Port" fields will be filled in automatically based on the "Country DP" and "Destination Port" fields, which are filled in the "Freight" tab. The number of filled rows on the "Truck" tab will be similar to the number of filled rows on the "Freight" tab.

After that, fill in the fields:

• “Destination Country” - from the drop-down list that opens when you click on the button, select the country to which you want to send;

• “Destination City” - enter the name of the delivery destination;

• using keypad input or by pressing , enter the overland delivery cost in the appropriate field by vehicle type (Pointer 4);

• "Status" - click on the "On" button to activate the truck, in case of cancelation the "Off" button.

If it is necessary to delete a line, click on the "Delete" button (Pointer 5).  After that a window will open, in which to confirm the deletion of the location click on the "Delete" button, to cancel the button - "Cancel" (Figure 14).

To activate all the carriers, click on the "Activate all trucks" button (Pointer 6). After that a window will open, in which to confirm the activation click on the "Activate" button, to cancel the button - "Cancel" (Figure 15). To save the data, click on the "Save" button (Figure 13, Pointer 7).

As a result, the created truck/cargo carriers will be displayed on the tab.
Figure 13 - Cargo Carrier tab

Figure 14 - Confirmation/cancellation of freight deletion

Figure 15 - Confirmation/cancellation of activation of all carriers

Services tab

To add the cost of additional services that occur during the delivery process, click the "Add" button (Figure 16, Pointer 1). This will add a line (Pointer 2), in which fill in the field:

• "Country" - select the country where the service will be provided from the drop-down list that opens when you click on the button;

• "Service" - enter the name of the service;

• Using the keypad or by pressing the buttons , enter the service price in the appropriate field by vehicle type (Pointer 3);

• "Status" - click on the button "On" to activate the service, in case of cancelation the button "Off".

To create multiple services, add the required number of rows and repeat the process of filling in the fields (described above).

If it is necessary to delete a line, click on the "Delete" button (Pointer 4). As a result, a window will open, in which to confirm the deletion of the service click on the "Delete" button, to cancel the button - "Cancel" (Figure 17).

To activate all services, click on the "Activate all services" button (Pointer 5). After that a window will open, where to confirm the activation click on the "Activate" button, to cancel the activation click on the "Cancel" button (Figure 18).

 To save the data, click on the "Save" button (Figure 16, Pointer 6).

As a result, the created service/s will be displayed on the tab.

Figure 16 - Services tab

Figure 17 - Confirmation/cancellation of service deletion

Figure 18 - Confirming/unconfirming activation of all services

 Notices tab 

The tab is designed for message management, here you can easily add a new notification by entering the appropriate text using the keyboard. This functionality provides a convenient way to update and distribute important messages or notifications to the price list.

 To save the data click on the "Save" button, to cancel the button - "Cancel" (Figure 19, Pointer 1/Pointer 2).

Figure 19 - Notifications tab

Electric and Hybrid tab

Complete the following fields to add a cost per service for the financial risk services associated with the delivery of electric and hybrid vehicles:

• "Payment for dangerous cargo" - using keyboard input or by pressing the buttons , enter the cost of the service;

• "Payment for financial guarantee" -using keyboard input or by pressing  the  buttons, enter the cost of the service;

To save the data click on the "Save" button, to cancel the button - "Cancel" (Figure 20, Pointer 1/Pointer 2).

Figure 20 - Electric and Hybrid tab

When all tabs are filled in, a new price list will be created and displayed in the table area (Figure 21, Pointer 1).

Edit price list

In order to make changes to the price list, select the necessary entry in the table and click the button located in the "Actions" column (Figure 21, Pointer 2). As a result, the site page "Modify Price List" will open (Figure 1), where data changes are performed in the same way as when creating a price list (see above).

Figure 21 - Price list functionality in the table area

Creating a copy of the price list

In order to create a copy of the price list with the ability to change prices, select the necessary record in the table and click the button located in the "Actions" column (Figure 21, Pointer 3). This will open the Create Price List Copy window (Figure 22), where you can set the conditions for changing the price in the fields, if necessary:

• “Min., USD” - using keyboard input or by pressing the button, enter the minimum value by which the cost will be increased;

• “% increase” - using keyboard input or by pressing the buttons , enter the total percentage of increase by which the price will be increased;

• “Max., USD” - using keyboard input or by pressing   the buttons, enter the maximum value by which the cost will be increased.

After that click on the "Save" button, to cancel the button - "Cancel". As a result of these actions a copy of the price list will be created, with changed prices according to the specified data in the fields.

Note: if you need to create a copy of the price list, without changing the price, click on the "Save" button, skipping the step of filling in the fields.

Figure 22 - Create price list copy window

Creating PDF price list

 In order to create a PDF format for the price list, select the necessary record in the table and click the button located in the "Actions" column (Figure 21, Pointer 4). After that, the "Create PDF" window will open (Figure 23), where you should fill in the fields:

• “Company name for PDF price list” - enter the name of the company or customer for which the price list is being created;

• “Name of price list for pdf price list” - enter the name of the price list.

After that click on the "Make PDF" button, to cancel click on the "Cancel" button. As a result of the actions performed PDF will be created, as evidenced by the information in the opened window, in which the following actions are available (Figure 24). When you click on the button:

• “Open PDF” - price list will be opened in a new browser tab; 

• “Download  PDF” - the price list will be downloaded to the user's PC.

Click on the "Okay" button to close the window.

Figure 23 - "Make PDF" window

Figure 24 - Notification about PDF price list creation

Price list export

 To export the price list, click the button located in the "Actions" column (Figure 21, Pointer 5), which will open the "Export" window, which consists of two tabular blocks "Current export" and "Completed export". To export the file, click on the "Start" button (Figure 25, Pointer 1). When the export is complete, the file will become available in the "Completed Export" section. Then, click on the "Download XLSX" button (Figure 25, Pointer 3), select a location to save the file and click "Save".

If you cancel the price list export, click on the "Cancel" button (Figure 23, Pointer 2). As a result of this action, the file will be deleted from the "Current Export" table. To close the window, click the "Close" button.

Figure 25- Export window

To view the export history, click the button (Figure 21, Pointer 6). This action will open the Export window, which is identical to the window used to perform price list exports.

Price list import

 To import the price list, click the button located in the "Actions" column (Figure 21, Pointer 7), which will open the "Import" window, which consists of three blocks "Download template", "Import" and "Import history". 

When you click on the "Download Master Price List" button (Figure 26, Pointer 1), a window will appear where you select a location to save the file, then click "Save". This file is a master price list that includes all existing auction locations, as well as prices for shipping lots from the auction locations to the port of origin. This price list can be edited at your discretion for further importing.

To import a file, click on the button located in the Import block (Figure 26, Pointer 2). Select the file on your computer or device that you want to import and then click on the "Start Import" button.

Figure 26- "Import" window

Once the import process is complete, the Import History section will provide detailed information on the current status of the import run:

• Successful import - the corresponding record with information about time and status "Done" will appear.

• Partial import - problems occurred during the import process, a record with time and status "Partially imported" will be displayed in the history. The import information will display an error log for further correction.

Note: If a file format or structure mismatch is detected during the import process, the import operation will not complete and a window will appear indicating the reason for the failure. This may include information about column mismatches, incorrect data format, or other errors that prevent the system from successfully processing the file.

Price list deletion

To delete a price list, select the necessary entry in the table and click on the button located in the "Actions" column (Figure 21, Pointer 8). After that a window will open, in which to confirm the deletion click on the "Delete" button, to cancel the deletion click on the "Cancel" button (Figure 27). As a result, the record will be absent in the table area.

Figure 27 - Confirmation/Cancellation of Price List Deletion