Introduction
The Maintain Reps module allows users to view, edit, and/or create Reps for dealerships.
Navigation
Managing Reps
To manage reps, search for the Rep's name, ID, or Dealership. All reps matching the search criteria will be listed in the table or index view below. To manage a rep, merely click their name in the results, and you will be prompted with a window showing the rep's information. Here, you can add, edit, or remove information within each section. For more information, see "Creating New Rep" below.
Creating New Rep
You can create new reps by clicking the "New Rep" button.
Name: This is the Rep's full name (First M. Last)
Title: This is the Rep's Title (Salesman, Owner, Manager, etc.)
Rep ID: This is the Rep's ID. This will be filled in automatically by the system and cannot be edited.
AA Rep ID: This is the Rep's AuctionACCESS rep ID assigned by AuctionACCESS. Keep in mind, this is the Rep's AA ID and not the Dealership's.
On Badge: This is the customized name that will show up in the bidder badge for this rep when a bidder badge is printed.
Last Here: This is the date the Rep was last checked into the Auction. This is assigned when badges are printed.
Main Dlr: This is the Rep's primary dealership. If a rep is listed for multiple dealerships, the primary dealership will be the one the rep is listed under.
Deleted: This is the date the Rep was deleted (if applicable).
No Badge: This will disable the rep's ability to be assigned a bidder badge.
No Contest: This will disable the rep's ability to participate in Auction held contests such as drawings or giveaways.
KO'd: This is a status barring the rep from buying, specifically from AuctionACCESS.
Barred: This is a status barring the rep from buying, due to Auction discretionary reasons.
Bar Date: This is the date the rep was barred.
If Sale - Notify Mobile: This is a status notifying the rep by SMS of If Sale updates.
If Sale - Notify Email: This is a status notifying the rep by Email of If Sale updates.
Market Report - Email: This is a status notifying the rep by Emails of Market Reports.
Market Report - None: This is a status that is not currently used.
Presale List - Fax: This is a status notifying the Rep of presale lists by sending them via Fax.
Presale List - Email: This is a status notifying the Rep of presale lists by sending them via Email
The contact section is self-explanatory. It should be noted, however, that if a Rep is set for notifications and the notification method is blank under the contact section, this will not function correctly.
For contact fields, specifically those using Phone Numbers, Mobile Numbers, and Fax Numbers, it is recommended to avoid symbols and spaces.
Notes: This section allows users to view, edit, or add notes pertaining to a specific Rep. These notes are not viewable to the Rep.
Exporting Data
You can export all results in the table/index view below by clicking the green "Excel" button for a table export, or the "Adobe" button for a PDF export.