In 21.1.1 it is possible for NZ users to export their listings to Auction Online. Auction Online is a new online portal connecting Franchise dealers with used vehicle wholesalers. You can read more about Auction Online
HERE
The Auction Online service is controlled by a role called 'Auction Online Push'. The Role will activate a button that appears on the appraisal form. Users will then manually send the appraisal to auction online. The role is User and Yard based - meaning it will only be visible to the Users that are added to the role, and only for the Appraisals tied to Leads with Yards listed in the role. Selecting a user as a Manager will enable them to view reporting on ALL requests submitted in Dashboard>More>Reporting>Auction Online.
The role also includes two customizable Role Attributes;
- Only Send Manager Approved Appraisals - Users will only be able to trigger the Auction Online Export if the Appraisal 'Manager Approved' tick box has been checked. This is only relevent for those dealerships that require manager approval when creating Appraisals.
- Only Send Vehicles When Marked As Traded - User will only be able to trigger the Auction Online Export if the Appraisal 'Traded' tick box is checked.
In addition to the Role to enable the Auction Online Export the client account in AutoPlay must have an API record set up against them in SETTINGS>COMPANY SETTINGS>API MANAGEMENT. The 'API' should be set as Auction Online and the Username and Password can be left blank. Finally the API record must be named appropriately and made Active. It is possible to restrict functionality to selected Yards in the API record but you must also set up the roles to match or the users will receive errors.
When viewing an Appraisal with the role enabled you will be able to view the 'Auction Online' button under MORE>EXPORTS>AUCTION ONLINE.
In order to export an Appraisal to Auction Online you must have the following fields completed. If any of the fields below are not populated the user should see the error validation message letting them know this.
- Min 1x Images
- Adjusted Appraisal Offer (must be greater than $0)
- Odometer (km)
- Fuel Type
- CC
- Seats
- WOF Expiry
- NZ New
- Comments
Anyone with the Auction Online Role can see a report in Dashboard>More>Reporting called Auction Online Report. This report contains all the records pushed to Auction Online. A manager can see all, whilst a non manager can only see their own records that were exported.
This will return a CSV containing all of the Appraisals that have been exported to Auction Online during the selected date range for the account.