๐ Details Tab
Shows basic customer info:
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Name, email, phone (if provided), address
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Date the customer was created
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Summary of accounts and invoice status at the top
A clean starting point for customer reference.
๐ Credentials Tab
This tab shows the customer's Access Code. This code is required for the customer to log into the Bid Tracker App. You can copy or reset this code if needed.
Itโs the most secure way to allow customers to bidโwithout giving them control over auction login details.
๐งพ Accounts Tab
Lists all auction accounts assigned to this customer. From here, you can:
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Assign new accounts
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Revoke access
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View individual account details
All changes reflect instantly in the Bid Tracker App.
๐ณ Invoices Tab
Displays all invoices linked to this customer. These are automatically assigned through BidManagerโs bid-matching technology, which detects who won a car and links the invoice to their profile.
You can also manually assign or remove invoices here.
๐ Bids Tab
This tab contains a real-time log of all bids placed by the customer, including:
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Provider
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Lot number
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Auction account used
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Bid type and amount
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Status (active, pre-bidding, etc.)
This log provides full visibility and ensures the customer canโt deny a bid was placedโhelping prevent disputes and enforcing relist fees when needed.