ManeBidConvention Auction Manager

User Guide

Logging In

Shared Operator Sign-In

Operator pages use a shared login session. Sign in once, then move between the pages your account can access from the Open menu.

  • Go directly to an operator page: open /admin, /cashier, /maint, or /slideshow. If there is no active session, the page redirects to the shared login screen.
  • Go straight to login: open /login.html, sign in, and the system opens the first page available to your account.
  • Use the public screen shortcut: from the public item-entry screen, click the auction picture or logo to open /admin.
Shared operator access: the same session is reused by Manage Items, Manage Payments, Manage Collections, Manage Auctions, and Slideshow. The User menu includes theme selection (System, Light, or Dark) as well as Change Password and Logout. If a maintenance user forces a remote logout, the browser returns to the shared login page.

Operator Messaging

Messaging Between Staff

Manage Items, Manage Payments, Manage Collections, and Manage Auctions include a message icon in the top status bar. The icon changes when unread messages are waiting.

Operator messaging screen showing the user list, conversation history, message entry, and item reference controls
Operator messaging: select a user, review the conversation, and send a standard or attention message.
  • Open messages: click the message icon to open the conversation screen.
  • User list: users with access to at least one management page are listed. A green indicator means the user has checked messaging recently; offline users show an approximate last-seen time. An unread count appears beside users with waiting messages.
  • All users: select [All users] to send the same message to every available operator. The message is copied into each individual conversation and tagged as sent to everyone; replies appear only in the replying user's conversation.
  • Conversation thread: selecting a user shows the message history with timestamps. Showing the thread marks incoming messages from that user as read.
  • Attention messages: tick Pop up on recipient screen before sending if the message needs immediate attention. The message is highlighted, and the recipient's message screen opens automatically.
  • Acknowledgement: an incoming attention message has an Acknowledge button. Opening a thread marks a message read; acknowledging it separately tells the sender that the attention request was handled.
  • Unread alerts: the page title shows the unread count. Operators can opt in to browser notifications for unread messages from the messaging screen; the browser may ask for permission first.
  • Read indicator: messages you sent show when the recipient has opened that conversation, and attention messages show when they were acknowledged.
  • Item reference: on pages with a selected auction, use Insert item to search the current auction and insert an item reference. On Manage Items, clicking that reference jumps to the item.

Manage Items

Overview

The page provides item entry, item editing, live bidding controls, export and print workflows.

Manage Items settlement view showing the item table, auction status, totals, and row actions
Manage Items overview: the settlement item list with status, bidder, price, and action columns.

Menu Tree

  • Open: Jump to the other operator views from the same shared session.
  • Auctions: Choose the current auction and, if maintenance has enabled it for that auction, change the auction state from the custom state picker.
  • Operations: Create or import items, manage optional bidder names, refresh the item table, or open the export panel.
  • View: Sort by Number, Name, Contributor, Creator, Bidder, or Price, switch between ascending and descending order, and choose whether bidder names are shown beside paddle numbers in the item table.
  • Status pills: The sticky header shows the current Auction, State, connection Status, and auction Total.

Item Table And Actions

The main table shows Item #, Description, Contributor, Creator, Photo, a dedicated Status column, and the row Actions. In live, settlement, and archived states the bidder and price columns are also shown.

  • Right-click menu: right-click an item row to open the same item actions in a context menu headed by the item number. Actions that are not available for the current auction state, item status, or user permissions are shown disabled.
  • Create New Item... opens the add item form.
  • Import Items... opens a modal for CSV-based item creation.
  • Edit opens the editable form in setup and locked states. When editing is blocked the same button position switches to a View icon instead.
  • Duplicate inserts a copy of the selected item immediately after the original.
  • Move opens the move panel with Move to auction... and Move after... controls. Items with bids cannot be moved.
  • Print item slip generates a single-item PDF and asks for print confirmation before updating last_print.
  • History opens the item audit trail from the shared audit log.
  • Photo tools in the edit and add forms support live capture, rotate left, rotate right, and crop.
  • Delete Item is available only while item editing is allowed. Deleting an item hides it, removes its item number, and renumbers the remaining items. It is not permanently removed until purged using the "Manage Auctions" interface.
  • Show deleted items: use View > Show deleted items to reveal deleted rows. Deleted rows are shown at the bottom of the table.
  • Restore returns a deleted item to the end of the auction with the next available item number. Restore is available only in setup or locked states.

Manage Items Action Icons

History action icon History Open the item audit trail.
Edit action icon Edit Edit an item while the workflow allows it.
View action icon View Read-only item view when editing is locked.
Duplicate action icon Duplicate Create a copy immediately after the current item.
Move action icon Move Open the move panel for in-auction or cross-auction moves.
Print action icon Print Generate a single item slip.
Printed print action icon Print Up To Date Slip confirmed printed and still current.
Stale print action icon Print Stale Item text changed after the last confirmed print.
Record bid action icon Record Bid Record a bid for the item.
Undo bid action icon Undo Bid Retract a recorded bid.

Manage Items Status Icons

Not sold status icon Not Sold No bid recorded for the item.
Sold and not paid status icon Sold And Not Paid The lot has a bidder but no recorded payment.
Part paid status icon Part Paid The bidder has paid only part of the balance for their items.
Paid in full status icon Paid In Full The bidder has paid the full balance for their items.
Collected status icon Collected The lot has been marked as collected.

Import Items

Operations > Import Items... opens a modal that previews a CSV before any items are created. The CSV must include description, artist, contributor, and notes columns; extra columns are ignored.

  • The browser parses the CSV and checks that the required columns are present.
  • Rows missing description or contributor are shown as invalid and cannot be selected for import.
  • Valid rows are selected by default. Untick any row that should not be imported.
  • Each row can have an image selected before import. A small preview appears in the row, but the image is not uploaded until Import Selected is pressed.
  • The import uses the same item creation workflow as Create New Item..., so item numbers and photo processing follow the normal rules.

Manage Bids

The bid controls are shown on the action strip when the auction is in live or settlement and the signed-in user has the Manage Bids permission.

  • Record Bid opens a modal for Paddle #, Hammer Price, and optional bidder Name. The left panel lists known paddle numbers and names for the auction; selecting one fills the bidder fields and moves focus to the amount.
  • Record and Next saves the bid, keeps the modal open, and advances to the next unfinalised lot. The standard Record Bid button saves the bid and closes the modal.
  • Undo Bid first opens a retract preview showing the bidder, payment status, current total owed, amount paid, and the projected balance after retraction.
  • Safety rule: a bid cannot be retracted if doing so would push the bidder into a negative balance after payments. In that case a refund must be recorded first.
  • Editing lock: once an item has a bid, edit and move actions are blocked even if the auction is still otherwise editable.

Bidder Names

Bidder names are optional convenience information. Paddle number remains the main bidder identifier, and multiple paddle numbers may share the same name.

  • During bid entry: enter a name if useful. A non-empty name updates the stored name for that paddle; leaving the field empty does not clear an existing name.
  • Manage Bidders: open Operations > Manage Bidders... to edit or clear names for known paddle numbers, or add a new paddle/name pair.
  • Show names: use View > Show bidder names to display names beside paddle numbers in the Manage Items table. The option is off by default.
  • Show deleted items: use View > Show deleted items. Deleted items remain hidden in other views and reports.
  • Archived auctions: bidder names are read-only once the auction is archived.

Export Panel

Export... opens a dedicated panel. The header shows the current auction, the main form switches by export type, and PowerPoint jobs expose inline progress, cancel, and download controls.

  • Auction Slides and Item Cards create PPTX files. When a PPTX job is queued or running, the panel shows the current job status and offers Cancel PPTX Export or Download Latest PPTX.
  • Item Slips generates the batch slip PDF and opens the print confirmation flow.
  • Manual Entry Sheet downloads a PDF sheet for recording bids by hand. It always uses all items.
  • Auction Report (PDF) downloads the full auction summary report. It always uses all items.
  • Bidder Report (PDF) switches to a bidder-only filter with All, Unpaid, or Uncollected.
  • CSV downloads the item CSV export. It always uses all items.
  • Selection modes for slides, cards, and slips are All items, Unexported / Out of date items (or Unprinted / Out of date items for slips), and Item number range such as 1,3,4-9.
  • Reset Tracking is available for slides, cards, and slips only.

Item Slip Printing

Overview

Item slips are text-only labels designed to allow quick tagging of donated items. Layout is controlled by slipConfig.json in Manage Auctions > Template Editor and supports both 80mm receipt printers and 6x4 label printers.

  • Single item: use the print button in the row actions.
  • Batch: open Manage Items > Operations > Export..., choose Item Slips, then use All items, Unprinted / Out of date items, or an Item number range.
  • Tracking: the app tracks print status and is updated after the operator confirms the browser print step succeeded.
  • Reset tracking: use Reset Tracking while Item Slips is selected in the export panel.
  • Print button colours: default blue means there is no confirmed print yet, green means the slip is up to date, and amber means the item text changed after the last confirmed print.

Printer Setup (Recommended)

80mm Receipt Printer (for example MUNBYN ITPP047)

  • Paper size: match the driver and slip config. Typical receipt setup is 80mm width with your configured page length.
  • Orientation: use the same orientation as slipConfig.json (portrait or landscape).
  • Scale: 100% (or actual size). Avoid fit-to-page modes that change text placement.
  • Margins: none or the minimum available.
  • Duplex: off.
  • Cutter: enable auto-cut if supported and set one cut per page.
  • Paper feed: calibrate top-of-form to avoid vertical drift between slips.

6x4 Label Printer

  • Media size: 4in x 6in (101.6 x 152.4mm) in both the printer driver and slip config.
  • Orientation: match the slip config orientation.
  • Scale: 100% (actual size).
  • Margins / offset: use zero or minimal margins and calibrate the label origin if content is shifted.
  • Cut / tear: if a cutter is fitted, set one cut per page. Otherwise use tear-after-each-label mode.

Manage Payments

Overview

Manage Payments allows you to manage and process payments for items won in auctions.

The page header shows the selected auction, the current state, and the connection status. The main workspace is split between the settlement queue and the selected bidder's detail panel.

Manage Payments settlement queue with bidder balances and an empty bidder detail panel
Manage Payments overview: select a bidder from the settlement queue to review and settle their account.

Menu Tree

Settlement Queue

  • Settlement Queue: the left panel lists bidders with one or more won items and the amount currently due. Stored names appear beside paddle numbers when present.
  • Bidder detail: selecting a row opens Lots won, Payments, and Summary in the main panel. Use Edit bidder name to add, edit, or clear the optional name before the auction is archived.
  • Picture toggle: the Show pictures option controls the item preview strip in the bidder detail and the linked buyer display.
  • Buyer Display: opens a pop-out screen for the currently selected paddle, including totals and optional thumbnails.

Payments, Donations, And Receipts

  • Payment methods: Cash, Card (manual), PayPal (manual), SumUp (card reader), SumUp (web), if enabled by configuration.
  • Payment screen: each payment captures a payment amount, an optional donation amount, and an optional note.
  • Donation rule: a donation can only be added when the full outstanding balance is being paid.
  • Settlement state: payment buttons are disabled unless the auction is in settlement.
  • Pending SumUp payments: starting a SumUp payment creates a pending payment card for that bidder. While it is pending, further SumUp payments for the same bidder are blocked to prevent duplicate charges.
  • SumUp recovery controls: pending payments can be checked manually with Check now, reopened with Open checkout for hosted web payments, or stopped with Cancel. Cancelling stops ManeBid waiting for that intent; it does not refund or cancel a charge already completed in SumUp.
  • SumUp verification: ManeBid records the payment only after SumUp returns matching transaction details. If verification is unavailable, still pending, or mismatched, the payment remains pending and the bidder balance is not changed.
  • Refunds: recorded payments can be reversed from the payments table. A reason is required.
  • Receipt printing: Print receipt generates a narrow settlement receipt showing paddle number, optional bidder name, lots won, payments, total donations, amount due, operator name, and the bidder fingerprint when available.
  • Fingerprint display: Show fingerprint reveals the current bidder fingerprint. This allows staff to verify the identity of the bidder at collection.
  • Operations menu: Payment Summary shows a payment-method breakdown, including donation totals, and Download CSV Summary exports the settlement summary for the selected auction.

Manage Collections

Overview

Manage Collections combines a recent-bids view with bidder collection buckets so staff can mark buckets ready, track invalidations, and mark collection as items leave the desk.

The header shows the selected auction, current state, connection status, and a live refresh countdown.

Manage Collections overview with recent bids and bidder collection buckets
Manage Collections overview: recent bids remain visible beside the collection buckets.

Menu Tree

Panels And View Controls

  • Recent Bids: the left column keeps a rolling list of recently finalised lots.
  • Unsold Lots: can be shown or hidden with the Unsold items checkbox.
  • Collection Buckets: the main panel groups sold items by bidder. Stored names appear beside paddle numbers when present.
  • Filter paddle #: narrows the display to a single bucket.
  • Show changes for... (s): controls how long new-item and bid-retraction highlights stay visible.
  • Bucket sort: choose Last update, Last paid, Ready state, or Paddle number.
  • Pictures and 2+ items only are saved as page preferences for the signed-in user.

Bucket States And Collection Rules

  • Badges: each bucket can show payment status, collected count, recent activity, new item, bid retracted, ready for collection, or ready invalidated.
  • Ready checkbox: marks the bucket ready and stores the current bidder fingerprint.
  • Fingerprint invalidation: if the bidder's sold items change after the bucket was marked ready, the bucket is flagged as Ready invalidated and an alert is shown.
  • Pickup column: each item row has a pickup checkbox. It is disabled until the auction is in settlement and the bidder has a non-zero recorded payment.
  • Collect all: marks all sold items in the bucket as collected and refreshes the bidder fingerprint.
  • Export uncollected list: downloads a CSV showing the uncollected lots, paddle numbers, optional bidder names, prices, payments total, and payment status for the selected auction.

Slideshow

Overview

The slideshow is the unattended presentation mode for item images and overlays, using the shared operator session. A user with Slideshow access signs in through the shared login and can then launch slideshow kiosk mode.

Slideshow displaying an auction item photograph with description, contributor, and creator overlay
Slideshow overview: item photography fills the display with optional descriptive text.

Getting Started

  • On first load, the page opens an auction selector overlay for the shared slideshow session.
  • Starting the slideshow from a shared operator session creates a kiosk session and signs this browser out of the other operator pages for safety.
  • If the browser returns to slideshow in kiosk mode, the last selected auction is reused automatically until Change auction is chosen.

Controls And Shortcuts

  • [c] toggles the configuration panel.
  • [space] pauses or resumes playback.
  • [Esc] pauses playback.
  • Touch-and-hold or click-and-hold shows the configuration panel on touch-first devices.

Configuration Panel

The overlay auto-hides after inactivity and includes a Change auction action for returning to the auction selector.

  • Transition Time: how long each slide is shown.
  • Show Description, Show Contributor, and Show Creator: control overlay text.
  • Refresh Interval: how often the slideshow refreshes its item list.
  • Shuffle Items: randomises the display order.
  • Change auction: returns to the auction selector overlay.
  • Pause, Resume, and Reload slideshow: control playback directly.

Manage Auctions

Overview

Manage Auctions uses the same shared top menu as the other operator pages, then switches between operational areas from a dedicated left-hand navigation rail.

The status strip shows the current maintenance view and the version summary for the installation.

Manage Auctions overview with left navigation and the auction management table
Manage Auctions overview: the navigation rail remains visible beside the selected maintenance workspace.

Menu Tree

  • Help > About: opens the current build and environment details for the maintenance console.
  • User menu: access theme selection, password change, and logout from the signed-in user menu.

Auction Management

  • Auction Management lists existing auctions with ID, URL tag, name, logo, item count, state, and the Manage Items Can Set State flag.
  • Auction name link: opens Manage Items in a new tab with that auction selected.
  • Add New Auction opens a modal with fields for the display name, URL tag, and logo.
  • Generate QR Code opens a modal for a static public auction URL PNG. The root URL is editable, the ?auction=URL-tag section is fixed, and options include foreground/background hex colours, output size, and an optional centre image from Image Management.
  • Generate Test Data opens a row-specific modal for creating test items and bids or deleting generated bids. The selected auction and current state are displayed at the top of the modal.
  • Test item confirmation: confirmation is required before adding items. Test items can be generated in setup, locked, live, or settlement.
  • Test bid confirmation: confirmation is required before adding bids. Test bids can be generated or deleted in setup, locked, live, or settlement.
  • Edit Auction opens a modal for the auction name, URL tag, logo, auction status, and the Allow admins to change the auction state checkbox.
  • Right-click menu: right-click an auction row to open a context menu headed by the auction name. It includes Generate QR code, Edit auction, Generate test data/bids, Open public page, Manage Items, Set status, Manage Items can set state, Reset auction, Purge deleted items, and Delete auction.
  • Context menu status: Set status opens a submenu with the current auction status ticked. Manage Items can set state is ticked when Manage Items users are allowed to change state, and selecting it toggles that setting.
  • Unavailable actions: context menu actions are greyed out using the same rules as the action buttons, including reset only for setup or archived auctions, purge only when deleted items exist, and delete only when the auction has no items.
  • Reset Auction and Delete Auction. Reset removes all auction items, bidders, and payments. Delete removes the auction entirely.
  • Purge Deleted Items permanently removes deleted items and their photo files from the selected auction after maintenance password confirmation.

Test Data Action Icon

Generate test data icon Generate Test Data Open the test item and bid tools for the auction on this row.

Database Backups

  • Create Backup opens a modal with an optional note field, live operation status, and a captured backup log.
  • Import Backup opens a modal that uploads a managed backup zip, validates it against metadata.json, and previews the contents before import.
  • Server Backup Manager lists the managed backups on the server, total occupied size, and a row of action icons for each backup.
  • Backup Details opens a wide modal showing metadata, component summary, and the auctions contained in that backup.
  • Restore Backup opens a restore modal with separate checkboxes for Database, Photos, and Resources + Configs.
  • Restore Log is stored after a restore completes and can be saved to disk.
  • Import Preview Checks highlight imported schema and database ID differences against the live server, and imports are blocked when the schema major version differs.
  • Restore Database permission: creating and viewing backups is available from Manage Auctions, but backup import, backup download, and restore actions require the separate Restore Database permission.

Manage Auctions Backup Action Icons

Restore backup icon Restore Open the selective restore flow for the chosen backup.
Download backup icon Download Download the managed backup archive.
Backup details icon Details Open the backup metadata and auction inventory modal.
Delete backup icon Delete Permanently remove the backup archive from the server.

Advanced

  • Storage Report reports current image usage and can clean up orphaned images.
  • Run Detailed Integrity Check produces a detailed report across workflow, schema, and data-consistency checks.
  • Apply Safe Fixes becomes available when the integrity report includes fixable problems.
  • Restart Server is a maintenance-only command for the backend service.
  • Export Data: Export CSV downloads the current bulk export archive.
  • Message Cache status: shows whether messaging is enabled, how many messages are stored, estimated cache size, configured limits, and persistence state.
  • Message Cache actions: refresh the status, export messages as CSV for record keeping, or clear all stored messages after confirmation.
  • Message item references: Manage Auctions has no selected auction context, so the messaging item-search control is not shown on this page.
  • Server Logs: refresh logs inline, enable auto-refresh, or open the dedicated pop-out log viewer.

Manage Users

  • User table: each row shows read-only ticks for Manage Items, Manage Payments, Manage Auctions, Slideshow, Manage Collections, Manage Bids, Manage Users, and Restore Database.
  • Permission dependencies: Manage Bids requires Manage Items; Manage Users and Restore Database require Manage Auctions.
  • Add User creates the initial password and assigns one or more roles or permissions in a single form.
  • Edit User opens the selected user. Allows password and permissions to be edited.
  • Restore Database: grant this only to operators who should be allowed to import, download, or restore managed backup archives.
  • Remote logout: maintenance can force another user out of all current sessions. That user is redirected to the shared login page with a remote logout message.

Manage Auctions User Action Icons

Edit user icon Edit User Open the modal for access changes or password reset.
Remote logout icon Log Out User Invalidate all current sessions for that user.
Delete user icon Delete User Remove the user account after confirmation.

Templates, Images, Payments, And Audit

  • Template Editor: load, validate, save, or reset pptx, card, and slip generator configs.
  • Image Management: upload shared resource images and remove unneeded files.
  • Payment Management: review enabled payment methods and test callback URLs.
  • Audit Viewer: filter by ID or event type, then download the filtered audit CSV.

See the PowerPoint Template Guide for the slide and card template details and the underlying generator config files.

Public Entry

Overview

The public item-entry page is used by donors or staff to submit items without an operator login, and it accepts a short-name URL parameter such as ?auction=test001.

  • If the auction is not supplied in the URL, the page asks for the short name first.
  • Item description and Contributor are required. Creator, if applicable is optional.
  • The page is restyled into a panel layout with a dedicated photo section.
  • Users can upload an existing photo, capture a live photo, or tick I do not have a photo.
  • The public page includes its own theme toggle and is intended for setup state submissions.
Public auction item entry form with item details, photo choices, and submit button
Public item entry: submit item details and provide or explicitly omit a photograph.

Function / State Quick Reference

Function Access Setup Locked Live Settlement Archived
Submit item (public) Public Yes No No No No
Create new item Manage Items Yes Yes Yes No No
Edit item Manage Items Yes Yes No No No
Duplicate item Manage Items Yes Yes No No No
Move item (within auction) Manage Items Yes Yes No No No
Move item (to another auction) Manage Items Target auction must be setup or locked Target auction must be setup or locked No No No
Print item slip Manage Items Yes Yes Yes Yes Yes
Record bid Manage Items + Manage Bids No No Yes Yes No
Undo bid Manage Items + Manage Bids No No Yes Allowed only if retraction will not create a negative balance No
View payment queue Manage Payments Yes Yes Yes Yes Yes
Take payments Manage Payments No No No Yes No
Reverse payments Manage Payments No No No Yes No
View collection buckets Manage Collections Yes Yes Yes Yes Yes
Mark item collected / Collect all Manage Collections No No No Requires settlement state and a recorded payment for that bidder No
Run slideshow Slideshow Yes Yes Yes Yes Yes
Generate test items Manage Auctions Yes Yes Yes Yes No
Generate test bids Manage Auctions Yes Yes Yes Yes No
Reset auction Manage Auctions Yes No No No Yes
Delete auction Manage Auctions Only when the auction is empty No No No Only when the auction is empty