Use this checklist to guide your first steps and ensure your account is configured properly for success.
🖥️ Auction Flex 360 Setup
Back-office system for managing auctions, inventory, bidders, payments, and reporting.
✅ 1. Company & User Setup
Complete your Company Profile
Add business logo and branding
Add all necessary users
Assign roles and permissions for staff
Customize notification settings
✅ 2. Auction Defaults & Settings
Define default auction type (Live, Online, Simulcast)
Set up bidder terms and conditions
Create default bid increments
Configure soft close rules
Customize invoice, catalog, and report templates
✅ 3. Catalog & Inventory Management
Add lots manually or use bulk import via spreadsheet
Upload images, titles, and descriptions
Use AI lotting or Fast Entry tools as needed (Coming soon)
Organize lots using categories and keywords
✅ 4. Bidder Management & Check-in
Configure bidder registration rules
Test check-in workflows for live/online events
Scan/test driver's license input if applicable
Confirm bidder lists populate correctly
✅ 5. Payments & Invoicing
Set up payment processor (e.g., Global Payments)
Configure buyer’s premium, taxes, and discounts
Test invoice creation and payment collection
Set up consignor payouts if needed
✅ 6. Post-Auction Tools
Use pick lists and assign warehouse locations
Review buyer instructions for pickup or shipping
Generate and customize consignor reports
🌐 HiBid Setup
Online auction marketplace where bidders browse and place bids.
✅ 1. Account & Branding
Ensure your HiBid seller account is linked to AF360
Upload your company logo and banner (HiBid branding)
Write a compelling Company Bio/About Us
Add custom bidding terms and buyer disclosures
✅ 2. Uploading Your First Auction
Push a test auction from AF360 to HiBid
Confirm auction details display correctly (title, date, location)
Verify photos, lot titles, and descriptions display cleanly
Check category mapping to ensure searchability
✅ 3. Bidder Experience & Settings
Review the public HiBid auction page
Test registration, approval settings, and bidding
Ensure bidding permissions and reserves are enforced
Set up notifications for bidders (won/lost, invoices, etc.)
✅ 4. Payments & Post-Auction Flow
Sync invoicing and payments from HiBid to AF360
Ensure payment instructions are visible to bidders
Confirm pickup/shipping instructions are posted
Respond to any bidder messages via HiBid’s contact form