ClerkStation Help Center

Auction, Estate Sale, POS, and Consignment Software FAQ

Practical answers about ClerkStation workflows, setup, pricing, security, backups, payments, settlements, and optional portal access.

Buyer and Consignor Portals are 100% optional. ClerkStation Core operates without either portal. Portals only give selected buyers, consignors, or vendors a secure login to view permitted information.

ClerkStation Basics

What is ClerkStation?

ClerkStation is web-based operations software for live auctions, estate sales, Buy Now sales, and consignment shops. It combines clerking, cashiering, POS checkout, buyers, consignors, vendors, invoices, receipts, payments, settlements, reports, documents, and administrative controls.

Who is ClerkStation designed for?

ClerkStation is designed for auction companies, auctioneers, estate sale companies, tag sale operators, liquidators, consignment auction companies, consignment shops, clerks, cashiers, and office staff.

Is ClerkStation web based?

Yes. Authorized users access ClerkStation through a web browser on a computer, tablet, or phone. Users do not install separate copies on every device.

Can multiple staff members work at once?

Yes. Companies can create role-based accounts for administrators, auctioneers, clerks, cashiers, administrative staff, and read-only users.

Does each company have separate data?

Yes. Company records are isolated. Buyers, consignors, sales, carts, invoices, payments, settlements, documents, and users remain attached to the correct company.

Can companies hide workflows they do not use?

Yes. Software administrators can enable or disable Auction, Estate Sale / Buy Now, Consignment Shop, cashiering, documents, reports, and portal features for each company.

Auctions and Live Clerking

Does ClerkStation support live auction clerking?

Yes. Clerks can record the lot, description, consignor, winning bidder, hammer price, quantity, and result while the auction is running.

What sale modes are available?

ClerkStation supports Auction, Hybrid, and Buy Now workflows. Auction is for bidding and clerking, Buy Now is fixed-price POS, and Hybrid supports both within one sale.

Can I use pre-cataloged lots?

Yes. Pre-cataloged sales can be prepared before sale day, while authorized clerks can still create a missed item during live clerking.

Can I clerk without creating every lot first?

Yes. Clerk-as-you-go mode supports non-cataloged item entry and automatic lot numbering during the auction.

Does ClerkStation support times-your-money bidding?

Yes. Clerks can record the price per item and quantity selected, then record additional bidders for remaining quantities when needed.

Can staff search buyers and consignors by name or number?

Yes. Live lookup accepts names or numbers and shows matching suggestions, including separate choices when multiple people have the same name.

Can companies use custom bidder and consignor numbers?

Yes. Suggested numbers are editable. Automatic numbering continues independently and skips any custom number already in use.

Are duplicate lot or item numbers prevented?

Yes. Item and lot numbers must be unique within each sale, with server-side validation protecting creation, editing, imports, and quick entry.

Can auction entries be corrected?

Yes. Authorized users can correct clerking entries and related settlement details, with important changes retained in the audit history.

Estate Sale and Buy Now POS

Can ClerkStation be used for estate sale checkout?

Yes. Estate Sale / Buy Now POS includes sale-specific carts, held carts, cataloged items, quick manual items, buyers, discounts, taxes, payment fees, receipts, refunds, and reports.

Can multiple estate sales be active at once?

Yes. Staff select the active sale, and ClerkStation keeps carts, items, and receipts attached to the selected sale.

Can cashiers add an uncataloged item?

Yes. A quick manual item can be entered at checkout, assigned to the appropriate consignor, and recorded accurately without requiring a pre-existing inventory item.

Does POS prevent overselling inventory?

Yes. Cataloged items cannot be added in a quantity greater than the available inventory.

Can staff apply discounts?

Yes. Percentage discounts can be applied to individual items and to the entire cart, with descriptions shown on the receipt.

Can carts be held and resumed?

Yes. Staff can hold a cart with a useful label or note and resume it later.

Can companies print branded receipts?

Yes. Companies can upload a logo and add a custom receipt footer message for Auction and POS receipts.

Consignment Shop Operations

Does ClerkStation support consignment shops?

Yes. Consignment Shop tools cover item intake, POS checkout, vendors, inventory, categories, discounts, booth rent, commission, payouts, settlements, documents, and reports.

Is detailed inventory required?

No. Inventory Tracking can be Required, Optional, or Disabled. Manual items can still be assigned to a vendor and included in payouts.

Can consignors submit their own items?

Yes, when enabled by the company. Submissions can move through Draft, Submitted, Approved, Rejected, or Needs Changes before becoming sellable.

Can companies create custom categories?

Yes. Shop categories can be created, selected, edited, and deleted by the company.

Does ClerkStation support automatic markdowns?

Yes. Companies can enable markdown behavior based on time in inventory while retaining item-specific pricing and discount records.

Can each vendor have different booth rent?

Yes. Every consignor can have an individual booth or table rent amount and space description.

Can booth rent be generated automatically?

Yes. Rent records can be created each cycle using the vendor's saved rent amount.

Can booth rent be deducted from a payout?

Yes. Eligible rent can be tracked as paid separately or deducted from the vendor payout.

Can companies choose payout schedules?

Yes. Companies can record their normal weekly, monthly, or other payout and rent timing practices.

Does ClerkStation track company-owned shop items?

Yes. Company-owned merchandise can be recorded separately from consignor merchandise and included in company proceeds reporting.

Are shop payouts included in Settlements?

Yes. Completed shop sales flow into vendor payout statements with commission, fees, booth rent, payment status, and printable details.

Buyer and Consignor Portals

Are Buyer and Consignor Portals required?

No. They are 100% optional. ClerkStation Core manages sales, buyers, consignors, checkout, invoices, receipts, payments, settlements, reports, and documents without either portal.

What does the optional Buyer Portal add?

It gives selected buyers a login for permitted estimated spending, purchased items, invoices, receipts, balances, payments, and documents.

What does the optional Consignor Portal add?

It gives selected consignors or vendors a login for permitted items, estimated earnings, settlements, payouts, and documents.

Can portal access be enabled for selected people only?

Yes. Portal access is enabled or disabled separately for each buyer or consignor.

Can one consignor login work with multiple companies?

Yes. Each company separately enables and pays for its access, and the consignor sees only the selected company's records.

Do portal users see internal company notes?

No. Portal access is enforced on the server and only returns information permitted by the company and portal settings.

Payments, Fees, Taxes, and Corrections

What payment methods can be recorded?

Companies can configure cash, check, credit card, ACH, wire, or another method and can require references for non-cash payments.

Does ClerkStation calculate payment method fees?

Yes. Payment methods can use percentage or flat fees, displayed as calculated line items rather than editable payment values.

Does ClerkStation support buyer premium?

Yes. Buyer premium can be configured using company and sale defaults with supported buyer or item overrides.

Does ClerkStation support multiple sales tax components?

Yes. State, county or local, city, and special tax components can be configured with supported calculation methods.

Can buyers be tax exempt?

Yes. Tax exemption can cover all sales tax components, with certificate number, expiration, notes, and document upload.

Can paid invoices and receipts be corrected?

Yes. Controlled workflows support item, price, quantity, tax, buyer premium, payment fee, invoice, and receipt corrections after payment.

Can a company decide which amounts are refunded?

Yes. Refund workflows can apply company policy to buyer premium, sales tax, and payment fees.

Does Stripe process sale-day buyer payments?

Stripe is used for ClerkStation subscription billing. Companies can use their preferred payment processor for buyer transactions and record those payments in ClerkStation.

Settlements, Reports, and Documents

When are consignor settlements available?

Working settlements remain available before, during, and after a sale and update as completed activity is recorded.

What appears on a settlement statement?

Statements can include sold items, quantities, prices, commission, seller fees, deductions, booth rent, payment status, and amount due.

Can statements be printed or saved as PDF?

Yes. Statements use a branded print layout and can be printed or saved as PDF from the browser.

What reports are available?

Reports cover auction invoices, POS receipts, payments, refunds, taxes, buyer premium, lots and items, settlements, and shop activity.

What documents can be uploaded?

Companies can attach certificates, bidder agreements, IDs, W-9 forms, consignor contracts, inventory agreements, sale terms, payment proof, signed receipts, and settlement documents.

Can documents be viewed in the browser?

Supported images, PDFs, text files, and CSV files can be viewed in the browser. Other supported office files remain downloadable.

Can uploaded files be stored in Wasabi?

Yes. ClerkStation supports optional Wasabi storage for user documents and backups, depending on the configured storage mode.

Security, Hosting, and Backups

Does ClerkStation support two-factor authentication?

Yes. Software administrative accounts require authenticator-app 2FA, with optional 2FA available for supported company and portal accounts.

Does ClerkStation use role-based permissions?

Yes. Software-level and company-level roles are separated, and support users must enter clearly identified Support Mode before assisting a company.

Are important actions audited?

Yes. Audit and support logs identify the user, role, company, action, time, and protected technical details where authorized.

Who can see IP addresses?

IP addresses are restricted to Software Support and higher unless an explicit software permission is granted. Buyers and consignors never receive IP data.

How are backups handled?

ClerkStation supports scheduled database and full backups to a separate backup VPS and optional Wasabi cloud storage, with health monitoring and retention controls.

Can deleted files be restored?

Supported files, documents, and backups use a 72-hour restoration window before permanent removal.

Is ClerkStation server hosted?

The production application is deployed on Ubuntu with Apache, PHP, and MariaDB. Authorized users access it through the web.

Pricing, Billing, and Support

How much does ClerkStation cost?

ClerkStation Core is listed at $50 per month. Current optional portal pricing and purchase increments appear on the Pricing and Add-ons pages.

Are portal add-ons included automatically?

No. Buyer and Consignor Portals are optional and can be added only when a company wants external self-service access.

Can companies manage their subscription?

Yes. Stripe-powered billing supports eligible subscription and add-on changes while software administrators retain oversight controls.

Where do customers log in?

Company users log in at my.clerkstation.com. Optional Buyer and Consignor Portal users use their dedicated portal login pages.

How can I contact support?

Contact ClerkStation at support@clerkstation.com or call or text 803-767-8727.

How do I start an account?

Use Start Account to open secure signup. Begin with ClerkStation Core and add optional portal access only when needed.

Ready to run your next sale?

Start ClerkStation Core and add portals only if your company wants them.