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Running and finishing a sale
Once your lots are ready and published, the next step is to run the sale event. This is the point where Frisbee switches from preparing the catalogue to recording sale results.
Private sales are already running
A private sale is live from the day you create it, so it is never started. (A private sale created before October 2026 keeps its sale day: start and end it like an auction.) It is listed under Ongoing beside your ongoing auctions, showing its Open until date, and you can record sold animals against it straight away. When you end it, it moves to Past with your other finished sales.
If you don't end it yourself, it closes itself overnight once its Open until date has passed. To keep it running, change that date with Edit Event before then.
Start the event before recording sold animals
You need to select Start Event before you can mark sale animals as sold from the sale results table. While the event is still Up Coming, the Animals tab is for adding, ordering and publishing lots. After the event is Ongoing, the same tab changes to the sale results view, where you can record buyers and sold prices.
Start the sale event
This section is for auctions. A private sale skips it.
- Open Sales, then open the sale event.
- Check that the animals, lot order, expected values and public sale page are ready.
- Select ⋮ in the top-right corner of the sale header.
- Choose Start Event.
- Confirm the prompt.
The event moves from Up Coming to Ongoing. The header shows Event In Progress, and the Animals tab now shows Unsold and Sold result views instead of the lot setup table.
On a private sale you'll find the same results view under Sale results, below the lot list, from the day the sale opens.
Across the top you'll see how many lots were Offered, how many have Sold, how many are Withdrawn, and your Clearance rate.
Record individual sold animals
Use this when you only have a few results to enter, or when you want to update lots as they sell.
- Open the sale event and stay on the Animals tab.
- Leave the filter on Unsold.
- Find the animal and select the auction-hammer icon (Add Sales Info) on its row.
- Keep Sold selected, enter the Purchased Value, and choose the Purchaser from your clients.
- Select Save.
The animal moves to the Sold view. The purchaser is linked to the client record, so that client's purchase history and lifetime value update from the sale result.
Pulling a lot mid-sale
Need to pull an animal during the sale? On the Unsold view, select Withdraw on the lot's row. The lot keeps its number, is badged as withdrawn on your public page, and won't count against your clearance rate — and you can Reinstate it any time before the event ends. See Withdraw a lot.
Bulk upload sold animals
For a larger sale, use Upload Sold Animals to record many results at once.
- Start the event first, so the event is Ongoing.
- Open the event's Animals tab.
- Select Upload Sold Animals.
- Download the template.
- Fill in one row per sold animal.
- Upload the completed
.xlsxfile.
The template uses these details:
- animal_id — the animal's ID, animal number or M number.
- client_name or client_first_name — the buyer's client name. Client last name is optional when your template includes it.
- sold_price — the final sale price.
The animals must already be added to this sale event. Client names need to match existing clients, so import or create missing clients before uploading the results.
You can upload after closing too
Bulk sold-animal upload is available for Ongoing and Past sale events. This is useful if you want to start and finish the event on sale day, then upload final results afterwards.
Finish the event
When the sale is complete and the results are recorded:
- Select ⋮ in the top-right corner of the sale header.
- Choose End Event.
- Confirm the prompt.
The event moves to Past and shows Event Completed. Sold animals stay linked to their buyers and sold prices. Unsold animals are reset back to active animal records so they are no longer treated as sale animals. If any animals were withdrawn from the sale, the confirm dialog lists them and lets you choose, per animal, whether each returns to Active (default) or moves to Inactive — see Adding & arranging sale lots.
When a private sale closes itself
A private sale ends on its own the night after its Open until date: it moves to Past and its public page stops showing. Unsold animals leave the sale and keep the status you gave them, so an animal you marked Inactive stays inactive. An animal that is still in another live sale is left there, untouched. Its audience stays as it was and can no longer be changed. You can still end a private sale early yourself at any time.