Appraisal Intake


To intake a new appraisal:

  1. Open POS and click the Appraisal Intake button. The Appraisal Intake window will appear.

     
  2. Enter information about the item being appraised. This is not the actual appraisal (that is completed later in the back office). The only required field is Description.
     

    Item #

    Allows you to select a currently in stock item or previously sold item for appraisal, its details will be copied to the description; if the item's Pre-Appraise tab has been filled out that will automatically copy to the appraisal

    Liability Value

    Value of the item in the event of a loss

    Item In Our Possession

    Check this if the item is remaining in your store's possession.
    NOTE: Beginning with Edge version 24.1, if this box is unchecked then the receipt will include text stating that the item is not in the store’s possession.

    Appraisal Fee

    Fee charged for the appraisal; a System Option controls the default; use checkbox to indicate whether this is an estimate

    Tax

    Check this if tax applies to the appraisal fee; default is set via Tax on Services

    Subtotal

    Appraisal fee plus tax

    Deposit

    Initial deposit

    Due at Pick Up

    Balance due at pick up

    Cost

    Appraisal cost; a System Option controls the default

    Notify

    Contact information for person that should be notified when appraisal completed; can be setup to automatically text or email when appraisal marked as done, see Notifications for more information

    Need By

    The day the customer requires the appraisal completed

    ETA

    Expected completion date; use the checkbox to indicate whether this is an estimate

    Description

    Basic description of the item being appraised; this is not the final appraisal, though you will have the option to use this information when completing the appraisal

    Notes

    Additional internal notes about this appraisal; customer will not see

    Camera Icon

    Opens photo interface allowing you to acquire a new photo or link to existing images; you can do this multiple times to link multiple pictures


     
  3. Click OK/Save & Close to add this to the sale.

 

Updated on Tue, 23 Apr 2024 by Angela Chiaravalle

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