Appraisal Intake

To document an order being accepted for appraisal:

 

1.  Select Appraisal Intake from the Point of Sale window.  The Appraisal Intake window will appear. 

 

 

Fields and options in the Appraisal Intake window include:

 

Item #

If an item is or was part of The Edge inventory, use the drop-down options to find the item.

 

If the selected item has a completed Pre-Appraise tab, that information will be added here automatically.

Camera icon ()

Allows you to photograph the item for reference.  See the section entitled Photographing an Item for more information.  Note that many photographs can be added when performing the appraisal.  You can also insert an existing image file.  For more information, see the section entitled Adding and Managing Photos.

Liability Value

The value of the item, pre-appraisal, in the event of a loss.

Item in our possession

Whether the item was left at the store as opposed to doing the appraisal based on existing records.

Appr Fee

The fee to be charged to the customer for the appraisal service.

Fee is Estimated

Whether the fee is fixed or an estimate to be confirmed.

Tax

Whether the fee is taxable.  If it is, the tax field will be calculated by The Edge.

Subtotal

The fee plus tax.  This value is calculated for you.

Deposit

The deposit to be left by the customer toward the fee.

Due at Pickup

The remainder of the subtotal to be paid when the item is picked up.

Cost

The cost of this appraisal.

Notify

Allows you to select the method by which to automatically notify the customer when the appraisal is complete.  For more information, see the section entitled Notifications.

Need by

The day by when the customer requires the appraisal.

ETA

Estimated day when the appraisal will be complete and the item available for pickup.

Description

A description of the item.

Notes

Additional notes about the item or the appraisal request.  These notes appear only on internal documents, not on any document the customer should see.

ETA is Estimated

Whether the ETA is estimated or firm from the appraiser.

 

2.  When as much information as possible about the item has been entered, select OK.  The appraisal will be added as a sale line item to the Point of Sale window. 

 

You are not actually doing the appraisal at this time, just taking it in as an order.  See the section entitled Appraisal for information on managing the actual appraisal.