To intake a new appraisal:
- Open POS and click the Appraisal Intake button. The Appraisal Intake window will appear.
- 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 #
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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
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Liability Value
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Value of the item in the event of a loss
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Item In Our Possession
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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.
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Appraisal Fee
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Fee charged for the appraisal; a System Option controls the default; use checkbox to indicate whether this is an estimate
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Tax
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Check this if tax applies to the appraisal fee; default is set via Tax on Services
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Subtotal
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Appraisal fee plus tax
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Deposit
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Initial deposit
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Due at Pick Up
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Balance due at pick up
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Cost
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Appraisal cost; a System Option controls the default
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Notify
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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
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Need By
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The day the customer requires the appraisal completed
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ETA
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Expected completion date; use the checkbox to indicate whether this is an estimate
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Description
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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
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Notes
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Additional internal notes about this appraisal; customer will not see
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Camera Icon
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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
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- Click OK/Save & Close to add this to the sale.