Appraisals and quotes
How to identify cards, do the preliminary appraisal, present a quote to the customer and record their acceptance.
In the preliminary appraisal, you identify cards from the customer’s photos and description and decide the amounts. You then present those amounts as a quote and record the customer’s response. The final appraisal on the cards that arrive is covered in Shipping and final appraisal.
Identify the cards
Cards read from a LINE chat or declared on a form appear on the customer’s Appraisal requests tab. Cards not yet matched to the card catalog show Card not identified.
For an unidentified card, click Identify on its row and choose Use this card from the candidates.
To add a card, click Add card manually. Find the card with Search by photo or Search by keyword, enter the grade, certification number and quantity, then click Add to items.
Choosing a card from the card catalog fills in its market price and image automatically.
Decide the amounts
On the Appraisal requests tab, enter each card’s Condition and grade, Reference price, Buy rate and quantity, and the appraisal amount is calculated. The reference price fills in from the market, and the buy rate comes from your Buy rates settings.
On the deal’s Quotes tab, you can create a revision of the quote and adjust the amounts.
- Check market prices fetches the latest market price for each card and grade.
- Apply store buy rates re-applies your shop’s rates to every line.
- To change a single amount, enter an Adjustment (JPY) and a Reason for adjustment.
- When you’re done, save the revision, for example Save revision 1.
For a closer look at market prices, open Market prices in the sidebar. It opens in a new tab, where you can see each card’s price history and prices by grade.
Research and reviews
Send cards with no clear market price to a researcher with Request market research. If any card is appraised at or above the Review threshold, have another member check the quote with Request review. While research or a review is pending, the quote can’t be presented. See Research and reviews.
Select cards on the Appraisal requests tab and click Request review of selected to build a quote from those cards and request its review in one step.
Present the quote
Once a quote has been reviewed, or doesn’t need a review, Present quote appears. There are two ways to present it.
Click Send quote on LINE, check the contents, and click Send on LINE. This button appears for shops that set Quote delivery to Sent automatically when the quote is presented in the LINE settings. A successful send doesn’t mean the customer has read or accepted the quote.
Copy the Message draft for LINE and send it on LINE from Liny or a similar tool. Then click Mark as presented. If a matching message is found in the chat, you’ll see Did you present the quote in this LINE message?; click Yes, mark as presented to record it.
Save a PDF of the quote with Download quote PDF. To create the PDF, your business details must be filled in under Organization settings.
Quotes have an expiry date. Requote an expired quote and present it again.
Record the customer’s response
When the customer replies, record it under Record customer response.
- If they accept everything, click Record acceptance and confirm with Record preliminary quote acceptance. The deal becomes Accepted and moves on to shipping.
- If they accept only some cards, click Accept some and choose the accepted cards. The rest go back to the unquoted cards on the Appraisal requests tab.
- If the amount didn’t work for them, use Change buy rate and requote to make a new quote and present it again.