How buying works
The order a purchase moves in, from inquiry to payout and stock, and the screens you use at each stage.
Toreca Cloud records each purchase as a deal. Deals are grouped under their customer, and you work through each stage on the tabs of the customer’s page.
The purchase from start to finish
Intake
A deal starts with a request through LINE or a form, or at your counter. Its status is New. See Customers and deals.
Preliminary appraisal and quote
Appraise the cards from the customer’s photos and description, and present a quote. When you record the customer’s acceptance, the deal becomes Accepted. See Appraisals and quotes.
Shipping and arrival
Ask the customer to send the cards, and receive them when they arrive. See Shipping and final appraisal.
Final appraisal and acceptance
Check the cards that arrived, do the final appraisal and present the final quote. Record the customer’s acceptance.
Identity verification
Record the customer’s identity verification. It can be done before or after the final quote is accepted. See Identity verification.
Stock and payout
With acceptance and identity in place, use Create stock and payout. The purchased cards go into inventory and a payout request is created.
Payout and receipt
Approve and make the payout, then record the result; the deal becomes Purchased. Once you record that the customer received the money, the stock can be sold or shipped out. See Payouts.
Along the way, cards with no clear market price go to research, and high-value cards get a review from another member. See Research and reviews.
Deal statuses and screens
A customer’s page has the tabs LINE chat, Appraisal requests, Quotes, Shipping, Final appraisal, Payout and Customer details. Which tab you work on depends on the deal’s status.
| Tab | Deal statuses |
|---|---|
| Quotes | New, Appraising, Quote sent |
| Shipping | Accepted, Awaiting ID verification, Awaiting shipment, In transit, Final quote declined, Arranging return, Returned |
| Final appraisal | Received, Final appraisal, Final quote sent, Final quote accepted |
| Payout | Awaiting payout, Purchased |
You don’t pick a deal’s status by hand. It moves forward as the result of what you do, such as presenting a quote or recording acceptance.
Check the next step
At the top of every deal page is Next step. It shows the one thing to do now, and anything holding it up, such as a missing identity check or a pending market research answer. When in doubt, look at Next step first.
Buying at the counter
For cards brought into the shop, add a purchase request with the intake channel set to In store. After the preliminary appraisal of a counter deal, click Record in-store handover. Confirm that the customer accepted the quote and handed over the cards, then click Record and start final appraisal. This records the quote, acceptance, receipt of the cards and arrival check in one go, so you can move straight to the final appraisal. An identity verification must be recorded first.