Shipping and final appraisal
How to ask the customer to ship, do the final appraisal on the cards that arrive, record acceptance of the final quote, and create stock and payout.
Once you record acceptance of the preliminary quote, the deal moves to the Shipping tab on the customer’s page. When the cards arrive, check them on the Final appraisal tab and present the final quote.
Ask the customer to ship
Send shipping instructions
Under Request shipment on the Shipping tab, copy the draft message and send it to the customer on LINE. It includes a link to one form where the customer enters their details, identity documents and shipping label.
Check the destination
Change the site the cards should go to with Edit destination. Only sites set to Use as customer shipping destination under Locations can be chosen.
Record that you sent it
After sending, click Record shipping instructions. The deal becomes Awaiting shipment.
Toreca Cloud doesn’t book pickups or send LINE messages automatically. When the customer sends a photo of the shipping label through the form, it appears as Customer photo. To record it on the shop side, use Add shipping label to add the label photo and tracking number.
When the cards arrive
When the cards arrive, click Enter final appraisal. Every card not yet received is received at once, the arrival check is recorded, and the final appraisal opens. For cards that didn’t arrive, set the quantity to 0 in the final appraisal.
- If the parcel arrives in parts, use Record received items from the deal’s status menu to record only what arrived.
- If there’s something the customer didn’t declare, record it with Add item › Record undeclared item.
Discrepancy records
Differences between what was declared and what arrived are listed under Discrepancy records on the Final appraisal tab. The types are Missing, Unexpected item, Wrong card, Condition mismatch, Damaged and Other.
Record anything the shop can settle on its own with Record resolution. For anything that needs the customer’s say, send a LINE message with Ask customer on LINE, or contact them another way and use Log outside contact. When they reply, record it with Record customer response. To send on LINE, Difference check must be turned on in the LINE settings.
Final appraisal and final quote
In the final appraisal, decide the amounts based on the cards that actually arrived. It works like the preliminary appraisal, with Check market prices and Apply store buy rates. Reviews and presenting the quote work the same way as in Appraisals and quotes.
Record acceptance of the final quote
When the customer accepts the final quote, record it under Customer response. Which button you use depends on whether identity verification has been recorded.
Click Record acceptance and confirm with Record final quote acceptance. At the same moment, the purchased cards are added to inventory and the secondhand ledger, and a payout request is created. The deal becomes Awaiting payout.
Click Record acceptance only and confirm with Record final quote acceptance only. The deal becomes Final quote accepted. After recording identity verification, click Create stock and payout under Stock and payout.
Create stock and payout needs identity verification, the customer’s bank account, a secondhand dealer license and a site to put the cards. If something is missing, the page tells you what.
If the customer accepts only some cards, click Accept some and choose the cards you’re buying. The rest are returned. Accept some becomes available once identity verification is recorded.
Declines and returns
If the customer turns down the final quote, record it with Record decline › Record full decline. The deal becomes Final quote declined and moves on to returning the cards.
Record the return under Arrange and record return on the Shipping tab. When you send it, use Record return shipment to enter the carrier, tracking number, return fee and who pays it. When it’s delivered, click Record return delivery.