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Use the coin page

Updated

To open the page of a coin, click the coin on Coins.

The page has four tabs: Details, History, Movements and Custody. The buttons at the top apply to the coin.

Edit the coin

  1. Click Edit.
  2. Change the fields.
  3. Click Save.

You can also click a field in Details or Coin and change it there. In Coin, the Coin type is the type or series, for example Morgan Dollar.

Description in Details is the text of the coin that goes on its listings. Notes is a separate section for your team.

Sell the coin

  1. Click Sell.
  2. Enter the Price per coin and the Quantity.
  3. Select the Customer.
  4. Select the Payment. Select Not paid yet to keep the invoice open with the full amount due.
  5. Click Record sale.

The sale makes an invoice. To open it, click View invoice in the message.

When the coin is on memo, checked out, in transit, at auction or at grading, the app asks you first. Sell the coin only when the buyer has it or you have it back. Click Sell the coin to continue.

Value with AI

  1. In Valuation, click Value with AI. It costs 15 credits.
  2. Read the estimate. The estimate uses PCGS data, recorded sales and metal prices. The section shows the estimate, a low and high range, Buy up to, List at and the sales the AI used.
  3. Optional: to set the coin's value to the estimate, click Use ... as value.

To value the coin again later, click Revalue.

Assess grade

The coin must have photos of the obverse and the reverse.

  1. In Grade assessment, click Assess grade. It costs 16 credits.
  2. Read the result. The AI gives a grade, a range and notes on strike, surfaces, luster and eye appeal. This is an AI opinion, not a certified grade.
  3. For a raw coin, click Use ... as grade to set the grade.

Write with AI

  1. In Details, next to Description, click Write with AI. It costs 3 credits.
  2. Edit the draft.
  3. Click Save description. The draft replaces the current description.

Other actions

  • The status menu at the top changes the status of the coin.
  • Custody sends the coin on memo, checks it out or in, or requests access. See Track custody of coins.
  • List on Flow Dealers lists the coin on Flow Dealers.
  • Click More actions and then Delete coin to delete the coin. You cannot undo this.

When you do not have enough credits for an AI action, the app asks you to buy credits.

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