Get coin lists from contractors

A contractor can send you a coin list through a list link. The contractor does not need a login. No coin goes into stock until you record the purchase.

Make a list link

1. Open the contractor from Contractors.
2. In the List link section, click Make a link.
3. Copy the link and send it to the contractor. The link is not shown again.

A new link stops the old link. Stop the link stops it at once. A link stops working after 90 days without a sent list. Template downloads the Excel template.

What the contractor can send

On the link page, the contractor can:

• Download Template (Excel) or Template (CSV), fill it in, and click Upload the filled list.
• Upload their own sheet with a Description column.
• Type each coin with Add a line.
• Send photos or a PDF of a paper list, up to 5 pages, 5 MB each.
• Enter a Price for the whole list and a Note to the dealer.

Then the contractor clicks Send the list.

Review a list

Lists that wait for you show under Lists from contractors on Purchases, and on the contractor page.

1. Click Make a purchase on the list. The new purchase starts with the contractor and the coins from the list.
2. If the list has photos or a PDF, click Read list. AI reads the coins into lines. This uses credits for each page.
3. Check each coin and the cost.
4. Click Record purchase.

To remove a list without a purchase, click Dismiss.

Import a list yourself

You can also import a list that a contractor gave you another way.

1. Start a New purchase and pick the contractor.
2. On the Coins step, click Import a list.
3. Choose Spreadsheet or Photo or PDF.

For a spreadsheet:

1. Click Select a spreadsheet. Use a CSV, tab-separated or Excel (.xlsx) file up to 10 MB.
2. Match each column to a field. Leave Keep this mapping for the next list from this contractor on to save the mapping.
3. Click the add button, such as Add 12 rows.

For a paper list or invoice:

1. Click Select photos or a PDF.
2. Add up to 5 pages. AI reads the lines and uses credits for each page.

The lines go into the purchase. Check them before you record the purchase.