Use the home page
Updated
The home page is the first page after you sign in. It shows your business at a glance. A section with nothing to show stays hidden. When you sell at auction, the auctions come first. Otherwise this month's sales come first.
Ask the assistant
- Type a question in the box at the top.
- Press Enter. The answer opens on the Chat page.
The buttons under the box are saved prompts. Click one to ask it.
Needs attention
This section lists the work that needs action, with a count for each item. Click an item to open the records. The items include:
- Overdue invoices and Owed to consignors.
- Memos past due and Checkouts past due.
- Access requests.
- Lots not ready for sale and Auction results to review.
- Price alerts.
When nothing needs action, the section says Nothing needs action now.
Auctions
This section shows your next sale and the lots that close today, with the current bid of each lot.
Sales this month
The section title is the name of the month and the words so far. It shows Sales, Invoices, Gross profit, Coins sold and Collected for the month to date.
Stock
- Coins in stock: the coins you have now. Click it to open Coins.
- Cost, Estimated value and Unrealized gain: the totals for the coins in stock. The cost shows only to members who can see costs.
- Time in stock: a bar that shows how long your coins have been in stock. Click Show amounts to see the coins and the cost in each age group.
- Valuation report opens the report of the value of your stock.
When you have no coins
The page shows Add coins to see your business here, with Add coin and Import a CSV.
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