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, click "Select photos or a PDF". 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.