Lists & price sheets

Know who wants what—then make the market.

Capture customer and house demand, match it against truly available inventory, reserve and fulfill the opportunity, and publish versioned outgoing sheets with fixed or bullion-aware pricing.

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↔Forward and reverse matching

4Outgoing sheet types

REVImmutable published revisions

01Capture

Turn a conversation into structured demand.

Capture what a customer—or the house—is looking for with criteria that align to inventory, while keeping assisted parsing reviewable rather than authoritative.

Customer and house wants

Track item description, year and grade ranges, mint, denomination, variety, certification preferences, quantity, target price, and priority.

Smart capture

Use free text to suggest structured fields, then let the operator confirm every value before save.

Duplicate guidance

Surface a bounded set of similar active wants without blocking legitimate repeats.

Lifecycle controls

Archive, renew, expire, edit, and delete wants with organization and personal visibility rules.

02Match

See the available inventory that can actually satisfy the want.

Matching is computed from current inventory state, workflow claims, reservations, permissions, and exact criteria instead of a stale copied list.

Current-state matching

Match only positive-quantity, sale-eligible stock that is not already claimed by a memo, invoice, grading, consignment, or trip workflow.

Explainable reasons

Show matched ranges, designations, quantities, certification preferences, and target-price fit.

Reserve or dismiss

Save the opportunity without changing inventory custody, or dismiss a pairing that should no longer surface.

Fulfillment history

Link manual or invoice-driven fulfillment to the want, reservation, inventory, contact, and source document.

03Publish

Send a price sheet that will not drift after publication.

Build fixed-price or bullion-aware outgoing sheets, resolve supported reference pricing on the server, and freeze each published revision for reliable delivery.

Buy, sell, bid/ask, and inventory sheets

Create ordered lines with dealer terms, grades, notes, bids, asks, and expiry disclosure.

Bullion-aware formulas

Resolve melt value from supported reference data, actual gold weight, and flat or percentage premiums.

Immutable revisions

Publish a frozen snapshot, revise the working draft later, and preserve every prior output.

Controlled delivery

Produce branded print, PDF, CSV, audited email, and revocable public share links from a published revision.

Next: dealer workflows

See how the system fits different desks.

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