Use cases

Built around the way coin businesses actually move.

Different desks sell differently. The operating facts do not change: know the coin, know who owns it, know where it is, know what the paperwork did, and keep the correction path visible.

One operating model

The workflow changes. The record stays whole.

CoinDealerPro does not force a retail shop, wholesaler, grading desk, and auction operation into the same checklist. It gives each motion its own controls while preserving a common inventory, contact, money, document, and audit record.

SH

Retail shop

Keep the counter moving without losing the back office.

Receive purchases, print labels, answer inventory questions, create invoices, take payments, and keep the customer history connected.

  • Fast intake with permanent IDs
  • Point-of-work document creation
  • Contact balances and statements
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WH

Wholesale desk

Move volume while the paperwork stays exact.

Run purchases, outbound memos, wants, price sheets, split ownership, and payment activity across a high-velocity dealer network.

  • Organization-wide wants and matching
  • Versioned buy and sell sheets
  • Memo exposure and conversion reporting
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SD

Show dealer

Know what left for the show—and what came home.

Build a trip manifest, lock and depart inventory, account for deals made while away, scan returns, and resolve anything missing.

  • Trip-owned custody state
  • While-out document accounting
  • Return and loss resolution trail
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GR

Grading operation

Keep submission, result, and fee on one lineage.

Prepare provider-aware submissions, track custody, review returned results, add fees to basis, and retain correction evidence.

  • PCGS and NGC workflow readiness
  • Service and fee snapshots
  • Turnaround and result reporting
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AH

Auction & consignment

Separate custody from ownership and settlement.

Receive held inventory, send owned or partner stock outward, capture auction results, create obligations, and reconcile remittance.

  • Inbound and outbound consignment
  • Hammer and net-proceeds evidence
  • Partner and consignment performance
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MT

Multi-team company

Give every team the right operating surface.

Organize workspaces, compose role templates, limit exports and sensitive actions, and let authorized host members inspect sponsored solo accounts through fenced read-only views.

  • Workspace-aware permissions
  • Host-side connected visibility
  • Immutable activity evidence
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Start with your real workflow

Show us the handoff that costs your desk the most time.

We’ll map how the inventory, document, contact, money, and permission boundaries should work first. Self-serve legacy import is not currently shipped; any migration is scoped case by case during onboarding.

Talk through your desk