1. For items which are already in Retailer – i.e. items that you sell.
   
2. For items that are not in Retailer – i.e. that you do not sell.
   

Click HERE for the article which explains the process for items that ARE in Retailer

Setup Report Mapping

1. On the top menu bar of Retailer, click Setup → Point of Sale.
   
2. In the Point of Sale Setup window, click the Terminals tab.
   
3. Under the list of terminals, click the Report Mapping tab.
   
4. In the Report Mapping list, look for the Report Type of 'Valuation'
   If it is not in the list, click the plus button (+) in the bottom left to add a new line and select 'Valuation' as the Report Type.
5. In the Printer column, select the 'Preview' option.
   
6. In the Template column, select the 'Valuation Certificate' option.
   
7. Once complete, click the green tick button ✅ to Save.
   
8. Repeat these steps for all terminals you wish to generate Valuation Certificates. 

Valuation Certificate Setup

1. 
   On the top menu bar of Retailer, click Stock Maintenance → Valuations.
   
2. 
   Click on the Setup button in the top right corner.
3. To create a new Valuation Type, click on the + (plus) button.
   NOTE: To remove a Valuation Type, select the Valuation Type from the drop down menu in the top left corner, then click the - (minus) button.
4. 
   Enter a name for the Valuation Type – e.g. Ring Valuation and click Ok.
   
5. In Valuation Charge, type in the price that you require the customer to pay for the Valuation.
   
6. 
   Tick Print Notes if you want any notes that were entered to be visible on the Valuation Certificate.
   
7. 
   Type in the default wording for the following boxes. These boxes are where you can describe what the item is and any specific information that relates to the item's valuation.
   NOTE: Whatever you enter in here will automatically display for all items that use this valuation type.  This can then be changed for each individual item within the Item Details tab.
1. 
   Default Purpose for Valuation
   
2. 
   Default Valuation Description
   
3. 
   Default Valuation Statement (to appear on Valuation Certificate before Items Value)
   
4. 
   Default Valuation Statement (to appear on Valuation Certificate after Items Value)
8. 
   For No. of days before expected pickup, enter in the number of days that it normally takes to process a Valuation. Leave it blank if you do not wish to have an expected pickup date.
   
9. For Default Time for Expected Pickup, enter in the time of day pickup is to occur. Leave it blank if you do not wish to have an expected pickup date.
   NOTE: This can be customised per Valuation Item from the Valuation Details tab.
10. 
    Click Save once all the above areas have been entered.
    
11. 
    Click Close to return to the Valuation screen.
    

Status of the Valuation

1. 
   Outstanding – The first stage and what will be listed for a new Valuation which has just been created
   
2. Completed – This will be set when the Complete button is pressed and Yes has been answered to the confirmation question. This would be done once the Valuation has been completed.
   
3. 
   Finalised – This is set when full payment has been made. When you click on the Finalise button and answer Yes to the confirmation message, you will be taken to the Point of Sale screen to process the payment. This is processed the same way as any other payment or sale.
   
4. 
   Collected – This is set when the Collect button is pressed.
   NOTE: You can only click on the Collect button once all payments have been made. You would do this when the customer has collected their item and certificate.

Creating a Valuation

1. On the top menu bar of Retailer, click Stock Maintenance → Valuations.
   
2. 
   In the Valuations screen, click the Add button in the bottom left corner.
   
3. 
   Either type in the Customer Number if known or click on the people icon to search for an existing customer. If the customer has not already been created, click Add in the Find Customer Screen to create them as a new customer.
   
4. 
   Select the Staff Member who is processing the Valuation Certificate.
   
5. 
   Click the Add Item button in the middle of the screen.
   
6. 
   Select the Valuation Type from the drop-down box.
   NOTE: If you do not see the required Valuation Type, then this needs to be created via the Setup button. Refer to the Setup section above.
7. 
   Enter your price for processing this valuation in the Valuation Charge. If you do not wish to charge the customer an amount, then leave it at $0.00. This can be defaulted to an amount within the Setup button if you wish.
   
8. 
   In Items Value, type in the worked-out Value of the item.
   
9. 
   Repeat steps 5 to 8 for any additional items
   
10. 
    Click Save.
    
11. 
    Enter or change the Expected Pickup date and time if you wish to track these.
    

Adding Items Details

1. Click on the Items Details tab in the top left.
   
2. 
   If you have added multiple items, make sure you have selected the correct item. The items will be displayed as Item No : 1, 2 etc.
   To change between items, click on either the Next Item or Previous Item buttons to move between items. They will be listed in the order they were created.
   
3. 
   You can change any of the wording within the following boxes. These boxes are where you can describe what the item is and any specific information that relates to the valuation.
   
1. 
   Purpose for Valuation
   
2. 
   Valuation Description
   
3. 
   Valuation Statement (to appear on Valuation Certificate before Items Value)
   
4. 
   Valuation Statement (to appear on Valuation Certificate after Items Value)
   
4. 
   Click on the Notes button to add any notes about a particular item that you want. These notes can appear on the Valuation Certificate if you want, the option is in Part A - Setup.
   
5. 
   Repeat steps 2 to 4 for all items.
   

Adding Images

1. Click on the Images tab in the top left.
   
2. 
   If you have added multiple items, make sure you have selected the correct item. The items will be displayed as Item No : 1, 2 etc.
   To change between items, click on either the Next Item or Previous Item buttons to move between items. They will be listed in the order they were created.
   
3. 
   Click Load Image to locate the photo of the item. You will be asked where the photo is located on your computer.
   NOTE: if you upload multiple images, then only the first image will be displayed on the valuation certificate.
4. 
   Repeat steps 2-3 for all items.
   

Printing a Valuation Certificate

1. Make sure that the Print box, on the Valuation Details tab is ticked for all items that you wish to appear on the Valuation Certificate.
   NOTE: if you want to have each item on a separate piece of paper, then you need to print each item separately with only the desired item ticked.
2. 
   Click on Print.
   
3. The Valuation Certificate Preview will open.
   
4. Click Print in the top left then select the printer to wish to print to.
   
5. From the Preview screen, click the PDF button at the top of the screen to save the Valuation Certificate as a PDF for emailing.