Know who has each coin that is out of the vault.
Check coins out to a person for a show, photography, grading, or a sale. CoinManagerPro shows who has each coin and when it is due back, and logs every move.
Check-in records the condition of each coin when it comes back.
The Custody page in CoinManagerPro: 4 coins checked out, 1 overdue, 1 request to review. James Carter has two coins out for the Long Beach Expo, and the 1893-S Morgan dollar is overdue. Linda Brooks has a High Relief double eagle out for photography and a half cent out for a CAC submission.
What custody does
Check out coins
Pick the coins, the responsible person, the purpose, and the expected return date. Add a note and the condition of the coins when they leave.
Who has what
The Checked out tab groups coins by person, with the earliest due first. Overdue coins show in red.
Check in with a condition check
Examine each coin when it comes back. Mark it as matching or damaged, and describe any difference. Return the coins to where they came from or to one place.
Change the return date
Select coins and set a new expected return date when you give more time.
Access requests
A member who can see coins asks for access and says why. Approvers get a notification and approve or decline. An approval checks the coins out to the person who asked.
Separate permissions
"Check out coins" and "Approve access" are separate permissions. An approver who is not an admin cannot decide their own request.
Audit log
The Log tab lists each check-out, check-in, access request, memo event, and stock count change. Each coin page has its own custody log.
Status on every coin
A checked-out coin shows "Checked out" in your inventory, and the stock on your sales channels updates when it leaves and comes back.
How custody works
01
Check the coins out
Pick the coins, the person, the purpose, and the return date.
02
Watch what is out
The Custody page shows the coins out now, the overdue coins, and the requests to review.
03
Check the coins in
Examine each coin, note any damage, and choose where it goes back.
04
Read the log
See every move of a coin, who made it, and when.
Questions about custody
Who can I check coins out to?
To a member of your workspace. To send coins to a customer or another dealer, use a memo.
What purposes can I choose?
Sale, show or exhibit, photography, grading submission, research, or other, with a note.
What happens to a coin on hold when I check it out?
The hold comes back when the coin is checked in.
Who can see the custody log?
Members with "View reports" can search the full log. Each coin page shows the log of that coin.
Related pages
Memos
Send coins on approval to customers and other dealers.
Stock counts
Count the coins that stayed in the vault.
Storage map
Put checked-in coins back in the right box.
Track custody of your coins
In a demo, we check coins out for a show, check them back in, and read the log.
Questions? Email support@coinmanagerpro.com.