37 entries for coin and bullion dealers
Practical guidance for the work behind the counter: inventory, pricing, custody, customers and the daily close.
Featured · Coin shows
BullionOS brought its connected vision for the precious-metals market to the Great American Coin & Collectibles Show, earning strong interest from…
· 3 min read
Just in
· 4 min read
Walk into the back office of almost any established coin shop and you will find the same landscape: binders of carbon tickets on a shelf, a stack of…
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· 10 min read
A useful standard operating procedure is not a shelf document. It is a short, controlled instruction that helps the person at the counter make the right…
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· 4 min read
The first fifteen minutes of a coin shop’s day decide a lot about the next eight hours. In a paper-run shop, those minutes go to flipping through an…
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· 10 min read
Design a precious metals intake process covering identification, testing, documentation, approvals and custody from the seller to final disposition.
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· 9 min read
Review aging coin and bullion inventory against cost, demand, margin and exposure. Build a repeatable process for deciding what to hold, sell or reprice.
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· 9 min read
Plan bullion transfers between locations with manifests, custody records, verified receiving and variance resolution before the movement is closed.
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· 4 min read
Unopened boxes and packing-slip piles hide what a dealer owns. A daily receiving workflow from inbound package to a named vault location.
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· 4 min read
Spreadsheets track what a coin shop owns, not what it can sell right now. How to move to quote-ready inventory without stopping the counter.
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· 9 min read
Build a coin dealer cycle-count process using controlled movement, blind verification and transaction review to investigate inventory variances.
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· 2 min read
Record a walk-in collection before it changes hands. Separate customer property from owned stock and document each custody handoff and disposition.
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· 12 min read
The period between buying precious metals and choosing their next destination is one of a dealership’s most exposed operational moments. A Cage process brings control to that gap.
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· 12 min read
For a coin dealer, inventory is not a static count. It is metal exposure, customer commitment, working capital, physical custody, and margin—all moving at once.
Read11 entries
· 9 min read
Build a bullion price-lock process with clear quotes, expiration, acceptance, exposure review and exception handling for a moving precious metals market.
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· 4 min read
Holdings, unrealized P/L, and spot sensitivity should be visible before a big buy. How bullion dealers use exposure at spot every day.
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· 4 min read
When balances live on sticky notes, metal gets released early. Connect coin shop invoices, payments, clearance, and daily follow-up.
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· 4 min read
A balanced drawer can still hide an unbalanced day. Build a coin shop daily close on invoices, clearance timing, and bank matches.
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· 9 min read
Connect acquisition cost, direct costs, channel fees and proceeds to understand coin shop gross margin at the item and transaction level.
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· 5 min read
Calculator spot math leaves no record of spot, spread, or who decided. How live spot quoting and quote-ready inventory fix counter pricing.
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· 9 min read
Separate the metal, payment and pricing effects of bullion returns, refunds and canceled price locks with a clear exception and approval workflow.
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· 2 min read
Set opening drawer counts, record custody transfers and reconcile cash, bank bags and payment methods with a practical dealer settlement process.
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· 1 min read
Prepare a bullion dealer month-end close with clear cutoffs, resolved exceptions and reconciled inventory, payments and physical custody records.
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· 1 min read
Connect the dealer quote to commitment, payment and fulfillment. Preserve transaction context so the daily close can review the deal without rebuilding it.
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· 1 min read
Translate live spot prices into dealer buy and sell quotes using product premiums, overrides, clear terms and approval boundaries.
Read4 entries
· 9 min read
Plan useful follow-up for coin buyers, sellers, estates and collectors. Connect customer context, promises and next actions to the dealer workflow.
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· 10 min read
Organize an estate coin collection from first call to documented settlement, with clear authority, intake records, custody and communication.
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· 9 min read
Match coin shop appointments to staff, expertise, rooms, equipment and secure capacity. Build a calendar that reflects the work each customer requires.
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· 12 min read
The strongest coin-dealer relationships are built on memory, preparation, trust, and timely communication. A connected CRM helps the whole team deliver them consistently.
Read8 entries
· 4 min read
Every pile in a coin shop back office is a workflow with nowhere to go. A four-week plan to clear the clutter and keep it from coming back.
Read· 10 min read
Build a coin shop SOP manual around roles, handoffs, exceptions and evidence. Create operating procedures your team can use at the counter.
Read· 4 min read
A 15-minute morning routine for coin shops: appointments, holds, vault tasks, payment follow-up, and spot exposure from one view.
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· 4 min read
A separate eBay spreadsheet leads to double-sold coins and stale bullion prices. Run marketplace sales as part of your dealer workflow.
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· 4 min read
Tracking numbers in inboxes and notebooks create shipping chaos. A step-by-step workflow that ties every coin shop package to its invoice.
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· 9 min read
Separate purchasing decisions, payment release, receiving and reconciliation. Build practical coin shop controls that support a small dealer team.
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· 5 min read
Carbon tickets, spot calculators, and spreadsheets each hold part of the truth. See what one dealer operating system replaces in a coin shop.
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· 3 min read
Create repeatable coin shop opening and closing procedures with clear owners, expected results and escalation paths for daily exceptions.
Read4 entries
· 4 min read
Receipt books, buy slips, and memo notes turn every Monday after a coin show into data entry. Run the show on the same records as the shop.
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· 2 min read
Reconcile returned inventory, payments and customer commitments after a coin show. Preserve custody records and resolve exceptions before restocking.
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· 2 min read
Prepare a coin show manifest, pricing rules, inventory location and team responsibilities before leaving the shop. Keep the return reconciliation in view.
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· 3 min read
Plan an iPad workflow for coin show lookup, pricing, intake and transaction context. Test connectivity, access and a practical fallback before the event.
ReadFrom the product
Keep counter purchases, coin inventory, quotes, invoices and payments connected. Explore bullionOS coin dealer software and book a workflow demo.
ReadConnect live spot pricing, bullion inventory, quotes, invoices and settlement records. See how bullionOS supports the precious metals dealer workflow.
ReadConnect coin and bullion inventory to receiving, locations, commitments and sales. Explore dealer inventory software built around the physical operation.
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