Know the customer
Keep appointments, customer details and transaction context together so the next person can pick up the conversation.
Built for the dealer counter
Coin dealer software for the whole transaction.
Bring the customer, the coin, the price and the payment into one operating record. bullionOS connects counter intake, inventory, invoices and daily close so your team can follow the work from start to finish.
A coin shop does more than ring up a sale.
A customer may walk in to sell a collection, buy bullion, collect an order or ask about a prior transaction. Each visit touches different records. The counter still needs one clear answer: what is the item, what price applies, where is the metal and what happens next?
bullionOS brings those questions into the dealer workflow. Use the customer and inventory record to support the quote, preserve transaction details on the invoice, then follow payment and physical movement through the close.
Keep the next step clear.
Quote the right inventory
Review product details, availability, live spot inputs and premiums before committing to a buy or sell price.
Connect the close
Keep invoices, payment status, shipping and cash review attached to the work that created them.
For the stock side of the operation, explore coin inventory software. For spot-driven quoting and bullion workflows, see bullion dealer software.
A practical coin shop POS workflow.
Start with a representative counter purchase or sale. Identify the customer and products, review the price, record the transaction and confirm the next stock and payment actions. A useful point-of-sale workflow should help the back office understand the same deal the counter just completed.
bullionOS is designed to connect that transaction to the wider operation: receiving, inventory locations, customer follow-up and the daily close. Review the particular payment methods, integrations and permissions your shop needs in the demo; the written proposal confirms the included scope.
Move from separate lists to a connected desk.
Many dealers already have a way to track each part of the day. The difficulty is the handoff between them. An item can appear on a spreadsheet while its invoice sits elsewhere and its payment status depends on someone’s memory.
Use your evaluation to test the whole path, including the exceptions. Bring a purchase awaiting review, a reserved item and an invoice with an open payment. Ask the team to follow each record rather than showing only a completed sale. Review the implementation approach before planning the move.
Questions coin dealers ask.
Is bullionOS only an inventory system?
Inventory is one part of the workflow. The public product also covers appointments, customers, quotes, invoices, shipping, payments, vault work and daily close.
Can I use it at a coin show?
Review the coin show workflow for preparation, table operations and return reconciliation. Confirm devices, connectivity and the procedures your event requires during evaluation.
How do I choose a plan?
Use the plans page to compare operating scope, then confirm features, rollout details and current commercial terms with the team.
Put the workflow into practice.
Coin Dealer Inventory Management Guide
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.
Coin Shop Opening & Closing Procedures
Create repeatable coin shop opening and closing procedures with clear owners, expected results and escalation paths for daily exceptions.
Coin Shop Cash Drawer & Daily Settlement
Set opening drawer counts, record custody transfers and reconcile cash, bank bags and payment methods with a practical dealer settlement process.
Coin Dealer CRM & Client Engagement Guide
The strongest coin-dealer relationships are built on memory, preparation, trust, and timely communication. A connected CRM helps the whole team deliver them consistently.