How to create an Appraisal

Modified on Thu, 15 Feb at 3:02 PM

This guide walks you through creating an appraisal in Flawless POS. Appraisals are important documents as they provide confirmation of the value of a product, useful for insurance, resale, and more. 


The initial process involves accessing the Appraisal module from the Inventory menu. Within this module, existing appraisals are displayed, and you can initiate the creation of a new appraisal by clicking 'Create Appraisal'. The tutorial aids you in filling out the necessary details, including naming the appraisal and indicating its type and recipient. It highlights the big array of types available and encourages users to understand their needs first. For demonstration purposes, an 'Insurance Appraisal' type is chosen. Next, products for appraisal are chosen and added, and custom descriptions can be crafted for each product if desired. Once you're satisfied with the selections and the description, the next step is to preview the document to check if any adjustments are needed. Upon completion, the new appraisal is displayed at the top of the data grid. 


Remember, you can follow along with our step-by-step video guide for visual assistance.


Creating an Appraisal

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