You can create appraisal documents for products in Pavilion during a POS transaction or from a job. Once the transaction is completed, the appraisal can be printed from the receipt.
ℹ️ Appraisal functionality may not be enabled for your organization. Contact your administrator for setup.
Create an appraisal from POS
Open POS.
Select the customer.
Add the product you want to appraise to the cart.
Click Service.
Select Appraisal as the service type.
In the Add Appraisal window, open the Appraised Item dropdown and select the product you want to appraise.
Review the Appraised Value. Pavilion automatically populates this value from the product price.
Fill in any additional fields if needed, such as Vendor or Description.
Click Save to attach the appraisal to the current POS session.
Complete the POS transaction.
ℹ️ Note: If no item is selected in the Appraised Item dropdown, no appraisal document will be generated.
Create an appraisal from a job
Open the job record that contains the item you want to appraise.
Click Service.
Select Appraisal as the service type.
In the Add Appraisal window, open the Appraised Item dropdown and select the product from the job’s line items.
Review the Appraised Value. Pavilion automatically populates this value from the product price.
Fill in any additional fields if needed, such as Vendor or Description.
Click Save to attach the appraisal to the job.
Add the job to POS and complete the transaction.
ℹ️ Note: If no item is selected in the Appraised Item dropdown, no appraisal document will be generated.
Print appraisal documents from a receipt
Complete the POS transaction.
Open the receipt.
Open the Actions menu.
Click Print Appraisals.
Select the appraisal documents you want to print. You can select one appraisal or multiple appraisals at once.
Review the appraisal details to confirm they are correct.
Click Print to generate and print the appraisal document.
