SpotPro Help Center
Every feature, explained step by step — with close-up screenshots. Bookmark this page. You should not need to call support for routine tasks.
108 guides across 17 topics · Updated Monday, August 3rd, 2026
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Welcome to SpotPro — Use What You Need
Pay one price and turn on only the pieces you care about. SpotPro is modular — you are not required to set everything up.
Setup Guide — 15-Minute Walkthrough
Follow the built-in Setup Guide from welcome to your first test buy.
Inventory Quick Add — Bulk Catalog Stock
Add mint sets, proof singles, ASE, and commemoratives by product line from the same Greysheet-linked catalog used for one-item entry — minutes instead of eBay-style listing time (15–25+ min per SKU) or hours of manual entry.
Coin Dealer X Overview
Wholesale B2B marketplace for SpotPro dealers — included with your subscription.
Counter Sell Price Tools — Which One to Use?
Price Check, Greysheet Lookup, Staff Quick Cart, and Sales Checkout — four tools, four jobs at the counter.
Record Your First Buy in NumisNexus
Step-by-step: tap a preset, enter quantity, finalize, and stock into inventory.
Price Check QR for Customers
Print a QR sign or share a link so customers scan barcodes and see live sell prices — no password at the counter.
Staff Quick Cart — Running List to Checkout
Scan items while helping a customer on the floor, then send the list to the register ready to ring up.
All topics
Getting Started
Use what you need: modular tools under one subscription — start small, expand when ready.
6 articlesCompany Profile
Shop name, logo, address, dealer site, ExtraCoins subdomain, and payment processor setup.
6 articlesWeb Hosting
CoinWebHosting — cPanel on your domain, email, WordPress, and SpotPro member pricing.
5 articlesDisplay Screen & Buy Sheet
Shop TV sell prices, customer buy prices, and website embeds.
5 articlesPOS Configuration
Purchase presets, receipts, Greysheet keys, and counter settings.
9 articlesNumisNexus — Buying
Counter buys, receipts, estimates, and stocking purchases.
5 articlesSales & Checkout
Ring up sales, Price Check QR, Staff Quick Cart, web pickup, barcodes, venues, and receipts.
10 articlesInventory & Labels
Inventory Quick Add (bulk catalog lines), import, tag sheets, photos, barcodes, and custom labels.
10 articlesGreysheet & Pricing
Guide values, coin lookup, and bulk repricing.
4 articlesOnline Store (ExtraCoins)
Subdomain, listings, light/dark theme, volume pricing, backorders, checkout payments, pickup, wishlist, out-of-stock notify, and shopper text/email signup.
14 articlesCoin Dealer X (Wholesale)
Dealer-to-dealer wholesale on coindealerx.com — post from inventory, unified stock, and CDX sales in reports.
3 articlesCDX Auction
Timed public auctions on cdxauction.com — list from inventory, live spot Buy Now for bullion, seller console, and buyer payments.
4 articlesOrders & Shipping
Multi-channel Orders, Ship Desk (one pack hub), multi-channel Customers CRM, Ship Sprint labels, pickup, and public customer order tracking.
8 articlesStaff & Reports
Staff PINs, attribution, P&L, and transactions.
2 articlesEmail, SMS & Subscribers
Email campaigns, Twilio SMS, notifications, want lists, and subscriber tools.
5 articlesAI Call Attendant
Premium AI phone + website chat — live prices, inventory, ExtraCoins/CDX links, packages, and staff takeover.
6 articlesAccount & Support
Billing, release notes, bugs, subscription, and getting help.
6 articlesEvery guide (A–Z)
- Account and Billing Account & Support
- Add an Inventory Item Inventory & Labels
- AI Call Attendant packages & billing AI Call Attendant
- AI Call Attendant — Overview AI Call Attendant
- AI inventory, store & auction links AI Call Attendant
- AI phone number & call flow AI Call Attendant
- Authorize.Net API Credentials — Login ID, Transaction Key & Public Client Key Company Profile
- Backorders (Warehouse / Storage Metal) Online Store (ExtraCoins)
- Bulk Price Updates Inventory & Labels
- Buy Sheet — Customer Buy Prices Display Screen & Buy Sheet
- Buying from Customers (Shop Buys) Sales & Checkout
- Cast Display Screen or Buy Sheet to a TV Display Screen & Buy Sheet
- CDX Auction Seller Console CDX Auction
- CDX Auction — List from Inventory CDX Auction
- CDX Sales in SpotPro Reports Coin Dealer X (Wholesale)
- Claim Your Store Address (Subdomain) Company Profile
- Coin Dealer X Overview Coin Dealer X (Wholesale)
- Coin Price Lookup at the Counter Greysheet & Pricing
- CoinWebHosting Plan Comparison Web Hosting
- CoinWebHosting — Web Hosting on Your Domain Web Hosting
- Company Profile — Shop Name, Logo & Address Company Profile
- Connect Greysheet API Keys Greysheet & Pricing
- Counter Sell Price Tools — Which One to Use? Sales & Checkout
- Customer Order Tracking Page Orders & Shipping
- Customer SMS Keywords (SPOT, PRICES, GOLD…) Email, SMS & Subscribers
- Customers — Multi-Channel Buyer Book Orders & Shipping
- Dark Mode & Language (Español) Getting Started
- Dealer Site vs CoinWebHosting Web Hosting
- Display Screen vs Buy Sheet vs NumisNexus Display Screen & Buy Sheet
- Display Screen — Sell Prices on Your Shop TV Display Screen & Buy Sheet
- Email Campaigns (Mass Marketing) Email, SMS & Subscribers
- Estimates and Quotes Sales & Checkout
- Export my business (data pack) Account & Support
- Finalize a Sale Sales & Checkout
- Finding Your Way Around Getting Started
- Greysheet Hints During a Buy NumisNexus — Buying
- Greysheet Pricing Guide Greysheet & Pricing
- Greysheet Subscription Greysheet & Pricing
- Import Inventory from a Spreadsheet Inventory & Labels
- In-Store Only Listings (Showcase Online) Online Store (ExtraCoins)
- Inventory Basics Inventory & Labels
- Inventory Management Overview Inventory & Labels
- Inventory Quick Add — Bulk Catalog Stock Inventory & Labels
- Light and Dark Mode on Your Store Online Store (ExtraCoins)
- Live Spot Buy Now (Bullion) CDX Auction
- Live website chats & staff takeover AI Call Attendant
- Manage Orders — Shippo, Labels & Tracking Orders & Shipping
- Marketplace Connections (eBay, Shopify & more) Orders & Shipping
- Mass Reprint Labels Inventory & Labels
- NumisNexus — Professional Buying Overview NumisNexus — Buying
- Online Listings (Store Listings) Online Store (ExtraCoins)
- Online Metal Protection (Live Tape, Session Mode & Feed Health) Online Store (ExtraCoins)
- Online Store & Order Settings POS Configuration
- Out-of-Stock Notifications Online Store (ExtraCoins)
- Password and Security Account & Support
- Payment Methods in POS POS Configuration
- Pickup, Zelle & Cash — Staff Fulfillment Orders & Shipping
- Pickup, Zelle, Same-Day Wire & Cash at Checkout Online Store (ExtraCoins)
- Point Your Domain — DNS & AutoSSL Web Hosting
- POS Configuration Overview POS Configuration
- POS Dashboard Overview Getting Started
- Post Wholesale to Coin Dealer X Coin Dealer X (Wholesale)
- Price Check QR for Customers Sales & Checkout
- Print Receipts, Estimates & Store Copies NumisNexus — Buying
- Public Dealer Network Listing (USCoinShops, CoinShows & Cash4Coins) Company Profile
- Publish Items to the Web Store Online Store (ExtraCoins)
- Publish Your Dealer Website (Dealer Site) Company Profile
- Purchase holds (optional waiting periods) Inventory & Labels
- Purchase Presets — Junk, Bullion & Scrap POS Configuration
- Receipt & Estimate Settings POS Configuration
- Receipt Printer Setup POS Configuration
- Record Your First Buy in NumisNexus NumisNexus — Buying
- REFRAME — Grok (xAI) AI multi-page websites Web Hosting
- Sales Checkout Basics Sales & Checkout
- Sales Reports Staff & Reports
- Scrap Gold Pay Percentage POS Configuration
- Seller trust — phone & government ID Online Store (ExtraCoins)
- Selling with NumisNexus Sales & Checkout
- Send a Text Notification Email, SMS & Subscribers
- Set Up Online Payments (Authorize.Net, CARDZ3N, PayPal) Company Profile
- Setup Guide — 15-Minute Walkthrough Getting Started
- Ship Desk — Multi-Channel Fulfillment Orders & Shipping
- Shipping Settings Orders & Shipping
- Shopper Wishlist & Price Alerts Online Store (ExtraCoins)
- Shows & Venues — Store and Coin Show Locations POS Configuration
- SMS Subscribers & Text Blasts Email, SMS & Subscribers
- Spot Prices Page on Your Store Online Store (ExtraCoins)
- Staff Accounts Staff & Reports
- Staff Quick Cart — Running List to Checkout Sales & Checkout
- Stock Purchases — Buy to Inventory NumisNexus — Buying
- Switch Sale Venue on Checkout Sales & Checkout
- Tag Sheets & Tag and Scan Inventory & Labels
- Tax Settings POS Configuration
- Text & Email Signup (Hours, Specials, Stock) Online Store (ExtraCoins)
- Track Slab Certification Numbers Inventory & Labels
- Trust, backups, and platform status Account & Support
- Two-step verification (authenticator) Account & Support
- Volume Pricing (Quantity Breaks) Online Store (ExtraCoins)
- Want Lists & Birthday Emails Email, SMS & Subscribers
- Web Designer Tools — Embed Codes Display Screen & Buy Sheet
- Web Orders Orders & Shipping
- Web Pickup at the Counter Sales & Checkout
- Website chat widget embed AI Call Attendant
- Welcome to SpotPro — Use What You Need Getting Started
- What's Included in Your Subscription Getting Started
- What's New — June 11, 2026 Account & Support
- Why Don't I See Send to Auction? CDX Auction
- Your Online Store Online Store (ExtraCoins)