Jewelry store go-live checklist
Showroom setup
Section titled “Showroom setup”- Showroom location, receipt details and invoice numbering (step 1).
- Order options & personalisation and Repair module switched on (if in your plan).
- Categories, brands, warranties and the Gram unit added.
- Custom payment labels (for example Old gold exchange) set and enabled on the location.
- Staff logins and restricted roles in User Management › Roles.
Pieces
Section titled “Pieces”- Jewellery product fields imported and attached; metal, karat and weight filled in (step 2).
- Pricing method chosen; no piece left at price 0; purchase prices entered (step 3).
- Making charge service product added (if you bill it separately).
- Enable Product description, IMEI or Serial Number on every tagged piece; warranties attached (step 4).
- Jewellery invoice layout imported and set for the location, with Show sale description.
- Opening stock entered; tags printed.
Orders, payments and repairs
Section titled “Orders, payments and repairs”- Custom ring and Engraving forms imported, prices adjusted and attached (step 5).
- Layaway routine agreed: deposit, note, layaway drawer, instalments (step 6).
- Repair categories, statuses, terms and repair services set (step 7).
- Test sale, custom order, instalment and repair done and checked.
- Floor staff and goldsmiths have the SmartPOS Business app from Google Play if they use it.
- Owner and manager logins use two-step sign-in (account security).
- Someone owns the daily price update and the closing count (daily operations).
Frequently asked questions
What should I test before the first customer?
A sale with a tag number and warranty printed on the jewelry invoice, a custom ring order with a deposit, an instalment added to it, and a repair job sheet converted to an invoice.
Which permissions matter most?
Editing prices, giving discounts, returns and stock adjustments. Keep them for managers.
Can I go live without the online store?
Yes. Many jewelers start in the showroom and add the online store later for selected pieces.
How do I make sure no piece is missing details?
Make Metal weight and Karat / purity required in the Jewellery field group, and check the Specifications of a few pieces in each category.