Jewelry store daily routine: rates, showcase and repairs
Opening
Section titled “Opening”- If the gold rate moved, update prices (step 3).
- Open the cash register in the POS.
- Check Sell › Personalised orders for custom pieces due today and Repair › Dashboard for repairs ready for pickup.
- Check Website › Overview if you sell online.
During the day
Section titled “During the day”- Sell: scan the tag, type tag and certificate numbers on the line, attach the warranty (step 4).
- Making charges: included in the price or as a Making charge line (step 3).
- Custom orders and engraving: fill in the order options, take a deposit, print the work ticket (step 5).
- Layaway payments: Add payment on the customer’s open sale (step 6).
- Repairs: book in with a job sheet and claim ticket; hand back and invoice (step 7).
Closing
Section titled “Closing”- Count the showcase against the stock of unique pieces.
- Close the register and count the cash.
- Lock away layaway pieces and repairs with their ticket numbers.
- Check Reports › Register Report.
Weekly and monthly
Section titled “Weekly and monthly”| When | Check | Where |
|---|---|---|
| Weekly | Open layaways and overdue instalments | Sell › All sales (Partial, Overdue) |
| Weekly | Repairs overdue or awaiting approval | Repair › Dashboard |
| Weekly | Custom orders by status | Sell › Personalised orders |
| Monthly | Full stock count | Stock counts (inventory) |
| Monthly | Profit and margin | Reports › Profit / Loss Report |
| Monthly | Best-selling categories and brands | Reports › Product Sell Report |
Frequently asked questions
Do I have to update prices every day?
Only when the gold rate moves enough to matter for you. Export with Products › Update Price, recalculate in Excel and import. Pieces sold by the gram only need the price per gram changed.
How do I count the showcase quickly?
Run a stock count for the jewelry categories, or check the Stock Report by category. Unique pieces have stock 1, so a missing piece shows straight away.
Where do I see custom orders due today?
Sell › Personalised orders, card Due today.
Where do I see layaway instalments that are late?
Sell › All sales, Payment Status filter Overdue.