Jewelry store step 1: showroom, modules and categories

Start with the frame: your showroom as a location, the two industry modules most jewelers use, and categories, brands, warranties and units imported from the ready-made libraries.

Before you start

• You have signed up and logged in (first login tour).
• You know your sales tax rules for jewelry (some countries treat investment gold differently; create a separate tax rate if needed in Settings › Tax Rates).

1. Your showroom

1. Open Settings › Business Locations and edit the first location: showroom name, address and phone print on the receipt.
2. Add a location for each further branch. A workshop that holds stock can be its own location too.
3. Pick the invoice layout per location. For an A4 jewelry invoice, see step 4.

2. Switch on the modules

How to turn it on

1. 1Plan: Order options & personalisation and Repair must be in your plan (Settings › Package Subscription).
2. 2Switch: Settings › Business Settings › Modules › Industry modules › Order options & personalisation and Repair module, then Update Settings.
3. 3Permission: Owner or admin.

1. Open Settings › Business Settings, click the Modules tab.
2. Under Industry modules, turn on Order options & personalisation (custom orders, engraving) and Repair module (repair bench).
3. Turn on Website & online store if you sell online, and Gift cards if you sell them.
4. Click Update Settings.

3. Categories, brands and warranties

1. Products › Categories › Import prebuilt: pick Jewelry and tick your categories (for example Gold Jewellery › Rings, Necklaces, Bangles, Earrings).
2. Products › Brands › Import prebuilt: jewelry and watch brands you carry, or add your own suppliers’ marks.
3. Products › Warranties › Import prebuilt: pick the jewelry warranties, or Add your own (name, description, duration).

/warranties

Warranties are attached to products and print on the invoice with their end date.

4. A gram unit

Pieces are sold per piece, but loose chains, coins or bullion may be sold by weight.

1. Open Products › Units and click Add.
2. Name Gram, short name g, Allow decimal = Yes. Save.

/units

Gram allows decimals, so 12.35 g can be sold.

5. Payment methods for jewelers

In Settings › Business Settings › Custom Labels, rename custom payments, for example Old gold exchange or your buy-now-pay-later provider. Enable them per location in Settings › Business Locations (Payment Options). See Payment methods.

6. Staff and roles

Create logins for sales staff and goldsmiths in User Management › Users. In User Management › Roles, restrict price editing, discounts, returns and stock adjustments to managers.

Next: step 2: karat, weight and stone details.

Locations

Import prebuilt

Users and roles