Quotation

• Based on Stock Retail
• Markup on Stock Retail*
• Print Quotation with Markup on Stock Retail adjusted in non standard priced components*

Discounting

• No Discount
• Item by Item Selling Price
• Set Total Selling Price of all sold items
• Percentage Discount on Quoted Retail
• Selling Price on basis of negotiated parameters like Making, Wastage or material cost*
• See Report of Discounts taken at POS

Payments

• Cash
• Credit Card
• Cheque
• Other Payments
• Credit Voucher
• Use Currency Conversion

Credit Sales

• Make Payment Terms

Customer Information

• Name
• Address
• Phones
• E-mail
• Anniversary, Birthday, Spouse Name
• Referred By
• Customer History
• Separate Billing Address
• Separate Delivery Address

Approval

• Credit Sales
• Below Cost Sale

Sales Persons

• Record 5 Sales persons for each transaction
• Record referral commission

Sales Returns

• Find returning customer
• Make Return of items sold to customer
• Return Tax based on setup parameters*
• Issue payments or credit vouchers

TradeIn Sales

• Receive OldGold, Old Jewelry items at certain value
• Adjust for Sold Items, Payments or Credit Voucher

Order Collection and Delivery

• Collect Orders for New Items, New Like Existing and Repairs
• Receive Customer stock on memo for the order
• Print Order Receipt
• After order is ready make sale to the customer of the order
• Return remaining customer stock received on memo

Merchandising

• Create and Present Catalogs

Taxes

• Automatic Tax calculation based on Tax Setup, Customer Information and Item Type

Sell Untagged stock

• Price by Category selected at time of sale*
• Sell By Weight

Documents

• Sale Invoice
• Return Receipt
• Print Order Receipt
• Appraisals
• Order Receipt

• Create Purchase Order by Style Number for Finished Items and by SKU for raw goods
• Track Receipts as per purchase order
• Purchase from vendor as owned stock
• Close Purchase Order when receipts are completed
• See On Order Report

• Create stock to be received in work area
• Verify the stock created
• Purchase from vendor as owned stock
• Return to Vendor
• Purchase Consigned Stock from Vendor
• See Purchase Report

• Make Stock Transfer to Customers on Consignment
• Record Terms with customers*
• Make Sale of items reported as sold
• Receive return of unsold stock
• Track Consignments memo wise

• Receive Stock on Consignment
• Make sale of Consignment stock to customers
• See Sold and yet to be Purchased stock
• Make Purchase of Consignment Stock
• Return unsold Consignment stock
• Track Consignments by consignment number

Define SKU Format*

• Prefix can be combination of Department, Category, Subcategories
• Serial Number can be Universal serial number, Prefix wise serial number or Random number
• Raw Stock Types
• Diamond Parcels
• By Weight and Known Qty or Unknown Qty
• Cut, Color Range,Clarity Range, Weight Range Gem Parcels
• Gem Type, Shape, Hardness
• Metal Parcels
• Metal, Known Purity and Unknown Purity

Segregate Raw Stock from one parcel to another parcel

Old Metal Processing

• Collect Scrap and Old metals into designated parcels
• Find Average purity of the old parcel
• Send for Refining or sell as lot
• Book losses or gains in this process

Finished Stocks

• Organize stock by Department, Category, Subcategories
• Vendor, Vendor Style
• Jewelry, Jewelry Sets and Jewelry Parcels
• Bar coding*
• Print different types of bar code labels depending on type of item*
• Images

Stock Creation

• Create Item by Item
• Bulk Creation of pure metal items or generic stone items
• Scan or Load item image while creation

Stock Adjustment

• Remove Stock – With Reason Code
• Add Stock – With Reason Code

Diamond and Gem Solitaires

• Weight, 4C's, Certificates,
• Create Pairs
• Add Multiple Certificates with images

Pricing - Cost and Retail

• Create Price Definitions for Finished Stock by Department, Category, Subcategories
• Maintain Dynamic and or Ticket Price of items
• Dynamic Pricing based on Component Pricing+Costs
• Component Pricing linked from raw stock pricing or overridden for the item
• Price Raw Stock and link Price of Finished Stock with merged raw stock
• Add Multiple costs to the Item or Price Definition
• Costs can be Absolute, by Metal Weight, by Gross Weight, Percentage up or down
• Markdown or Markup stock prices for promotions, seasonal sales, clearance sale*

Stock Verification

• Scan item by item, Load from a list, or manually type the SKUs
• Multiple users can verify same stock
• Verify Stock by location
• Verify By Department, Categories or other parameters
• Verify Finished Stock and or Raw Stock
• Add remarks while verification for discrepancies
• See summary and detailed report of verification
• See Report of old verifications
• Make Stock Corrections and regenerate verification reports

Search for Items

• By Department, Category, Subcategories, Vendor, Vendor Style
• By Retail Range
• By Gross Weight, Metal Weight Range
• By Quality and Weight of Stones
• or any combination of above
• Take report of searched items

Reporting

• Parcel-Report
• Approval-Report
• Entity-Balances
• Entity-Label
• Sales-Report
• Payment-Report
• Sold-Memo-Report
• Stock-Movement
• Styles-Report
• Reorder-Report
• Stock-Report
• Jewelry-Price-Sheet
• Missing-Images
• Trial-Balance

Work Flow

• Create Work flows for Shows, Received items, Order processing
• Define Permissions at desk level for item modification, merge/extract raw from finished stock

Stock Management

• See Aging Report
• See Reorder Report

• Allocate Orders and Materials for Contract Workers
• Allocate Material on order or Replenishment basis
• Print Job Envelop
• Transfer Allocated orders to Worker
• Created Finished Stock by merging or extracting Materials into Finished Stock
• Automatically adjust for wastage terms
• Automatically adjust Material by purity
• Record payments to workers for the order
• Automatic Calculation of Worker Payment
• Receive Finished Stock and remaining materials from workers
• See Worker Report for Transactions and Work done over a time period

• All functions of Contract Worker available for In-house manufacturing
• Create Desks like Casting, Setting and define stock movement between desks
• Define Loss types and Loss Values for Desks/Workers*
• Available Loss Types are : 1.Percentage of Weight, 2. Fixed Weight and 3.By number of Stones
• Any Loss Type can be made editable
• Move Stock between desks.
• Account for Loss, Broken Stones etc
• Look at Loss report, Segregate LossGold to refined Gold, Book Real loss

• Make Orders for New Items, New Like Existing, Repairs
• Make Estimate, Record Promise Date and Instructions
• Print Order Receipt
• Print Job Envelop
• Fabricate the Order
• Make sale of order to customer with value addition
• Cancel Order
• Transfer order to another customer

• Maintain Entity Records with Entity Types : Customer, Vendor, Wholesaler, Worker, Employee, Bank, Service Provider and Collection Agency.
• Maintain Referrals
• Multiple Addresses and address types : Mailing, Billing, Payment, Purchase Order and RTV.
• See Entity Balance Report
• See History of Entities
• Search for Entities with criteria
• Print Mailing Labels for Entities*
• Merge Entities with duplicate records

• Expenses: Record Expenses by head.
• Bank Accounts: create multiple bank accounts, issued cheques automatically credited to the corresponding account and received checks and CC payments can be manually credited to the account when deposited
• Tax Report for Tax Period
• Deposit Tax for the Tax Period
• Trial Balance*
• Export to other accounting systems

• User permissions
• Attribute Management.
• Tax Setup