Jewellery

For a gold, silver and diamond shop. Metal is billed by weight and purity at the day's board rate, plus making charge, wastage, stones and hallmark. Around the counter sit the optional halves of the trade: savings schemes, gold loan (girvi), buying old gold for cash, custom orders, repairs and karigar (goldsmith) accounts.

Set up before your first bill

Do these in order. The owner does all of them; a new shop starts on the counter alone.

1. Pick what you run Settings > Jewellery. On the Features card switch on only the halves you work today (schemes, girvi, buyback, orders, repairs, karigars). Each one adds its screens, reports and permissions, and can be switched on later. On the Articles card keep Piece Tracking and Stock Maintenance on if every piece is tagged and counted.
2. Set today's rates with Metal Rates (the Voucher menu on a computer, the quick actions on a phone): the selling rate per gram for each metal and purity, and the buying rate you pay for old gold.
3. Fill the jewellery lists Setup > Jewellery Masters: Stone Types, Stone Cuts, Stone Colours, Stone Clarity and Ornament Categories. With schemes on, add your Scheme Plans in the same menu.
4. Build the design catalogue Store > Counter > Items: purity, making charge (per gram, percentage or fixed), wastage %, hallmark charge and fixed-price flag live on the design.
5. Record the pieces already in the shop Setup > Opening Stock: gross, stone and net weight, HUID and stones for each piece. The piece's tag prints from here, from the item and from a purchase.
6. Add your karigars (with Karigars on) under Store > Workshop > Karigars (Goldsmiths).
7. Create a login for each person by the job they do (see Who signs in).
8. Make one test bill: pick a piece, check the valuation against the rate board, take payment and print the tax invoice.

How the work flows

Each step says who usually does it and what prints. Only the counter runs in every shop; the rest appear when their switch is on.

The counter on one page:

flowchart TD
    R[Metal Rates
selling and buying rate per purity] --> R1[(The rate board)]
    S[Tax Invoice] --> S1[Pick customer
PMLA/KYC dialog if cash over limit]
    S1 --> S2[Pick design item · scan tag or HUID]
    S2 --> S3[Piece picker: which physical piece
gross · stone · net weight · HUID]
    S3 --> S4[Line valuation
rate x fine weight + making + wastage + stones + hallmark]
    S4 --> S5{Old gold given?}
    S5 -->|yes| S6[Old gold trade-in card
metal · gross · dust · purity · rate]
    S5 -->|no| S7
    S6 --> S7[Payment · print tax invoice]
    S7 --> T[(The bill and its lines
valuation and any trade-in)]
    T --> ST[(Piece leaves stock)]
    P[Purchase Invoice] --> P1[Record a new piece
weights · HUID · stones] --> P2[(Piece recorded into stock)]
    O[Opening Stock] --> P2
    P2 --> B1[Tag printed with HUID · weight · purity]

Who signs in

Give every person their own login. Adding a user in a jewellery shop asks what the person does first. That choice decides the screen they open on, their phone's bottom bar and the switches they start with. Any switch can be changed afterwards; what a person may do is the switches, not the seat.

1. Open the user form Settings > Users > Add User, or from the person's own staff record.
2. Pick the seat under Does, and link the staff record under Contact.
3. Set the login: email or user name, and password.
4. Review the switches under May do, add or remove any, and save.

A tab on the phone bar appears only when the seat can open that screen and the shop has it switched on, so a sales counter in a shop without custom orders sees Billing and Customers. A seat whose own screen is switched off opens on the Dashboard instead.

Reset to seat defaults puts an existing person back on the standard set for their seat; it warns first, because it discards anything set by hand. Re-picking the seat on an existing login does not reset anything. See Users, Roles & Permissions.

Where it is in the app

A jeweller opens on its own home screen, laid out by the job the person signed in does. Each menu shows only what this seat is granted and this shop has switched on; a menu left empty does not appear.

On a computer: the menu bar

Across the top: the seat’s own screen and the Dashboard, then these menus, and Tools (Settings, utilities, Help, Logout) last.

On a phone or tablet: the side menu and the bottom bar

The side menu starts with My Work — the seat’s own screen, then the Dashboard — followed by Counter, Orders & Repairs, Schemes & Loans, Workshop and Office (Reports, Directory, Accounting, payments). The bottom bar carries the screens each seat works all day; a screen on the bar is not repeated in the side menu.

Each optional half appears only when switched on under Settings > Jewellery. A new shop starts on the counter alone.

Promotional Offers (Bundle/Combo, Buy-X-Get-Y-Free) and Offers & Coupons do not apply here - a jeweller's counter concession is a Price Rule instead. There is no Stock Adjustment either: a piece is weighed in and sold out, never counted up or down by hand.

Screens

Metal Rates

The rate board: per metal and purity, the selling rate per gram the counter bills at and the buying (scrap) rate the shop pays for old gold. Changing it is its own permission. The Metal Rate List report and the dashboard’s Rate Board chart show what is in force now — rates are a master, so there is no history behind them; every bill, instalment and redemption stores the rate it actually used.

Tax Invoice / Sales Invoice

The ordinary sales voucher with the jewellery line editor bound into it. A design item is the catalogue entry; the physical piece is a batch row carrying its own gross/stone/net/fine weight, HUID, certificate and cost. Picking a piece fills the valuation: metal rate x fine weight, making charge (per gram, percentage or fixed), wastage, stone value, hallmark charge. A Mixed material design offers the stone fields; a plain metal one does not. Old gold taken against the bill is entered on the trade-in card, one row per metal, priced from the board's buying rate. Cash above the statutory limit opens the PMLA / KYC identity dialog before the bill can save. Hide Stone Breakup (Settings > Jewellery > Customer Copy) prints a studded piece as one figure.

Purchase Invoice and Opening Stock

Purchase intake records a piece that does not exist yet: weights, HUID and stones are typed on the line and the piece row is created when the voucher saves. Opening Stock does the same for pieces already in the shop when the book opened. Both quote off the buying rate, not the selling rate.

Optional halves

• Savings Schemes - monthly instalment plans that mature into a purchase.
• Gold Loan / Girvi - lending against pledged ornaments.
• Old Jewelry (Cash) - buying scrap outright, with the melting register.
• Custom Orders and Repairs under Orders & Repairs.
• Karigars - metal issued to goldsmiths and labour owed.

Management

Items is the design catalogue (purity, making charge type and value, wastage %, hallmark charge, fixed-price flag live on the design; pieces live under it). A piece's HUID tag prints where the piece is made — the item, the purchase and opening stock — so there is no separate Barcode Print entry. Tax Update and Name Update are the only bulk tools offered - a piece's price and stock are never bulk-set. Price Rules and Customer Prices (Premium) apply a rate, discount or slab per customer, customer group or item/brand/product-group - the discount can be pinned to the making charge alone, so "20% off" means the labour, not the metal. Scheme Plans is the master for savings schemes; Jewellery Masters holds the stone and ornament lists and, with schemes on, the scheme closure reasons.

Where the metal goes

flowchart TD
    A[Metal comes in
purchase · old gold · scrap] --> B[Shop stock, by purity and weight]
    B --> C{Where does it go?}
    C -->|sold| D[Customer piece · billed at the day’s rate]
    C -->|to a karigar| E[Issued for making or repair]
    C -->|melted| F[Scrap sent for melting]
    E --> G[Returned as finished weight
less wastage · labour owed]
    F --> H[Yield recovered · melting loss]
    G & H --> B
    D --> I[Daily Metal Position: opening · in · out · closing]
    I --> J[Owner checks weight, not just rupees]

Settings & permissions

User permissions (Jewellery group): Savings Schemes, Gold Loan / Girvi, Buy Old Jewellery, Custom Orders, Repairs, Edit Metal Rates, plus six that narrow those further — Read the Registers, Release / Auction a Pledge, Redeem / Close a Scheme, Issue Metal to a Karigar, Amend a Saved Entry and Manage Jewellery Masters. Each half's switches appear only when that half is on for the shop. Taking money in and letting money or metal out are separate grants on purpose: a desk can collect an instalment or a month’s interest without being able to redeem the account or open the locker.

Existing logins keep everything they could do before these were added — a seat that had Gold Loan can still release a pledge until someone turns that switch off by hand.

Product stock maintenance must be on for Opening Stock and the piece picker to appear.

Charts

The dashboard draws what is worth watching rather than what is due today: the Rate Board (selling against buying, per purity — the gap is your margin on a buyback), Stock Mix, Pledge Book Ageing (live, overdue and auction-due principal) and Workshop Pipeline (orders and repairs by stage, together, since they compete for the same goldsmith). Metal In vs Out and Scheme Collections vs Dues sit on their reports as a chart toggle. Charts follow the Read the Registers permission, so a counter seat sees the figures for today and not the trends.

Reports

Jewellery Reports: Daily Metal Position Ledger, Stock Valuation, Stock Valuation by Product, Weight & Value by Material, Metal Movement by Material, Sold Metal Today, Making Charge & Margin Analysis, Metal Rate List, BIS Hallmarking HUID Register, HUID Compliance Gap, Cash Limit Register (PMLA), Scheme Collection Register, Scheme Dues & Overdue, Scheme Maturity Due List, Scheme Liability Outstanding, Gold Loan / Pledge Register, Pledge Interest Due, Auction / Maturity Due List, Karigar Metal & Labour Ledger, Order Pipeline & Delivery Due, Repair Pipeline & Handover Due, Old Gold Purchase Register, Old Gold Melting Register.
Only the ones your business runs and your seat may read are listed. Several carry a chart button in the top bar that draws the same figures over the same dates.
Business Reports: Sales Register, Purchase Register, Stock Register, Stock Value, Customer / Supplier Statement, All Payments, Day Book, Expenses, Income, GST Reports, Trial Balance, Profit & Loss, Balance Sheet, Monthly Report, Price List.