Custom Orders

A piece made to order: the customer describes it, agrees a purity, estimated weight, making charge and delivery date, pays an advance (in money or in gold grams), and the job goes to a karigar. When the piece is ready the order becomes a sales invoice with the advance adjusted.

Switch: Settings > Jewellery > Custom Orders (under Services). Permission: Custom Orders.

Where it appears

Jewellery shell: Services > Custom Orders. POS page: Jewellery > Custom Orders.

Flow

flowchart TD
    A[New order] --> B[Customer · item description · purity
estimated gross weight · wastage % · making charge agreed]
    B --> C[Advance: money and / or gold grams · delivery due date]
    C --> O[(Order booked)]
    O --> K[Assign karigar · issue metal]
    K --> KM[(Metal issued out)]
    KM --> W[In progress]
    W --> R[Received from karigar: weight · wastage · labour]
    R --> KM2[(Metal returned)]
    R --> D[Ready · WhatsApp the customer]
    D --> S[Deliver: Sales Invoice for the piece
advance adjusted · balance paid]
    S --> O2[(Order: delivered)]
    O -->|cancel| X[Refund advance · cancelled]

The order carries the agreement; the karigar ledger carries the metal; the invoice carries the money.

Screens

Custom Orders list - by status (booked, in progress, ready, delivered, cancelled), due date, karigar; overdue orders highlighted.
Order form - the fields above; a ledger pick locks the customer's name and phone; the same form edits an order.
Order slip - printed for the customer with the agreed terms and advance.

Setting it up

flowchart TD
    A[Settings > Jewellery
Custom Orders on] --> B{Using karigars?}
    B -->|yes| C[Add karigars first]
    B -->|no| D[Book the first order]
    C --> D
    D --> E[Agree purity · weight · making · delivery date]
    E --> F[Take the advance]
    F --> G[Issue metal · track progress]
    G --> H[Deliver: invoice with the advance adjusted]

Switch it on, put the master behind it in place, then do the first one — in that order, or the first one will not have anything to pick.

Switching off with open orders warns at save.