JewelSteps

Practical workflows for selling, finances, and jewelry production in one place
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Open JewelSteps and get to work in minutes. Start on the sales control panel to see who is closing, what is trending, and where to focus. Filter by branch, associate, or date range to line up your day. Drill into any teammate to view their pipeline, hot leads, and conversion rate. Jump straight from a customer’s history into a polished estimate: pull live prices from stock, reserve items, and attach images or certifications. With one click, turn that estimate into an order and then an invoice, accept mixed tenders, and record deposits. Approval rules keep discounts in check, while real‑time charts refresh as you sell. Set daily goals, schedule callbacks, and let suggested add‑ons (warranty, resizing, care kits) lift your ticket size.

When the store closes, switch to the transaction log to reconcile without guesswork. Review all inflows and outflows—sales, layaways, returns, adjustments, purchases, loans—on one screen. Tag reasons for changes, attach documents, and note who approved what. Apply taxes, fees, and commissions automatically. Batch‑approve entries, export to your accounting system, or share a time‑sliced report with your bookkeeper. Spot anomalies with smart filters, such as refunds over a threshold or cash variances by counter. Create credit notes, issue exchanges, and trace every payment from counter to bank. For pawns and pledges, interest schedules, maturity dates, and redemption events are tracked alongside receipts and printed claim tickets. more

Review Summary

Features

  • Sales cockpit with live KPIs and trend charts
  • Quote-to-order-to-invoice conversion with payment capture
  • Inventory control with barcode, serial, and lot tracking
  • Unified ledger with approvals and audit trail
  • Production and job tracking with WIP, checkpoints, and QC
  • Procurement with vendor quotes, POs, and approvals
  • CRM for leads, follow-ups, and segmentation
  • Accounting workflows for receivables, payables, receipts, and payments
  • Cash flow, tax handling, and commission calculations
  • Warehouse control with bins, put-away, and mobile scanning
  • HR tools for roles, attendance, and incentives
  • Asset lifecycle and maintenance scheduling
  • Configurable dashboards and time-based reports

How It’s Used

  • Sales associate builds a quote, reserves items, converts to sale, and collects a deposit
  • Manager monitors team targets, reviews conversion rates, and reallocates leads
  • Bookkeeper reconciles daily activity and exports entries to the accounting system
  • Workshop tracks a custom ring job from CAD to QC, auto-ordering stones when stock is low
  • Storekeeper receives diamonds by lot, scans to bin locations, and updates counts
  • Pawnbroker issues a pledge, calculates interest, manages part payments, and redeems
  • Owner reviews profitability by metal type and date to plan promotions
  • Buyer creates a purchase order from reorder alerts and compares vendor quotes
  • Rep uses CRM to revive stalled quotes with scheduled callbacks and notes
  • Auditor pulls month-end statements with attachments and approval history

Plans & Pricing

Jewelry Software (cloud Erp)

Custom

Seamless Inventory Management
Streamlined Production Tracking
Effortless Sales & Order Management
Integrated CRM Functionality
Customizable Reporting & Analytics
Secure Cloud Accessibility
Automated Workflow Optimization

Jewelry Manufacturing Software

Custom

Production Tracking: Monitor every stage of production in real-time
Quality Control: Implement rigorous quality checks at every step
Workflow Optimization: Streamline workflows with automated task
Supplier Management: Manage relationships with suppliers
Customization Options
Reporting and Analytics: Gain valuable insights

POS System for Jewelry Store

Custom

Sales Management: Process transactions quickly and accurately
Inventory Tracking: Manage stock levels with real-time updates
Customer Relationship Management (CRM): Build lasting customer relationships with personalized services
Employee Management: Track staff performance and manage schedules
Secure Payment Processing: Ensure safe and seamless payment transactions
Reporting & Analytics: Gain valuable business insights through detailed reports

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