Requirements checklist
What to ask for when choosing software for jewellers.
A checklist built from how jewellers work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Tag-wise stock by weight
- Daily rate and counter billing
- Old-gold exchange
- Goldsmith issue and receipt
- Savings scheme ledger
- Hallmarking and approval tracking
- Order and repair jobs
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For counter salespeople
- For workshop in-charge
- For accountants
Reports to ask for
Ask to see each one with your own sample data.
- Stock by weight, purity and where the piece is
- Metal balance with each goldsmith
- Old gold taken in, day by day
- Scheme members with instalments due
- Pieces out on approval, oldest first
- Sales split into metal value and making charge
- Sales and tax summary for your accountant
Systems it may need to connect to
Note which ones you already run.
- Accounting package export
- SMS
- Payment links and gateways
- Electronic weighing scales
- Barcode and RFID tag printers
Questions for any vendor
Put these to every supplier you are comparing.
- Can it bill making charges and wastage the way we quote them?
- How does the goldsmith account work?
- Does it make our hallmarking compliant?
- Can old tags, stock and scheme members be brought across?
- Can our auditor use it with our accounting package?
- Can I see stock and the goldsmith balance from my phone?
- Who owns the stock and customer records?
- What does it cost?
- Can it run our gold savings scheme?
- We already run jewellery billing software. Should we replace it?
- How soon could the counter bill from tags at the day’s rate?
- What do owners need to bring before go-live?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- The goldsmith register never balances
- Old gold is valued on a calculator
- Scheme instalments are hard to trace
- Tag stock and the book do not match
Prefer to talk it through? See the jewellers page.