Jewelry ERP

For jewellers who make, stock and sell, and who run savings schemes for their customers. One system carries the scheme accounts, the rate masters that price a piece, the stock as it moves through manufacturing, approval and melting, and the full set of books with GST — rather than a scheme register in one place, the stock in another and the accounts in a third.

Customer instalment schemes

The schemes a jewellery business runs are a ledger of their own, with members, monthly receipts, maturities and closures. They are handled here end to end:

• Scheme account opening against the scheme master, with nominee details on the member
• Scheme receipts for the monthly instalment, with post-dated cheque acknowledgement for customers who hand over cheques in advance
• Joining, referral and reward vouchers, and a reward tree for members who bring in others, with a report of its levels
• Convert a scheme, merge vouchers, and closure taken either as jewellery or as cash back
• Instalment due and overdue lists, delayed-payment penalty, forfeit and terminated account reports, termination due and accounts matured but not closed
• Account register, a matrix report of every account against every month, maturity register, receipt register and an all-in-one scheme report
• Analysis by Goodwill Ambassador and by name, a scheme calculator and a reward calculator
• Member document checklist, so a closure is not paid out on a file that is incomplete
• A message log of what each member has been sent

Gold savings scheme

A separate gold scheme, kept apart from the instalment scheme so neither muddles the other:

• Gold rate master and a scheme calculator
• Account opening, receipts and post-dated cheque acknowledgement
• Closure as cash back, as gold, or as jewellery — the three ways a customer actually takes it
• Gold scheme control, repair committed gold, and the same due, overdue, penalty, forfeit, maturity and closure reports as the instalment scheme

Rates and pricing

• Gold and diamond rate masters, including the MMTC gold and diamond rate
• Diamond rate master, stone rate master, labour rate master, and separate rate masters for kundan diamond and uncut diamond
• Diamond jewellery pricing, built from those masters, and a change rate screen to move prices when the market moves
• Price lists by item, for sales and for purchases

Items and stock

• Item design master, finished goods and raw materials, with certificate details against the piece
• Manufacturing, with issue and receipt registers, melting, labour bills and jobwork statement and register
• Approval — stock sent out on approval and stock with you on approval, the stock on approval report and a pending approval statement
• GRN, stock in and out, stock journals for raw material and finished goods, finished goods to finished goods conversion and its cost update, godown transfer
• Stock taking module with a barcode mode
• Stock book and stock summary for finished goods and raw material, old stock, closing stock summary, stock valuation and an alteration register

Printing at the counter

• Invoices and delivery challans for finished goods and raw materials, vouchers
• Tags, MMTC tags and MMTC EGL tags, and a code list
• Guarantee cards
• Gift and reward vouchers, with their memo and register

Accounts and GST

• Cash, bank and petty cash payments and receipts, expenses with and without GST, sales, sales return, purchase, purchase return, debit and credit notes, journal vouchers
• Sales, purchase and expense registers in plain and GST formats, and GSTR-1 and GSTR-2 Excel generation
• Trial balance, statement of affairs and trading and profit and loss in T and V formats, including cost centre and sub cost centre wise, cash flow and fund flow, and interactive edit from the final accounts
• Bank reconciliation, TDS details and acknowledgement numbers, cheque setting, cheque printing and cheques to be deposited, bank slip, fixed assets purchase register
• Aging analysis, outstanding statement, interest calculation, loan and balance confirmation
• Sales, purchase, expense and balance analysis, and projected against actual profit and loss

Customers

• Feedback, a feedback and sales register, and a customer view with sales across all years
• Address book and address labels
• SMS, and mail with the item’s image

Utilities

• User-wise login and rights on every menu
• Lock a selected period, merge ledgers, change group, transfer balances to the new year
• Opening balances for accounts, bank reconciliation, stock and GRN
• Import from Excel, entry list, backup
• Report set — several reports generated, printed or mailed in one go — and scheduled reports

Technical details

• Microsoft .NET on Microsoft SQL Server