The whole system, explained in order
The manual that ships inside the software, published here in full. 44 chapters and 114 topics, from signing in for the first time to closing the day — read it before you buy, or hand it to a new member of staff.
7 days free · no credit card · every feature switched on
This is the guide built into the product, not a rewritten summary of it. It is updated with the software, so what you read here is what the current build does — worked examples with real numbers, the setup sequences people get stuck on, and every switch on the Modules tab.
Chapter 1
Welcome
What this software does, and how to use this guide.
3 topics
Chapter 2
Signing in
Email and password, the quick PIN, and a forgotten password.
3 topics
Chapter 3
Setting up your business
The set-up questions, your type of business, and the modules it switches on.
3 topics
Chapter 4
Gold and metal rates
Entering today's rates, how purities are worked out, and the rate history.
6 topics
Chapter 5
Metals and purities
Gold, silver, platinum and palladium, and the purities you sell.
1 topic
Chapter 6
Categories and designs
How stock is grouped, and the difference between a design and a piece.
2 topics
Chapter 7
Adding pieces and printing tags
Weights, stones, making charges, tags, statuses and photos.
4 topics
Chapter 8
How a price is worked out
The one calculation used on the sale screen, quotations and the calculator.
4 topics
Chapter 9
Making a sale
Scan, choose the customer, take payment, print the invoice.
4 topics
Chapter 10
Sales and invoices
Finding a sale, reprinting it, and cancelling one.
2 topics
Chapter 11
Quotations
A printed price that holds today's rate until a date you choose.
2 topics
Chapter 12
At the counter
Parking a sale, manager approvals, every way to pay, receipts, returns and the day end.
6 topics
Chapter 13
Buying old gold
Weigh, test, value, approve and pay — or set it against a new invoice.
3 topics
Chapter 14
Stock control
Where every piece is: reserved, out for repair or on memo, in transit, counted.
5 topics
Chapter 15
Tags, QR codes and RFID
Tag layouts, label printers and RFID readers.
2 topics
Chapter 16
Diamonds and gemstones
Loose stones and parcels, certificates, setting stones into pieces.
2 topics
Chapter 17
Watches and luxury goods
Serials, authenticity, warranties, pre-owned buyback, service and consignment.
4 topics
Chapter 18
Buying from suppliers
Requisitions, quotes compared, purchase orders, goods received and checked, supplier invoices matched, and each supplier's money and metal accounts.
5 topics
Chapter 19
Consignment and dealer memo
Other people's jewelry sold for them, and your pieces with dealers on memo — kept apart from your own stock.
2 topics
Chapter 20
Karigars and job work
Metal out, work back by weight, loss against the allowance, making owed — two accounts per karigar.
2 topics
Chapter 21
Manufacturing
Design and bill of materials, work orders step by step, and the real cost of every piece made.
1 topic
Chapter 22
Scrap, melting and refining
Scrap gathered into batches, melted or refined, and booked only when a manager approves.
1 topic
Chapter 23
QC and hallmarking
No new piece is sold before it passes QC and, where the law asks, is hallmarked.
2 topics
Chapter 24
Custom orders
A piece made for one customer: their pictures and wishes, an estimate they approve, a deposit, the workshop, and collection at the final weight and price.
2 topics
Chapter 25
Repairs & service
The customer's own piece: received with photos and weight, a custody receipt with a code, the workshop, a message when ready, and handover against the code or an ID.
1 topic
Chapter 26
Quotations, reservations & layaway
Hold a price on paper, hold a piece for a few days, or let a customer pay for it in installments.
2 topics
Chapter 27
Returns, refunds & exchanges
Each kind of piece has its own rule; the money goes back the way it came; the piece goes back to stock, quarantine or scrap; the original invoice never changes.
1 topic
Chapter 28
Customer relationships
Sizes and preferences, consent for every channel, reminders that write themselves, appointments, segments and campaigns, and privacy requests.
2 topics
Chapter 29
Loyalty, memberships & gift cards
Points, VIP tiers earned by spend or bought as a membership, cashback, referrals, gift vouchers — and what the programme owes customers today.
1 topic
Chapter 30
Your online store
Pieces and made-to-order designs online, priced live, with checkout, insured shipping, tracking and customer accounts.
2 topics
Chapter 31
Trade (wholesale) portal
Approved dealers order in bulk at their own prices; you check credit, pick, invoice on their account and ship — or send on memo.
1 topic
Chapter 32
Accounting
Double-entry books written from everything you do, with the statements, ageing, bank reconciliation and period closing.
2 topics
Chapter 33
Metal accounts (gold ledger)
Every customer's, dealer's, supplier's and karigar's metal account in fine grams, kept apart from money — received at the measured purity, settled at an agreed rate, confirmed and valued.
2 topics
Chapter 34
Tax, VAT, GST & e-invoicing
A tax profile per company from a country pack, tax classes and HS codes on categories, exempt and reverse-charge buyers, credit notes, and an archive of every e-invoice.
3 topics
Chapter 35
Payments, installments & credit
Due dates and credit limits on Khata sales, payments allocated to invoices, installment plans, payment links to your own merchant account, receipts and collection reminders.
2 topics
Chapter 36
Pawn / gold-backed loans
Only for businesses licensed to lend: identity, valuation, loan-to-value limit, your own contract, fees, repayments, extensions, release — and default handled by people, never automatically.
2 topics
Chapter 37
Customers, Khata and loyalty
The customer book, the credit ledger and loyalty points.
3 topics
Chapter 38
Branches, companies and currencies
Several shops, legal entities, currencies, financial years and tax rules.
3 topics
Chapter 39
Raw materials and purchasing
Bullion, loose stones and findings; suppliers, purchase orders and goods received.
3 topics
Chapter 40
Users, roles and employees
Who can sign in, what they can do, and the payroll.
3 topics
Chapter 41
Cash, bank and expenses
Where payments land, the cash till, and what you spend.
3 topics
Chapter 42
Reports
Sales, stock, money and staff — on screen or exported.
2 topics
Chapter 43
Importing, backups and the activity log
Bringing customers in, restoring a backup, and seeing who changed what.
3 topics
Chapter 44
Your plan and trial
The free trial, choosing a plan, and paying.
2 topics
The guide is inside the software too
Every account gets the same manual as the last item in the menu, searchable, with a Print / Save as PDF button. Anyone can open it whatever their permissions — the person who most needs the manual is the one who has just been handed a login.