Jewelry Store Daily Operations Checklist

3 minutes · WJewel jewelry software

The video version of our jewelry store daily operations checklist: the opening checklist, the rules for the selling floor, the closing checklist, the weekly rhythm, and a worked example of what a nightly count catches. The last part shows the routine in WJewel, from physical inventory scans to Shop Control and the point-of-sale reports.

What the video covers

Opening: case counts, verifying yesterday's close, and today's promises
The floor: logging every piece out of a case, proper repair intake, honest CRM notes
Closing: reconciling by drawer, the exception report, and a final count
The weekly review: memo, repairs, aging stock and associate numbers
Why a nightly count turns a three-month mystery into a same-evening find

Chapters

0:00 A store runs on rhythm
0:23 The opening checklist
0:53 On the selling floor
1:18 The closing checklist
1:47 The weekly rhythm
2:01 What the routine catches
2:23 The routine in WJewel
2:49 Contact us

Transcript

Read the full transcript

A store runs on rhythm

A well-run jewelry store runs on rhythm: the same counts, the same discipline and the same reconciliation, every shift, owner in or not. Jewelry is small, valuable and easy to move, so a missed step costs more: a forgotten count is a $6,000 ring nobody can place for three days.

The opening checklist

The opening checklist: count the cases before the doors open. Without a morning baseline, an evening shortage could have happened any time in the last day. Verify yesterday's close, with fresh eyes and no customers: the deposit against the tender totals, and the drawer float. And know what today has already promised: repairs due, special orders this week, the appointments, and overnight web orders.

On the selling floor

On the selling floor: nothing leaves a case without a record of where it went, closed when the piece goes back. Take every repair in properly, with photos, the condition, a signed estimate and a target date. And keep the CRM honest: any price, date, ring size or name goes into the customer's record before the next customer.

The closing checklist

The closing checklist: reconcile every tender by drawer and by salesperson, so “we were $40 short” becomes a question one person can answer. Read the exception report every day: voids, refunds, discounts, price overrides and no-sale drawer opens. Then count the cases again, and investigate any variance right then, while the whole team is still in the building.

The weekly rhythm

Once a week, on the same morning, review memo aging in both directions, and repairs against their promised dates, along with the oldest inventory on the floor, and the associate numbers.

What the routine catches

Here's what the routine catches. A $2,400 pendant goes missing in March. With quarterly counts, it's found missing in June, and the trail is three months cold. With a nightly RFID count, it's flagged that evening, the showing log says who had it, and it turns up at the bench.

The routine in WJewel

In WJewel, physical inventory scans count the cases, with RFID or barcode tags. Shop Control shows the jobs at the bench, and which ones are late, the special orders list shows every open order and its stage, each customer's history is on their profile, and the point-of-sale reports close out the day.

Contact us

You'll find the full checklist on the WJewel blog. WJewel is fully web-based, and runs on PCs, Macs, tablets and phones. To learn more, visit www.wjewel.com, or call us at (646) 578-8300.