WJewel Jewelry Store Software Demo

Works on any device + all WJewel features

WJewel is fully web-based. It runs on PCs and Macs, on iPads and other tablets, and on iPhones and Android phones. Here is everything WJewel includes. Point of sale and checkout, with integrated payments, text-to-pay links, layaways, trade-ins and scrap gold buying. Inventory, including serialized items, tagging, RFID, scanning barcodes with your phone, and multi-store transfers. Repairs, custom work and appraisals, with job costing, the Geller Blue Book and warranties. Customers and marketing: occasions, reminders, texting, email, and loyalty and referral points. AI and forecasting: ask AI a question, forecast demand, and write style descriptions and appraisals. Accounting and tax, from the general ledger and bank downloads to QuickBooks, TaxJar and Avalara. Online sales and wholesale, with Shopify, your own website, the WJewel API, memos and proforma invoices. And team and access: unlimited users, permissions for each user, and the full program on any device.

Sign in, favorites and recording a sale

When you start the program, sign in with your user name and password. Your user name decides which options you can use. You can open any option from the menus at the top, or straight from your Favorites. Add the options you use most often to your Favorites. Each user has their own list. Click a favorite to open it. To record a sale, open the New Sales screen. Enter the style number, or scan the barcode on the tag. Choose how the customer is paying. Select an existing customer, or add a new one. Then save the invoice and print it. A sale can be split across payment types: part cash, part credit card, financing, or any other payment type you set up. On a sale or a purchase, you can add a new customer in seconds by scanning their driver's license. It fills in their name, address, date of birth and more. To make a layaway sale, enter the deposit, for example, $100 in cash, and put the rest, $3,162.50, on layaway. You can also take a trade-in, and choose which sales rep earns the commission. The commission can be split among up to four sales reps.

Special orders and layaways

To place a special order, such as a custom piece, click Special Order. Then enter the details of the piece to be made, such as the vendor's style number, metal type, finger size, center stone size, and the promised date. Once the sale is saved, a job bag is created, so you can track which jeweler is working on it, the materials used, and any labor charges. When the job is ready, the customer can be texted or emailed automatically to let them know it's ready for pickup. In the Sales menu, Special Orders has everything for orders in progress. You can see every open special order and what stage it's at, record more payments from the customer, and mark orders as picked up. Layaways works the same way. See the list of open layaways, take payments and mark them as picked up, and text every customer who hasn't made a layaway payment in, say, the last 30 days.

Repairs

To add a repair, pick the customer and click Add. Enter the work to be done and its price, the customer's deposit, and save. Saving creates a job bag that follows the job through the shop and shows who worked on it, plus the gold or diamonds used, so you know the real cost. Use your own repair codes or Geller Blue Book codes, and mark a repair as an estimate only, or declined by the customer. At pickup, the customer pays the balance and the repair is closed.

Buying scrap gold

To buy scrap gold from a customer, the program gets today's gold price from the internet automatically. Enter the weight and karat, and how much profit you want to make, and it shows what you should offer the customer. The customer can be paid in cash or by check, or use it as a trade-in toward a purchase. You can keep a picture of what you bought, and of the customer and their driver's license if you like.

Quotes, Shop Control and appraisals

Quotes and Wish Lists keep track of what each customer asked for and what you offered, and the next step, whether you call them or they call you. Reminders pop up when it's time to follow up. Shop Control keeps track of which jeweler is working on each job, the materials used, which jobs are late, and more. With Appraisals, you can create appraisals and print or email them to your customer. The program can even write the appraisal description for you with AI, based on the item.

Customer profile (CRM)

To open a customer's profile, enter their customer code and click Edit. The profile has their name and addresses, birthdays, anniversaries and other occasions, and their complete history: purchases, layaways, special orders, gold buys, and appraisals. You can text the customer right from here, and see the history of your texts and their replies. You can also add reminders to follow up with them. With the referral program, when one customer refers another, they earn referral points to use on future purchases. There's also a loyalty program, so customers earn, for example, 2% of their purchases toward future purchases. And a customer can be set up as a house account: they buy now, take the items with them, and pay later.

Inventory

Inventory can be imported from an Excel file, or entered one item at a time. For each item, you can record the item type, such as jewelry, diamonds or watches, the brand, the category and much more. None of it is required, but the more you enter, the better your report filters will be. Some items can be serialized, with a stock number for each piece, while others are not. A style can also be priced each day from its metal weight and that day's gold and other metal prices. For diamonds, enter the certificate type, such as GIA, and the certificate number, then click Retrieve. The program downloads a copy of the certificate and fills in the color, clarity, weight and more. The same works with other labs, such as IGI and EGL. WJewel also connects to RapNet, and has a large section just for watch details. Items can be bought in partnership with others, and the program tracks what you owe your partners, or what they owe you. To check what's in stock, filter by category, brand and much more, and choose items you own, or items that are on memo with you. It also shows if an item is on layaway, or in the shop being worked on. Items can be transferred between stores. And you can scan your items for a physical inventory, to see if anything is missing. Style information can be imported from Excel files in any format, so there's no need to rearrange the columns to match a fixed layout. WJewel also connects to your website, whether it's Shopify, WooCommerce or custom built. And if you don't have a website, we can build one for you. Both RFID and regular barcode tags are supported, with the most popular jewelry tag printers, such as Zebra, TSC, Godex, C.Itoh, Citizen and Datamax.

Sales reps and employees

The program can calculate your sales reps' commissions automatically. A rep can earn a fixed rate, such as 12% of sales, or a percentage of the profit. Commissions can also be graduated, so an item sold at a 50% profit earns a higher rate than one sold at 30%. Hourly employees punch in and out, so their hours are tracked, and you can keep track of their schedules, and their vacation and personal days.

Accounts payable

WJewel has complete built-in accounting, starting with accounts payable. Enter all your purchases and expenses, and pay them by check or by credit card. Goods you receive on consignment are tracked too. You can print a report of consignment goods sold, to send to the vendor, handle guaranteed consignment buys, and consignment returns. Placing purchase orders with your vendors is easy, fast and accurate.

Banking

Keep track of your checkbook and bank balance, download your transactions directly from the bank, for easy reconciliation, and much more.

Financial

Manage your chart of accounts, income statement, and balance sheet. They're all part of the program, so you don't need a separate accounting package like QuickBooks. But if you need it, WJewel can also export to QuickBooks.

Reports

WJewel has hundreds of built-in reports, from analytics such as best sellers and forecasting, to sales and profit, point of sale, accounts payable, inventory, and financial reports. They give you access to all your data, filtered any way you want.

Contact us

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.