J-07 · Make & mend · Quote, deposit, make

Custom jewelry order tracking from first sketch to collection

Custom jewelry order tracking keeps a commission on one record from the first quotation to collection. In GetJewelryPOS you quote the piece, take a deposit, move it through production stages with notes and photos, and raise the final invoice with every payment already credited. Nobody has to remember what the customer approved or how much they have paid.

  • Stores that design engagement rings and bespoke pieces
  • Jewelers working with outside CAD and casting houses
  • Counters taking bridal set orders months ahead
ExampleTry it

Stage 3 · Design approved

Customer signed off the sketch and stone choice. The bench gets the job sheet with photos and measurements.

Definition

Custom order

A custom order is a piece made to a customer's design or specification rather than sold from stock. It usually starts with a quotation, then a deposit, then production stages such as CAD, casting, setting and polishing. Each stage needs the customer's approvals and the agreed price written down.

J-07 · At the counter and the bench

How custom orders works

  1. Step 1

    Quote the piece

    Write a quotation with the design, metal, karat, estimated weight, stones and price. Save sketches or reference photos with it so everyone sees the same design.

  2. Step 2

    Take a deposit

    When the customer accepts, convert the quote and record the deposit. The balance due is tracked on the order and the customer ledger. Print a deposit receipt for the customer.

  3. Step 3

    Move through stages

    Track stages such as CAD approval, casting, setting and polishing. Add notes and photos at each stage, including what the customer approved and when. Nothing approved by word of mouth gets lost.

  4. Step 4

    Keep the customer posted

    Send an SMS or email when a stage needs approval or the piece is ready. Further payments are recorded against the same order. Each payment prints its own receipt.

  5. Step 5

    Final invoice

    Weigh the finished piece and raise the final invoice. Deposits and part payments are credited, so the customer pays only what remains. The finished order then moves to the customer's history.

Specification

What’s included in custom orders

  1. Quotations and drafts

    Save quotations and drafts before anything is agreed. Revise them as the design changes and keep earlier versions for reference. A quotation can be printed or emailed to the customer, and converted to an order when they agree to go ahead.

  2. Deposits and part payments

    Record the deposit and any later payments on the order. The balance is always visible to whoever answers the phone. Each payment has its own receipt and method, and the final invoice credits all of them.

  3. Stages you define

    Name the stages your workshop uses, from CAD to final polish. The order list shows where each commission stands. Filter by stage to see which commissions are waiting on CAD, the caster or the setter, and which are waiting on the customer.

  4. Notes and photos

    Attach photos of sketches, CAD renders, wax models and the customer's own stones. Notes record decisions such as ring size or engraving text. If a question arises later about what was approved, the photo and the date are on file.

  5. Priced by weight when finished

    If you price by weight, the final weight, karat, your rate, making charge and stones produce the final price. Fixed quotes stay fixed. The calculation uses your rate for the day, not a live feed.

  6. One trail per customer

    The order, payments and final invoice stay on the customer record. Repeat commissions start from what you already know about them. Sizes, metal preferences and past designs are there when they return, so staff do not need to ask again.

By market

How custom orders works in the USA, the UAE and Pakistan

Same software, local habits. Pick a market to read the note for it.

US · USD

United States

Custom engagement rings are a large share of US custom work; attach the customer's chosen stone and its report number to the order, and add state sales tax at final invoice.

Jewelry POS in United States

AE · AED

UAE

UAE customers often approve CAD renders over WhatsApp; save the approved image and the date on the order, and quote VAT-inclusive prices from the first quotation.

Jewelry POS in UAE

PK · PKR

Pakistan

Pakistani bridal sets are often ordered months before the wedding; agree whether the final price uses the booking-day or collection-day rate per tola, and note it on the order.

Jewelry POS in Pakistan

What it doesn't do

GetJewelryPOS tracks orders; it is not CAD software and does not render designs. It does not schedule your workshop or estimate production time. There is no live gold feed, so final weight-based prices use the rate you enter. Your deposit and refund policy is yours to set. Card deposits run through your own processor.

Under the loupe

Custom orders: common questions

Can I start a custom order from a quotation?

Yes. Write the quotation first, then convert it when the customer accepts. The order keeps the quoted details.

How are deposits handled?

Record the deposit on the order. It and any later payments are credited on the final invoice.

Can I attach photos and sketches?

Yes. Add photos and notes to the order at any stage, such as sketches, CAD renders or the customer's stones.

Can I set my own production stages?

Yes. Name the stages your workshop uses and move each order through them.

What if the final weight differs from the estimate?

Price the final invoice from the finished weight if your policy allows. Fixed-price quotes can stay fixed instead.

Does it design the piece?

No. It is not CAD software. Save files and renders from your designer on the order.

Can the customer be told when a stage is done?

Yes. Send an SMS or email from your templates when approval is needed or the piece is ready.

Can I use the customer's own gold?

Yes. Record their gold through old gold exchange and apply the value to the custom order.

How do I see all open commissions?

Filter orders by stage or due date to see what is in production and what is waiting on the customer.

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Try custom orders with your own stock

Start a free trial and import a few pieces, or book a demo and we’ll set it up with you.

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