💎 Manufacturing

End-to-End Manufacturing Coverage

From concept to showroom: idea capture → CAD design → BOM → casting → stone setting → QC →
tagging → inventory — all in a single ERP. No gaps, no silos.

Dynamic & Customizable Workflows

Supports client-specific workflows for gold, diamond, silver, fashion, polki, kundan, etc. Fully
configurable without coding changes.

Complete Karigar & Job Management

 Box issue/closing system ensures no job leakage.

 Live WIP tracking per karigar, stage, and job card.

 Built-in productivity, wastage, and settlement monitoring.

Karigar Accurate Settlements & Accountability

 Automatically calculate karigar settlements based on actual work, wastage, and job
completion.

 Reduces disputes and ensures fair remuneration.

 Monitors performance metrics for each karigar.

Material Requirement & Wax Conversion Dynamics

 Automatic calculation of raw material requirement per design.

 Dynamic wax-to-metal conversion calculations for accurate casting.

 Minimizes wastage, ensures precise metal usage, and supports cost optimization.

RFID in Manufacturing – Full Traceability & Control

 RFID tags on metals, stones, and components to track movement across all production
stages.

 Real-time monitoring of jobs, inventory, and materials.

 Prevents loss, leakage, and misplacement of precious metals and stones.

 Supports automated updates in ERP for faster, accurate job costing and WIP tracking.

 Enables precise packet-level control and alerts for shortages or delays.

Full Material & Stone Traceability

 Track gold, alloys, stones, findings, and accessories.

 Packet-wise stone issue, return, and shortage management.

 Scrap, dust, and melting recovery tracked up to refining.

Accurate Costing & Profitability Insights

  Automatic job costing: metal + stone + labour + overheads.

 Compare planned vs actual costs to prevent leakage and improve margins.

Multi-Level Quality & Compliance

 Stage-wise QC approvals.

 BIS hallmarking, export, and customs integration.

 Ensures regulatory compliance and premium brand image.

Dashboards & Job Tracking

 Visual dashboards for job progress at each stage.

 Track WIP, delays, rejections, and completion percentages.

 Helps managers and owners make quick decisions with real-time insights.

Analytics & Reports

 Sales vs Karigar: Analyse revenue generated per karigar.

 Karigar vs Sales: Identify top performers and workload efficiency.

 Job-wise, stage-wise, and branch-wise performance reports.

 Material consumption, wastage, and cost variance analysis.

 Demand forecasting & trend analysis for better production planning.

Alerts & Transparency

 Automatic alerts for delays, shortages, and rejections.

 Complete audit trail: who did what, when.

Seamless Integration Across Business

 Unified with Purchase, Inventory, HRM, Payroll, Accounts, and Sales.

 Supports multi-branch operations and multi-currency transactions.

Premium Features for Growth

 Design master & repeat production control.

 Customizable invoices, tags, and certificates with branding.

Mobile App – Anytime, Anywhere Access

 Real-time monitoring of jobs, stock, and alerts.

 Approvals, QC checks, and task tracking on the go.

 Helps owners and managers stay updated remotely.

Procurement
Material Requirement Planning

 Auto-generate purchase requirements from designs, production plans, or orders.

 Suggest exact quantity of gold, diamonds, gemstones, findings, and consumables.

 Avoid overstocking and ensure availability for production.

Reorder Master-Based Purchase Order Generation

 System monitors stock levels against Reorder Master.

 Automatically suggests or generates POs when items reach reorder level.

 Approval-based workflow ensures manager/owner authorization before PO release.

 Reduces manual intervention and prevents stock-outs.

Multi-Level Approval Workflow

 Configurable approval for all purchase requests and POs.

 Managers/owners approve on mobile or desktop.

 Control spending and maintain accountability.

Supplier Performance Tracking

 Maintain detailed supplier database with terms, contact info, and payment history.

 Rate suppliers based on quality, delivery, and pricing.

 Use insights for future procurement decisions.

OMS – Order Management System

 Track all purchase orders and supplier deliveries in real-time.

 Monitor supplier balances, outstanding invoices, and pending payments.

 Check PO status, received vs pending items, and reorder alerts.

 Integrates with GRN, stock, and accounting for accurate reporting.

GRN & Inward Processing

 Auto-generate Goods Receipt Notes during inward processing.

 Link items to purchase orders and suppliers for accurate cost tracking.

 Track courier/logistics inward to main inward stock.

Dynamic Taxation Based on Client

 Apply GST, VAT, or other taxes based on client location, type, or category.

 Tax rates update automatically based on client master and item type.

 Include tax impact in item cost, invoicing, and profitability.

 Maintain compliance for domestic and export clients.

Stone & Component Assorting

 Manage stone and component inward.

 Assort stones by size, colour, quality, or design requirement.

 Allocate stones/components to production/orders seamlessly.

Department & Locker Management

 Assign purchased gold, stones, and components to specific departments or lockers.

 Track stock movement between lockers/departments.

 Secure materials and maintain accountability.

Jobwork & Subcontractor Material Management

 Raise materials for outsourced work or subcontractors (karighars).

 Track inward/outward movements automatically.

 Monitor jobwork completion, quality, and cost.

Jobwork Calculation in Inward

 Calculate different jobwork charges: making, polishing, engraving, stone setting, labor.

 Auto-link jobwork cost to GRN and purchase cost.

 Include outsourced work cost in item valuation.

Dynamic Wastage, MC & Stone Rates

 Fetch wastage %, making charges (MC), and stone rates from master.

 Apply dynamically based on supplier and item.

 Ensure accurate cost per item for profitability.

Additional Charges & Tare Weight

 Include handling charges, transport cost, or tare weight.

 Update total item cost automatically.

 Maintain accurate margin and profitability calculations.

Credit Days, Interest & Payment Notifications

 Track supplier credit terms and payment due dates.

 Automatically calculate interest or late charges for delayed payments.

 Generate notifications/alerts for upcoming and overdue payments.

 Factor interest and wastage into item-level costing.

Set Tag Provision

 Maintain Set Tags (Necklace, Haram, Hangings) and Single Tags.

  Configure dynamic sale options for sets or individual items.

 Track stock, pricing, and sales per tag.

 Link tags to inward stock and production.

Purchase vs Supplier & Sales vs Supplier Analysis

 Compare procurement quantity/value vs sales per supplier.

 Identify high-cost or low-performing suppliers.

 Optimize future buying decisions.

Import & Export of Procurement Data

 Upload/download supplier, inward, or purchase data via Excel/CSV.

 Bulk processing for efficiency.

 Maintain historical records for audits.

Mobile Approvals & Analytics

 Approve purchase requests, POs, jobwork, and set tag changes on mobile.

 Track supplier performance, stock, taxation, and procurement dashboards anytime.

 Receive real-time alerts and notifications.

Logistics In & Out Maintenance and Logistics Integration ✅

 Maintain complete records of logistics for both inward (supplier to company) and outward
(company to jobworker/customer) movements.

 Track courier partners, shipment numbers, delivery timelines, and freight costs.

 Integrate with 3rd-party logistics providers (DHL, FedEx, Bluedart, etc.) for real-time
shipment tracking.

 Map logistics charges directly to item costing and supplier invoices.

 Send auto-notifications to stakeholders (purchase team, suppliers, karighars, etc.) on

material dispatch or delivery.

 Maintain audit trail of all logistic transactions for compliance and accountability.

Inventory Module – Key Features

Real-Time Stock Visibility

o Live tracking across showrooms, warehouses, job workers, and lockers.

o Branch-wise and consolidated view for better stock control.

o Prevents overbuying and stock-outs with accurate availability.

Purity & Weight-Based Metal Management

 o Track gold, silver, platinum by purity (22K, 18K, 14K, etc.) and gross/net weight.

o Auto-adjusts when refining, melting, or converting purity.

o Ensures accurate metal accounting in every transaction.

Diamond & Gemstone Inventory

o Manage stones by 4Cs (cut, colour, clarity, carat).

o Assort by size, shape, and quality for easy allocation.

o Ensures the right stones go into the right orders/designs.

Tagging, Barcode & RFID Tracking

o Unique tags for every item, set, or component.

o Barcode/RFID scanning for fast stock verification.

o Improves security and reduces manual errors.

Design Code-Based Stock Tracking

o Inventory organized by design code instead of generic SKU.

o Easy to pull reports on collections, styles, and specific designs.

o Supports both wholesale and retail jewellery operations.

Locker & Department-Wise Stock

o Assign items to lockers, vaults, or departments.

o Track movements with full audit trails.

o Improves accountability and material safety.

Job Worker & Subcontractor Stock Control

o Issue gold, stones, or semi-finished items to karighars.

o Track outward issues, inward returns, and wastage.

o Monitor balances and settlements for every job worker.

Multi-Stage Stock Movement (Repair, Remodel, QC, etc.)

o Move stock through multiple stages like Repair, Remodel, QC, Polishing, Stone
Setting.

o Each movement is tracked with status and history.

o Ensures visibility of items under process until they return to main stock.

Dynamic Valuation & Costing

o Supports FIFO, LIFO, Weighted Average, and Market Rate methods.

o Auto-applies wastage %, making charges, stone rates, and logistics.

 o Gives real-time profitability per item.

Stock Adjustment & Reconciliation

 Physical verification using RFID/barcode scanning.

 Adjust mismatches with approval and audit logs.

 Reduces losses from damages, shortages, and discrepancies.

Inter-Branch & Inter-Locker Transfers

 Easy transfer between showrooms, warehouses, or lockers.

 Approval-based flow for high-value stock.

 Stock balances auto-update at both locations.

Set Stock & Single Item Handling

 Manage jewellery sets (necklace + earrings) as one item or break into singles.

 Track cost and stock for both set and individual pieces.

 Gives flexibility in retail selling.

Stock Ageing Reports

 Identify slow-moving or dead stock by age.

 Plan promotions, discounts, or exchanges to clear old items.

 Improves inventory turnover and cash flow.

Multi-Currency & Tax Impact

 Converts imported stock into base currency automatically.

 Includes GST, VAT, import duties in landed cost.

 Ensures correct pricing and profitability analysis.

Alerts & Notifications

 Auto-alerts for low stock, high-value movements, or ageing stock.

 Custom thresholds for diamonds, solitaires, or premium sets.

 Keeps owners/managers informed in real time.

Reports & Analytics

 Stock Ledger, Valuation Reports, Item-Wise Profitability.

 Movement analysis (Transfers, Jobwork, Multi-stage tracking).

 Sales vs Inventory trend reports for better decisions.

Mobile & Dashboard Access

 Mobile app for instant stock check, transfer approvals, and locker audits.
  Dashboards showing stock by category, design, and valuation.

 Real-time insights accessible from anywhere.

Vendor / Supplier Management – Key Features

Supplier Master & Information Management

 Centralized supplier database: company details, GST/VAT, contact persons, bank accounts.

 Categorized by type: metal vendors, diamond suppliers, gemstone traders, findings suppliers,
karighars (job workers).

 Upload certificates, contracts, hallmarking, and compliance documents for audits.

Rates, Terms & Agreements

 Maintain supplier-wise metal rates, wastage %, making charges, stone rates.

 Store fixed vs daily rate contracts (e.g., daily gold rate-based purchases).

 Define credit days, discounts, and interest terms per supplier.

 Auto-apply terms in POs and GRNs for accuracy.

Metal Issue & Settlement (Karighars / Job workers)

 Track metal (gold/silver/platinum) issued to suppliers/job workers.

 Maintain balances of issued vs received metal with wastage allowance.

 Auto-calculate rate cuts, recovery adjustments, and losses.

 Real-time ledger for metal in hand with each supplier/jobworker.

Payments & Financial Control

 Manage advance payments, partial settlements, and credit balances.

 Auto-calculate rate cut adjustments for karighars or vendors.

 Generate alerts for upcoming dues, overdue payments, and interest charges.

 Maintain supplier-wise outstanding, debit/credit notes, and settlements.

Multi-Currency Support ✅

 Handle suppliers working in different currencies (USD, EUR, AED, etc.).

 Auto-convert purchase amounts into base currency for accurate costing.

 Multi-currency integration ensures correct payments, valuation, and profitability.

 Supports both domestic and international suppliers.

Supplier Performance & Analytics

 Rate suppliers by quality, delivery speed, pricing, and reliability.

  Compare suppliers for cost efficiency and performance.

 Reports like Purchase vs Supplier, Sales vs Supplier, and Supplier-wise Profitability.

Integration Across Modules

 Procurement: Supplier details auto-linked with POs and GRNs.

 Inventory: Metal issued/returned auto-updated in lockers and departments.

 Accounts: Payments, credit balances, and settlements auto-reflected in finance.

 Jobwork: Karighar stock, rate cuts, and wastage integrated automatically.

Mobile Access & Alerts

 Approve payments or settlements from mobile.

 Receive alerts for pending payments, overdue settlements, delivery delays, or credit limit
breaches.

 Supplier dashboards accessible anywhere, anytime.

Distribution Management – Key Features

Multi-Location Distribution Control

 Manage dispatches across showrooms, branches, franchises, and export zones.

 Gives complete visibility of stock at every location.

 Prevents stock-outs or overstocking at individual branches.

Manual Allocation & Dispatch Planning

 Allocate stock based on demand, sales trends, and current inventory.

 All allocation is manual, giving full control to managers.

 Ensures high-demand items are available at the right place at the right time.

Order-to-Dispatch Traceability

 Track every order from sales confirmation to final delivery.

 Maintain a complete audit trail for every movement.

 Enables accountability and quick resolution of delivery issues.

Barcode / RFID-Based Dispatching

 Use barcode or RFID scanning to ensure accurate picking and packing.

 Reduces human errors and avoids wrong shipments.

 Facilitates fast dispatch and simplifies audits.

Reverse Logistics Management

  Handle returns, replacements, rejections, and inventory recalls efficiently.

 Auto-update stock once items are returned to warehouse or branch.

 Maintains accurate stock valuation and prevents losses.

Real-Time Logistics Integration

 Integrate with courier or logistics partners for AWB generation and tracking.

 Receive real-time delivery updates.

 Ensures timely shipments and improves customer satisfaction.

Route & Transport Optimization

 Plan optimal routes and assign carriers to minimize cost and delivery time.

 Reduce logistics expenses while improving efficiency.

 Supports multi-drop deliveries and branch-wise routing.

Branch-Wise Inventory Visibility

 Monitor in-transit stock and available stock at each branch or showroom.

 Helps in decision-making for urgent transfers.

 Reduces the risk of overstock or stock shortages.

Multi-Level Dispatch Approval

 High-value or bulk transfers can go through approval workflows.

 Ensures control over stock movement.

 Adds accountability to the distribution process.

Packing Slip & Delivery Note Generation

 Auto-generate compliant packing slips and delivery notes.

 Reduces manual paperwork and errors.

 Ensures smooth handover to logistics and customers.

Transit Insurance & Valuation Linking

 Link shipment values with insurance for secure transport.

 Covers high-value shipments and protects against loss or damage.

 Gives peace of mind for expensive jewellery transfers.

Auto Replenishment & Stock Transfer

 Auto-generate stock transfers when branch inventory falls below minimum levels.

 Ensures continuous product availability at all locations.

 Optimizes inventory without overstocking.

Central Warehouse Control

 Manage all inward and outward stock movements from the main warehouse.

 Track consolidation and dispatch to multiple branches.

 Provides complete visibility and control over the supply chain.

Delivery Time & SLA Tracking

 Monitor delivery timelines and service-level adherence.

 Identify delays and take corrective action.

 Ensures on-time delivery for customer satisfaction.

Distribution Analytics & Reporting

 Generate branch-wise reports on stock utilization, dispatch efficiency, and transit

performance.

 Identify slow-moving stock, delayed shipments, or high-cost routes.

 Data-driven insights for optimizing distribution strategy.

Mobile Access & Notifications

 Approve dispatches, track shipments, and view in-transit stock from mobile devices.

 Receive real-time alerts for delays, approvals, or stock shortages.

 Enables quick decisions even when away from the office.

Wholesale / B2B Sales Management – Key Features

Customer / Client Master Management

 Centralized database of wholesale clients, distributors, and corporate accounts.

 Store contact details, credit limits, GST/VAT numbers, preferred payment terms, and
discounts.

 Supports segmentation for easy targeting and personalized offers.

Route & Line-Based Sales Planning

 Organize sales by predefined routes, regions, or territories.

 Optimizes deliveries, promotions, and client visits.

Field Staff & Agent Assignment

 Assign sales executives or agents to specific routes or client lines.

 Track performance, targets, and revenue achieved.

Line-Wise Stock Distribution

 Allocate inventory per route, line, or location.

  Ensures faster dispatch and replenishment.

Order Management & Processing

 Create B2B orders with multiple products, sets, and components.

 Track status from quotation → confirmation → dispatch → invoice.

 Maintain a complete audit trail of each order.

Credit Limit & Payment Terms Control

 Define credit limits, advance payments, and credit days per client.

 Auto-alerts for exceeded limits or overdue payments.

 Ensures financial control and reduces bad debts.

Dynamic Pricing & Discounts

 Configure client-specific pricing, bulk discounts, seasonal offers.

 Apply rate cuts or special agreements during invoicing.

 Enables flexible pricing strategies for wholesale clients.

Multi-Currency & Tax Support

 Handle clients in different regions or countries with multi-currency pricing.

 Auto-apply applicable GST, VAT, or export taxes.

Quotation & Negotiation Management

 Generate professional quotations linked to products, sets, or custom designs.

 Track approval, follow-ups, and acceptance history.

Order Dispatch & Delivery Tracking

 Track orders from warehouse to delivery point.

 Integrates with distribution/logistics modules for accurate updates.

Return & Exchange Management

 Manage wholesale returns, replacements, or defective items.

 Auto-update inventory upon return and adjust client account balances.

Multi-Level Approval Workflow

 Approve high-value orders, special discounts, or bulk shipments through secure workflows.

 Ensures managerial control.

Invoicing & Billing Automation

 Generate tax-compliant invoices linked to sales orders.

 Supports partial, advance, or consolidated billing.

  Integrates with accounts for accurate receivable tracking.

Client-Specific Analytics & Reports

 Reports by client, product, route, or salesperson.

 Identify top clients, high-value orders, and payment trends.

Loyalty & Special Programs

 Manage B2B loyalty programs, rebates, or volume-based incentives.

Mobile Access & Notifications

 Sales executives can create, approve, and track orders on mobile.

 Real-time notifications for approvals, pending orders, or delayed payments.

Integration with Inventory & Distribution

 Ensures product availability before confirming B2B orders.

 Auto-update inventory after dispatch to branches or clients.

Outstanding Balance & Receivables Tracking

 Monitor client-wise outstanding balances in real-time.

 Track overdue invoices, pending payments, and advance payments.

 Alerts for overdue accounts ensure timely collections.

Payment Recording & Settlement

 Record payments received from clients against invoices.

 Supports partial payments, advances, and adjustments.

 Auto-update outstanding balances and integrate with accounting.

Sales Analysis & Reports

 Generate detailed sales reports by client, product, route, or region.

 Compare sales vs targets, sales vs stock, and payment history.

 Helps in strategic planning, forecasting, and identifying high-value clients.

Retail / B2C Sales & POS Management – Key Features

Customer / Shopper Master Management

 Maintain a database of retail customers with contact info, loyalty points, and purchase
history.

 Supports segmentation by preferences, purchase patterns, or membership tiers.

 Helps in personalized marketing and promotions.

POS (Point of Sale) Integration

 Fast billing and checkout with barcode/RFID scanning.

 Supports cash, card, UPI, and multi-currency payments.

 Auto-updates inventory and sales data in real-time.

Product Catalogue & Pricing Control

 Manage product lists with SKUs, designs, sets, and components.

 Apply dynamic pricing, discounts, seasonal offers, and special retail promotions.

 Supports price overrides with approval workflows for staff.

Order & Sales Processing

 Process in-store purchases, online orders, and curb side pickups.

 Track orders from billing → dispatch → delivery for omnichannel sales.

 Maintain a complete audit trail for each transaction.

Estimations / Price Quotes

 Generate pre-sale estimates for customers based on design, metal, stones, and making
charges.

 Helps customers understand pricing before confirming purchase.

 Linked to POS for quick conversion to sales.

Proforma Invoices

 Issue proforma invoices for special orders or prepayments.

 Track partial payments against proforma invoices.

 Facilitates smoother billing and financial documentation.

Old Gold / Exchange Schemes

 Manage old gold exchange or buy-back schemes.

 Calculate scrap value, net payable, and applied discounts automatically.

 Integrates with billing for instant settlement.

Loyalty & Rewards Programs

 Manage loyalty points, rewards, and gift schemes.

 Track customer redemption history and accumulated points.

 Helps retain repeat customers and improve engagement.

Returns, Exchanges & Refunds Management

 Handle retail returns, defective products, or size/colour exchanges.

  Auto-update inventory and adjust customer accounts.

 Ensures smooth customer experience and accurate stock records.

Designation-Wise Discount Management

 Configure discounts based on employee designation or role.

 Control approval limits for each staff level at POS.

 Ensures compliance with store policies and prevents misuse.

Dynamic Promotional Offers & Incentives

 Launch time-bound or event-based promotions dynamically.

 Offer combo discounts, festival offers, or membership rewards automatically.

 Calculate sales staff incentives based on performance and achieved targets.

Multi-Channel & Omni-Channel Sales

 Integrates in-store, e-commerce, and mobile app sales.

 Tracks inventory and sales in real-time across all channels.

 Ensures unified reporting and consistent pricing across channels.

Payment Modes & Settlement

 Supports cash, card, UPI, wallets, and multi-currency payments.

 Track partial payments, advance payments, and credit settlements.

 Auto-update customer balance and integrate with accounts.

Outstanding Balances & Customer Credit

 Track credit sales and outstanding balances for registered retail customers.

 Auto-alerts for overdue payments or pending dues.

 Helps control retail credit risk.

Sales Analytics & Reporting

 Generate reports by product, category, branch, or salesperson.

 Analyse trends like top-selling items, high-value customers, and daily/monthly sales.

 Provides insights for inventory planning, promotions, and marketing strategies.

Inventory Visibility & Stock Alerts

 Real-time visibility of stock per branch or outlet.

 Alerts for low stock, reorder points, and seasonal demands.

 Helps maintain optimal inventory levels and prevent stock-outs.

Multi-Currency & Tax Handling

  Supports domestic and international retail sales.

 Auto-apply GST, VAT, or other taxes based on location and product type.

 Ensures compliant billing and accurate profitability calculations.

Employee & Cashier Management

 Assign POS access, discounts, and approvals based on roles.

 Track cashier-wise sales performance and accountability.

 Manage shift-wise transactions and reconciliations.

Mobile & Tablet Access

 Sales executives can bill, approve discounts, and track inventory via mobile or tablet.

 Real-time notifications for sales targets, promotions, or pending actions.

 Enables faster customer service and remote sales monitoring.

Integration with Inventory, Procurement & Distribution

 Auto-update stock after sales, returns, old gold exchanges, or promotional redemptions.

 Links to Procurement for replenishment and Distribution for branch transfers.

 Ensures seamless inventory control and accurate financials.

Credit Management System – Key Features

Customer Credit Master

 Maintain a centralized database of clients/customers with credit limits, payment terms, and
credit history.

 Track customer categories (regular, VIP, wholesale) for customized credit rules.

Credit Limit Management

 Define maximum allowable credit per customer or account.

 Auto-alerts for exceeding credit limits during sales or order processing.

 Configurable per customer, product category, or location.

Payment Terms & Due Date Tracking

 Set credit periods (e.g., 15, 30, 60 days) per client or order type.

 Track due dates and overdue invoices automatically.

 Integrates with billing and invoicing for seamless operations.

Outstanding Balance Monitoring

 Real-time visibility of customer outstanding balances.

  Track total receivables, partial payments, advances, and overdue amounts.

 Generate alerts for overdue or high-risk accounts.

Interest & Late Payment Charges

 Automatically calculate interest or penalty for delayed payments.

 Configurable per customer, invoice type, or contract terms.

 Factor into customer balance and reporting.

Multi-Currency Credit Support

 Manage credit limits and balances for domestic and international clients.

 Auto-convert currency based on exchange rates.

 Ensures accurate receivables in multi-currency transactions.

Credit Exposure & Risk Analysis

 Evaluate total exposure per customer, branch, or sales region.

 Identify high-risk clients or overdue accounts.

 Helps management take preventive actions on credit risk.

Invoice & Payment Tracking

 Track each invoice against received payments.

 Supports partial payments, advances, and reconciliations.

 Maintains a complete audit trail of all credit-related transactions.

Credit Approval Workflow

 Multi-level approval for credit allocation or increase.

 Managers/finance executives can approve or reject credit requests.

 Ensures compliance and control over credit allocation.

Credit Notes & Adjustments

 Issue credit notes for returns, discounts, or reconciliations.

 Automatically updates outstanding balances.

 Helps maintain accurate financial records.

Customer Statement & Aging Reports

 Generate customer-wise statements detailing invoices, payments, and pending amounts.

 Aging reports categorize overdue invoices (e.g., 0–30, 31–60, 61–90 days).

 Supports proactive follow-up on receivables.

Integration with Sales & Accounting

  Links with POS, B2B/B2C sales modules, and ERP accounting.

 Ensures seamless flow of credit, payments, and receivables data.

 Reduces manual reconciliation errors.

Automated Alerts & Notifications

 Notify clients and internal staff about upcoming dues, overdue payments, or credit limit
breaches.

 Helps prevent delayed payments and improves collection efficiency.

Analytics & Reporting Dashboard

 Provides real-time credit exposure, overdue analysis, top defaulters, and collection trends.

 Supports decision-making for credit risk mitigation.

 Allows export of reports for management or audits.

Customizable Rules & Policies

 Define credit rules per customer, region, product, or business unit.

 Dynamic policies to adapt to changing market conditions.

 Helps maintain financial discipline and reduces bad debts.

Order Management System (OMS) – Key Features

Omnichannel Order Booking

 Capture orders from walk-ins, WhatsApp, website, exhibitions, and retail counters.

 Ensures all sales channels are unified in one system.

Custom & Ready Stock Order Handling

 Manage make-to-order (custom) and ready-to-ship items efficiently.

 Tracks production, allocation, and fulfilment for both types seamlessly.

Customer Notifications via SMS/Email/App

 Keep buyers informed throughout the order journey: confirmation, dispatch, delivery, or
delays.

 Enhances customer satisfaction and transparency.

Centralized Order Capture

 Single interface for all incoming orders from multiple channels.

 Ensures no order is missed and improves operational efficiency.

Order Validation & Verification

 Validate product availability, pricing, discounts, and taxes automatically.

  Prevents errors or inconsistencies before order confirmation.

Real-Time Stock Check & Allocation

 Check inventory levels across warehouses, branches, and lockers in real-time.

 Manual allocation of stock to orders ensures correct fulfilment.

Order Lifecycle Tracking

 Track order status: Received → Processing → Picked → Packed → Dispatched → Delivered.

 Complete audit trail for each order.

Multi-Stage Approval Workflow

 Approvals for high-value, special, or bulk orders.

 Supports manager/owner approvals via desktop or mobile.

Pricing & Discounts Management

 Apply customer-specific pricing, promotional offers, or bulk discounts.

 Supports designation-wise approvals for discount overrides.

Multi-Channel Fulfilment

 Integrates in-store, warehouse, branch, and e-commerce fulfilment.

 Ensures timely dispatch and reduces errors.

Order Prioritization & Scheduling

 Prioritize orders based on urgency, client type, or delivery date.

 Supports manual scheduling for logistics and branch dispatches.

Dispatch & Delivery Integration

 Connect with logistics partners for AWB generation and real-time tracking.

 Integrates with distribution management for smooth transit.

Returns & Cancellations Management

 Handle returns, replacements, or cancellations efficiently.

 Automatically updates inventory and customer accounts.

Proforma Orders & Prebooking’s

 Issue proforma invoices for special or bulk orders.

 Track advance payments and convert to confirmed orders easily.

Order Analytics & Reporting

 Reports by order status, client, product, route, or branch.

 Analyze order trends, fulfilment times, and delayed shipments.

Integration with Inventory, Procurement & Accounting

 Auto-update stock, inward/outward movements, and accounting entries.

 Ensures end-to-end visibility from order capture to delivery and financial reconciliation.

Alerts & Notifications

 Notify internal teams about pending approvals, overdue dispatches, or priority orders.

 Send customers updates on order status via SMS/email/app.

Multi-Currency & Tax Handling

 Manage orders in domestic and international currencies.

 Apply taxes (GST, VAT, export/import duties) dynamically based on customer/location.

Repair Management System – Key Features

1. Repair Request Logging

 Capture repair requests from walk-in customers, online portals, or store counters.

 Record customer details, item details, and nature of repair for accurate tracking.

2. Item & Defect Identification

 Maintain detailed records of item type, design code, serial number, or set tag.

 Log defects, damages, or service requirements for precise repair planning.

3. Repair Estimation & Quotation

 Generate pre-repair estimates for customers including labour, parts, and consumables.

 Issue proforma invoices or approvals before initiating repair.

 Helps customers approve costs and ensures transparency.

4. Repair Status Tracking

 Track repair status through multiple stages: Received → Assessment → Repair → QC →

Ready for Delivery.

 Maintain timestamps, technician details, and notes for each stage.

5. Karighar & Workshop Management

 Assign repair jobs to specific karighars or departments based on expertise.

 Track workload, skill level, and repair efficiency.

 Monitor performance and turnaround time for staff.

6. Parts & Materials Management for Repairs

 Track spare parts, stones, metals, and consumables used in repairs.

  Auto-update inventory when parts are issued to repair jobs.

 Ensure cost allocation is accurate for repair valuation.

7. Multi-Stage Approval Workflow

 Require manager/owner approval for high-cost or critical repairs.

 Supports mobile or desktop approvals for convenience.

 Helps control repair costs and maintain accountability.

8. Job Costing & Billing Integration

 Calculate total repair cost including labour, material, wastage, and taxes.

 Integrates with billing and POS modules for seamless invoicing.

 Allows partial payments or advance collections for repairs.

9. Repair History & Customer Profile

 Maintain complete history of repairs per customer and item.

 Helps in identifying recurring issues or warranty claims.

 Supports customer service and relationship management.

10. Warranty & Service Policies

 Track warranty eligibility and service terms per item or repair type.

 Auto-notify customers of warranty expirations or free-service eligibility.

11. Returns, Pick-up & Delivery Management

 Schedule customer pick-up, in-store delivery, or courier dispatch for repaired items.

 Track delivery status and confirm receipt by customer.

12. Analytics & Reporting

 Reports on repair turnaround times, technician efficiency, cost per repair, and customer
complaints.

 Identify bottlenecks and optimize workshop operations.

 Helps in forecasting spare parts and staffing needs.

13. Alerts & Notifications

 Notify internal teams of pending approvals, delayed repairs, or customer follow-ups.

 Send customers updates via SMS, email, or app notifications.

14. Integration with Inventory, Procurement & OMS

 Auto-update inventory for used parts and materials.

 Links to Procurement for replenishment and OMS for tracking orders needing repairs.
  Ensures end-to-end visibility and accurate costing.

15. Multi-Currency & Tax Handling

 Manage repair costs in domestic and international currencies.

 Apply taxes dynamically based on location and type of repair.

Customer Buy-Back Management – Key Features

1. Instant Gold/Jewellery Buy-Back Entries

 Accept customer returns based on purity, weight, and today’s market rate.

 Entries are instantly recorded in ERP for accuracy.

2. Support for Unregistered Purchases

 Buy back jewellery even without a prior invoice.

 Track it as a new unregistered purchase with customer KYC and valuation.

3. Buy-Back Profit & Loss Insights

 Automatically calculate the difference between buy-back cost and resale/melting value.

 Track true profitability per transaction.

4. Automated Purity-Based Valuation

 System calculates exact return value based on karat, net weight, bullion rate, and standard
deductions.

 Ensures transparent and accurate pricing for customers.

5. Valuation Slips with Transparent Breakdown

 Provide customers printed or digital slips showing full rate calculation.

 Increases trust, professionalism, and transparency.

6. Auto Posting to Accounts & Inventory

 Inventory and financial ledgers auto-updated — stock inward, ledger credit, or bank payout.

 Reduces manual errors and improves efficiency.

7. Handle All Types of Items

 Manage buy-backs for plain gold, studded, diamonds, or stone-deducted jewellery.

 Ensures flexibility for diverse product types.

8. Separate Return Stock Category

 Classify returned goods under refurbish, resale, or melting categories.

 Facilitates accurate tracking and inventory management.

9. Full Transaction History & Audit Logs

 View all past buy-backs by customer, item type, or date range.

 Includes rate, payout details, and approvals for complete auditability.

10. Reports for Compliance & Analytics

 Export reports on buy-back transactions, profitability, resale stock movement, and cash vs.
bank usage.

 Supports management decisions and regulatory compliance.

11. Role-Based Approvals for Valuation

 Protect rate changes with manager-level controls and approval workflows.

 Ensures controlled, auditable, and secure operations.

12. Standardized Across Locations

 Unified buy-back handling at all showrooms.

 Centralized rule management and control for consistent operations.

Gold Scheme (Chit) Management

1. Chit Creation & Configuration

 Create new chit schemes with custom tenure, installment frequency, and maturity plans.

 Define scheme rules, eligibility, and benefits before customer enrollment.

 Supports multiple chit types and customized plans per customer or group.

2. Flexible Monthly Installment Plans

 Create customizable plans with variable tenure, installment amounts, and benefits tailored
to each customer.

 Support dynamic calculation of installment amounts based on gold rates or scheme type.

3. Customer Enrollment & KYC

 Capture customer details, KYC, and scheme preferences.

 Nominee management.
 Family Account Linking (multiple members under one login).
 Maintain complete profiles for chit participation, eligibility, and audit purposes.

4. Multi-Scheme Setup Across Branches

 Launch and manage different schemes across showrooms, regions, or franchises with
centralized control and visibility.

5. Customer-wise Ledger & Scheme Tracking

  Track instalments, scheme progress, payments, and maturity timelines.

 Maintain complete audit trail for all transactions.

6. Dynamic Bonus Setup

 Configure performance-based or milestone-based bonuses.

 Bonuses linked to timely payments, bulk enrollments, or scheme completion.

 Auto-adjust customer ledger and scheme account for bonuses.

7. Advance, Partial & Bulk Payments Support

 Accept overpayments, backdated payments, or bulk/group collections.

 Adjust installment schedules automatically when payments deviate.

8. Automated Reminders & Alerts

 Send SMS, WhatsApp, or email notifications for installment due dates, missed payments, or
scheme maturity.

 Supports customizable alert templates per branch or scheme.

9. Auto Receipts & Digital Passbook

 Generate monthly receipts automatically.

 Maintain digital passbook for each customer showing full payment and bonus details.

10. Customer Portal & App Access

 Enable customers to track payments, download receipts, view maturity status, and receive
real-time updates.

11. Maturity in Gold or Jewellery

 Redeem schemes as physical gold, jewellery, or store credit.

 Allow partial redemptions or flexible delivery options at maturity.

12. Secure & Audit-Friendly Records

 Maintain transparent and compliant records.

 Approval workflows for adjustments, rate changes, and high-value transactions.

 Complete audit trail for regulatory compliance.

13. Agent / Franchise Participation

 Agents or branches can enroll customers, manage schemes, and earn commissions.

 Centralized monitoring of agent performance and scheme compliance.

14. Scheme-Wise Profitability Reports

 Reports on earnings, defaults, redemption trends, customer participation, and risk

exposure.
  Supports decision-making for future schemes and marketing campaigns.

15. Multilingual & Multi-Currency Ready

 Run schemes in any local language or currency, enabling operations across regions or
countries.

 Supports multi-branch accounting and local compliance.

16. Integration with Accounting & ERP Modules

 Auto-update financial ledgers, customer accounts, and inventory when schemes involve
gold/jewellery.

 Seamless connection with Procurement, Inventory, Buy-Back, and OMS modules.

E-Catalogue Management – Key Features

1. Visually Stunning Product Catalogues

 Display high-resolution images of every ornament with detailed descriptions, weights, and
pricing.

2. Accessible Anytime, Anywhere

 Share catalogues via mobile, tablet, web, or WhatsApp for remote selling, in-store kiosks,
and B2B partners.

3. Time-Based Access Controls

 Allow catalogue access for a limited period, perfect for events, buyer previews, and one-
time offers.

4. Password-Protected Catalogue Sharing

 Share secure links that require customer authentication or PIN verification for access.

5. Screen Recording & Screenshot Restriction

 Enable watermarking and disable screen recording/screenshot functions to protect design

confidentiality.

6. Advance Product Filter

 Filter catalogues by gold type, design code, purity, theme, or customer segment for easy
navigation.

7. Real-Time Inventory Integration

 Display only in-stock items with auto-synced prices and availability from live inventory.

8. Quick Upload & Bulk Management

 Upload thousands of products quickly with image, weight, tags, and description fields.

9. One-Click to Quote or Order

  Link items directly to sales orders, bookings, or quotations, converting interest into action.

10. Customer Engagement Analytics

 Track which pieces are viewed, favourited, or shared to identify hot sellers and trends.

11. Multi-Language & Currency Ready

 Reach international buyers with catalogues in local languages and currency preferences.

12. Role-Based Viewing Rights

 Control who sees what, assigning catalogue visibility to staff, agents, or customers as
needed.

Dynamic Offers & Promotions – Key Features

Drive Sales. Delight Customers. Dominate the Festive Season.

1. Dynamic Offer Definition & Setup

 Configure rules dynamically based on:

o Invoice value / weight

o Customer type (retail, wholesale, VIP, member)

o Item attributes (design code, purity, category, collection)

o Location / branch / counter

 Supports multiple stacking rules (e.g., discount + free gift + coupon).

 No developer dependency — users can create, modify, and deactivate offers anytime.

2. Create Targeted Offers in Minutes

 Run discounts, combo deals, or buy-more-save-more schemes for specific items, customers,
or regions.

3. Festival & Season-Based Campaigns

 Launch limited-time promotions for Akshaya Tritiya, Diwali, Eid, Christmas, and wedding
seasons.

4. Flat Discounts or Tiered Offers

 Define flat rate cuts, percentage discounts, or tier-wise benefits dynamically.

5. VIP & Membership-Exclusive Deals

 Assign exclusive previews, early access, or special pricing to premium customers.

6. Performance-Driven Promotions

 Target slow-moving stock, excess inventory, or specific design codes to boost sales.

7. Auto-Start & Auto-Expire Campaigns

  Define validity dates so offers start/stop automatically.

8. Coupon Code Generation & Redemption

 Create and track custom coupon codes for both online and in-store redemptions.

9. Auto-Applied at POS & Billing

 Promotions auto-apply during billing, eliminating manual staff intervention.

10. Bundle & Combo Offers

 Create dynamic combos (e.g., pendant + chain, bangles + earrings) with linked pricing.

11. Location-Wise & Counter-Specific Promotions

 Run offers restricted to specific showrooms, regions, or counters.

12. Promotion via SMS, WhatsApp & App

 Dynamically push campaigns to customers with personalized notifications.

13. Offer Performance Analytics

 Get real-time reports on ROI, sales uplift, stock movement, and customer engagement.

Loyalty & Rewards – Key Features

Turn Every Visit into a Long-Term Relationship

1. Dynamic Loyalty Setup & Configuration

 Define earning and redemption rules dynamically without code changes.

 Conditions can be set based on:

o Item type (gold, diamond, bullion, silver, platinum)

o Invoice value or weight slabs

o Customer category (retail, wholesale, VIP, member)

o Occasions (festivals, birthdays, anniversaries)

o Location/branch or sales channel

 Supports stacking rules (e.g., loyalty points + seasonal bonus + referral benefits).

2. Reward Every Purchase

 Customers earn points on every jewellery or bullion transaction, big or small.

3. Tier-Based Loyalty Programs

 Offer Silver, Gold, Platinum levels with exclusive previews, special benefits, and priority
service.

4. Instant Gratification & Redemption

  Points can be redeemed instantly for discounts, free gifts, or upgrades from ERP.

5. Auto Point Expiry & Redemption Tracking

 Automated expiry reminders, redemption ledger, and validity rules to encourage timely
usage.

6. Integrated with Billing & POS

 Points are auto-earned or redeemed at POS with no manual intervention.

7. Targeted Campaigns Using Loyalty Data

 Run special promotions or VIP invitations for frequent buyers or high spenders.

8. Omni-Channel Loyalty

 One loyalty account across online store, mobile app, and retail outlets.

9. Insightful Loyalty Reports

 Dashboard with redemption rates, top loyalty customers, repeat purchase insights, and ROI
analysis.

10. Auto-Linked with CRM & Promotions

 Combine loyalty with referrals, seasonal offers, or personalized campaigns.

11. Fraud-Proof, Transparent Tracking

 Audit-proof records customer-wise, invoice-wise, and location-wise to prevent misuse.

Security & Authorization – Key Features

1. Role & Designation-Based Access Control

 Assign access rights based on user role/designation (Owner, Manager, Sales Staff,
Accountant, etc.).

 Restrict sensitive actions like discounts, returns, deletions, or approvals to authorized roles
only.

2. Approval & OTP-Based Discounts

 Discounts beyond a defined limit require manager approval or OTP verification.

 Prevents unauthorized rate cuts and ensures accountability.

3. Deletion & Edit Approval Controls

 Any deletion or modification of invoices, stock entries, or transactions requires approval

workflow or OTP validation.

 Maintains full audit trail of who edited what, and when.

4. Form-Level Security Setup

  Every ERP form (Sales, Purchase, Stock, Jobwork, Payments, etc.) can be configured to run on
either:

o Approval Workflow (sequential/parallel approvals), or

o OTP Validation (instant secure confirmation).

 Flexible setup ensures different security levels for different departments.

5. Audit Trails & History Logs

 Maintain complete logs of approvals, edits, deletions, and OTP validations for compliance
and accountability.

6. Mobile & Email OTP Integration

 OTPs delivered via SMS, Email, or App Notification, ensuring only authorized persons can
approve sensitive actions.

Designation-Based Discounts & Incentives

Empower your sales team with smart motivation, transparent tracking, and profit-focused control.

1. Designation-Wise Discount Control

 Define maximum discount limits for each role — Sales Executive, Manager, or Franchise
Owner.

 Prevent unauthorized discounts through secure role-based access.

 Maintain consistent pricing policies across stores and branches.

2. Performance-Linked Incentive Plans

 Configure incentives based on sales volume, gross margin, or category performance.

 Automate incentive calculations at the end of each month or period.

 Encourage performance improvement with tiered commission structures.

3. Target vs. Achievement Dashboard

 Monitor individual and team performance in real-time.

 Compare sales achievements against assigned targets with visual analytics.

 Instantly identify top performers and underperforming segments.

4. Automated Payout Integration

  Incentive amounts automatically post to payroll and financial ledgers.

 Reduce manual calculation errors and improve transparency.

 Enable management-level approvals before final disbursement.

5. Branch & Department-Level Customization

 Assign unique incentive and discount structures per branch or region.

 Support special promotions or local campaigns with flexible rules.

 Consolidate reports across all locations for management review.

6. Dynamic Role & Eligibility Updates

 Automatically update limits when employees are promoted or reassigned.

 Recalculate incentive eligibility instantly based on the new designation.

 Maintain accurate records of historical payouts and role changes.

Approval & Notification – Key Features

1. Multi-Level Approval Workflows

 Configure approvals sequentially (one after another) or parallel (multiple at once).

 Supports either-or approvals (any one approver can approve) and role/user-based routing.

2. Dynamic Rule-Based Approvals

 Define approval rules based on:

o Transaction Type (Purchase, Sales, Payments, Discounts, Stock Movements)

o Value Thresholds (e.g., PO > ₹5 lakh needs owner approval)

o Department/Branch/Location

 100% user-configurable, no developer dependency.

3. Mobile & Web Approvals

 Managers and owners can approve/reject on the go via mobile app, email, or web.

4. OTP/Password-Based Approvals

 Sensitive approvals require OTP validation or secondary password, ensuring security.

5. Real-Time Notifications

 Send instant SMS, WhatsApp, Email, or In-App notifications for:

 o Pending approvals

o Approved/rejected transactions

o Urgent alerts (low stock, credit overdue, high-value order).

6. Escalation Matrix

 If an approver does not act within the defined time, the system can auto-escalate to higher
authority.

7. Approval History & Audit Trail

 Every approval is logged with date, time, user, device, and action taken.

 Provides full accountability and compliance records.

8. Custom Notification Setup

 Define who receives notifications for which events.

 Examples:

o Sales Head notified for all big orders.

o Finance notified for all supplier payments.

o Production Head notified when material inward is approved.

9. Bulk Approvals & Group Notifications

 Approve multiple requests in one go.

 Group-level notifications (e.g., all showroom managers alerted when festive campaign
starts).

10. Integration with Other Modules

 Approvals & notifications linked with Procurement, Inventory, Sales, Finance, HRM,
Jobwork, and Security.

Finance That Reflects the Brilliance of Your Business

Precise, powerful, and globally compliant accounting — crafted exclusively for the jewellery industry.

Multi-Currency Mastery

 Seamlessly manage international transactions with auto currency conversions.

 Record gain or loss automatically based on exchange rate variations.

 Maintain country-wise ledgers for global operations and branches.

Intelligent Global Tax Automation

 Handle GST, VAT, TDS, WHT, and regional tax laws effortlessly.

 Automatically apply correct tax rates based on product, location, or customer type.
  Generate audit-ready, country-specific tax ledgers and summaries.

Real-Time Profit & Loss Statement

 Instantly view profitability by product, store, or customer.

 Analyze gross and net margins with live cost vs. revenue tracking.

 Compare performance by period, branch, or sales channel for smarter decisions.

Dynamic Trial Balance

 View live debit and credit totals across every account category.

 Drill down from summary to individual voucher or journal entry.

 Instantly identify unbalanced entries or reconciliation mismatches.

On-Demand Balance Sheet

 Generate accurate balance sheets anytime — for audits or investors.

 Automatically adjust closing values of assets, liabilities, and equity.

 Compare balance sheets across dates, branches, or fiscal years.

Complete Tax Reporting Suite

 Auto-generate GST, VAT, TDS, and WHT reports by country or branch.

 Simplify filing with pre-formatted reports for auditors and consultants.

 Maintain historical tax data for cross-year analysis and compliance checks.

One-Click Bank Reconciliation

 Match ERP entries with bank statements in seconds.

 Identify mismatched or duplicate transactions automatically.

 Generate reconciliation reports with closing balances and notes.

Fully Integrated with Core Operations

 Syncs automatically with Sales, Purchase, Inventory, Payroll, and Job Work.

 Ensures no duplicate data entry or manual re-posting.

 Keeps finance updated in real time with every operational movement.

Cash Flow & Fund Flow Dashboards

 Visualize cash inflow, outflow, and available funds instantly.

 Track investment movements and liquidity positions daily.

 Forecast upcoming cash requirements based on payment schedules.

Branded, Exportable Reports

 Export polished reports in PDF, Excel, or branded letterhead format.

  Share auto-generated statements directly with management or auditors.

 Maintain uniform reporting formats across all branches and regions.

Audit-Ready at All Times

 Every entry, edit, and approval is tracked with timestamps.

 Maintain complete transparency for internal and external audits.

 Ensure compliance with international accounting standards (IFRS, GAAP).

Smart Budgeting & Spend Controls

 Define expense budgets for departments, projects, or stores.

 Track live budget utilization and prevent overspending.

 Generate deviation reports for management review and corrective action.

Secure, Role-Based Access

 Restrict sensitive financial data to authorized personnel only.

 Customize access for accountants, auditors, CFOs, or owners.

 Maintain user activity logs for accountability and data protection.

Customer Relationship Management (CRM)

Turn Every Interaction Into a Lifetime Relationship

Know Your Customer Like Never Before

 Maintain rich customer profiles with contact details, preferences, and buying behaviour.

 Record special dates like birthdays, anniversaries, and festivals for personal engagement.

 Segment customers based on spending patterns, style, and jewellery type preferences.

Personalized Selling Experience

 Recommend designs and offers based on purchase history and style interest.

 Deliver tailored collections for weddings, festivals, or gifting occasions.

 Boost conversions with targeted upselling and cross-selling suggestions.

Smart Follow-Ups & Reminders

 Automate reminders for birthdays, renewals, and pending payments.

 Send notifications via SMS, WhatsApp, or email directly from ERP.

 Ensure every lead or existing customer gets timely attention and follow-up.

360° Communication Tracking

 Log every interaction — calls, meetings, and showroom visits — in one place.
  Access conversation history to personalize every customer experience.

 Avoid duplication or missed follow-ups with centralized communication records.

Lead to Loyal Customer Conversion

 Track inquiries from walk-ins, website, and social media in real time.

 Assign leads to sales executives and monitor conversion progress.

 Nurture leads through guided workflows from inquiry to invoice.

Campaigns That Connect

 Run festive, seasonal, or loyalty-based campaigns to boost engagement.

 Target specific customer groups with personalized messages.

 Measure campaign success with response and sales reports.

Loyalty & Reward Programs

 Reward repeat buyers with redeemable points or vouchers.

 Offer exclusive member benefits and priority services.

 Track loyalty balances and redemptions automatically within ERP.

Track Repeat Buying Behaviour

 Identify customers due for repeat purchases or upgrades.

 Predict next likely purchase using buying frequency and product trends.

 Encourage revisits with smart promotional reminders.

Store-Wise & City-Wise Segmentation

 Group customers by branch, region, or city for local targeting.

 Create dynamic segments based on gender, age, or spend range.

 Personalize offers and follow-ups according to each segment.

Real-Time Feedback Collection

 Capture customer feedback at billing or delivery.

 Record product ratings, service reviews, and suggestions.

 Convert negative feedback into service improvement actions.

Sales Executive Performance Insights

 Measure lead conversions, average sales value, and retention by staff.

 Track customer engagement handled by each executive.

 Identify top performers and training needs with performance dashboards.

Integrated with Sales, Billing & E-Commerce

  View complete customer journey — from inquiry to final purchase.

 Synchronize data from online orders, retail counters, and mobile sales.

 Maintain unified customer information across all sales channels.

Because jewellery is not just sold — it’s a relationship built on trust, emotion, and service
excellence.

Human Resource Management (HRM)

Manage People, Payroll, Performance & Policies — All in One Place

Complete Employee Lifecycle Management

 Digitally manage every stage — recruitment, onboarding, transfers, and exit.

 Maintain employee documents, ID proofs, and contracts in a single secure profile.

 Automate confirmation, promotion, and separation processes with audit logs.

Smart Attendance & Shift Monitoring

 Capture real-time attendance using biometric, RFID, or mobile punch-in.

 Manage multiple shifts, rosters, and overtime approvals seamlessly.

 Generate attendance reports linked directly to payroll.

Automated Payroll & Compliance

 Process salaries with automatic PF, ESI, TDS, and statutory deductions.

 Handle bonuses, incentives, arrears, and leave encashment effortlessly.

 Generate payslips instantly and post entries directly into accounts.

Leave, Holidays & Weekly Offs Made Easy

 Automate leave applications, approvals, and balance updates.

 Configure custom leave policies and regional holiday calendars.

 Enable managers to approve from desktop or mobile in one click.

Loan & Advance Tracking

 Record employee loans and advances with EMI auto-deductions.

 Track outstanding amounts and recovery schedules transparently.

 Reflect repayments automatically in salary slips and ledgers.

Expense Reimbursement Management

 Digitize travel, mobile, or business expense claims with receipts.

 Set approval workflows and policy limits for each expense type.
  Auto-credit approved claims in the next payroll cycle.

Goal-Based Performance Reviews

 Define Key Result Areas (KRAs) and measurable objectives.

 Conduct digital appraisals and 360° feedback reviews.

 Reward achievers automatically through incentive linkage.

Skill Development & Training Programs

 Assign training courses and skill modules by department or role.

 Track attendance, completion, and certification progress.

 Maintain training history for performance and compliance audits.

HR Dashboards & Analytics

 View employee strength, attrition, and salary cost by branch.

 Track overtime, absenteeism, and performance in visual charts.

 Gain real-time HR insights for management and planning.

Secure, Role-Based Access Control

 Control visibility of payroll, documents, and personal data.

 Ensure data privacy with encrypted access and audit trails.

 Provide limited access for managers, HR, or department heads.

Multi-Branch & Multi-Location Control

 Manage employees across showrooms, factories, or offices from one ERP.

 Apply location-specific HR policies and payroll configurations.

 Consolidate reports company-wide for management review.

Self-Service Mobile App

 Let employees apply for leave, mark attendance, and view payslips.

 Access shift schedules and HR announcements anytime, anywhere.

 Reduce HR workload with employee self-access to records.

Digital Recruitment & Onboarding

 Manage candidate applications, interviews, and selection digitally.

 Generate offer letters, joining forms, and ID cards in one click.

 Enable new hires to complete onboarding online with zero paperwork.

Internal Messaging & Broadcasts

 Instantly share HR circulars, policy updates, or greetings via ERP or mobile.

  Send shift change alerts, training invites, and event notifications.

 Keep all staff connected and informed across locations.

Your People, Your Power — Manage Them Smartly with HRM Designed for the Jewellery World.

Marketing Management

A Smart, Connected Marketing Engine — Designed for Modern Jewellery Businesses.

From festive campaigns to AI-driven analytics, reach your audience where they are — in-store, online,
or on mobile.

Omnichannel Campaign Management

 Design and deploy campaigns across WhatsApp, SMS, email, website, and showrooms from
one control center.

 Auto-schedule festive and seasonal campaigns (Akshaya Tritiya, Diwali, Valentine’s, etc.).

 Monitor reach, conversions, and ROI with real-time dashboards.

Customer-Centric Engagement

 Build personalized communication journeys for each customer group.

 Automate event-based offers — birthdays, anniversaries, and loyalty milestones.

 Maintain consistent branding and tone across every communication touchpoint.

AI-Powered Targeting & Insights

 Predict customer interests and next likely purchases with machine learning.

 Auto-segment your audience based on lifestyle, value, and purchase behavior.

 Recommend campaign timings, platforms, and budgets for maximum impact.

Loyalty & Retention Marketing

 Integrate loyalty points and membership tiers directly into campaigns.

 Send reward updates, referral bonuses, and redemption offers automatically.

 Track loyalty ROI — identify repeat buyers and high-value segments.

SEO & Search Marketing (SEM)

 Optimize jewellery products with AI-generated keywords and meta tags.

 Integrate Google Ads, Meta, and Shopping Feed for wider reach.

 Track ad spends, conversion ratios, and keyword rankings from one ERP screen.

Digital Catalogue & E-Commerce Promotions

 Share catalogue links directly through WhatsApp, email, or QR codes.

 Sync catalogues with social media and website in real time.

  Track product-level engagement and inquiries from digital campaigns.

Lead Capture & Conversion Funnel

 Capture leads from online ads, social media, exhibitions, or referrals.

 Auto-assign to sales teams with follow-up reminders and scoring.

 Measure end-to-end conversion rates from campaign to billing.

Analytics & Performance Dashboard

 Visualize campaign success — impressions, clicks, leads, and conversions.

 Identify top-performing regions, sales teams, and customer categories.

 Export live marketing reports linked with sales and finance modules.

Referral & Influencer Marketing

 Launch referral programs for customers or influencer partners.

 Track referral leads, conversions, and incentive distribution automatically.

 Boost word-of-mouth visibility with traceable, reward-based engagement.

Budget & ROI Management

 Set marketing budgets and link them to sales outcomes.

 Track every rupee spent on campaigns against resulting revenue.

 Auto-post marketing expenses into finance for transparent P&L impact.

Smart Automation & Personalization Engine

 Auto-trigger campaigns based on real-time events (new product, low stock, top customer
visit).

 Deliver hyper-personalized offers powered by purchase and browsing history.

 Integrate chatbot and email workflows for continuous engagement.

Full ERP Integration

 Unified with CRM, Sales, Inventory, and Finance for 360° visibility.

 Seamlessly transfer marketing leads into CRM and order modules.

 Evaluate marketing impact across revenue, stock movement, and retention.

INTELLIGENCE ENGINE
Dynamic Approvals Setup
 Create intelligent approval workflows:
 - Single, Multi & Parallel Levels
 - Conditional Routing
 - Role/User Based Approvals
 - Works for all modules across ERP

Smart Notifications & Alerts

 Automated alerts for all activities:
 - New, Edit & Delete Actions
 - Time-Based & Day-End Alerts
 - Condition-Based Notifications
 - WhatsApp / Email / In-App Alerts

Custom Fields (Form Personalisation)

 Add unlimited custom fields:
 - Text, Number, Dropdown, Date
 - Mandatory / Optional
 - Visibility & Position Control
 - Report & Form Mapping

Print Format Builder

 Design print formats using drag & drop:
 - Invoice, Receipt, POS, Purchase, Job work
 - Logo, Branding & Layout Customisation
 - QR Codes & Signatures
 - A4, Thermal & POS Slip Formats

Report Builder
 Build customised reports:
 - Column Selection
 - Grouping & Sorting
 - Filters & Conditions
 - Export to PDF / Excel

Centralised Configuration Hub

 Configure all ERP settings in one place:
 - Business Rules
 - Form Behaviours
 - Data Validations
 - Automated Actions

Intelligent Automation
 Smart automation engine:
 - Auto Approvals
 - Auto Notifications
 - Auto Field Updates
 - Auto Document Generation

Enterprise-Grade Security
 Secure and transparent:
 - Permission-Based Access
 - Audit Trails
 - Workflow Logs
 - Event History

Jewellery E-commerce Website Features

ERP & Back-end Integration

1. Integration Process

o Sync Products, Stock, Rates, Wastage %, Making charges from ERP to website in
real-time and customer can add separate for e-commerce.

o Handle separate vouchers (promotional, reward points, gift vouchers).

o Auto-apply reward points at checkout.

o Push back orders, payments, customer details into ERP for accounting & delivery.

🎨 Frontend & User Experience

2. Templates / Custom Website

o Pre-built sample jewellery templates (faster launch).

o Fully customizable design for luxury branding.

3. Luxury UI/UX

o 360° product view + Zoom-in + Video showcase.

o High-resolution product photography.

4. Advanced Search & Filters

o Filters by purity, carat, weight, stone type, price, collection, size, offers.

o AI-driven search suggestions (e.g., "22K bangles under 10g").

5. Product Showcases

o Similar Products, New Arrivals, Best Sellers sections.

o Express delivery tags.

6. Real-time Gold & Diamond Rate

 o API to fetch live bullion rates.

o Dynamic price breakup (Gold Value + Making + Stone + GST).

7. Product Certifications

o Display BIS Hallmark, IGI, GIA certificates.

o Downloadable PDFs.

8. Wishlist, Gift Registry, Sharing

o Save products to wishlist.

o Create gift registries (weddings, birthdays).

o Share via WhatsApp/Social Media.

9. Personalized Recommendations

o AI engine shows personalized collections.

o E.g., “Because you viewed solitaire rings...”

💳 Checkout & Payments

10. Multiple Payment Options

 Cards, UPI, Wallets, Net Banking.

 EMI (credit card/bank).

 Gold saving schemes redemption.

 Reward points + vouchers.

 Digi Gold balance redemption.

11. Secure Shipping & Returns

 Courier integration with insurance.

 Easy return/exchange workflow.

12. E-Vouchers & Gift Cards

 Buy/sell vouchers online.

 Gift cards with custom messages.

13. Ad Management

 Banners, pop-ups, homepage sliders.

 Targeted offers.

14. Live Video Shopping

 Schedule video calls with jewellery experts.

 15. Appointment Booking

 In-store visit booking with time slot.

 In-house visit booking (salesperson to home).

16. AI Chatbot / WhatsApp

 AI-based product assistant.

 WhatsApp support integration.

17. Loyalty Programs

 Points on purchases.

 Membership tiers (Silver, Gold, Platinum).

📦 Backend & Operations

18. ERP & Inventory Integration

 Auto stock sync with ERP.

 Avoid overselling.

19. Order Booking Management

 Track order → dispatch → delivery.

 ERP sync for invoicing.

20. Dynamic Pricing Engine

 Auto-update product pricing with bullion rate.

21. Analytics Dashboard

 Sales trends, abandoned cart, conversion ratio.

22. Fraud Prevention & Security

 PCI-DSS payment compliance.

 OTP for high-value orders.

23. Courier Integration

 Tie-up with Blue Dart, FedEx, etc.

 Live tracking link for customers.

Virtual Try-On (AR Experience) – Key Features

1. 1. Real-Time AR Jewellery Preview

 Virtual try-on using mobile or web camera

 Real-time rendering with accurate jewellery positioning
2. 2. Supported Jewellery Categories

 Rings, bangles, bracelets

 Earrings, necklaces and pendants
 Configurable by collection

3. 3. Accurate Face & Hand Detection

 AI-based face, ear and hand detection

 Natural movement tracking
 Works across lighting conditions

4. 4. True-to-Size Visualization

 Ring and bangle size calibration

 Reduces size-related returns
 Improves customer buying confidence

5. 5. High-Quality 3D Models

 Photorealistic 3D jewellery models

 Accurate metal shine and stone brilliance
 Matches actual product designs

6. 6. Mobile & Web Compatibility

 Works on smartphones, tablets and desktops

 No app installation required
 Optimized for fast performance

7. 7. Product Page Integration

 One-click Try-On option

 Instant design switching
 Visual comparison of designs

8. 8. Screenshot & Sharing

 Capture try-on images

 Share via WhatsApp and social media

9. 9. ERP & Catalogue Alignment

 AR models mapped to ERP SKUs

 Ensures design, weight and variant accuracy

10. 10. Conversion & Engagement Benefits

 Increases product engagement time

 Improves online conversion rates
 Reduces hesitation for high-value purchases
11. Analytics & Insights

 Track most tried-on designs

 Analyze try-on vs purchase conversion
 Understand customer preferences

12. Competitive Advantage

 Premium digital showroom experience

 Positions brand as modern and tech-driven

Digi Gold – Key Features (ERP Integrated)

1. ERP-Integrated Digi Gold Platform

 Works inside Jewellery ERP, not a separate application

 Integrated with live gold rates, customer accounts, ledgers, GST and inventory
 Eliminates reconciliation between digital and physical gold

2. Real-Time Live Gold Rate Linking

 Auto-linked with market gold rates (24K / 22K)

 Real-time buy and sell price updates
 Transparent pricing at transaction time

3. Fractional Gold Purchase

 Purchase gold by rupee value or fractional grams

 Supports small and recurring investments
 Suitable for daily and monthly savings

4. Secure Digital Gold Wallet

 Customer-wise wallet balance

 Complete buy and sell transaction history
 Ledger-backed with full audit trail

5. Physical Jewellery Redemption

 Redeem Digi Gold against jewellery, coins or bars

 Automatic conversion with purity and wastage adjustment
 ERP handles stock and invoicing automatically

6. Digi Gold Buyback & Sell Option

 Sell Digi Gold anytime at live market rate

 Instant credit to wallet or advance balance
 Approval-controlled through ERP

7. Compliance & Regulatory Control

  PAN capture for high-value transactions
 GST handling during redemption
 Complete compliance audit trail

8. Accounting & Settlement Automation

 Automatic Digi Gold liability accounting

 Auto adjustment during redemption
 Integrated with finance and GST modules

9. Digi Gold Analytics & Reports

 Holdings versus liability analysis

 Customer-wise investment reports
 Redemption and accumulation trend insights

10. Customer Engagement & Trust Features

 Transaction confirmations and receipts

 Downloadable Digi Gold statements
 Brand-backed gold assurance

11. Competitive Advantage

 Jewellery-first Digi Gold model

 Direct conversion into own jewellery stock
 Higher customer retention and repeat visits

EMA (Easy Monthly Advance) – Jewellery Scheme Website Features

1. Home Page

 Display scheme types: Monthly Instalment, Gold Weight Plan, Advance Booking
 Live bullion rates display
 Enroll Now and Pay Online call-to-action buttons

2. Customer Portal

 Aadhaar + OTP based KYC

 Digital passbook with complete transaction history
 Nominee management
 Family account linking with multiple members under one login

3. Payments

 Multiple payment modes: UPI, Net Banking, Wallets, Auto-debit

 Instant receipts and e-certificates
 Automated payment reminders

4. Scheme Dashboard
  Paid, pending and maturity overview
 Maturity value calculator
 Redemption options: Jewellery, Gold Weight, Vouchers
 Gold rate lock-in option

5. Notifications & Alerts

 Due date reminders

 Maturity alerts
 Festival bonus notifications

6. Customer Support

 AI chatbot support
 WhatsApp integration
 Branch locator
 FAQs with tutorials

7. Admin Panel

 Scheme master setup (Value-based / Weight-based)

 Customer management
 Payment and redemption management

Sioniq Pilot App – Key Features

1. Approvals

 Mobile-based approvals for discounts, estimations, orders, credits and collections

 Real-time approval notifications to managers and owners
 Approval history with date, time and user audit trail
 Faster decision-making without office dependency

2. Estimations

 Create jewellery estimations on the go

 Live gold rate, wastage and making charge calculation
 Share estimates instantly via WhatsApp, SMS or Email
 Convert estimation directly into order or sale

3. Doorstep Collection

 Capture collections for cash, UPI, cheque or digital payments

 Customer-wise outstanding and receipt mapping
 Geo-location and time-stamp tracking for collection staff
 Automatic sync with ERP accounts and customer ledger

4. HRM

 Employee attendance with manual or geo-based tracking

  Leave request and approval management
 Employee performance and productivity tracking
 Sales staff activity visibility

5. CRM

 Centralized customer profiles with purchase history

 Follow-up reminders and visit tracking
 Birthday, anniversary and offer notifications
 Customer interaction notes for sales teams

6. Credit Collection

 Credit outstanding visibility for customers and B2B parties

 Due date tracking and payment reminders
 Partial payment and settlement recording
 Automatic receivable updates in ERP

7. B2B Operations

 B2B order entry and approvals

 Credit limit and outstanding tracking
 Invoice viewing and payment status
 Dealer and distributor interaction management

8. Reports & Dashboards

 Sales, collection and credit summary reports

 Employee-wise performance dashboards
 Daily activity and productivity reports
 Real-time insights for owners and managers

9. Real-Time ERP Synchronization

 Instant sync with ERP for sales, collections, approvals and HR data
 Online and auto-sync capability
 No duplication or manual reconciliation

10. Security & Control

 Role-based access control

 Mobile-level user permissions
 Secure data transmission
 Complete activity and audit logs

Customer Apps – Key Features

1. E-Commerce

 Browse jewellery by category, collection, occasion and price

  Live gold and diamond rate–based pricing
 Detailed product view with weight, purity, stone details and certifications
 Wishlist, sharing and personalized recommendations
 Secure checkout with multiple payment options
 Order tracking, returns and exchange requests

2. Jewellery Schemes (EMA / Savings Plans)

 Enroll in monthly instalment or gold weight schemes

 Digital passbook with payment history
 Online payments with auto reminders
 Maturity calculator and redemption options
 Redeem into jewellery, gold weight or vouchers
 Scheme status, due dates and bonus notifications

3. Digi Gold

 Buy gold in rupee value or fractional grams

 Live gold rate buy and sell option
 Secure Digi Gold wallet with balance tracking
 Convert Digi Gold into jewellery or coins
 Complete transaction history and statements
 ERP-linked accounting and compliance

4. OMS (Order Management System)

 View and track all customer orders in one place

 Order status tracking from booking to delivery
 Invoice and payment history access
 Partial delivery and back-order visibility
 Notifications for every order movement

5. Bullion Trade

 Live bullion rate display

 Buy and sell gold and silver digitally
 Rate lock and advance booking support
 Transaction history and confirmations
 Ledger-linked settlements and transparency

6. Marketplace

 Access multiple jewellery collections and sellers

 Verified sellers with certified products
 Compare designs, prices and delivery timelines
 Unified checkout and order tracking
 Ratings, reviews and trust badges

7. Customer Profile & Account

  Single customer login across all services
 Profile and KYC detail management
 Address and delivery location management
 Optional family account linking

8. Payments & Wallet

 UPI, Cards, Net Banking and Wallet payments

 Reward points and voucher redemption
 Use Digi Gold and scheme balances
 Secure transaction confirmations

9. Notifications & Engagement

 Order, scheme and Digi Gold alerts

 Due dates, maturity and rate notifications
 Festival offers and exclusive promotions
 WhatsApp and in-app notifications

10. Support & Assistance

 In-app help and FAQs

 AI chatbot assistance
 WhatsApp customer support
 Branch locator and contact details

11. Security & Trust

 Secure login and data encryption

 Complete transaction audit history
 Compliance-ready customer records
 High trust for high-value jewellery transactions