# Jewelry store go-live checklist

> Everything a jewelry store should check before the first sale, from karat and weight fields and prices to tag numbers, warranties, layaway and repairs.

Source: https://docs.smartposhub.com/business-types/jewelry/checklist/  
Last updated: 2026-10-30  
Product: SmartPOS Hub (https://smartposhub.com)

## Showroom setup

- [ ] Showroom location, receipt details and invoice numbering ([step 1](https://docs.smartposhub.com/business-types/jewelry/step-1-showroom-and-modules/)).
- [ ] **Order options & personalisation** and **Repair module** switched on (if in your plan).
- [ ] Categories, brands, warranties and the **Gram** unit added.
- [ ] Custom payment labels (for example Old gold exchange) set and enabled on the location.
- [ ] Staff logins and restricted roles in **User Management › Roles**.

## Pieces

- [ ] **Jewellery** product fields imported and attached; metal, karat and weight filled in ([step 2](https://docs.smartposhub.com/business-types/jewelry/step-2-weight-karat-product-fields/)).
- [ ] Pricing method chosen; **no piece left at price 0**; purchase prices entered ([step 3](https://docs.smartposhub.com/business-types/jewelry/step-3-prices-and-making-charges/)).
- [ ] **Making charge** service product added (if you bill it separately).
- [ ] **Enable Product description, IMEI or Serial Number** on every tagged piece; warranties attached ([step 4](https://docs.smartposhub.com/business-types/jewelry/step-4-serials-certificates-and-warranties/)).
- [ ] **Jewellery invoice** layout imported and set for the location, with **Show sale description**.
- [ ] Opening stock entered; tags printed.

## Orders, payments and repairs

- [ ] **Custom ring** and **Engraving** forms imported, prices adjusted and attached ([step 5](https://docs.smartposhub.com/business-types/jewelry/step-5-custom-orders-and-engraving/)).
- [ ] Layaway routine agreed: deposit, note, layaway drawer, instalments ([step 6](https://docs.smartposhub.com/business-types/jewelry/step-6-part-payments-and-layaway/)).
- [ ] Repair categories, statuses, terms and repair services set ([step 7](https://docs.smartposhub.com/business-types/jewelry/step-7-repairs/)).
- [ ] Test sale, custom order, instalment and repair done and checked.

## Team

- [ ] Floor staff and goldsmiths have the SmartPOS Business app from [Google Play](https://play.google.com/store/apps/details?id=com.smartposhub.business) if they use it.
- [ ] Owner and manager logins use two-step sign-in ([account security](https://docs.smartposhub.com/modules/account-security/)).
- [ ] Someone owns the daily price update and the closing count ([daily operations](https://docs.smartposhub.com/business-types/jewelry/daily-operations/)).

  - [General go-live checklist](https://docs.smartposhub.com/start/go-live-checklist/)
  - [Contact support](https://smartposhub.com/contact/)

## Frequently asked questions

### What should I test before the first customer?

A sale with a tag number and warranty printed on the jewelry invoice, a custom ring order with a deposit, an instalment added to it, and a repair job sheet converted to an invoice.

### Which permissions matter most?

Editing prices, giving discounts, returns and stock adjustments. Keep them for managers.

### Can I go live without the online store?

Yes. Many jewelers start in the showroom and add the online store later for selected pieces.

### How do I make sure no piece is missing details?

Make Metal weight and Karat / purity required in the Jewellery field group, and check the Specifications of a few pieces in each category.