User guide

 Overview

 It is specifically designed for jewellery retailers, wholesalers, and showrooms to streamline sales, inventory, billing, and customer management from one unified platform.


     Key Characteristics     

  • Managing Customers 

    •  Keep a central database of all of your customers. 

    •  Keep track of preferences, purchase history, and contact information. 

    •  Track enquiries, quotations, and sales per customer.

  • Quotation and Enquiry Tracking 

    •  Create, manage, and convert enquiries into quotations easily.

    •   Utilize the built-in email templates to send quotations.

    •   Keep an eye on the status of quotes and conversion rates.     

  • Sales & Invoicing

    •   Make invoices that are tax-compliant (including GST). 

    •  Automate billing calculations with wastage, making charges, and discounts.

    •   Print or email invoices directly from the app.

  •   Managing Inventory 

    •  Manage real-time stock for gold, diamond, silver, and platinum items.

    •   Get immediate notifications about low stock and when to restock.

    •   Accurately record the weight, purity, category, and quantity of the item. 

    •  Control transfers between locations or branches.     

  • Reports & Dashboards

    •   Get visual insights into sales, revenue, and customer activity.

    •   Keep an eye on the best products and sales staff. 

    •  You can search for specific reports by date, product, or branch. 

    •  Export data for use in audits or external accounting.      

    • Access Based on Role and Branch 

    •  Manage multiple stores from a single dashboard.

    •   Give permissions to users according to their roles (Administrator, Manager, Sales, Inventory Staff). 

    •  Administrators retain full control while each branch can view its own records. 

    How It Works

  • Increase in Customers:  Complete customer records with information like name, contact information, preferences, etc. 

  • Keep Track of Queries:   Capture customer requirements like the kind of product, price range, and specifications. 

  • Make Estimates:   Utilize the app to generate and distribute professional quotations. 

  • Convert to Invoice: When the customer confirms, convert the quotation into an invoice automatically.

  •  Manage the Inventory:  Update stock in real time; sales adjust inventory levels automatically.

  •  Record and Examine:  View top-selling designs, pending quotations, and performance metrics through dashboards. 

Benefits

  •  Simplifies jewellery sales and operations.

  • Reduces manual errors and duplicate data. 

  • Enhances customer satisfaction through quick response and accurate billing.

  • Saves time with automation and integrated reporting.

  • Provides real-time visibility across all branches.

Security & Data Privacy

  • Built on Zoho Creator’s secure cloud infrastructure.

  • Supports role-based access, audit logs, and data encryption.

  • Regular automatic backups ensure your data remains safe and recoverable.

Support


Developer: IBU Infotech

Email: contact@ibuinfotech.in

Phone: +918667368695.

Website: www.ibuinfotech.in

Support Hours: Monday to Saturday, 10:00 AM – 6:00 PM IST

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