Training

Train your teams to Jewely Retail ERP.

Give your teams the means to master all the daily operations of the jewelry store: cash register, stock, customers, after-sales service… with expert trainers in the HBJO industry.

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The objective

To enable the teams of a jewelry store to independently carry out the daily operations related to the activity of the store: from the cash register to the stock, from sales to customers, to after-sales service.

The program

Eight modules, from configuration to analysis, for a complete understanding of Jewely Retail.

General presentation

  • Introduction to the Jewely ERP and its HBJO business environment
  • Interface navigation: menus, filters, quick search
  • Organization of modules and logic of information flow

Basic parameters

  • Creation and management of product sheets (jewelry, watches, stones, precious metals)
  • Families, subfamilies, collections and brands
  • Taxes (VAT), margins, prices and promotions
  • Users and access rights according to profiles

Inventory management

  • Receiving and tracking supplier consignments
  • Stock movements: entries, exits, adjustments
  • Reservations, partial and complete inventories
  • Regulatory monitoring: precious metals register and DEB

Sales Management

  • Quotes, customer orders and invoices
  • Payment methods: cash, cards, bank transfers, gift vouchers, credit notes
  • Discounts and promotional offers
  • Product return
  • Generation of having
  • Tax refund

Customer management

  • Customer records: contact details, preferences, purchase history
  • Loyalty cards, vouchers and gift certificates
  • Customer relations: birthdays, targeted communications
  • Analysis of purchasing behavior and segmentation

Transfers between points of sale

  • Organization of internal stock transfers
  • Tracking and validation of shipments and receipts
  • Discrepancy management and inter-store movement control

After-sales service (ASS)

  • Recording and tracking of repairs (internal or from suppliers)
  • Custom creations and personalizations
  • Monitoring deadlines and notifying the client
  • Invoicing and closing of after-sales service files

Exports and reports

  • Accounting and financial exports
  • Regulatory reports: police logbook, DEB
  • Dashboards: Revenue, margins, sales by product, brand or vendor
  • Exports to Excel/CSV for further analysis

Practical information

Terms and conditions related to training

Target audienceEmployees and managers of jewellers, watchmakers, goldsmiths.
PrerequisitesHBJO industry knowledge, basic computer skills.
Regulatory obligationNone.
DurationSee the convention.
Number of participantsSee the convention.
PlaceSee the convention.

Profiles of the participants

Expert trainers in the field, with knowledge of regulatory constraints and experience in the deployment and use of the Jewely ERP.

Resources technical and pedagogical

  • Theoretical contributions
  • Exchange of experience
  • Scenario
  • Concrete examples

Monitoring of assessments

  • Attendance sheet
  • Jewely Retail User Manual
  • Training materials
  • Skills assessments
  • Individualized training certificate

Accessibility

For trainees with disabilities, please contact our training department to check the adaptability of our training to your disability.

Contact us to get a proposal tailored to your needs:

[email protected]