Jewely HBJO Training

Jewely HBJO ERP Training

Enable jewelry store teams to be able to carry out daily operations related to the store's cash register activity

• General presentation:
  – Introduction to Jewely ERP and its HBJO business environment
  – Navigation in the interface: menus, filters, quick search
  – Organization of modules and logic of information circulation

• Basic settings:
  – Creation and management of product sheets (jewelry, watches, stones, precious metals)
  – Configuration of families, subfamilies, collections and brands
  – Setting up taxes (VAT), margins, prices and promotions
  – User management and access rights according to profiles

• Inventory management:
  – Reception and monitoring of supplier entrustments
  – Stock movements: entries, exits, adjustments
  – Reservations, partial and global inventories
  – Regulatory monitoring: register of precious metals and
  – DEB (declaration of exchange of goods)

• Sales Management:
  – Creation and monitoring of quotes, orders and customer invoices
  – Collections: cash, cards, transfers, gift vouchers, credit notes
  – Daily cash closing and associated reports
  – Management of discounts and promotional operations

• Customer management:
  – Creation and monitoring of customer files: contact details, preferences, purchase history
  – Management of loyalty cards, vouchers and gift certificates
  – Monitoring customer relations: birthdays, targeted communications
  – Analysis of purchasing behavior and segmentation

• Transfers between points of sale:
  – Organization of internal stock transfers
  – Monitoring and validation of shipments and receipts
  – Management of discrepancies and control of inter-store movements

• After-sales service (SAV):
  – Recording and monitoring of repairs (internal or suppliers)
  – Management of custom creations and personalizations
  – Monitoring of deadlines and notifications to the client
  – Invoicing and closing of after-sales service files

• Exports and reports:
  – Generation of accounting and financial exports
  – Regulatory reports (NF525, police book, DEB)
  – Commercial and analytical dashboards: turnover, margins, sales by product type, brand or seller
  – Exports to Excel/CSV for additional analysis