Start with an identifiable piece.
The buying desk connects a customer and an item before saving an estimate. Basic records include the item name, notes, category, hallmark or karat, gross weight and non-metal deduction. Store context keeps the work attached to the shop doing it.
For a ring with stones, the deduction matters. Gross weight belongs to the whole piece; the metal calculation should use the weight attributed to the alloy. A deduction is an estimate of non-metal weight, not a diamond valuation.
Keep the details of each part.
Open a piece from Inventory to record its metal portions, stone groups and inspection evidence. Metal weights are in grams. Stone weight is the total carats for the whole group; the quantity field does not multiply it again.
Record observed marks and purity, stone identity, shape, color, clarity and treatment as known. Leave uncertain facts unknown. A laboratory name or certificate reference records the information you entered; it does not verify a certificate or establish authenticity.
Reconcile the weights.
The record converts total stone carats to grams and adds the known metal and other weights. It rejects a known total above the observed gross weight. Missing weights stay incomplete, and any unallocated weight remains visible.
Keep the source with the observation.
Record a test method, result, date, source and certificate reference against a component or the whole item. This release records text references; it does not upload photos or certificate files.
Save a revision you can return to.
Each save records who entered it and when. Revision conflicts preserve your draft for review. A new saved estimate keeps the inspection revision that existed at that time, even if the live item is inspected again later.
Three numbers. Three different jobs.
| Number | What it tells you | What it does not establish |
|---|---|---|
| Metal value | The fine-metal content priced using the selected quote. | Retail desirability or the value of the stones. |
| Modeled resale lane | A formula-based reference derived from the current calculation. | An appraisal, authenticated market comparable or a guaranteed selling price. |
| Buying price | The amount generated by the offer assumptions. | Your final margin after repair, selling fees, returns and holding costs. |
Bring the costs you actually incur. A bent shank, missing stone or slow-moving style can change your decision without changing the gold content.
Walk through an estate-jewelry intake.
Create the customer and item.
Give the piece a useful name. Record visible marks, condition and the reason for any deduction.
Check the metal calculation.
Confirm grams, the purity fraction and the XAU quote’s source and age. Do not apply a gold quote to a different metal.
Save the estimate.
A neutral estimate records a calculation without creating a contract, moving cash or adding a purchase to available stock.
Review the resale work.
Decide whether the piece needs repair, specialist authentication or a separate stone appraisal before setting a retail plan.
Try a stone-set ring in the browser preview. The example makes the deduction visible without presenting it as a live purchase.
The rest of a jewelry shop matters, too.
Repairs, custom jobs, consignment, layaway and online listings need their own records, permissions and accounting. Troctolite does not yet offer complete production workflows for those areas.
If one of them is essential to your shop, include it in the evaluation from the start. See the Bravo comparison for the broader established capabilities being benchmarked.