The stock book becomes a product record
Keep the piece’s reference, attributes, price and location together. Use quantities for repeat lines and individual records for one-off jewellery and watches.
For jewellers moving from paper and spreadsheets
You know your shop.Let the records catch up.
Move your stock book, repair records and spreadsheets into a system your team can use together. We help prepare the records and train your staff before the changeover.
Start with a piece you already know.
Choose a watch or ring from your stock book. Find its reference, purchase details, price and location in Stockbox, then work through a sale or repair with our team.
- Use examples from your working day
- Agree which existing records to prepare
- Practise in a demo store before the live move
Give familiar records a place your team can find.
The repair envelope gains a history
Record condition notes and photographs at booking. Follow the job’s location, status and updates, then capture the customer’s signature at collection.
The buying agreement stays with the purchase
Keep seller details, payment records, supporting documents and signatures with the buy-in. Print the agreement when you need a paper copy.
A sale you can look back at
Record the customer, items, agreed prices and payment methods together. Keep the receipt with the transaction for the next customer conversation.
A first move, with people alongside you.
Show us your records
Bring the stock book, spreadsheets and a typical repair envelope. We agree the first tasks you want to improve.
Prepare what matters
Agree the stock and open work to bring across. We scope spreadsheet preparation and any manual entry your paper records need.
Check and practise
Review sample records in a test setup. Train your team on finding stock, recording a sale and following a repair.
Choose the changeover
Agree the final stock check, timing and where older records will remain accessible. Launch with personal support.
You do not have to learn it on your own.
Our jewellers and watch dealers help your team learn the daily tasks using pieces and jobs they recognise.
A small team has made the move
James Ross Jewellers replaced paper records with Stockbox and made its first online sale four weeks after its website launched.
Read the James Ross storyHands-on help, then independence
CLB Jewellers got training around shop hours and 50 items photographed and catalogued for launch. Their team now handles the work themselves.
Read the CLB Jewellers storyWe agree your setup, data preparation and any additional services before you commit. See Stockbox packages
Questions about going digital
Do we have to digitise every old stock book?
We agree the scope with you. Current stock and open work are sensible starting points; older books may remain as an archive. Decide what needs entering and how your team will find the remaining history.
Can you import our spreadsheets?
We review the columns and records, prepare the agreed data and test how it maps into Stockbox. Your team checks sample references, descriptions, prices and quantities before launch.
Can Stockbox read handwritten records automatically?
We plan the preparation and manual entry needed for paper records; automatic handwriting conversion is not part of the move described here. Any data-entry service is scoped with you in advance.
Can we still print paperwork?
Yes. Stockbox supports printable buying agreements, sales receipts and repair paperwork. You can also print location stock lists for a physical stock check.
Do we need to launch a website at the same time?
We agree the scope and sequence around your priorities. Tell us whether the first concern is stock, sales or repairs, and we will explain the appropriate package and when online selling could fit.
Will we need to stop trading during the move?
Preparation and training take place before the agreed launch. We plan the final data update and any changeover window with you, based on how your shop currently works.
See Stockbox in your shop
We’ll visit your shop, show you Stockbox and give your team a month’s free demo-store access.
Prefer to speak to us first?
020 4629 3701
For UK jewellers. Live setup and any additional services are agreed separately.
Arrange a Shop Visit
Tell us which records you keep on paper or in spreadsheets. Required fields are marked *.