Dia Spark

Jewel - Overview
Architecture
Features
 Integrated manufacturing and accounting modules to cater to all functions of jewelry

business
 Modular approach to maximize productivity and control
 User friendly Graphical User Interface (GUI) with complete mouse and keyboard support
 Available in both, network and standalone versions
 Multiple security levels to protect data from unauthorized access
 Developed using Power Builder and Microsoft SQL Server 2000
 Client / Server Architecture
If you ever felt the need to have access to the minutest details about your jewelry business within
a matter of seconds you need not look further than Diaspark Jewel.
Diaspark Jewel is the complete software solution for the unique business processes and needs of
the jewelry industry .It takes care of operations ranging from sales, purchase, manufacturing,
return & repair, transactions with contractors, style, imaging and similar operations which are of
importance to a jewelry manufacturer. It comprises of modules, some of which are specific to the
jewelry manufacturing process and the rest are related to general accounting functions.
Being veterans in this sector (more than 40 installations to our credit) for close to a decade we
recognize the special needs of the jewelry industry and have incorporated them in to this business
solution. On account of the installations at the leading jewelry manufacturers in the world,
including Rosy Blue Inc. you will not only get the benefit of adopting the best practices followed
by these leading lights, but also retain the option of customizing the modules to suit your unique
business needs.
An organization implementing the Diaspark Jewel can realize its return on investment owing to
faster turnaround times, reduction in inventory and better management of contractor related
activities.
This software records transactions and generates concise & tailor made reports which not only
give an accurate view of the present business situation but also help in making informed choices
about the future course of action.
Jewel - Sales Order & Invoicing

This module is used to prepare / generate documents like quotations, orders, invoices, credit invoices,
memos, memo returns, export invoices and in a nutshell process the order received. Owing to its
interface with the inventory and accounts receivable all sales orders received from a client will find
corresponding entries / changes in these modules like a reduction in available inventory and in an
increase in the amounts to be collected from customers.
Tracking systems have been made available to monitor the status of customers corresponding to each
salesperson. A list of predefined comments is also provided available for use in printed documents
like quotations, sales orders and invoices. Ready formats are available for generation of detailed as
well as summary reports.
Module Highlights
 Auto calculation of the sales tax, insurance and discount rates

 Provision to set price levels & payment terms for each customer as well as for customer
categories
 Provides automatic indication when a variant price level is entered for a customer
 Provision to hold transactions for a customer category or a customer if need arises
 Customer categories can be set up to avoid repetition
 Facilitates addition of new customers and inventory items while making entries in sales order
Set ups
To avoid repetition of commonly used data and to enable faster preparation of sales related documents
the module has a “Set-up facility” that provides for:
 Customer Category
Defining a “customer category” so that customers that have similar requirements and are
applicable for similar discounts can be grouped together in this screen. This also stores details
about the number of days permissible for credit to this category along with any special terms if
applicable.
 Customer
The customer can be defined here with the association of its ID can be generated. This Id stays
unique to that particular customer. Related details like the contact person and the customers
telephone number and address can be stored. This is useful in other modules like stages like
“packing” & receivables wherein the documents like labels, invoices, receipts would require
these details to print alongside the other details.
 Payment Terms
Each individual payment term can be related to a unique ID. This ensures that while
preparation of the invoice the user does not have to type out the terms again, since he has to
just pick the appropriate “payment term” from the ones entered earlier in this feature.
 Message
The standard messages that may need to be sent along with the documents can be entered
using this screen. Similar to the above features each message has a different ID and any
message can be inserted from here in any document as long as it has been entered initially
using these screens.
 Ship Via
This contains a list of the mode of shipment to be used for delivery of the consignment to the
customers.
 Salesperson
The entire list of salespeople in the organization along with their commission structures and
contact details can be made available via these screens.
 Customer Special Price
Some customers may be eligible for a special price on certain items .The set for this contains
the special prices for each items related to each customer. This feature is particularly useful
when the invoice is the prepared for a customer for this special price. In that case the system
will automatically pick up the right (special price for this item) based on the details entered.
 Item Synonym
Few items may have a commonly used synonyms associated with them. Users may sometimes
use these synonyms on account of their frequent usage in the industry. This facility enables
users to use these terms since the system would recognize the actual linked terminology that
has been entered into the system.
Transactions
All day-to-day sales related transactions are recorded using this “Transaction” feature. By its very
name, it indicates that a user will need to use it “to transact” within departments or with entities
external to the organization.
 Sales Quotation
Using this feature quotations that need to be sent to clients can be prepared within a matter of
minutes. The system already has a list of items, styles and the corresponding prices that have
been “set up” earlier. Using this feature making a quotation is an easier & more accurate
process since details do not have to be manually entered or prices do not need to be manually
calculated. The system takes care of the calculations according to the quantity being quoted for
and the description of the items.
 Sales Order
This screen is used to record the details of the sales orders received. The sales order details are
entered corresponding to the invoices given to customers .In this simple & easy to use screen,
we have made provisions for viewing the general ledger & the invoice directly via links in the
same screen. The user avoids going to another module and unnecessarily opening multiple
screens simultaneously
 Sales Invoice
Invoices are prepared using the details entered earlier like the contact address, item type,
corresponding prices of those items and the applicable discounts. The system automatically
picks up the relevant details about price calculations from the data available in the set up
modules.
 Sales Credit Invoice
 Sales memo
When goods are given to customers with the understanding that they will be invoiced / billed
if they are re-sold to other clients, in such a case they would be sent on “memo”. This can be
recorded and a memo can be raised using this screen provided.
 Sales memo Return
Clients sometimes return items that have been sold via by memo, if the entire quantity of
goods is not sold. These returns can be facilitated and the corresponding changes in inventory
and related accounts can be transacted using his screen.
 Sales order Edit
At times, details of sales orders received need to be edited to incorporate additions, deletions
suggested by clients. This screen enables a user to record these changes and since this is lined
with the related modules like inventory and accounts these changes are directly reflected in the
modules.
 Sales order quantity change
The customer that has placed the order may want to change the order quantity. This change
can be incorporated in the system by using this screen
 Make Transaction View Only

To ensure that no further modifications are made to the sales orders, and other related
documents. This can be done for a transaction or a range of transactions or a range of
transactions.
Reports
 Sales Order Register

This report generates a detailed list of the sales orders received for a range of dates, i.e. for a
week, day or month etc .The report clearly shows the tally of the item quantity ordered and the
order value summary.
 Sales Invoice Register
This would display the total number of invoices received for a given range or accounting
period.
 Sales Memo Register
A report of goods sold on memo basis is obtained here. This summarizes the total number of
memos issued along with the summation of price and quantity. This report cab be obtained for
a range of value or accounting period
 Sales Memo Return Register
This report would give the management an insight into the total number of returns in a day, or
in a particular period, along with the quantity and total value. This report would help the
management pin point the items being returned frequently, or ascertain the customers whom
they would need to be extra cautious about quality. This report would help to calculate the
value of the goods returned .
 Sales Memo Return (Open) Register
This would give details similar to those of the sales memo register, except that the details are
generated for open memos
 Open sales Order Report
This gives a summary of the open orders received with respect to item type and value of the
open orders. Changing the parameters like customer type, casting, stone, salesperson &
transaction date can customize this report. This gives the management a tool to analyze the
various aspects of open sales orders generated.
 Open Sales Memo Aging Report
This report would give the management the status of payments due & the duration since when
they are due (referred to as aging).It segregates the payments due into various sections like
:less than 90 days, between 90-270 days , more than 360 days etc .This will help the
management to know at a glance which customers would require a greater follow up & will
also help them to set revised terms and conditions for some customers.
 Sales Order Status Report
This report would give the completion status of an order. It may be quite possible that the
ordered quantity for a particular quantity may differ from the invoice quantity. This report
would help the management spot this and take corrective action.
 Sales Analysis Reports
This would provide you an analysis of the average price of an item sold. Depending on the
specific terms and conditions of the sale it may happen that the price of the item sold varies
from customer to customer. The sales analysis report would give the average rate for a
particular item over a range of values
 Sales Summary by Item / Lot- Sublot
This would give a summary of the sales that have been made with respect to each item , each
lot & sub lot .This would enable the, management to analyze which items are getting them
greater business and help the focus more on those.
 Sales Summary by Category / Lot#
Similar to the above report, it would give a sales summary with analysis of an entire category
of items.
 Sales Summary by Lot Group
It gives the total number of sales obtained from a particular lot group
 Sales Summary by Customer
This would help to identify the higher value customers and also help in segregating them into
categories based on the relative value they bring to the organization.
 Sales Summary by A/C period
Would help to compare the sales made in a given accounting period with those in another
one .Its very useful to get the values of goods & compare monthly sales of previous years.
This would help to spot trends & help predict jumps in business.
 Sales Register by Sales person
This would give a complete list of salespeople with their corresponding sales made , with
values and items sold .
 Profitability Report
This would give the management an insight into their profitability taking into consideration
the cost of production. This can be obtained item wise, accounting period wise etc.
Jewel - Salesperson
Salesperson module is useful to record information about the financial aspect of a salesperson’s
performance especially with respect to the commission payable, collectibles, cash collected,
customers serviced etc.
This can be used to record and compute incentives & remuneration due to salespeople.
Module Highlights
 Has a provision to record details of sales orders, invoices & linked commissions against
those invoices
 Facility to record credit sales and calculate commissions
 Reports like salesperson register; commission payable, collectibles, and cash collected
statements can be obtained for a user-defined range of values. These are useful for
performance analysis as well as to give an accurate picture of earnings to salespeople
Setup
 Salesperson
This is used to maintain a database of salespeople in the organization. Their contact
details and more importantly their commission structure and slabs are entered here in
order to automate the process of calculating their commission structure.
This is used to set up and define the customer categories. Their links to the accounts in
the GL modules is also defined here. For example: wholesalers can be a customer
category and all wholesalers can be listed under this one.
 Customer
Customer details are entered here alongwith their address, terms, discounts applicable
for each, messages tom be printed on the documents to be given to them. These details
once entered facilitate the transactions with these customers.
Transactions
 Sales Order
The purchase orders received from the customer after they have approved the quotation
are converted into sales orders for the organization. The details of these sales orders are
entered into these tabs provided Details covered are style, item ID and salesperson ID.
 Invoice Commission
This is used to calculate the commission of the salesperson based on the invoice values
that have been raised. Once the invoice values have been determined and the details of
the commission percentages due to the salesperson have been entered in the set up
feature the commissions due to the salespersons will be calculated automatically.
 Credit Commission
This calculates the commission due on credit sales made. The screens and methodology
for the above are the same as the ones available for the “Invoice Commission section”.
 Calculate Commission
This calculates and posts the commissions payable for a given accounting period.
Reports
 Salesperson Register
This gives a list of the sales people with the sales made by them & also the
corresponding quantities and invoice values raised.
 Commission Report
This gives the summary and details of commission payable over a period of time .The
report would give customer wise details alongwith the total amounts and commissions
payable.
 Aging Report
This report gives the aging analysis, like the number of days it takes to collect payments
from clients .It will give a break up of amounts to be collected that have elapsed
between 30 days, 30-60 days, 60- 90 days and above.
 Cash Receipt Report
This gives the amounts received over a period of time for a period of time and also for a
set of customers. Amounts received and collectible are also viewed with respect to
customer.
 Customer Statement
This will give a history of transactions that have taken place with a client .It will give a
list of debits and credits that are against each client and the salesperson related to each
one.
Jewel - Casting & Style Inventory

Casting & Style Inventory module is at the heart of casting and style control. It can optimise
stock levels in line with demand and help forecast trends. This would lead to a reduction in
stocking costs, and improve buying and production decisions.
It is interfaced with Sales Order & Invoicing as well as Purchase Order & Invoicing to ensure
seamless flow of information across these functions.
Module Highlights
 Provision for allocating multiple vendors for an item

 Interfaced with the sales order and purchase order modules
 Adjustment entries can be recorded directly in the receipt and issue forms
 Unique transfer option for exchange of stock between one or more items
 Reports like Receipts, Transfers, and Adjustment Registers for complete information
about the inventory can be printed Stock level reports like Reorder Level and Negative
Stock Statement for analysis can be generated
 A provision is made to setup item categories and items, record receipts, manage issues,
transfers and adjustment entries in a unique way to ensure updated stock level details
Setup
 Item Category
An item category is a group set up for items of similar nature. Thus bracelets could be
one category and chains could be another category.
 Item
Details of each item like cost, stock levels, reorder levels & prices etc are recorded here.
 Location
This is used to define location of the inventory. This can be a specific department or a
location where it is usually located.
Transactions
 Receipt
This is used to record the receipt of items from various sources like customers, vendors,
etc with the details of those items like price and item ID.
 Issue
This screen is used while issuing items to customers, vendors etc.
 Transfer
At times items are transferred from one location to another either within departments or
locations within a company.
 Bar Code Tag
This is used to set & edit bar codes for transactions that take place for various styles.
 Physical Inventory - Entry
This is used to make entries in the inventory with details like packet number, item
weight, rates, amount etc.
 Physical Inventory – Posting

This option is used to post the inventory details for a period of time.
Reports
 Style & Casting Receipt Report

This gives a list of all receipts with the amounts, quantities and weights. These can be
customized to be viewed item wise and date wise.
 Style & Casting Issue Report
This gives a list of all issues that have been made to various entities with details of
amounts, weights and quantities involved.
 Transfer
This report lists the transfer of packets from one location/ department to another.
 Activity
This gives an item wise break up of the activity in the form of stock in hand and the
memo quantity.
 Style & Casting Stock Report
This report would give us the stock of stones with average cost, aging days and with the
quantity in hand and the memo quantity.
 Style & Casting Item Price List
This would give a list of all items kept in stock by the organization. It is a quick
reference list that can be used by the management to view the prices of all their items
and also use that list as a basis for comparison with similar styles or items that are
produced by other organizations.
 Physical Stock Variance Report
This gives the variance in stock from book inventory and physical inventory.
 Negative Stock Report
This gives a list of items that would need to be reordered.
 Item Reorder List
This gives the list of the minimum & maximum levels along with the reorder level and
quantity of each style item in the inventory.
 Item Category
This gives a list of all item categories that have been created using the set up options in
the item category.
 Item List
This is a list of all items that are available in the inventory.
Jewel - Diamond & Stone Inventory
A successful diamond business relies heavily on inventory management of diamonds and other
precious stones to ensure that they have the right balance of these stones to satisfy customer
demand. The Stone Inventory module would manages and stores parameters, size and costs of
individual stones as well as lots to help achieve the organization’s objective of having an
optimum diamond inventory level. The level of inventory tracking that is enabled in this module
can lay the foundation for improved purchasing, sales and pricing policies
Integration with our Sales Order, Purchase order & Contractor Modules Inventory Control can
lead to an improved and cost effective manufacturing solution.
Module Highlights
 Linked with the contractor module thereby ensuring automatic updation of the stock
 Various stone parameters such as color, quality, stone size, shape and sieve size can be set
 Provision to filter records on Accounting Periods, dates, categories etc.
 Facility to copy an existing record to a new record thus avoiding repetition
 Stock level reports like Reorder Level and Negative Stock Statement for analysis can be
generated
 Prints registers for Receipts, Issues, Adjustments, Lot mixing and Stock It records stone
receipts, issues, transfers and manages adjustments and transfer entries in a unique way
Setup
 Stone Parameter
This is used to define parameters for the stones used .The broad parameters allowed are
shape, size, quality, color, setting type, clarity etc. Every level of the parameter can be
assigned an ID.
 Stone Lot Group
All stones in the inventory are categorized into different sets based on pre-defined
parameters .A collection of stones having similar characteristics is called a lot.
 Stone Packet
Each lot can be sub divided into sub lots and further into packets. Diaspark Jewel uses this
kind this kind sub division that is unique to the jewelry industry.
 Stone Query
This feature that can be used to perform a quick search for stone packets and other related
details.
Transactions
 Stone Receipt
Stones can be received from vendors, from other units within the company or from
customers as returns. These receipts can be recorded using the Stone receipt option.
 Stone Issue
When stones are returned to the vendor or sold to customers, stones are said to have been
issued from stock. Such issues are recorded using the Stone Issue transaction screen.
 Stone Transfer / Lot Mixing
When stones are transferred from one business location to another the Stone Transfer
option is used.
 Stone Set Create
The stone set create feature is used to when different stones are combined to make a set.
 Stone Set Break
This reverses and / or edits the stone set that is recorded in the above option.
 Stone Bar Code Tag
Bar Code can be generated for a stone using this feature. Using this minimizes the errors
that may occur while manually feeding in data.
 Physical Inventory (Stone)
 Entry
Details of the existing stones available in stock along with their price is available
in this section.

Transactions that have been entered into can be made as view only to ensure that
they are not altered. This can be done for a particular transaction or a range of
transactions.
Reports
 Stone Receipt Report

Gives the entire list of stones that have been received from various sources as well as the
corresponding prices. These reports can are customized to view with respect to lot no, or
with respect to date.
 Stone Issue Report
Gives the entire list of stones that have been issued from various sources as well as the
with respect to date. This can be obtained for a given date or range of dates.
 Stone Transfer / Lot Mixing Report
This would give an insight into the quantity of stones that have been transferred internally.
 Stone Stock Report –Current
This gives the total quantity of stones in stock .It gives quantities with respect to the lot
numbers, aging days, reduced cost and weighted average cost of the stones. With the aid
of this report the management can accurately ascertain the movement of stones and the
impact of non-moving precious stones on their business profitability.
 Stone Stock Valuation Report I
This gives the valuation of the stones based on various methods of costing that are
applicable. Variations obtained are on basis of standard cost, price average cost, average
price or on basis of remaining value.
 Stone Stock Valuation Report II
This is similar to the above but takes into consideration lot no, size, no & packet numbers
also. This would enable the management to gauge their stock valuation with respect to
different parameters.
 Stone Lot Price List
This gives a complete list of all stone lots available in stock. This report is also available
in different variations to enable the management to take better decision.
 Stone Lot Master
This gives a complete list of all lots and sub lots that have been created .It has details of
the characteristics of each lot like carats, shapes, colors etc.
 Stock Variance Report (Stone)
This gives a report of the variances that have been spotted either in the physical inventory
or in the book inventory.
 Negative Stock Report (Stone)
This report is used to ascertain accurately as to which stones need to be reordered since
they are not currently available in stock. The availability of this report frees the user from
conducting a physical inventory check to find out the stones that need to be reordered.
 Set up Reports
 Stone Parameter
This gives a complete printable list of all stone parameters that have been defined
in the set up option.
 Stone Lot & Group

A complete list of stone lots that have been recorded in the system
Jewel - Production & Quality Control

Production module is essential to the jewelry manufacturing & workbag creation process, which
is unique to this industry. The details of items to be produced along with contents like the casting
and stones involved can be traced using the features inbuilt in this module. The efficiency
obtained at the various stages of production can be measured enabling the management to take
crucial decisions on manufacturing in- house or to outsource to contractors.
Module Highlights
 Defines processes (activities) for different stages of manufacturing and execution of work
against production Order and offers detailed information of work in progress
 Generation of production requests from sales orders received
 Facility to segregate production requests as in house or to outsource by automatically
raising purchase orders
 Activity management system provided to track the progress of workbag creation from
receipt of production request to completion of workbag
 Provision for customization of activities with respect to company procedures
 Generates detailed production & rejection reports. These details are available date-wise,
lot -wise and order-wise, which help in production analysis on a historical basis
Setup
 Stage
The item or style to be produced goes through several stages before reaching completion.
This feature allows the user to define the various stages as required in the process.
 Activity
Activities are actions than need to be done to done in a particular stage before the item /
style/ workbag is transferred to the next stage.
 Department
This is used to define the departments involved within the company or external entities in
the jewelry production process .For example; diamond & casting are separate departments
Transactions
 Inbox -Sales Order

The production department will begin to manufacture items only against production
requests that can be viewed in this section. Production requests are generated against the
sales order details received through the sales order module.
This screen is used before beginning actual production. It is literally an inbox that is filled
with sales orders received.
 Process Production Request
This section is used to view a complete list of production requests that need to be
fulfilled .It also segregates the requests into ones that need to be addressed in house and
those that need to be outsourced to vendors. Besides generating and maintaining a record
of workbag details, it provides the facility to directly generate and print purchase orders
for vendors directly from this transaction screen.
 Print Workbag
This section is to be used print important workbag details like content, style, weight,
description, etc. Apart from being systematically displayed on the document these details
can be bar coded and the bar code can be printed on the same document. This proves to be
useful to the recipient department/ users, who have to only scan the bar code to determine
whether they have received the workbag as they had expected. This process helps save on
time & effort associated with repeatedly verifying workbag contents.
 Transfer Workbag
This section is used after work has been completed by a particular department / operation
& is ready to be transferred to another department or the next stage .The screens here
enable the user to record transfers (of workbags) that are made from the sales, production,
diamond and casting departments. These are used to record transfers from
 Sales to production
 Production to casting
 Production to diamond
 Casting to production
 Diamond to production
 Style quality check to approved or rejected stock
 Style approved to shipping stock
It is evident from the above description that the solution provides for tracking and
movement at each stage thus proving to be the ideal solution for the jewelry industry.
 Void Work Bags

The “Void” feature provided is used to indicate, “a certain operation will not be
performed” in the process. This is used mainly when the diamond or the casting process is
not going to be used for a particular workbag.
In some cases the entire workbag will not be processed. Since the workbag (or the
workbag number) has been generated there needs to be a way in which the “generation” of
the workbag has to be nullified or cancelled. This is done using the “void” feature.
 Fill Workbag from Approved Stock
An organization, owing to a variety of reasons, may have some quantity of items
(finished) already available with it in stock. On receipt of a production request for similar
items, they need not produce new stock since the orders can be fulfilled using the stock
available with them.
 Transfer Anywhere
This screen is used when a process or processes have to be skipped. According to the
management, it may not be necessary for all workbags to pass through all processes to be
denoted as completed work bags .In such instances the workbag can actually be “lifted”
(or more specifically) transferred from the stage/ process it is in to the desired stage/
process.
 Work Bag Tracking
The entire workflow or the movement of a workbag can be divided into various activities
or a series of logical steps that it must cross before it is called a “completed workbag”.
Being a visual representation, “Xs” contained in the columns denote the stage of
completion.
 WIP Tracking
Similar to the work in process above, WIP tracking, or work in process tracking is used to
understand the degree of completion using different parameters like completion sales
order wise, style wise and work bag wise.
This screen is used as a “work in process” tracking mechanism. This tracking is done with
respect to various aspects. It gives a chart or pictorial view of the work in process
The various options provided are:
 Tracking with respect to “style”
This displays the work in process for a particular customer for a particular style.
 Tracking with respect to “workbag”
This displays the work in process for a particular workbag for a particular
customer.
 Tracking with respect to “sales”
This displays the work in process for a particular sales order for a particular
customer.
The stages have been abbreviated and “X,” indicates the current sage associated with the
workbag.
Facility is provided for customization to change the position of the columns and to even
sort and filter columns besides using the same screen to “drill down” to details of each
transaction.
Jewel - Return & Repair

This module covers all aspects of managing the return and repair of precious jewelry items. This is
important not only because of the high value of the goods involved but to also ensure that there is an
adequate check and balance system in place to monitor this aspect of the business.
Module Highlights
 Tracks the movement of goods being returned with the help of detailed screens
 Has a provision to also monitor the return off completed items via means of recording an
“Expected Return Date” feature
 Facility to record the summary as well as details of the packets received
Setup
 Customer
General information about customers is stored in this section. This is useful to prepare
documents related to goods returned by customers
 Style
This is used to record information about styles and the components of each style like the
stones used, pricing information etc.
Transactions
 Courier Receipt
When goods are returned by customers for replacement or repair, the courier receipt details get
recorded through this option
 Package Detail
This records details of the package like the date of return, from whom was it received, number
of bags and pieces in it, etc.
 Customer Return
This records details like the contractor to whom the customer returned pieces have been
assigned and also helps to keep a track of return memos that are issued for the pieces or bags
 Repair / Credit Memo

After the goods have been repaired or replaced they are sent back to the customer. The memo
details are recorded with the help of this screen.
Reports
 Courier Receipt
 Package Detail
 Customer Return
Jewel - Gold
Gold Module manages transactions and details of precious metal categories and items. It
controls the receipt & issue of gold from vendors and casters. Purchase orders for gold are
recorded here and so are invoices raised by vendors against those purchase orders.
Integration with the Inventory & Accounts Payable and General Ledger modules keeps the data
in all modules current making it easier to get real time reports for decision making.
Module Highlights
 Metal items can be categorized and cost calculation based on various size and weights
can be obtained
 Daily price of gold can be stored and a comparative analysis of the price fluctuations
can be viewed
 Manages all transactions from caster amount to metal items and has a flexible coding
scheme to define an Id of choice for casters & metal item categories
 Manual posting gives complete control over posting of transactions
 Protects all posted transactions from further alteration ensuring highest form of data
security
 Flexible reporting system to print reports like Purchase Order, Caster A/c statements,
Caster Gold balance and Caster Credit Notes in predefined formats for multiple
accounting periods and range of values
Setup
 Caster Category
This section is used to define different classes or categories of casters whose services
are used by the organization .The parameters to distinguish between the classes can be
arrived upon based on the business needs of the organization.
 Caster
This section is used to enter the details of each caster. Information once entered is used
to prepare the different documents related to the transactions done with casters.
 Metal Item Category
Metal items that have common characteristics can be grouped together. The information
common to the category is entered here and is copied later when required for individual
metal items.
 Metal Item
Information pertaining to individual metal items like price, weight, and vendors
available for the same is stored here.
 Metal Item Query
This is used to run a quick search for a particular metal item instead of going through
the entire list to locate a specific instance.
 Gold Daily Price
This is a facility to enter the daily price of gold. Information once entered here is picked
by the other sections in this system to calculate costs and mark up related pricing.
 Update Metal Cost
This feature makes a provision to update the costs of metals that are subjected to
fluctuations.
 Update Labor Cost

The cost of labor too is subject to variations depending on the economic scenario and
other factors. This feature enables you to take into account any changes that may have
taken place in the labor cost. These changes are then reflected while calculating labor
charges for a particular style, job work etc.
Transactions
 Casting Purchase Order

This is issued to a caster .It specifies the kind of work to be done and / or / the quality
and quantity of gold to be used.
 Casting Invoice
This screen enables a user to record and maintain details of invoices received from
casters. The caster sends an invoice alongwith the completed work.
 Casting Credit Invoice
This helps to record details of the invoice against which no payment / no immediate
payment it to be made .It is a record of the returns / issues without immediate monetary
transactions.

Transactions that have been entered into can be made as view only to ensure that they
are not altered. This can be done for a particular transaction or a range of transactions.
Reports
 Gold Transaction Register

The gold transaction register enumerates all transactions i.e. issues and receipts that
have taken place .It provides details of the transactions for a date or for a range of dates
alongwith metal type, weight etc.
 Casting Purchase Order Register
This feature is used to view the list of purchase orders that have been issued to casters
with the individual and summarized amounts.
 Casting Invoice
This provides a list of all invoices received from casters .By using this report the
management can deduce which jobs have been completed the total amounts due for the
same.
A list of goods/ casting service received on credit can be obtained by running this
report.
 Open Purchase Order Report
A list containing details of purchase orders that are termed as “open”, (i.e. POs that
have been issued to casters but for which the services are yet to be rendered or the
goods are yet to be received)
 Caster Account Statement

This has details of amounts due to casters including the labor charges to be paid etc .It
also has details of debits, credits and the quantity of gold issued and received, making it
the much needed tool to track the complete activity of a caster.
Jewel - Contractor
Contractor module manages all kinds of transactions with contractors, which are ordinarily
difficult to trace. Work can be assigned and tracked to contractors effectively. Different standard
and specific costs can be set and a comparative analysis can be obtained.
Module Highlights
 Default set of values for contractor categories can be created once to maintain consistency
 Processes and prints memos to save manual report maintenance
 Interface provided with Accounts Payable to ensure automatic posting of labor charges
payable and with Inventory module to automatically update stock in case of returns from
the contractors
 Protects posted transactions from alteration ensuring data security
 Generation of detailed reports to effectively track on labour & stone setting costs as well
as contractor's activities
The Contractor module has 3 main menus:
Setup
This contains the master data or the set of commonly used and oft repeated information
 Contractor Category
Contractors that will have similar terms of payment, or those that are assigned similar
items can be categorized into categories. This helps since the terms and conditions that are
applicable for a particular category need not be repeated when a transaction is entered
with a contractor.
 Contractor
General Information about a contractor like name, address, other contact information,
terms applicable, any other messages to be given etc are entered into this screen.
 Standard Setting Cost
Here the costs charged by the contractors for setting the stones in different styles are
given. These costs may vary depending on the stone type, size, shape and style etc. This
data is useful while preparing a work bag for a contractor.
 Standard Finishing Cost
This screen is used to enter the finishing costs involved with various stone finishing
operations like polishing, cleaning, grooving, assembly, sand finish, satin finish etc.
 Specific Setting Cost
This is used to set-up / enter costs associated with specific vendors. Here we can define
the setting type followed with the costs associated with a particular stone type.
 Specific Finishing Cost
This can be used to define specific finishing costs associated with a particular contractor.
 Specific Labor Cost
This can be used to define specific labor costs associated with a particular contractor.
 Specific Style Labor Cost
This is used to set up costs that are charged by a particular contractor for a style that is
usually outsourced to them. These specific costs fed into the system can also be used to
make a comparative analysis between the specific costs charged by a particular contractor
versus the industry standard.
 Style Category
Styles that have similar characteristics or parameters can be grouped into the same
category. This saves time while entering details of that style for a particular transaction.
Mark ups associated with a style for metals, diamonds, color, stone setting, finishing
labor, etc are defined here.
 Style Summary
This is used to enter details like the number of diamonds, quality, and color associated
with a particular style in a category .It also gives the details of the metal used and the
vendor preferred for that metal.
 Style Detail
This includes details like casting charges, pricing, instructions to be given to contractors
etc .The total weight and cost are automatically displayed once details such as mark up,
base price, stone types used, size and quality are entered.
 Work Type
Work types can be defined for the different jobs that are done / given to a contractor. Each
work type may also have its unique pricing structure .In some cases the customer will pay
for the rework or repair while in some cases the contractor will do it without any charges.
This needs to be indicated in the work type set up screen.
 Labor Type
Various labor types can be defined using this option .The labor Id with the description and
associated costs are entered here.
Transactions
These are various types of operations (transactions) that are carried out in the interaction between
the organization and the contractor
 Prepare Work Bag

A work bag is the equivalent of a work order for a particular style that needs to be
produced in a particular quantity. This is a record and description of the style that is
required to be produced by the contractor alongwith with its components.
 Memo To Contractor
This is used to issue a memo to the contractor for the work assigned to him. This will keep
a record of the material given to him with the instructions that may be specific for that
work bag. It is also used to keep a record of the customer & the particular purchase order
against which this work bag is being raised.
 Contractor’s Invoice
This is used to record details of the invoice that is presented by the contractor for a job
that has been completed by them. This is a proof of the items returned from the contractor.
 Print Memo Check Copy
This is useful to view a reference copy of the memo that is going to be issued to the
contractor.
 Print Memo Final Copy
This is used to print the final copy of the memo that is going to be given to a contractor.
 Print Invoice Check Copy
This is used to print a check copy of the invoices that have been received from
contractors.
 Print Labels From Invoice
This feature is useful to print labels directly by using the data available in the contractor
invoice.
 Posting
This important feature is similar to the “save” feature available in moist softwares. When
invoices are accepted from contractors they do not get recorded in the General Ledger
unless the posting feature is used. Once posted the data in work bags, memos and invoices
cannot be changed.

Using this feature a particular transaction or a range of transactions can be made view
only or in other words can be restricted for modification by users.
Reports
Reports that are easy to understand and provide a quick but yet in depth analysis are generated in
this section.
 Work bag Report

This gives a report of the work bags that have been issued to a contractor/s and with a
corresponding list of the material issued and the dates on which the items are due for
completion.
 Contractor Memo Report
This can give a summary of the pieces issued to a contractor on a date or for a range of
dates .Is useful to draw inferences and making distinctions between your more important
contactors .It will help you decide as to which contractor s work deserves more attention
and also to ascertain the value of the business that you allocate to each contactor.
 Activity Report
This gives a view of the pieces issued to a contractor versus the pieces / returned by him
.It is useful to monitor the time taken by a particular contractor to complete a particular
job.
 Balance Of Open Pieces – Summary
This gives an accurate figure of pieces still to be returned by the contractor. This can be
obtained with respect to a style and also with respect to a contractor. This report is
significant when there is a heavy demand for a particular style during a season .The
management can use this at such times to monitor the progress of completion for those
styles.
 Balance Of Open Pieces – by Memo
This gives the status of the open pieces with respect to their memo numbers .Is useful for
tracking if the department is accustomed to track the pieces issued and received with
respect to memo numbers.
 Contractor Invoice Report- Item
This prints the details of the invoices received from contractors in order of the voucher
numbers assigned by the organization.
 Contractor Invoice Report – One Line
This gives a “register” like report or a list of all invoices received from each contractor.
This is made available in order of contractor ID.
 Style Item List

This prints a detailed list of styles that you the organization deals in.
Jewel - Purchase Order & Invoicing

Purchase Order Module is a tool to simplify your purchasing processes and maintain accurate
records in the inventory. Designed to save time in repetitive transactions it generates purchase
orders and related documents automatically.
Interface with the Accounts Payable and Inventory Management modules gives the management
a comprehensive view of the purchases taking place and their overall effect on the business.
Module Highlights
 Provision for partial shipments during purchase order receipts. Items not received can be
left open or can be canceled
 Maintains purchase order history of ordered and received items, while automatically
updating Inventory Module for tracking inventory
 Provision to set price levels & payment terms for each vendor & vendor categories. An
auto alert is generated when a variant price level is entered
 Facilitates addition of new vendors and inventory items while making entries in purchase
order
 Tracking systems available for vendor monitoring
 Provision to hold transactions for a vendor category or a vendor if need arises
 Ready formats are available for generation of detailed as well as summary reports
 Auto calculation of tax, insurance and discount rates
 Documents related to purchase can be easily generated from existing ones to avoid
repetition & improve productivity
 List of comments available for use in printed documents like quotations, purchase orders
and invoices
Setup
 Vendor Category
The various vendors can be grouped into categories based on certain parameters like the
nature of services rendered, discounts offered by them, terms and conditions, the types of
invoices they have raised, type of items regularly purchased from them etc. This enables
users to apply the same information while transacting with them and avoids repetition of
data.
 Vendor
Details of each vendor like their contact information, which category they belong to, what
is the credit period offered by them, any standard messages to be sent etc, are entered
here. Once this information is available here, it is easily picked up by the system and is
used in preparation of vendor related documents where this information is often used.
 Payment Term
This is used to make a list of payment terms that are offered by vendors to the
organization. Each payment term that corresponds to a discount (that may or may not be
applicable) and the credit period that is offered by the vendor.
 Messages
This can be used to set up commonly used messages that are mentioned alongside the
vendor related documents.
 Purchase Person
This is used to enter the details of the person/ s that are usually the point of contact with
the vendors.
 Vendor Special Price

Prices of items supplied by vendors along with the discounts usually offered by them are
entered in this section.
Transactions
 Purchase Order
This is used to generate a purchase order to a vendor either directly from this screen or
pick up the details of the items to be ordered directly from the quotation itself.
 Purchase Invoice
Vendors usually send an invoice alongwith the goods that are supplied by them. These are
called purchase invoices and their details are entered into the system with the help of this
screen.
 Purchase Credit Invoice
Vendors issue a purchase credit invoice when he sends goods to the organization on credit
basis. This invoice which is a record of the purchase, payment to be made etc, is recorded
into the system using this screen.
 Purchase Memo
The vendor issues a memo instead of an invoice when goods are purchased on immediate
cash basis. These memos are recorded by the system using this screen.
 Purchase Memo Return
At times, goods may have to be returned to vendors for various reasons. These returns and
the memos issued can be recorded with the help of this menu.
 Purchase Order Quantity Change
This screen allows users to modify the quantity of goods ordered in purchase orders that
have been generated previously. Entry in this screen also ensures that the changes are
reflected in related modules like inventory, accounts payable etc.

Transactions that have been entered into with vendors can be made as view only to ensure
that they are not altered. This can be done for a particular transaction or a range of
transactions.
Reports
 Purchase Order Register

This gives the list of purchase orders generated. This report can be customized to view the
purchase orders raised by a vendor or also between a range of dates, with individual
amounts and summarized totals
 Purchase Invoice Register
This is a register or a list of all the invoices that have been received from all vendors. For
ease of analysis, the register can be customized to view the invoices issued in a range of
values, e.g. invoices issued from one accounting date to another, invoices issued by
vendor category, by GL account, by status of the invoices etc. The report also provides
individual invoice values along with totals for a set of invoices.
 Purchase Credit Invoice Register
This is used to view or print a list of all credit invoices issued by vendors..
 Purchase Memo Register
This is a list (date wise) of memos issued by vendors. This can be obtained for a particular
vendor or for all vendors.
 Purchase Memo Return Register
This is a report of all return memos that have been issued to vendors. These can be viewed
for range of dates or vendors also.
 Purchase Journal
This gives the total purchases made for a particular duration and also can throw up results
for purchases made from vendors with the total billing or invoice values .Is extremely
useful to check at a glance at the value paid to each vendor. Will help the management
classify & grade vendors with the value of business given to them
This is a list if all purchase orders issued for which invoices / deliveries have not been
received. Hence this has been termed as an open purchase order report.
 Open Purchase Memo Report
This report gives a list of memos that have been issued by vendors, but payments have not
been made to them, thus providing the management with an indication as to which
payments are to be made on a priority basis.
 Purchase Order Status Report
This gives the real time & accurate status of all purchase orders that have been issued by
the organization. This can be viewed with respect to vendors, items, details of each or
only a summarized version.
 Purchase Analysis Report
This is available as important purchase efficiency and analysis tool .It can be obtained
based on various parameters that are selected
 Purchase Summary by Item/ Lot- Sub Lot
This gives a summarized list of items that have been purchased, with respect to items, lots
or sub lots
 Purchase Summary by Category /Lot
This report provides a summary of purchases made either category wise or lot wise
 Purchase Summary by Lot Group
This is a summary report of purchases that have taken place with respect to lots.
 Purchase Summary by Vendor
All purchases that have been done through a vendor can be viewed in this report. This is
extremely useful while preparing an analysis of vendors and classifying them according to
their value and usefulness in the entire jewelry manufacturing process.
 Purchase Summary by A/c Period
This provides a list of purchases made in a defined accounting period or within a defined
range of dates.
 Purchase Summary by Purchase Person
This gives list of all purchases that have been done or approved by a purchase person. Is
useful to give the management an indication as to which person or persons are adept at
purchasing which kinds of items.
 Set up Reports
 Vendor Category
This gives a complete list of vendor categories that have been set up.
 Vendor
Gives a list of all vendors that are supplying any kinds of raw materials and goods
to the organization.
 Item category
This provides a list of item categories that have been set up by the purchase team.
 Item List
The item list prints the entire range of items that are purchased by the organization.
 Payment Terms
A list of all payment terms applicable to vendors can be viewed using this report
Buyer List.
 Message
All messages that are commonly used during correspondence or documentation
involving vendors can be viewed using this report.
Jewel - Style
Style module captures details of all components that add up to make a jewelry style. Style components
can be defined and catalogs of finished products can be prepared using features provided. Added
functions like style costing and markup calculation make this an invaluable tool for jewelry
manufacturers.
Its integration with the sales, purchase and imaging functions make it an indispensable module for the
jewelry trade.
Module Highlights
 Styles can be grouped into categories for proper identification and summary as well as detail
information can be extracted for the same
 Prints catalogues to be delivered to the potential buyers
 Detailed information about the stones can be maintained
 Distinctive slide show of finished products can be viewed
 Powerful search feature available
 Stores details about the stone packets prepared for sale or delivery to contractors
 Provision to calculate specific and standard labour cost for stone setting
 Comparative analysis reports of the charges paid to contractors
 Different price levels of finished products can be set depending upon the quality and weight of
metal, stone and type of setting
 Facility to update and print price catalogs of finished products
 Metal item list, style item list, style catalogue are few of the many reports supported by this
module
Setup
 Metal Category
Metals that have similar properties can be grouped together in this section. Details like the
length of this category need to be entered. The users would need to enter whether this metal is
usually weighed in gms. or dwts. to facilitate the use of these units for subsequent calculations
of cost & price for the style that uses this category. Other details that need to be entered are the
mark up % age that needs to be applied for this category of metal.
 Metal Item
This helps to set up details about individual metal items and also those of the vendors from
whom the purchase is being made. A price list and the desired cost and weight details can also
be recorded.
 Stone Parameter
Parameters can be set for the stones that are to be kept in stock. This has 6 parameters in
different tabs namely Stone, Shape, Quality, Setting, Colour & Clarity.
 Stone Size
This option is used to set the stone details like size and number of carats. These can be entered
in the form of ranges e.g. from x carats to y carats is an acceptable range for that particular
stone and its corresponding shape. Sieve ranges can also be defined in this option.
 Stone Lot ID & Cost
The stones that have a similar shape, and quality are put together in a particular group called
lot. Each lot is assigned a unique identity number. These lots are created so that we can assign
a cost to that particular group .Sub lots can also be created based on the size of the stones in
the lot. Thus, stones belonging to the same lot can be sub grouped into different sub lots based
on their size. Cost per carat and cost per piece can also be entered here.
This is used to record details of each lot. Details of transactions done & memos issued and
received for those lots are recorded here.
 Stone Packet
In this option packets are created that have stones from different lots. Stones from a lot or sub
lot can be in a number of packets. This has details about the characteristics of each unique
packet like clarity, colour, lot and sub lots used, along with details of certificates issue from
the laboratory
 Stone Setting
This option is used to define setting charges for each shape in the styles that have been
created.
 Labor : Finishing
The finishing costs for the styles that have been created will have to be entered in this section
 Labor : Other
This is used to define the various labour types that are required to make the styles that have
been defined .The labour type to be performed is entered here by means of a unique Id & its
description is given here. When that labour operation is to be performed in making a style then
the details can be picked by the system from here.
 Sell Markup
This is used to define price levels for stones, metal, casting, labour, settings and styles. An
option is provided to set 10 price levels for each of the parameters and set any one of them as a
default for a particular period. This can be changed depending on the changes in the market
and costs involved.
Transactions
 Style Category
Styles with similar properties can be grouped under one category. Mark ups for stone, metal,
colour, setting, and other labour charges are defined here, which are applied for all styles in
that category.
 Style Setup Summary
This is useful to record details of each style that is created within each category. Details like
the production type, quantity of stones used, colors, retail pricing etc are made available here
so that this data is automatically reused in other modules.
 Style Set up Detail
This provides a detailed definition of the content of each style with details like labor type,
instructions for contractors and invoicing, with an image of the finished style.
 Style Setup Query
This option is used to perform a quick search for details of styles that are required
Price Update From Stone
The item prices can be updated from the diamond and stone inventory module can be updated
using this feature.
 Price Update From Casting
Using this feature the item prices can be updated from the casting and style inventory module.
 To Sales Price
Item prices in the sales order and invoicing module can be updated directly from this module
using this transaction feature.
Reports
 Caster Metal item List

This gives a list of metal items with the total metal and labor costs involved.
 Style Set Up Category list
This is a reference list of all style categories that has been created in the style setup option.
 Style Set Up Item List
This is a reference list of each individual style that has been created in the style setup option.
 Set up Reports
 Stone Parameter
This gives a complete list of parameters that has been defined with their codes and
descriptions.
 Stone Size
This gives a complete list of the various stone sizes that has been identified in the
system. Stone sizes are mentioned along with their corresponding units in carats and
sieve plate size.

It gives a list of lots created along with a list of the corresponding quality, size, cost per
carat, sieve size and the size range of the stones of those lots.
Jewel - Imaging
Imaging module is one of the unique features of Diaspark Jewel. Customer details, relevant
images and styles can be selected and all the defaults get automatically applied to create a catalog
for the customer.
Module Highlights
 Takes care of complicated designs and price definitions

 Facility for creation and delivery of style catalog for potential customers
 Provides search feature for images
 Customized report generation available
Setup
 Style Category
This section is used to define the various kinds of style categories. Defining a category
becomes easier to group and also to apply a change or a feature to all the items in the
category. Wedding rings can be an example of a style category. The metals, diamonds &
other stones that need to be used will also be defined here.
 Style Summary
This is useful to record details of each style that is created within each category. Details
like the production type, quantity of stones used, colors, retail pricing etc are made
available here so that this data is automatically reused in other modules.
 Style Detail
Style
 Style – Catalog I
This is used to prepare a style catalog for customers who have requested for catalogs with
images of the styles that they are interested in .The catalog will have images and all other
related details of the styles.
Reports
 Style Item
This gives a complete list of all styles that are created by the organization. This has
customized views and provides details like metal weight, vendor ID and vendor items.
 Style Price
This gives a price list of the available styles within the organization. The prices are
displayed along with descriptions of metals, weights etc.
 Style Component
This gives a list of styles alongwith their components like weight, metals, quantity, setting
amounts, finishing amounts, and the total cost price of the style.
 Style Catalog I
This is a print out of all styles with their style Ids and their corresponding prices. This
catalog can be handy as a reference list to be shown to prospective buyers .Can be
extremely useful when a buyer asks for catalogs to be sent via email. The print outs can be
customized to view 3, 4, or more images per page as desired by the user.
Jewel - Accounts Receivable

The Accounts Receivable module manages accounting data of all debtors. Entries posted here find
their way to the General Ledger module where the corresponding general ledger accounts get updated.
The functions available in this section include menus for documenting various transactions and easy
to comprehend reports.
Its interface with the Sales Order & Invoicing and the Cash Manager modules leads to improvements
in an organization’s approach to credit management.
Module Highlights
 Lets users group customers into customer categories for greater efficiency and uniformity in
the data entry process
 Automatic reconciliation of ‘On Account’ receipts against open invoices
 Allows creation of advance receipts even before an invoice is raised
 Periods can be defined for aging receivables
 Manual posting gives user complete control over posting of transactions
 Facility to generate and print, registers, memos, aging analysis, customer statements for one or
more accounting periods or range of values
 Invoice creation with description and references
 Posted transactions are protected from alteration ensuring highest form of data security
 Various reports generated give a customer wise analysis of the business
 The correspondence linked to these tools can be individually formulated to suit your
requirements
Setup
The various customers can be grouped into categories based on certain parameters like
discounts offered to them, terms and conditions, value of goods sold to them, type of items
regularly purchased etc. This enables users to apply the same information while transacting
with them and avoids repetition of data.
 Customer
Details of each customer like their contact information, which category they belong to, who is
the salesperson looking after them, what is their credit limit, any standard messages to be sent
to them, are entered here. Once this information is available here, it is easily picked up by the
system and is used in preparation of documents like invoices and receipts where this
information is often used.
 Payment Terms
This is used to make a list of terms of payment that are applicable to customers and customer
categories. Each payment term that corresponds to a discount (that may or may not be
applicable) and the credit period that is given to each client.
 Message
This section has a list of commonly used messages, that need to be printed on the documents
and other customer related correspondence. This will ensure that once the main documents are
ready the user will not waste time re typing the message again.Each individual message is
allotted a unique ID.
Transactions
 Customer Invoice
This is used to prepare customer invoices. The user needs to enter the customer ID & the
purchase order date. The other details are filled by the system and the invoice reference
number is also generated by the system.
 Customer Receipt
This feature is used to generate receipts for payments received .It also keeps a record of the
movement of the payment, i.e. which bank will /has it been deposited in along with details of
any balance payment due.
 Customer Invoice Payment Query
This is used to find details of an invoice using a set of options given in an inbuilt search
facility of the software. Very often users are required to follow up for some disputes or other
issues with customers. This feature makes it easy for users to have to have the right facts and
records available with them in a matter of seconds.
 Make Transactions View Only

Transactions that have been entered into with customers can be made as view only to ensure
transactions.
Reports
 Customer Invoice Register

This is a register or a list of all the invoices that have been issued to all customers .Foe ease of
analysis, the register can be customized to view the invoices issued in a range of values, e.g.
invoices issued from one accounting date to another, invoices issued by customer category, by
salesperson, by state, and by status of the invoices. The report also provides individual invoice
values along with totals of a set of invoices.
 Customer Receipt Register
Similar to the invoice register this has a list of receipts issued .The register can be customized
with similar parameters as explained in Customer Invoice Register.
 Sales Journal
This gives the total sales made for a particular duration and also can throw up results for sales
made to customers with the total billing or invoice values .Is extremely useful to check at a
glance at the value obtained from each customer. Will help the management classify & grade
customers with the value of business generated from them.
This will give the history, nature & status of the transactions made with each customer. The
management will know with the aid of this report which type of customers have open
transactions, with memos, without memos, and what is the balance to be recovered from a
customer category. An analysis of this nature will help the organization constantly revise its
credit policy towards a set of customers or a customer category leading to greater profitability
fore the business.
 Customer Aging Report
This shows the amounts due by customers for a certain time frame .The accounts team, with
the help of this analysis can easily detect which payments have been due for more than 30
days, between 30 – 60 days, between 60 – 90 days etc.
 Summary Customer Activity
This gives a one line summary of each customer with details of the credit limit assigned to
each and the available balance of credit that they are eligible to use .This can be useful to
check when a customer asks for more goods but may have not cleared the earlier payments
outstanding.
 Setup Reports
This gives the entire list of customer categories that have been prepared using the set
up category option
 Customer List
Using this report we can see the entire list of customers that the organization deals
with. This can be customized to be viewed with respect to salesperson, or with respect
to the purchase person in the customer organization
 Customer Payment Terms

This displays the entire list of payment terms that have been set up using the set up
payment terms option. The management can periodically review this list according to
the changing business needs and economic scenario.
Jewel - General Ledger

The General Ledger Module provides calculations and evaluation mechanisms desired from a
high-performance financial administration system. It not only organizes and assimilates all
financial information from other modules, but also helps combine data from multiple group
companies into a single consolidation company for financial reporting and analysis. Precise
financial statements and reports generated by the General Ledger are vital for decision making. It
acts as an effective monitoring tool by segregating the financial performance and activities of
different departments.
It is interfaced with the Cash Manager, Accounts Payable and Accounts Receivable modules. The
transactions posted in these modules create journal entries in the General ledger.
Module Highlights
 Acts as centralized data store. All transactions posted find place in the general ledger
 Audit trails is available of all transactions and adjustments
 Has an extensive and powerful search capability for faster look-ups
 Ability to drill down to the source of the original postings, balance history and
transactions
 Flexible account structure to group the general ledger accounts into as many categories as
desired. There is no limit on the number of entries to be made
 Facility to permanently delete unwanted records or put uncertain records on hold
 Provides facility to print ready reference lists for account categories, general ledger
accounts and sub accounts
 Multilevel trial balance feature to level the balance at account or category level
 Provides exhaustive journal register for updated information posted
 Flexible reporting system to print reports for multiple accounting periods, general ledger
accounts and range of values
Setup
 Accounts Category
Various accounts are classified here depending on their specific nature. Examples of
account categories would be current assets, long-term liabilities, other expenses, cost of
goods sold.
 GL Account
These are accounts that need to be set up based on the specific needs of the jewelry
business. For example, building improvements, pearl purchases, color stone purchases, etc
are different GL accounts. Setting up of the GL accounts is a one-time exercise that would
need to be done before starting any transactions.
Transactions
 Journal Entry
This screen is used to make an adjustment between 2 accounts. This is generally used in
cases where the transaction needs to be reversed???
 Journal Query
Querying on any of the active fields can retrieve journal entries made earlier?
 General Ledger Posting
In order to permanently record transactions that were made in the other modules in the
General Ledger the General Ledger Posting Option is used.
 All module posting
Transactions can be posted from a single module, a set of modules or even all modules for
a given accounting period
 List of unposted transactions
All transactions that may have been recorded may not have been posted in the General
Ledger. This screen is used to view the list of such unposted transactions
 Undo general ledger posting
There is a provision to undo a transaction that had been made in a given accounting
period.
 Change Transaction Date

This screen is used to edit the transaction date of a transaction that has been previously
entered into the system. The old transaction date can be replaced with a new transaction
date by using this feature.
Reports
 Journal Register
This throws up a list of all journal entries made in the General Ledger with the debit and
credit figures.
 Journal Detail Register
This gives the user the list of journal entries made alongwith details of each entry. This is
useful for conducting an audit trail for each transaction / entry
 General Ledger
This is a comprehensive account wise list of postings that have been made in a given
accounting period.
 Trial balance
This gives the account wise balances of all GL accounts that have been created in the
General ledger.
 Income Statement
The income statement can be viewed and printed using this option .It gives the top
management a means to analyze the profit / loss made in a given accounting period and
even over a range of time.
 Balance Sheet
The balance sheet, one of the most important financial accounting documents, can be
generated using this section. It gives a real time, accurate assessment of the assets and
liabilities of the business as on a particular date.
 Set up Reports
 Account Category
This report is a ready reckoner of account categories that have been created in the
GL module.
 Chart of Accounts
This acts like a reference of all the accounts and sub accounts that have been
created in the GL module.
Jewel - Accounts Payable

The Accounts Payable module, which is an integral part of the purchase management system,
manages vendor related data. Entries made here are posted in corresponding accounts in the
General Ledger module.
Its interface with the Purchase Order & Invoicing and the Cash Manager modules helps in
liquidity planning and ensuring that payments are made appropriately on due dates.
Module Highlights
 Allows creation of advance payments even before an invoice is raised

 Lets users group vendors into vendor categories for greater efficiency and uniformity in
 Periods can be defined for aging payables
 Protects posted transactions from alteration ensuring highest form of data security
 Flexible reporting system to print registers, Memos, Aging Analysis, vendor statements
for one or many accounting periods and range of values
 Manual posting gives user complete control over posting the transactions
 The payment system supports standard payment methods like issuing of checks
 Customized reports generated can give an “at-a glance” position of amounts due and help
to maintain the health of the business to suit your requirements
Setup
 Vendor category
data.
 Vendor
used in preparation of vendor related documents where this information is often used
 Payment Terms
Transactions
 Vendor Invoice/ Expense Entry

This feature is used to record and administer the invoices raised by vendors .The user
needs to enter the vendor Id and the type of invoice that is being recorded, i.e. whether it
was for some job work done or whether it is an expense The terms of payment are chosen
from the look up provided There is a provision made to sanction a part payment or a full
payment also thus ensuring a high degree of flexibility to suit business needs.
 Write Check
This facilitates the creation of checks required to make a payment. This screen also
records whether the payment is made on account .The bank via which the payment is
being made is also recorded is also mentioned alongside the cheque details
 Vendor Invoice Payment Query
This is used to find details of an invoice given by a vendor using a set of options given in
an inbuilt search facility of the software. Very often users are required to follow up for
some issues with customers. This feature makes it easy for users to have to have the right
facts and records available with them in a matter of seconds.
 Select Invoices For Auto Check Generation
A list of invoices against which payments need to be made are displayed while using this
feature .The user can by means of a simple check box (yes / no) indicate whether the
cheques need to be prepared for those invoices.
 Approve Selected Invoices for Payment
The cheques selected above are approved by the appropriate department head or
designated authority
 Prepare Check for Selected Invoice
The invoice amounts that have been both selected and approved for payment are then
printed on the cheques

transactions
Reports
 Vendor Invoice Register

 Vendor Payment Register
Similar to the invoice register this has a list of payments that have been made. The register
can be customized with parameters like date, transaction number, purchase person etc. as
explained in Customer Invoice Register.
This gives the total sales made for a particular duration and also can throw up results for
purchases made from vendors with the total billing or invoice values .Is extremely useful
to check at a glance at the value paid to each vendor. Will help the management classify &
grade vendors with the value of business given to them
 Vendor Statement
This will give the history, nature & status of the transactions made with each vendor.
The management will know with the aid of this report which type of vendors have open
transactions, with memos, without memos, and what is the balance to be paid to vendors.
An analysis of this nature will help the organization constantly revise its payment policy
towards a set of vendors or a vendor category leading to greater profitability for the
business.
 Vendor Aging Report
This shows the amounts due to vendors for a certain time frame .The accounts team, with
 Summary Vendor Activity
This gives a one-line summary of each vendor with details of opening balance and closing
balance against each vendor.
 Set up Reports
 Vendor Category
This gives the entire list of vendor categories that have been prepared using the set
up category option
 Vendor List
Using this report we can see the entire list of vendors and their contact details that
the organization deals with. Is also very useful for printing a list of labels
 Vendor Payment Terms

payment terms option. The management can periodically review this list according
to the changing business needs and economic scenario.
Jewel - Cash Manager

An improvement in profit is one of the principal goals of business. To attain that objective it is
essential that the management makes more informed choices and manages the company’s
finances more effectively. Since cash management is one of the most crucial tasks in the jewelry
business the finance department would want to scrutinize & track every transaction made.
Cash Management helps in reconciliation of monthly bank statements, check & credit card
transactions and assists in tracking account balances. This module is fully integrated with the
Accounts Receivable, Accounts Payable and the General Ledger modules. It also provides current
balances for all cash accounts.
Module Highlights
 The bank reconciliation feature enables reconciling debit versus credit transactions or
reconciling your data with the bank's records
 Bank transfer option makes fund exchange easier and manages the cash deposits and
withdrawals from bank accounts
the contractorEnhances decision making by providing daily, weekly, monthly and yearly
reports
 Records any payment term given to you by a customer such as checks, cash or bank
transfers
 Issues a payment to your suppliers, allocates payments to open purchase invoices, and
automatically prints the check
 Enables you to deposit cash checks to the bank
Setup
 Bank Account
This section is used to enter details about the bank account and assign a specific ID to
each bank. Hereafter specific details like the kind of accounts and sub accounts that will
have transactions in these particular bank accounts are also defined. This exercise will
help simplify and streamline the process of administering and monitoring of multiple bank
accounts operated by a business entity.
 Expense Services
The various expenses that will be incurred by an organization can be classified and
defined here. These expense services are linked to specific General Ledger accounts in to
enable summarization of expenses incurred
goods sold.
Transactions
 Payment
This screen is used whenever a payment is made through any of the bank accounts that are
operated by the organization. When the transaction is made the relevant account
categories get debited accordingly.
 Deposit
This screen is used whenever a deposit is made through any of the bank accounts that are
categories get credited accordingly.
 Bank Transfer
This screen facilitates the record of funds transferred from one bank account to another.
Users need to enter the account numbers and the amounts .The account balances in the
system get updated accordingly.
 Bounce Check
Is used to record details of check bounces and the subsequent payment charges incurred.
These include both, cheques that have been issued and received.
 Void Check
This is used to maintain a record of cheques that need to be ignored by the system .This
happens in cases where cheques that have been recorded as issued in the system are later
cancelled for business reasons.
 Bank Reconciliation
This enables you to match your records with those of the bank .The matching confirms the
payments and deposits made through the bank account being reconciled.

Transactions that have been completed can be made as view only to ensure that they are
not altered. This can be done for a particular transaction or a range of transactions
Reports
 Check Register
This feature gives a complete list of cheques issued with details of cheque number, payee
name and the related account ID .Is useful to obtain a summary of the total payments
issued from each account.
 Deposit Register
This gives the complete list of details of deposits made in each account and the source of
each deposit. This can be obtained for a particular day or even for a selected range of time.
The report can be easily customized to give more detailed information or to give just an
overview.
 Bank Transaction Report
This report can give the balance in a particular account at the end of the day’s transactions
i.e. payments & receipts. Currently the report is available in 2 formats, i.e. with the
description of the transactions done and without.
 Bounce Check Report
This gives the number of cheque bounces for an accounting period with the amounts and
charges paid.
 Bank Reconciliation Report
This is the facility to obtain a printed report of the reconciliation done till date and also for
a particular range of dates.
 Expense Services Statement
This is a statement showing the expenses incurred on a particular date or a range of dates.
A category wise break up of expenses makes it easier for the accounts team to keep track
of balances.
 Check Printing
This prints a the list of checks printed with details like transaction date, check numbers
etc.
 Set up Reports
The set up reports function generates ready reference lists of the items enumerated in the
set up menu of the module .The Cash Manager module has the following set up reports.
 Bank Account
Gives a list of bank accounts that are being operated by the company.
This gives a complete of the expense services defined by you.
This acts as a reference list of all account categories that have been set up by users.
 Chart of Account
This is a list of all GL accounts that have been set up.
MODULES
Jewel - Modules
The modules in Diaspark Jewel have the unique feature of being standalone as well as interfaced.
Click on any of them for detail information:
ACCOUNTS
Accounts Receivable
This module, which helps to document all transactions with customers, is a vital
part of the financial management function. It helps in managing credit management
and drawing up a favorable liquidity plan.
Accounts Payable
An organizations’ standing in the marketplace is greatly influenced by its ability to
make timely payments to its debtors. This module manages all vendor and purchase
related data with systematic administration of invoices received.
Cash Manager
The cash manager keeps a hawk’s eye on inflows and outflows ensuring that the
business is at an optimum level of liquidity at any point of time. An accurate status
of the loans and deposits along with several other bank related transactions can be
ascertained using this module
General Ledger
This is the central repository of all business transactions conducted by an
organization. Its integration with the other operational modules of the solution
ensures that the data used business analysis is always accurate and current.
INVENTORY
Casting & Style Inventory

This module allows you to track the movement of the various styles and casting
(gold) available in stock. It records the inventory on the basis of value as well as
quantity and provides the current and future flow of the styles and castings required
in the business.
Diamond & Stone Inventory
A greater degree of control is required over the movement and stock of diamonds
and other precious stones. We have provided this as a separate module since we
fully comprehend the unique needs of the jewelry business.
MANUFACTURING
Imaging
A picture is worth a thousand words. Since this is particularly true for the jewelry
industry, this module would maintain a graphical database of images of all styles
produced by the manufacturer and help to produce figure rich brochures that can be
sent or mailed to customers.
Style
This module would capture details of all components that would add up to make a
jewelry style. Its integration with the sales, purchase and imaging functions make it
an indispensable module for the jewelry trade.
Production
This facilitates the fulfillment of orders received by creation and tracking of
workbags. The management can determine the efficiency of production processes
and also commit delivery schedules based on the reports built in to this module.
Contractor
Manufacturers frequently outsource certain jobs and jewelry styles to external
entities called contractors. Without the aid of this module it would be difficult to
keep a close tab on transactions made with them.
Gold
Specially designed to take care of a jewelry manufacturer’s need of managing this
precious commodity. It helps by enabling cost calculations associated with different
industry parameters
Return & Repair
Customers can sometimes return goods either for replacement or repair . It becomes
essential to be able to track the repair of these goods to maintain the highest levels
of customer satisfaction. The Return and Repair module helps to monitor, track and
record all activities associated with the return and repair of jewelry items
SALES AND PURCHASE
Purchase Order & Invoicing

This module is essential to prepare and record all documents necessary to facilitate
the purchase of items needed for manufacturing activities and other operations.
Sales Order & Invoicing
This module is needed to administer and record all documents necessary to
facilitate the sale of goods to customers.
Salesperson
The tracking of sales performance and the administering of commissions due can
be done with the aid of this module. This greatly reduces time required for
calculation and disbursement of incentives due to the sales people.
Contact Manager
This module can be used a “customer-contact” tracking tool. It enables the top
management and the salespeople segregate customers and ensure that they optimize
their time spent with them.
ADMINISTRATION
System Manager
This is an administrative module and it is used to assign access rights for different
sets of users and facilitate the smooth functioning of the software.
Jewel - Accounts Receivable

The Accounts Receivable module manages accounting data of all debtors. Entries posted here
find their way to the General Ledger module where the corresponding general ledger accounts get
updated. The functions available in this section include menus for documenting various
transactions and easy to comprehend reports.
Its interface with the Sales Order & Invoicing and the Cash Manager modules leads to
improvements in an organization’s approach to credit management.
Module Highlights
 Lets users group customers into customer categories for greater efficiency and uniformity
in the data entry process
 Automatic reconciliation of ‘On Account’ receipts against open invoices
 Allows creation of advance receipts even before an invoice is raised
 Periods can be defined for aging receivables
 Manual posting gives user complete control over posting of transactions
 Facility to generate and print, registers, memos, aging analysis, customer statements for
one or more accounting periods or range of values
 Invoice creation with description and references
 Posted transactions are protected from alteration ensuring highest form of data security
 Various reports generated give a customer wise analysis of the business
 The correspondence linked to these tools can be individually formulated to suit your
requirements
Setup
The various customers can be grouped into categories based on certain parameters like
discounts offered to them, terms and conditions, value of goods sold to them, type of
items regularly purchased etc. This enables users to apply the same information while
transacting with them and avoids repetition of data.
 Customer
Details of each customer like their contact information, which category they belong to,
who is the salesperson looking after them, what is their credit limit, any standard
messages to be sent to them, are entered here. Once this information is available here, it is
easily picked up by the system and is used in preparation of documents like invoices and
receipts where this information is often used.
 Payment Terms
This is used to make a list of terms of payment that are applicable to customers and
customer categories. Each payment term that corresponds to a discount (that may or may
not be applicable) and the credit period that is given to each client.
 Message
This section has a list of commonly used messages, that need to be printed on the
documents and other customer related correspondence. This will ensure that once the main
documents are ready the user will not waste time re typing the message again.Each
individual message is allotted a unique ID.
Transactions
 Customer Invoice
This is used to prepare customer invoices. The user needs to enter the customer ID & the
purchase order date. The other details are filled by the system and the invoice reference
number is also generated by the system.
 Customer Receipt
This feature is used to generate receipts for payments received .It also keeps a record of
the movement of the payment, i.e. which bank will /has it been deposited in along with
details of any balance payment due.
 Customer Invoice Payment Query
This is used to find details of an invoice using a set of options given in an inbuilt search
facility of the software. Very often users are required to follow up for some disputes or
other issues with customers. This feature makes it easy for users to have to have the right
 Make Transactions View Only

Transactions that have been entered into with customers can be made as view only to
ensure that they are not altered. This can be done for a particular transaction or a range of
transactions.
Reports
 Customer Invoice Register

This is a register or a list of all the invoices that have been issued to all customers .Foe
customer category, by salesperson, by state, and by status of the invoices. The report also
provides individual invoice values along with totals of a set of invoices.
 Customer Receipt Register
Similar to the invoice register this has a list of receipts issued .The register can be
customized with similar parameters as explained in Customer Invoice Register.
 Sales Journal
sales made to customers with the total billing or invoice values .Is extremely useful to
check at a glance at the value obtained from each customer. Will help the management
classify & grade customers with the value of business generated from them.
This will give the history, nature & status of the transactions made with each customer.
The management will know with the aid of this report which type of customers have open
transactions, with memos, without memos, and what is the balance to be recovered from a
customer category. An analysis of this nature will help the organization constantly revise
its credit policy towards a set of customers or a customer category leading to greater
profitability fore the business.
 Customer Aging Report
This shows the amounts due by customers for a certain time frame .The accounts team,
with the help of this analysis can easily detect which payments have been due for more
than 30 days, between 30 – 60 days, between 60 – 90 days etc.
 Summary Customer Activity
This gives a one line summary of each customer with details of the credit limit assigned to
each and the available balance of credit that they are eligible to use .This can be useful to
check when a customer asks for more goods but may have not cleared the earlier
payments outstanding.
 Setup Reports
This gives the entire list of customer categories that have been prepared using the
set up category option
 Customer List
Using this report we can see the entire list of customers that the organization deals
with. This can be customized to be viewed with respect to salesperson, or with
respect to the purchase person in the customer organization
 Customer Payment Terms

Jewel - Accounts Payable

The Accounts Payable module, which is an integral part of the purchase management system,
manages vendor related data. Entries made here are posted in corresponding accounts in the
General Ledger module.
Its interface with the Purchase Order & Invoicing and the Cash Manager modules helps in
liquidity planning and ensuring that payments are made appropriately on due dates.
Module Highlights
 Allows creation of advance payments even before an invoice is raised

 Lets users group vendors into vendor categories for greater efficiency and uniformity in
 Periods can be defined for aging payables
 Protects posted transactions from alteration ensuring highest form of data security
 Flexible reporting system to print registers, Memos, Aging Analysis, vendor statements
for one or many accounting periods and range of values
 Manual posting gives user complete control over posting the transactions
 The payment system supports standard payment methods like issuing of checks
 Customized reports generated can give an “at-a glance” position of amounts due and help
to maintain the health of the business to suit your requirements
Setup
 Vendor category
data.
 Vendor
used in preparation of vendor related documents where this information is often used
 Payment Terms
Transactions
 Vendor Invoice/ Expense Entry

This feature is used to record and administer the invoices raised by vendors .The user
needs to enter the vendor Id and the type of invoice that is being recorded, i.e. whether it
was for some job work done or whether it is an expense The terms of payment are chosen
from the look up provided There is a provision made to sanction a part payment or a full
payment also thus ensuring a high degree of flexibility to suit business needs.
 Write Check
This facilitates the creation of checks required to make a payment. This screen also
records whether the payment is made on account .The bank via which the payment is
being made is also recorded is also mentioned alongside the cheque details
 Vendor Invoice Payment Query
This is used to find details of an invoice given by a vendor using a set of options given in
an inbuilt search facility of the software. Very often users are required to follow up for
some issues with customers. This feature makes it easy for users to have to have the right
 Select Invoices For Auto Check Generation
A list of invoices against which payments need to be made are displayed while using this
feature .The user can by means of a simple check box (yes / no) indicate whether the
cheques need to be prepared for those invoices.
 Approve Selected Invoices for Payment
The cheques selected above are approved by the appropriate department head or
designated authority
 Prepare Check for Selected Invoice
The invoice amounts that have been both selected and approved for payment are then
printed on the cheques

transactions
Reports
 Vendor Invoice Register

 Vendor Payment Register
Similar to the invoice register this has a list of payments that have been made. The register
can be customized with parameters like date, transaction number, purchase person etc. as
explained in Customer Invoice Register.
purchases made from vendors with the total billing or invoice values .Is extremely useful
to check at a glance at the value paid to each vendor. Will help the management classify &
grade vendors with the value of business given to them
 Vendor Statement
This will give the history, nature & status of the transactions made with each vendor.
The management will know with the aid of this report which type of vendors have open
transactions, with memos, without memos, and what is the balance to be paid to vendors.
An analysis of this nature will help the organization constantly revise its payment policy
towards a set of vendors or a vendor category leading to greater profitability for the
business.
 Vendor Aging Report
This shows the amounts due to vendors for a certain time frame .The accounts team, with
 Summary Vendor Activity
This gives a one-line summary of each vendor with details of opening balance and closing
balance against each vendor.
 Set up Reports
 Vendor Category
This gives the entire list of vendor categories that have been prepared using the set
up category option
 Vendor List
Using this report we can see the entire list of vendors and their contact details that
the organization deals with. Is also very useful for printing a list of labels
 Vendor Payment Terms

Jewel - Cash Manager

An improvement in profit is one of the principal goals of business. To attain that objective it is
essential that the management makes more informed choices and manages the company’s
finances more effectively. Since cash management is one of the most crucial tasks in the jewelry
business the finance department would want to scrutinize & track every transaction made.
Cash Management helps in reconciliation of monthly bank statements, check & credit card
transactions and assists in tracking account balances. This module is fully integrated with the
Accounts Receivable, Accounts Payable and the General Ledger modules. It also provides current
balances for all cash accounts.
Module Highlights
 The bank reconciliation feature enables reconciling debit versus credit transactions or
reconciling your data with the bank's records
 Bank transfer option makes fund exchange easier and manages the cash deposits and
withdrawals from bank accounts
the contractorEnhances decision making by providing daily, weekly, monthly and yearly
reports
 Records any payment term given to you by a customer such as checks, cash or bank
transfers
 Issues a payment to your suppliers, allocates payments to open purchase invoices, and
automatically prints the check
 Enables you to deposit cash checks to the bank
Setup
 Bank Account
This section is used to enter details about the bank account and assign a specific ID to
each bank. Hereafter specific details like the kind of accounts and sub accounts that will
have transactions in these particular bank accounts are also defined. This exercise will
help simplify and streamline the process of administering and monitoring of multiple bank
accounts operated by a business entity.
The various expenses that will be incurred by an organization can be classified and
defined here. These expense services are linked to specific General Ledger accounts in to
enable summarization of expenses incurred
goods sold.
Transactions
 Payment
This screen is used whenever a payment is made through any of the bank accounts that are
categories get debited accordingly.
 Deposit
This screen is used whenever a deposit is made through any of the bank accounts that are
categories get credited accordingly.
 Bank Transfer
This screen facilitates the record of funds transferred from one bank account to another.
Users need to enter the account numbers and the amounts .The account balances in the
system get updated accordingly.
 Bounce Check
Is used to record details of check bounces and the subsequent payment charges incurred.
These include both, cheques that have been issued and received.
 Void Check
This is used to maintain a record of cheques that need to be ignored by the system .This
happens in cases where cheques that have been recorded as issued in the system are later
cancelled for business reasons.
 Bank Reconciliation
This enables you to match your records with those of the bank .The matching confirms the
payments and deposits made through the bank account being reconciled.

Transactions that have been completed can be made as view only to ensure that they are
not altered. This can be done for a particular transaction or a range of transactions
Reports
 Check Register
This feature gives a complete list of cheques issued with details of cheque number, payee
name and the related account ID .Is useful to obtain a summary of the total payments
issued from each account.
 Deposit Register
This gives the complete list of details of deposits made in each account and the source of
each deposit. This can be obtained for a particular day or even for a selected range of time.
The report can be easily customized to give more detailed information or to give just an
overview.
 Bank Transaction Report
This report can give the balance in a particular account at the end of the day’s transactions
i.e. payments & receipts. Currently the report is available in 2 formats, i.e. with the
description of the transactions done and without.
 Bounce Check Report
This gives the number of cheque bounces for an accounting period with the amounts and
charges paid.
 Bank Reconciliation Report
This is the facility to obtain a printed report of the reconciliation done till date and also for
a particular range of dates.
 Expense Services Statement
This is a statement showing the expenses incurred on a particular date or a range of dates.
A category wise break up of expenses makes it easier for the accounts team to keep track
of balances.
 Check Printing
This prints a the list of checks printed with details like transaction date, check numbers
etc.
 Set up Reports
The set up reports function generates ready reference lists of the items enumerated in the
set up menu of the module .The Cash Manager module has the following set up reports.
 Bank Account
Gives a list of bank accounts that are being operated by the company.
This gives a complete of the expense services defined by you.
This acts as a reference list of all account categories that have been set up by users.
 Chart of Account
This is a list of all GL accounts that have been set up.
Jewel - General Ledger

The General Ledger Module provides calculations and evaluation mechanisms desired from a
high-performance financial administration system. It not only organizes and assimilates all
financial information from other modules, but also helps combine data from multiple group
companies into a single consolidation company for financial reporting and analysis. Precise
financial statements and reports generated by the General Ledger are vital for decision making. It
acts as an effective monitoring tool by segregating the financial performance and activities of
different departments.
It is interfaced with the Cash Manager, Accounts Payable and Accounts Receivable modules. The
transactions posted in these modules create journal entries in the General ledger.
Module Highlights
 Acts as centralized data store. All transactions posted find place in the general ledger
 Audit trails is available of all transactions and adjustments
 Has an extensive and powerful search capability for faster look-ups
 Ability to drill down to the source of the original postings, balance history and
transactions
 Flexible account structure to group the general ledger accounts into as many categories as
desired. There is no limit on the number of entries to be made
 Facility to permanently delete unwanted records or put uncertain records on hold
 Provides facility to print ready reference lists for account categories, general ledger
accounts and sub accounts
 Multilevel trial balance feature to level the balance at account or category level
 Provides exhaustive journal register for updated information posted
 Flexible reporting system to print reports for multiple accounting periods, general ledger
accounts and range of values
Setup
 Accounts Category
goods sold.
 GL Account
These are accounts that need to be set up based on the specific needs of the jewelry
business. For example, building improvements, pearl purchases, color stone purchases, etc
are different GL accounts. Setting up of the GL accounts is a one-time exercise that would
need to be done before starting any transactions.
Transactions
 Journal Entry
This screen is used to make an adjustment between 2 accounts. This is generally used in
cases where the transaction needs to be reversed???
 Journal Query
Querying on any of the active fields can retrieve journal entries made earlier?
 General Ledger Posting
In order to permanently record transactions that were made in the other modules in the
General Ledger the General Ledger Posting Option is used.
 All module posting
Transactions can be posted from a single module, a set of modules or even all modules for
a given accounting period
 List of unposted transactions
All transactions that may have been recorded may not have been posted in the General
Ledger. This screen is used to view the list of such unposted transactions
 Undo general ledger posting
There is a provision to undo a transaction that had been made in a given accounting
period.
 Change Transaction Date

This screen is used to edit the transaction date of a transaction that has been previously
entered into the system. The old transaction date can be replaced with a new transaction
date by using this feature.
Reports
 Journal Register
This throws up a list of all journal entries made in the General Ledger with the debit and
credit figures.
 Journal Detail Register
This gives the user the list of journal entries made alongwith details of each entry. This is
useful for conducting an audit trail for each transaction / entry
 General Ledger
This is a comprehensive account wise list of postings that have been made in a given
accounting period.
 Trial balance
This gives the account wise balances of all GL accounts that have been created in the
General ledger.
 Income Statement
The income statement can be viewed and printed using this option .It gives the top
management a means to analyze the profit / loss made in a given accounting period and
even over a range of time.
 Balance Sheet
The balance sheet, one of the most important financial accounting documents, can be
generated using this section. It gives a real time, accurate assessment of the assets and
liabilities of the business as on a particular date.
 Set up Reports
This report is a ready reckoner of account categories that have been created in the
GL module.
 Chart of Accounts
This acts like a reference of all the accounts and sub accounts that have been
created in the GL module.
Jewel - Casting & Style Inventory

Casting & Style Inventory module is at the heart of casting and style control. It can optimise stock
levels in line with demand and help forecast trends. This would lead to a reduction in stocking
costs, and improve buying and production decisions.
It is interfaced with Sales Order & Invoicing as well as Purchase Order & Invoicing to ensure
seamless flow of information across these functions.
Module Highlights
 Provision for allocating multiple vendors for an item

 Interfaced with the sales order and purchase order modules
 Reports like Receipts, Transfers, and Adjustment Registers for complete information
about the inventory can be printed Stock level reports like Reorder Level and Negative
Stock Statement for analysis can be generated
 A provision is made to setup item categories and items, record receipts, manage issues,
transfers and adjustment entries in a unique way to ensure updated stock level details
Setup
 Item Category
An item category is a group set up for items of similar nature. Thus bracelets could be one
category and chains could be another category.
 Item
Details of each item like cost, stock levels, reorder levels & prices etc are recorded here.
 Location
This is used to define location of the inventory. This can be a specific department or a
location where it is usually located.
Transactions
 Receipt
This is used to record the receipt of items from various sources like customers, vendors,
etc with the details of those items like price and item ID.
 Issue
This screen is used while issuing items to customers, vendors etc.
 Transfer
At times items are transferred from one location to another either within departments or
locations within a company.
 Bar Code Tag
This is used to set & edit bar codes for transactions that take place for various styles.
 Physical Inventory - Entry
This is used to make entries in the inventory with details like packet number, item weight,
rates, amount etc.
 Physical Inventory – Posting

This option is used to post the inventory details for a period of time.
Reports
 Style & Casting Receipt Report

This gives a list of all receipts with the amounts, quantities and weights. These can be
customized to be viewed item wise and date wise.
 Style & Casting Issue Report
This gives a list of all issues that have been made to various entities with details of
amounts, weights and quantities involved.
 Transfer
This report lists the transfer of packets from one location/ department to another.
 Activity
This gives an item wise break up of the activity in the form of stock in hand and the memo
quantity.
 Style & Casting Stock Report
This report would give us the stock of stones with average cost, aging days and with the
quantity in hand and the memo quantity.
 Style & Casting Item Price List
This would give a list of all items kept in stock by the organization. It is a quick reference
list that can be used by the management to view the prices of all their items and also use
that list as a basis for comparison with similar styles or items that are produced by other
organizations.
 Physical Stock Variance Report
This gives the variance in stock from book inventory and physical inventory.
 Negative Stock Report
This gives a list of items that would need to be reordered.
 Item Reorder List
This gives the list of the minimum & maximum levels along with the reorder level and
quantity of each style item in the inventory.
 Item Category
This gives a list of all item categories that have been created using the set up options in
the item category.
 Item List
This is a list of all items that are available in the inventory.
Jewel - Diamond & Stone Inventory

A successful diamond business relies heavily on inventory management of diamonds and other
precious stones to ensure that they have the right balance of these stones to satisfy customer
demand. The Stone Inventory module would manages and stores parameters, size and costs of
individual stones as well as lots to help achieve the organization’s objective of having an
optimum diamond inventory level. The level of inventory tracking that is enabled in this module
can lay the foundation for improved purchasing, sales and pricing policies
Integration with our Sales Order, Purchase order & Contractor Modules Inventory Control can
lead to an improved and cost effective manufacturing solution.
Module Highlights
 Linked with the contractor module thereby ensuring automatic updation of the stock
 Various stone parameters such as color, quality, stone size, shape and sieve size can be set
 Provision to filter records on Accounting Periods, dates, categories etc.
 Facility to copy an existing record to a new record thus avoiding repetition
 Stock level reports like Reorder Level and Negative Stock Statement for analysis can be
generated
 Prints registers for Receipts, Issues, Adjustments, Lot mixing and Stock It records stone
receipts, issues, transfers and manages adjustments and transfer entries in a unique way
Setup
 Stone Parameter
This is used to define parameters for the stones used .The broad parameters allowed are
shape, size, quality, color, setting type, clarity etc. Every level of the parameter can be
assigned an ID.
 Stone Lot Group
All stones in the inventory are categorized into different sets based on pre-defined
parameters .A collection of stones having similar characteristics is called a lot.
 Stone Packet
Each lot can be sub divided into sub lots and further into packets. Diaspark Jewel uses this
kind this kind sub division that is unique to the jewelry industry.
 Stone Query
This feature that can be used to perform a quick search for stone packets and other related
details.
Transactions
 Stone Receipt
Stones can be received from vendors, from other units within the company or from
customers as returns. These receipts can be recorded using the Stone receipt option.
 Stone Issue
When stones are returned to the vendor or sold to customers, stones are said to have been
issued from stock. Such issues are recorded using the Stone Issue transaction screen.
 Stone Transfer / Lot Mixing
When stones are transferred from one business location to another the Stone Transfer
option is used.
 Stone Set Create
The stone set create feature is used to when different stones are combined to make a set.
 Stone Set Break
This reverses and / or edits the stone set that is recorded in the above option.
 Stone Bar Code Tag
Bar Code can be generated for a stone using this feature. Using this minimizes the errors
that may occur while manually feeding in data.
 Physical Inventory (Stone)
 Entry
Details of the existing stones available in stock along with their price is available
in this section.

Transactions that have been entered into can be made as view only to ensure that
they are not altered. This can be done for a particular transaction or a range of
transactions.
Reports
 Stone Receipt Report

Gives the entire list of stones that have been received from various sources as well as the
with respect to date.
 Stone Issue Report
Gives the entire list of stones that have been issued from various sources as well as the
with respect to date. This can be obtained for a given date or range of dates.
 Stone Transfer / Lot Mixing Report
This would give an insight into the quantity of stones that have been transferred internally.
 Stone Stock Report –Current
This gives the total quantity of stones in stock .It gives quantities with respect to the lot
numbers, aging days, reduced cost and weighted average cost of the stones. With the aid
of this report the management can accurately ascertain the movement of stones and the
impact of non-moving precious stones on their business profitability.
 Stone Stock Valuation Report I
This gives the valuation of the stones based on various methods of costing that are
applicable. Variations obtained are on basis of standard cost, price average cost, average
price or on basis of remaining value.
 Stone Stock Valuation Report II
This is similar to the above but takes into consideration lot no, size, no & packet numbers
also. This would enable the management to gauge their stock valuation with respect to
different parameters.
 Stone Lot Price List
This gives a complete list of all stone lots available in stock. This report is also available
in different variations to enable the management to take better decision.
This gives a complete list of all lots and sub lots that have been created .It has details of
the characteristics of each lot like carats, shapes, colors etc.
 Stock Variance Report (Stone)
This gives a report of the variances that have been spotted either in the physical inventory
or in the book inventory.
 Negative Stock Report (Stone)
This report is used to ascertain accurately as to which stones need to be reordered since
they are not currently available in stock. The availability of this report frees the user from
conducting a physical inventory check to find out the stones that need to be reordered.
 Set up Reports
 Stone Parameter
This gives a complete printable list of all stone parameters that have been defined
in the set up option.
 Stone Lot & Group

A complete list of stone lots that have been recorded in the system
ewel - Imaging
Imaging module is one of the unique features of Diaspark Jewel. Customer details, relevant
images and styles can be selected and all the defaults get automatically applied to create a catalog
for the customer.
Module Highlights
 Takes care of complicated designs and price definitions

 Facility for creation and delivery of style catalog for potential customers
 Provides search feature for images
 Customized report generation available
Setup
 Style Category
This section is used to define the various kinds of style categories. Defining a category
becomes easier to group and also to apply a change or a feature to all the items in the
category. Wedding rings can be an example of a style category. The metals, diamonds &
other stones that need to be used will also be defined here.
 Style Summary
 Style Detail
Style
 Style – Catalog I
This is used to prepare a style catalog for customers who have requested for catalogs with
images of the styles that they are interested in .The catalog will have images and all other
related details of the styles.
Reports
 Style Item
This gives a complete list of all styles that are created by the organization. This has
customized views and provides details like metal weight, vendor ID and vendor items.
 Style Price
This gives a price list of the available styles within the organization. The prices are
displayed along with descriptions of metals, weights etc.
 Style Component
This gives a list of styles alongwith their components like weight, metals, quantity, setting
amounts, finishing amounts, and the total cost price of the style.
 Style Catalog I
This is a print out of all styles with their style Ids and their corresponding prices. This
catalog can be handy as a reference list to be shown to prospective buyers .Can be
extremely useful when a buyer asks for catalogs to be sent via email. The print outs can be
customized to view 3, 4, or more images per page as desired by the user.
Jewel - Style
Style module captures details of all components that add up to make a jewelry style. Style
components can be defined and catalogs of finished products can be prepared using features
provided. Added functions like style costing and markup calculation make this an invaluable tool
for jewelry manufacturers.
Its integration with the sales, purchase and imaging functions make it an indispensable module for
the jewelry trade.
Module Highlights
 Styles can be grouped into categories for proper identification and summary as well as
detail information can be extracted for the same
 Prints catalogues to be delivered to the potential buyers
 Detailed information about the stones can be maintained
 Distinctive slide show of finished products can be viewed
 Powerful search feature available
 Stores details about the stone packets prepared for sale or delivery to contractors
 Provision to calculate specific and standard labour cost for stone setting
 Comparative analysis reports of the charges paid to contractors
 Different price levels of finished products can be set depending upon the quality and
weight of metal, stone and type of setting
 Facility to update and print price catalogs of finished products
 Metal item list, style item list, style catalogue are few of the many reports supported by
this module
Setup
 Metal Category
Metals that have similar properties can be grouped together in this section. Details like the
length of this category need to be entered. The users would need to enter whether this
metal is usually weighed in gms. or dwts. to facilitate the use of these units for subsequent
calculations of cost & price for the style that uses this category. Other details that need to
be entered are the mark up % age that needs to be applied for this category of metal.
 Metal Item
This helps to set up details about individual metal items and also those of the vendors
from whom the purchase is being made. A price list and the desired cost and weight
details can also be recorded.
 Stone Parameter
Parameters can be set for the stones that are to be kept in stock. This has 6 parameters in
different tabs namely Stone, Shape, Quality, Setting, Colour & Clarity.
 Stone Size
This option is used to set the stone details like size and number of carats. These can be
entered in the form of ranges e.g. from x carats to y carats is an acceptable range for that
particular stone and its corresponding shape. Sieve ranges can also be defined in this
option.
 Stone Lot ID & Cost
The stones that have a similar shape, and quality are put together in a particular group
called lot. Each lot is assigned a unique identity number. These lots are created so that we
can assign a cost to that particular group .Sub lots can also be created based on the size of
the stones in the lot. Thus, stones belonging to the same lot can be sub grouped into
different sub lots based on their size. Cost per carat and cost per piece can also be entered
here.
This is used to record details of each lot. Details of transactions done & memos issued and
received for those lots are recorded here.
 Stone Packet
In this option packets are created that have stones from different lots. Stones from a lot or
sub lot can be in a number of packets. This has details about the characteristics of each
unique packet like clarity, colour, lot and sub lots used, along with details of certificates
issue from the laboratory
 Stone Setting
This option is used to define setting charges for each shape in the styles that have been
created.
 Labor : Finishing
The finishing costs for the styles that have been created will have to be entered in this
section
 Labor : Other
This is used to define the various labour types that are required to make the styles that
have been defined .The labour type to be performed is entered here by means of a unique
Id & its description is given here. When that labour operation is to be performed in
making a style then the details can be picked by the system from here.
 Sell Markup
This is used to define price levels for stones, metal, casting, labour, settings and styles. An
option is provided to set 10 price levels for each of the parameters and set any one of them
as a default for a particular period. This can be changed depending on the changes in the
market and costs involved.
Transactions
 Style Category
Styles with similar properties can be grouped under one category. Mark ups for stone,
metal, colour, setting, and other labour charges are defined here, which are applied for all
styles in that category.
 Style Setup Summary
 Style Set up Detail
 Style Setup Query
This option is used to perform a quick search for details of styles that are required
Price Update From Stone
The item prices can be updated from the diamond and stone inventory module can be
updated using this feature.
 Price Update From Casting
Using this feature the item prices can be updated from the casting and style inventory
module.
 To Sales Price
Item prices in the sales order and invoicing module can be updated directly from this
module using this transaction feature.
Reports
 Caster Metal item List

This gives a list of metal items with the total metal and labor costs involved.
 Style Set Up Category list
This is a reference list of all style categories that has been created in the style setup option.
 Style Set Up Item List
This is a reference list of each individual style that has been created in the style setup
option.
 Set up Reports
 Stone Parameter
This gives a complete list of parameters that has been defined with their codes and
descriptions.
 Stone Size
This gives a complete list of the various stone sizes that has been identified in the
system. Stone sizes are mentioned along with their corresponding units in carats
and sieve plate size.
It gives a list of lots created along with a list of the corresponding quality, size,
cost per carat, sieve size and the size range of the stones of those lots.
Jewel - Production & Quality Control

Production module is essential to the jewelry manufacturing & workbag creation process,
which is unique to this industry. The details of items to be produced along with contents
like the casting and stones involved can be traced using the features inbuilt in this module.
The efficiency obtained at the various stages of production can be measured enabling the
management to take crucial decisions on manufacturing in- house or to outsource to
contractors.
Module Highlights
 Defines processes (activities) for different stages of manufacturing and execution of

work against production Order and offers detailed information of work in progress
 Generation of production requests from sales orders received
 Facility to segregate production requests as in house or to outsource by
automatically raising purchase orders
 Activity management system provided to track the progress of workbag creation
from receipt of production request to completion of workbag
 Provision for customization of activities with respect to company procedures
 Generates detailed production & rejection reports. These details are available date-
wise, lot -wise and order-wise, which help in production analysis on a historical
basis
Setup
 Stage
The item or style to be produced goes through several stages before reaching
completion. This feature allows the user to define the various stages as required in
the process.
 Activity
Activities are actions than need to be done to done in a particular stage before the
item / style/ workbag is transferred to the next stage.
 Department
This is used to define the departments involved within the company or external
entities in the jewelry production process .For example; diamond & casting are
separate departments
Transactions
 Inbox -Sales Order

The production department will begin to manufacture items only against production
requests that can be viewed in this section. Production requests are generated
against the sales order details received through the sales order module.
This screen is used before beginning actual production. It is literally an inbox that is
filled with sales orders received.
 Process Production Request
This section is used to view a complete list of production requests that need to be
fulfilled .It also segregates the requests into ones that need to be addressed in house
and those that need to be outsourced to vendors. Besides generating and
maintaining a record of workbag details, it provides the facility to directly generate
and print purchase orders for vendors directly from this transaction screen.
 Print Workbag
This section is to be used print important workbag details like content, style,
weight, description, etc. Apart from being systematically displayed on the
document these details can be bar coded and the bar code can be printed on the
same document. This proves to be useful to the recipient department/ users, who
have to only scan the bar code to determine whether they have received the
workbag as they had expected. This process helps save on time & effort associated
with repeatedly verifying workbag contents.
 Transfer Workbag
This section is used after work has been completed by a particular department /
operation & is ready to be transferred to another department or the next stage .The
screens here enable the user to record transfers (of workbags) that are made from
the sales, production, diamond and casting departments. These are used to record
transfers from
 Sales to production
 Production to casting
 Production to diamond
 Casting to production
 Diamond to production
 Style quality check to approved or rejected stock
 Style approved to shipping stock
It is evident from the above description that the solution provides for tracking and
movement at each stage thus proving to be the ideal solution for the jewelry
industry.
 Void Work Bags

The “Void” feature provided is used to indicate, “a certain operation will not be
performed” in the process. This is used mainly when the diamond or the casting
process is not going to be used for a particular workbag.
In some cases the entire workbag will not be processed. Since the workbag (or the
workbag number) has been generated there needs to be a way in which the
“generation” of the workbag has to be nullified or cancelled. This is done using the
“void” feature.
 Fill Workbag from Approved Stock
An organization, owing to a variety of reasons, may have some quantity of items
(finished) already available with it in stock. On receipt of a production request for
similar items, they need not produce new stock since the orders can be fulfilled
using the stock available with them.
 Transfer Anywhere
This screen is used when a process or processes have to be skipped. According to
the management, it may not be necessary for all workbags to pass through all
processes to be denoted as completed work bags .In such instances the workbag can
actually be “lifted” (or more specifically) transferred from the stage/ process it is in
to the desired stage/ process.
 Work Bag Tracking
The entire workflow or the movement of a workbag can be divided into various
activities or a series of logical steps that it must cross before it is called a
“completed workbag”. Being a visual representation, “Xs” contained in the
columns denote the stage of completion.
 WIP Tracking
Similar to the work in process above, WIP tracking, or work in process tracking is
used to understand the degree of completion using different parameters like
completion sales order wise, style wise and work bag wise.
This screen is used as a “work in process” tracking mechanism. This tracking is
done with respect to various aspects. It gives a chart or pictorial view of the work in
process
The various options provided are:
 Tracking with respect to “style”
This displays the work in process for a particular customer for a particular
style.
 Tracking with respect to “workbag”
This displays the work in process for a particular workbag for a particular
customer.
 Tracking with respect to “sales”
This displays the work in process for a particular sales order for a particular
customer.
The stages have been abbreviated and “X,” indicates the current sage associated
with the workbag.
Facility is provided for customization to change the position of the columns and to
even sort and filter columns besides using the same screen to “drill down” to details
of each transaction.
Reports
Jewel - Contractor
Contractor module manages all kinds of transactions with contractors, which are ordinarily
difficult to trace. Work can be assigned and tracked to contractors effectively. Different standard
and specific costs can be set and a comparative analysis can be obtained.
Module Highlights
 Default set of values for contractor categories can be created once to maintain consistency
 Processes and prints memos to save manual report maintenance
the contractors
 Protects posted transactions from alteration ensuring data security
 Generation of detailed reports to effectively track on labour & stone setting costs as well
as contractor's activities
The Contractor module has 3 main menus:
Setup
This contains the master data or the set of commonly used and oft repeated information
 Contractor Category
Contractors that will have similar terms of payment, or those that are assigned similar
items can be categorized into categories. This helps since the terms and conditions that are
applicable for a particular category need not be repeated when a transaction is entered
with a contractor.
 Contractor
General Information about a contractor like name, address, other contact information,
terms applicable, any other messages to be given etc are entered into this screen.
 Standard Setting Cost
Here the costs charged by the contractors for setting the stones in different styles are
given. These costs may vary depending on the stone type, size, shape and style etc. This
data is useful while preparing a work bag for a contractor.
 Standard Finishing Cost
This screen is used to enter the finishing costs involved with various stone finishing
operations like polishing, cleaning, grooving, assembly, sand finish, satin finish etc.
 Specific Setting Cost
This is used to set-up / enter costs associated with specific vendors. Here we can define
the setting type followed with the costs associated with a particular stone type.
 Specific Finishing Cost
This can be used to define specific finishing costs associated with a particular contractor.
 Specific Labor Cost
This can be used to define specific labor costs associated with a particular contractor.
 Specific Style Labor Cost
This is used to set up costs that are charged by a particular contractor for a style that is
usually outsourced to them. These specific costs fed into the system can also be used to
make a comparative analysis between the specific costs charged by a particular contractor
versus the industry standard.
 Style Category
Styles that have similar characteristics or parameters can be grouped into the same
category. This saves time while entering details of that style for a particular transaction.
Mark ups associated with a style for metals, diamonds, color, stone setting, finishing
labor, etc are defined here.
 Style Summary
This is used to enter details like the number of diamonds, quality, and color associated
with a particular style in a category .It also gives the details of the metal used and the
vendor preferred for that metal.
 Style Detail
This includes details like casting charges, pricing, instructions to be given to contractors
etc .The total weight and cost are automatically displayed once details such as mark up,
base price, stone types used, size and quality are entered.
 Work Type
Work types can be defined for the different jobs that are done / given to a contractor. Each
work type may also have its unique pricing structure .In some cases the customer will pay
for the rework or repair while in some cases the contractor will do it without any charges.
This needs to be indicated in the work type set up screen.
 Labor Type
Various labor types can be defined using this option .The labor Id with the description and
associated costs are entered here.
Transactions
These are various types of operations (transactions) that are carried out in the interaction between
the organization and the contractor
 Prepare Work Bag

A work bag is the equivalent of a work order for a particular style that needs to be
produced in a particular quantity. This is a record and description of the style that is
required to be produced by the contractor alongwith with its components.
 Memo To Contractor
This is used to issue a memo to the contractor for the work assigned to him. This will keep
a record of the material given to him with the instructions that may be specific for that
work bag. It is also used to keep a record of the customer & the particular purchase order
against which this work bag is being raised.
 Contractor’s Invoice
This is used to record details of the invoice that is presented by the contractor for a job
that has been completed by them. This is a proof of the items returned from the contractor.
 Print Memo Check Copy
This is useful to view a reference copy of the memo that is going to be issued to the
contractor.
 Print Memo Final Copy
This is used to print the final copy of the memo that is going to be given to a contractor.
 Print Invoice Check Copy
This is used to print a check copy of the invoices that have been received from
contractors.
 Print Labels From Invoice
This feature is useful to print labels directly by using the data available in the contractor
invoice.
 Posting
This important feature is similar to the “save” feature available in moist softwares. When
invoices are accepted from contractors they do not get recorded in the General Ledger
unless the posting feature is used. Once posted the data in work bags, memos and invoices
cannot be changed.

Using this feature a particular transaction or a range of transactions can be made view
only or in other words can be restricted for modification by users.
Reports
Reports that are easy to understand and provide a quick but yet in depth analysis are generated in
this section.
 Work bag Report

This gives a report of the work bags that have been issued to a contractor/s and with a
corresponding list of the material issued and the dates on which the items are due for
completion.
 Contractor Memo Report
This can give a summary of the pieces issued to a contractor on a date or for a range of
dates .Is useful to draw inferences and making distinctions between your more important
contactors .It will help you decide as to which contractor s work deserves more attention
and also to ascertain the value of the business that you allocate to each contactor.
 Activity Report
This gives a view of the pieces issued to a contractor versus the pieces / returned by him
.It is useful to monitor the time taken by a particular contractor to complete a particular
job.
 Balance Of Open Pieces – Summary
This gives an accurate figure of pieces still to be returned by the contractor. This can be
obtained with respect to a style and also with respect to a contractor. This report is
significant when there is a heavy demand for a particular style during a season .The
management can use this at such times to monitor the progress of completion for those
styles.
 Balance Of Open Pieces – by Memo
This gives the status of the open pieces with respect to their memo numbers .Is useful for
tracking if the department is accustomed to track the pieces issued and received with
respect to memo numbers.
 Contractor Invoice Report- Item
This prints the details of the invoices received from contractors in order of the voucher
numbers assigned by the organization.
 Contractor Invoice Report – One Line
This gives a “register” like report or a list of all invoices received from each contractor.
This is made available in order of contractor ID.
 Style Item List

This prints a detailed list of styles that you the organization deals in.
Jewel - Gold
Gold Module manages transactions and details of precious metal categories and items. It controls
the receipt & issue of gold from vendors and casters. Purchase orders for gold are recorded here
and so are invoices raised by vendors against those purchase orders.
Integration with the Inventory & Accounts Payable and General Ledger modules keeps the data in
all modules current making it easier to get real time reports for decision making.
Module Highlights
 Metal items can be categorized and cost calculation based on various size and weights can
be obtained
 Daily price of gold can be stored and a comparative analysis of the price fluctuations can
be viewed
 Manages all transactions from caster amount to metal items and has a flexible coding
scheme to define an Id of choice for casters & metal item categories
 Manual posting gives complete control over posting of transactions
 Protects all posted transactions from further alteration ensuring highest form of data
security
 Flexible reporting system to print reports like Purchase Order, Caster A/c statements,
Caster Gold balance and Caster Credit Notes in predefined formats for multiple
accounting periods and range of values
Setup
 Caster Category
This section is used to define different classes or categories of casters whose services are
used by the organization .The parameters to distinguish between the classes can be arrived
upon based on the business needs of the organization.
 Caster
This section is used to enter the details of each caster. Information once entered is used to
prepare the different documents related to the transactions done with casters.
 Metal Item Category
Metal items that have common characteristics can be grouped together. The information
common to the category is entered here and is copied later when required for individual
metal items.
 Metal Item
Information pertaining to individual metal items like price, weight, and vendors available
for the same is stored here.
 Metal Item Query
This is used to run a quick search for a particular metal item instead of going through the
entire list to locate a specific instance.
 Gold Daily Price
This is a facility to enter the daily price of gold. Information once entered here is picked
by the other sections in this system to calculate costs and mark up related pricing.
 Update Metal Cost
This feature makes a provision to update the costs of metals that are subjected to
fluctuations.
 Update Labor Cost

The cost of labor too is subject to variations depending on the economic scenario and
other factors. This feature enables you to take into account any changes that may have
taken place in the labor cost. These changes are then reflected while calculating labor
charges for a particular style, job work etc.
Transactions
 Casting Purchase Order

This is issued to a caster .It specifies the kind of work to be done and / or / the quality and
quantity of gold to be used.
 Casting Invoice
This screen enables a user to record and maintain details of invoices received from casters.
The caster sends an invoice alongwith the completed work.
This helps to record details of the invoice against which no payment / no immediate
payment it to be made .It is a record of the returns / issues without immediate monetary
transactions.

Transactions that have been entered into can be made as view only to ensure that they are
not altered. This can be done for a particular transaction or a range of transactions.
Reports
 Gold Transaction Register

The gold transaction register enumerates all transactions i.e. issues and receipts that have
taken place .It provides details of the transactions for a date or for a range of dates
alongwith metal type, weight etc.
 Casting Purchase Order Register
This feature is used to view the list of purchase orders that have been issued to casters
with the individual and summarized amounts.
 Casting Invoice
This provides a list of all invoices received from casters .By using this report the
management can deduce which jobs have been completed the total amounts due for the
same.
A list of goods/ casting service received on credit can be obtained by running this report.
A list containing details of purchase orders that are termed as “open”, (i.e. POs that have
been issued to casters but for which the services are yet to be rendered or the goods are yet
to be received)
 Caster Account Statement

This has details of amounts due to casters including the labor charges to be paid etc .It
also has details of debits, credits and the quantity of gold issued and received, making it
the much needed tool to track the complete activity of a caster.
Jewel - Return & Repair

This module covers all aspects of managing the return and repair of precious jewelry items. This is
important not only because of the high value of the goods involved but to also ensure that there is an
adequate check and balance system in place to monitor this aspect of the business.
Module Highlights
 Tracks the movement of goods being returned with the help of detailed screens
 Has a provision to also monitor the return off completed items via means of recording an
“Expected Return Date” feature
 Facility to record the summary as well as details of the packets received
Setup
 Customer
General information about customers is stored in this section. This is useful to prepare
documents related to goods returned by customers
 Style
This is used to record information about styles and the components of each style like the
stones used, pricing information etc.
Transactions
 Courier Receipt
 Package Detail
 Customer Return
 Repair / Credit Memo

After the goods have been repaired or replaced they are sent back to the customer. The memo
details are recorded with the help of this screen.
Reports
 Courier Receipt
 Package Detail
 Customer Return
Jewel - Purchase Order & Invoicing

Purchase Order Module is a tool to simplify your purchasing processes and maintain accurate
records in the inventory. Designed to save time in repetitive transactions it generates purchase
orders and related documents automatically.
Interface with the Accounts Payable and Inventory Management modules gives the management
a comprehensive view of the purchases taking place and their overall effect on the business.
Module Highlights
 Provision for partial shipments during purchase order receipts. Items not received can be
left open or can be canceled
 Maintains purchase order history of ordered and received items, while automatically
updating Inventory Module for tracking inventory
 Provision to set price levels & payment terms for each vendor & vendor categories. An
auto alert is generated when a variant price level is entered
 Facilitates addition of new vendors and inventory items while making entries in purchase
order
 Tracking systems available for vendor monitoring
 Provision to hold transactions for a vendor category or a vendor if need arises
 Ready formats are available for generation of detailed as well as summary reports
 Auto calculation of tax, insurance and discount rates
 Documents related to purchase can be easily generated from existing ones to avoid
repetition & improve productivity
 List of comments available for use in printed documents like quotations, purchase orders
and invoices
Setup
 Vendor Category
data.
 Vendor
used in preparation of vendor related documents where this information is often used.
 Payment Term
 Messages
This can be used to set up commonly used messages that are mentioned alongside the
vendor related documents.
 Purchase Person
This is used to enter the details of the person/ s that are usually the point of contact with
the vendors.
 Vendor Special Price

Prices of items supplied by vendors along with the discounts usually offered by them are
entered in this section.
Transactions
 Purchase Order
This is used to generate a purchase order to a vendor either directly from this screen or
pick up the details of the items to be ordered directly from the quotation itself.
 Purchase Invoice
Vendors usually send an invoice alongwith the goods that are supplied by them. These are
called purchase invoices and their details are entered into the system with the help of this
screen.
 Purchase Credit Invoice
Vendors issue a purchase credit invoice when he sends goods to the organization on credit
basis. This invoice which is a record of the purchase, payment to be made etc, is recorded
into the system using this screen.
 Purchase Memo
The vendor issues a memo instead of an invoice when goods are purchased on immediate
cash basis. These memos are recorded by the system using this screen.
 Purchase Memo Return
At times, goods may have to be returned to vendors for various reasons. These returns and
the memos issued can be recorded with the help of this menu.
 Purchase Order Quantity Change
This screen allows users to modify the quantity of goods ordered in purchase orders that
have been generated previously. Entry in this screen also ensures that the changes are
reflected in related modules like inventory, accounts payable etc.

transactions.
Reports
 Purchase Order Register

This gives the list of purchase orders generated. This report can be customized to view the
purchase orders raised by a vendor or also between a range of dates, with individual
amounts and summarized totals
 Purchase Invoice Register
 Purchase Credit Invoice Register
This is used to view or print a list of all credit invoices issued by vendors..
 Purchase Memo Register
This is a list (date wise) of memos issued by vendors. This can be obtained for a particular
vendor or for all vendors.
 Purchase Memo Return Register
This is a report of all return memos that have been issued to vendors. These can be viewed
for range of dates or vendors also.
This gives the total purchases made for a particular duration and also can throw up results
for purchases made from vendors with the total billing or invoice values .Is extremely
useful to check at a glance at the value paid to each vendor. Will help the management
classify & grade vendors with the value of business given to them
This is a list if all purchase orders issued for which invoices / deliveries have not been
received. Hence this has been termed as an open purchase order report.
 Open Purchase Memo Report
This report gives a list of memos that have been issued by vendors, but payments have not
been made to them, thus providing the management with an indication as to which
payments are to be made on a priority basis.
 Purchase Order Status Report
This gives the real time & accurate status of all purchase orders that have been issued by
the organization. This can be viewed with respect to vendors, items, details of each or
only a summarized version.
 Purchase Analysis Report
This is available as important purchase efficiency and analysis tool .It can be obtained
based on various parameters that are selected
 Purchase Summary by Item/ Lot- Sub Lot
This gives a summarized list of items that have been purchased, with respect to items, lots
or sub lots
 Purchase Summary by Category /Lot
This report provides a summary of purchases made either category wise or lot wise
 Purchase Summary by Lot Group
This is a summary report of purchases that have taken place with respect to lots.
 Purchase Summary by Vendor
All purchases that have been done through a vendor can be viewed in this report. This is
extremely useful while preparing an analysis of vendors and classifying them according to
their value and usefulness in the entire jewelry manufacturing process.
 Purchase Summary by A/c Period
This provides a list of purchases made in a defined accounting period or within a defined
range of dates.
 Purchase Summary by Purchase Person
This gives list of all purchases that have been done or approved by a purchase person. Is
useful to give the management an indication as to which person or persons are adept at
purchasing which kinds of items.
 Set up Reports
 Vendor Category
This gives a complete list of vendor categories that have been set up.
 Vendor
Gives a list of all vendors that are supplying any kinds of raw materials and goods
to the organization.
 Item category
This provides a list of item categories that have been set up by the purchase team.
 Item List
The item list prints the entire range of items that are purchased by the organization.
 Payment Terms
A list of all payment terms applicable to vendors can be viewed using this report
Buyer List.
 Message
All messages that are commonly used during correspondence or documentation
involving vendors can be viewed using this report.
Jewel - Sales Order & Invoicing
This module is used to prepare / generate documents like quotations, orders, invoices, credit invoices,
memos, memo returns, export invoices and in a nutshell process the order received. Owing to its
interface with the inventory and accounts receivable all sales orders received from a client will find
corresponding entries / changes in these modules like a reduction in available inventory and in an
increase in the amounts to be collected from customers.
Tracking systems have been made available to monitor the status of customers corresponding to each
salesperson. A list of predefined comments is also provided available for use in printed documents
like quotations, sales orders and invoices. Ready formats are available for generation of detailed as
well as summary reports.
Module Highlights
 Auto calculation of the sales tax, insurance and discount rates

 Provision to set price levels & payment terms for each customer as well as for customer
categories
 Provides automatic indication when a variant price level is entered for a customer
 Provision to hold transactions for a customer category or a customer if need arises
 Customer categories can be set up to avoid repetition
 Facilitates addition of new customers and inventory items while making entries in sales order
Set ups
To avoid repetition of commonly used data and to enable faster preparation of sales related documents
the module has a “Set-up facility” that provides for:
Defining a “customer category” so that customers that have similar requirements and are
applicable for similar discounts can be grouped together in this screen. This also stores details
about the number of days permissible for credit to this category along with any special terms if
applicable.
 Customer
The customer can be defined here with the association of its ID can be generated. This Id stays
unique to that particular customer. Related details like the contact person and the customers
telephone number and address can be stored. This is useful in other modules like stages like
“packing” & receivables wherein the documents like labels, invoices, receipts would require
these details to print alongside the other details.
 Payment Terms
Each individual payment term can be related to a unique ID. This ensures that while
preparation of the invoice the user does not have to type out the terms again, since he has to
just pick the appropriate “payment term” from the ones entered earlier in this feature.
 Message
The standard messages that may need to be sent along with the documents can be entered
using this screen. Similar to the above features each message has a different ID and any
message can be inserted from here in any document as long as it has been entered initially
using these screens.
 Ship Via
This contains a list of the mode of shipment to be used for delivery of the consignment to the
customers.
 Salesperson
The entire list of salespeople in the organization along with their commission structures and
contact details can be made available via these screens.
 Customer Special Price
Some customers may be eligible for a special price on certain items .The set for this contains
the special prices for each items related to each customer. This feature is particularly useful
when the invoice is the prepared for a customer for this special price. In that case the system
will automatically pick up the right (special price for this item) based on the details entered.
 Item Synonym
Few items may have a commonly used synonyms associated with them. Users may sometimes
use these synonyms on account of their frequent usage in the industry. This facility enables
users to use these terms since the system would recognize the actual linked terminology that
has been entered into the system.
Transactions
All day-to-day sales related transactions are recorded using this “Transaction” feature. By its very
name, it indicates that a user will need to use it “to transact” within departments or with entities
external to the organization.
 Sales Quotation
Using this feature quotations that need to be sent to clients can be prepared within a matter of
minutes. The system already has a list of items, styles and the corresponding prices that have
been “set up” earlier. Using this feature making a quotation is an easier & more accurate
process since details do not have to be manually entered or prices do not need to be manually
calculated. The system takes care of the calculations according to the quantity being quoted for
and the description of the items.
 Sales Order
This screen is used to record the details of the sales orders received. The sales order details are
entered corresponding to the invoices given to customers .In this simple & easy to use screen,
we have made provisions for viewing the general ledger & the invoice directly via links in the
same screen. The user avoids going to another module and unnecessarily opening multiple
screens simultaneously
 Sales Invoice
Invoices are prepared using the details entered earlier like the contact address, item type,
corresponding prices of those items and the applicable discounts. The system automatically
picks up the relevant details about price calculations from the data available in the set up
modules.
 Sales Credit Invoice
 Sales memo
When goods are given to customers with the understanding that they will be invoiced / billed
if they are re-sold to other clients, in such a case they would be sent on “memo”. This can be
recorded and a memo can be raised using this screen provided.
 Sales memo Return
Clients sometimes return items that have been sold via by memo, if the entire quantity of
goods is not sold. These returns can be facilitated and the corresponding changes in inventory
and related accounts can be transacted using his screen.
 Sales order Edit
At times, details of sales orders received need to be edited to incorporate additions, deletions
suggested by clients. This screen enables a user to record these changes and since this is lined
with the related modules like inventory and accounts these changes are directly reflected in the
modules.
 Sales order quantity change
The customer that has placed the order may want to change the order quantity. This change
can be incorporated in the system by using this screen

To ensure that no further modifications are made to the sales orders, and other related
documents. This can be done for a transaction or a range of transactions or a range of
transactions.
Reports
 Sales Order Register

This report generates a detailed list of the sales orders received for a range of dates, i.e. for a
week, day or month etc .The report clearly shows the tally of the item quantity ordered and the
order value summary.
 Sales Invoice Register
This would display the total number of invoices received for a given range or accounting
period.
 Sales Memo Register
A report of goods sold on memo basis is obtained here. This summarizes the total number of
memos issued along with the summation of price and quantity. This report cab be obtained for
a range of value or accounting period
 Sales Memo Return Register
This report would give the management an insight into the total number of returns in a day, or
in a particular period, along with the quantity and total value. This report would help the
management pin point the items being returned frequently, or ascertain the customers whom
they would need to be extra cautious about quality. This report would help to calculate the
value of the goods returned .
 Sales Memo Return (Open) Register
This would give details similar to those of the sales memo register, except that the details are
generated for open memos
 Open sales Order Report
This gives a summary of the open orders received with respect to item type and value of the
open orders. Changing the parameters like customer type, casting, stone, salesperson &
transaction date can customize this report. This gives the management a tool to analyze the
various aspects of open sales orders generated.
 Open Sales Memo Aging Report
This report would give the management the status of payments due & the duration since when
they are due (referred to as aging).It segregates the payments due into various sections like
:less than 90 days, between 90-270 days , more than 360 days etc .This will help the
management to know at a glance which customers would require a greater follow up & will
also help them to set revised terms and conditions for some customers.
 Sales Order Status Report
This report would give the completion status of an order. It may be quite possible that the
ordered quantity for a particular quantity may differ from the invoice quantity. This report
would help the management spot this and take corrective action.
 Sales Analysis Reports
This would provide you an analysis of the average price of an item sold. Depending on the
specific terms and conditions of the sale it may happen that the price of the item sold varies
from customer to customer. The sales analysis report would give the average rate for a
particular item over a range of values
 Sales Summary by Item / Lot- Sublot
This would give a summary of the sales that have been made with respect to each item , each
lot & sub lot .This would enable the, management to analyze which items are getting them
greater business and help the focus more on those.
 Sales Summary by Category / Lot#
Similar to the above report, it would give a sales summary with analysis of an entire category
of items.
 Sales Summary by Lot Group
It gives the total number of sales obtained from a particular lot group
 Sales Summary by Customer
This would help to identify the higher value customers and also help in segregating them into
categories based on the relative value they bring to the organization.
 Sales Summary by A/C period
Would help to compare the sales made in a given accounting period with those in another
one .Its very useful to get the values of goods & compare monthly sales of previous years.
This would help to spot trends & help predict jumps in business.
 Sales Register by Sales person
This would give a complete list of salespeople with their corresponding sales made , with
values and items sold .
 Profitability Report
This would give the management an insight into their profitability taking into consideration
the cost of production. This can be obtained item wise, accounting period wise etc.
Jewel - Salesperson
Salesperson module is useful to record information about the financial aspect of a salesperson’s
performance especially with respect to the commission payable, collectibles, cash collected,
customers serviced etc.
This can be used to record and compute incentives & remuneration due to salespeople.
Module Highlights
 Has a provision to record details of sales orders, invoices & linked commissions against
those invoices
 Facility to record credit sales and calculate commissions
 Reports like salesperson register; commission payable, collectibles, and cash collected
statements can be obtained for a user-defined range of values. These are useful for
performance analysis as well as to give an accurate picture of earnings to salespeople
Setup
 Salesperson
This is used to maintain a database of salespeople in the organization. Their contact details
and more importantly their commission structure and slabs are entered here in order to
automate the process of calculating their commission structure.
This is used to set up and define the customer categories. Their links to the accounts in the
GL modules is also defined here. For example: wholesalers can be a customer category
and all wholesalers can be listed under this one.
 Customer
Customer details are entered here alongwith their address, terms, discounts applicable for
each, messages tom be printed on the documents to be given to them. These details once
entered facilitate the transactions with these customers.
Transactions
 Sales Order
The purchase orders received from the customer after they have approved the quotation
are converted into sales orders for the organization. The details of these sales orders are
entered into these tabs provided Details covered are style, item ID and salesperson ID.
 Invoice Commission
This is used to calculate the commission of the salesperson based on the invoice values
that have been raised. Once the invoice values have been determined and the details of the
commission percentages due to the salesperson have been entered in the set up feature the
commissions due to the salespersons will be calculated automatically.
 Credit Commission
This calculates the commission due on credit sales made. The screens and methodology
for the above are the same as the ones available for the “Invoice Commission section”.
 Calculate Commission
This calculates and posts the commissions payable for a given accounting period.
Reports
 Salesperson Register
This gives a list of the sales people with the sales made by them & also the corresponding
quantities and invoice values raised.
 Commission Report
This gives the summary and details of commission payable over a period of time .The
report would give customer wise details alongwith the total amounts and commissions
payable.
 Aging Report
This report gives the aging analysis, like the number of days it takes to collect payments
from clients .It will give a break up of amounts to be collected that have elapsed between
30 days, 30-60 days, 60- 90 days and above.
 Cash Receipt Report
This gives the amounts received over a period of time for a period of time and also for a
set of customers. Amounts received and collectible are also viewed with respect to
customer.
This will give a history of transactions that have taken place with a client .It will give a list
of debits and credits that are against each client and the salesperson related to each one.
Jewel - Contact Manager

The Contact Manager Module aims to help streamline the process of following up with customers by
providing a systematic method of segregating prospects. This enables the management team to
maximize the time spent with clients thereby leading to enhanced productivity and greater business
generation. These and other features help to focus on more profitable business prospects.
Module Highlights
 Manage your customers better than your competitors by recording details of every relationship
with prospects and customers
 Manage an unlimited number of contacts
 Record and view a complete history of all customer interactions, including faxes, emails, and
calls
 Use the opportunity management feature to create an opportunity for every new sales lead to
ensure a higher probability of success
 Manage an entire pipeline of opportunities from lead to close so you don't forget any lead or
any sales step
 Access, view, and print reports of pending and completed activities
Setup
 Set up
This option is used to define various commonly used terms in selling parlance. Company
defined phrases can be setup that are used later as means of quick and efficient sales reporting
and monitoring mechanisms. This is also useful to streamline the process of qualifying sales
leads and prospects and to ensure that all salespeople use a standardized form of
communication for reporting sales activities and status to top management.
Examples of “Contact setup” are defining industry types, lead sources and lead status.
 Salesperson
This is a databank to store data of salespeople and their commission structure with related
details.
Contact
 To Do
This is used to assign a task to a colleague .The user has to fill in the details of the customer
and also mention the priority that has been assigned to each customer. The due date for
addressing / completing this task is also recorded.
 Account
This records details of the account or in other words the customer details like the contact
details, contact person, the sales person following up with the customer etc. This also becomes
a virtual storehouse to look up all kinds of contacts established with a customer.
 Contact Person
Personal and professional details of the contact person/s in the customer organization are
entered here.
 Opportunity
This screen is used to mention the status based on the various parameters that are selected. A
user enters the rating that he / she would like to assign to each client after his or her interaction
with clients. The probability of success possible with that client or for that particular deal is
also mentioned alongside.
 Lead
This is used to record names of prospects that may have been gained from various sources.
These can been later converted into “Accounts” from the same screens.
Reports
 Pending Activity Report

This gives a list of activities that are yet to be completed .It serves as a valuable tool to
monitor the progress of each account .The management would know that the account progress
and the stage wise movement of each account.
 Completed Activity
The list of activities completed within a giving range of time, or for a given category or for a
salesperson or a group of salespeople can be ascertained from here. This can also be
effectively used as a performance management tool to evaluate the progress and efficiency of
each salesperson.
 Contact List
This is a list of customers / prospects. These can be segregated according to category, the
source from they have originated, etc. These can be obtained in a list format or even a labeling
format that can be used for direct mailers etc.
Jewel - System Manager

System Manager - the ‘nerve center’ of Diaspark Jewel, is used to setup company information,
business units, accounting periods, years and the module interfacing that is desired. The security
aspect of the System Manager helps to group users into categories and assigns access levels.
Provides control access at the company, module and menu option levels.
Module Highlights
 Records that have been marked as deleted in the other modules can be cleared
 List of users currently logged in can be viewed and their connections can be terminated, if
required
 Allows user to print a list of users and modules
 Supports multiple business units
SAMPLE SCREENS
Start Menu
Start the application by selecting it on the Pocket PC Start menu.
Login
You log in by entering a rep ID and password.

This is validated in the local database.
The logo will show your company logo.
Main Menu
The main menu provides access to order entry and order reports,
as well as host sync, device staging and other utility programs.
Clicking "Order Entry/Inquiry" takes you to the Order Entry menu.
Order Entry Menu
The Order Entry Menu provides access to the various screens listed below.
Customers
The Customers screen lets you enter a customer number to find it, or
enter part of the name and find it that way. You can also scroll next/prev
by name. The data shown illustrates the type of data fields that could be
downloaded and stored in the local database on the PDA.
The top lines show the customer number, shipto number, status, and the
number of orders for this customer stored on the PDA. Other fields shown
include name/address, phone/fax numbers, contact name, and misc. comments.
Clicking "Orders" takes you to a "Review Orders" screen for this customer.
Review Customer Orders
The Review Orders screen can be accessed from the Order Entry Menu, the
Customers screen, or the Products screen. The dropdown combobox has all order
numbers for this customer that are stored on the handheld DB. Clicking "New"
starts a new order. The current (new) order is shown by default, with other
orders in reverse date sequence (newest on top).
The selected order's details are shown. You can change the requested date
(from a popup calendar) and select dropdowns for the order type, PO#, terms,
shipvia and standard order instructions.
Buttons at bottom allow adding or viewing line items, printing the order
to a mobile printer, or deleting the order (if not yet sent to office).
Products
The Products button on the menu shows this screen. It shows the name of
the customer currently selected, and allows finding a product by scanning a
barcode, or by entering either the barcode number or the product number. You
can also do next/prev by the product number. The "Search" button opens
a new screen where you can search by various product criteria.
If you have GIF or JPG images of your products in a small thumbnail
image, those can be stored on the PDA and displayed as well. To order an
item, you click "Order". The program can also be set up to automatically
order one of an item when it is scanned without clicking "Order".
Product Search
The search screen allows selection of a search group, which is a
configurable set of choices. Examples might be product type, line,
brand, model, color, size, weight, shape, etc. For each choice of
a search group, the next two dropdown boxes will display the specific
choices for that search group. When these are selected, a list of
matching products is displayed in the rows at the bottom.
The search looks at the category, subcategory and product description

fields in the product database for the selected search keys. You can
also type in a search term in the textbox below the dropdown boxes.
Clicking on a product brings it back into the "Order Product" screen.

You can switch between these two screens to look at images of selected
products, compare prices and other product info, etc.
Order Item
Clicking the "Order" button opens this screen which allows you to select
an order quantity, select from a set of standard instructions or comments, or
enter a special comment. Clicking "Accept" adds the item to the order.
This screen is also used to edit order lines after they have been entered,
which is how you can increase the order quantity if the program is set up
to automatically "order one" when a barcode is scanned (without going into
this screen initially).
Order Lines
The Order Lines screen is accessed from the "View Line Items" button on the
Review Orders screen above. For each line item, it has a column for Qty,
Product#, Extension, Description and Line Number (you can scroll left/right to
see them all).
You can edit a line by selecting a row and clicking "Edit Line", which shows
the "Order Item" screen above with the selected item, so that changes can be
made and saved back to this screen. Or, you can select a line and delete that
item. You can also sort the line items by any of the columns.
Basics
The Basics screen provides a way to quickly enter "starter kit" orders or
any other grouping of items that are commonly ordered together. It can
also be used to show related items for cross-selling and upselling.
Open Orders
The Open Orders screen lists all new open orders that have not yet been sent
to the home office. This provides a quick way to get back to an order when
customers call you with additional items they forgot to order.
Print Orders
The Print Orders screen creates a formatted Order Acknowledgement document

that can be previewed on the PDA, saved as a text file, or printed on a mobile
printer via a serial or IR (infrared) port.
Host Sync
From the Host Sync screen, you can download new/changed customers, products,
and other data such as terms codes, shipvia codes etc., and upload (send) all new
orders to the home office. If you have added any new customers in the customer
screen, these are also uploaded.
Options
This screen lets you set the "Date Requested" formula and the "Order On Scan"
one-touch ordering option.
Order Reports
Order reports include a Daily Orders Report that summarizes orders by date.
Data Load
This screen is used to load a full set of customers, products or other

database tables from a text file. It is normally used only when staging
a PDA, but can be used in the field if you ever need to reload the tables.
Admin Tools
This password-protected screen allows you to download new versions of the
programs and configuration files without bringing the PDA into the office.
DB Admin (ODBC) Utility
This password-protected utility provides full access to the local database

if needed in special circumstances. Not normally used in daily operations.

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Jewel - Overview

 Integrated manufacturing and accounting modules to cater to all functions of jewelry

 Client / Server Architecture

Jewel - Sales Order & Invoicing

 Auto calculation of the sales tax, insurance and discount rates

 Make Transaction View Only

 Sales Order Register

Jewel - Casting & Style Inventory

 Provision for allocating multiple vendors for an item

 Physical Inventory – Posting

 Style & Casting Receipt Report

 Make Transaction View Only

 Stone Receipt Report

 Stone Lot & Group

Jewel - Production & Quality Control

 Inbox -Sales Order

 Void Work Bags

Jewel - Return & Repair

 Facility to record the summary as well as details of the packets received

 Repair / Credit Memo

 Update Labor Cost

 Casting Purchase Order

 Make Transaction View Only

 Gold Transaction Register

 Caster Account Statement

The Contractor module has 3 main menus:

 Prepare Work Bag

 Make Transaction View Only

 Work bag Report

 Style Item List

Jewel - Purchase Order & Invoicing

 Vendor Special Price

 Make Transaction View Only

 Purchase Order Register

 Caster Metal item List

 Stone Lot Master

 Takes care of complicated designs and price definitions

Jewel - Accounts Receivable

 Make Transactions View Only

 Customer Invoice Register

 Customer Payment Terms

Jewel - General Ledger

 Change Transaction Date

Jewel - Accounts Payable

 Allows creation of advance payments even before an invoice is raised

 Vendor Invoice/ Expense Entry

 Make Transaction View Only

 Vendor Invoice Register

 Vendor Payment Terms

Jewel - Cash Manager

 Enables you to deposit cash checks to the bank

 Make Transaction View Only

Casting & Style Inventory

SALES AND PURCHASE

Purchase Order & Invoicing

Jewel - Accounts Receivable

 Make Transactions View Only

 Customer Invoice Register

 Customer Payment Terms

Jewel - Accounts Payable

 Allows creation of advance payments even before an invoice is raised

 Vendor Invoice/ Expense Entry