Overview

This guide explains how to create, manage, and finalise Custom Jobs in Retail Edge. Custom Jobs are used when a unique piece of jewellery is created based on a customer’s request or a collaboration between the customer and the jeweller.

What is a Custom Job

A Custom Job refers to the creation of a one-off jewellery item made specifically for a customer.

Custom pieces may be created using:

• Parts supplied by the customer
• Parts supplied by the jeweller
• Parts already held in store inventory

Regardless of how parts are sourced, Retail Edge provides structured workflows to:

• Track labour and materials
• Manage customer approvals and deposits
• Convert the custom job into a finished stock item

Custom Job Intake

Starting a Custom Job

Note: A Custom Job can only be done for a customer that is registered in your database.

1. From the POS screen, select the Salesperson and the Customer as per normal process.
2. Select Custom from the transaction types.

POS screen — select Custom from the transaction types

Entering Custom Job Descriptions

The Custom Job intake screen contains two description fields:

Customer Description (left box)

Enter a high-level description of what the customer wants.

Jeweller Description (right box)

Enter a detailed description from the jeweller’s perspective, outlining how the piece will be made.

Custom Job intake screen showing Customer and Jeweller description fields

Ensure both sections are completed clearly before proceeding.

Creating Custom Job Tasks

Custom jobs require at least one task. You may:

• Use one generic repair/custom SKU (e.g. 1040) to represent all labour, or
• Assign individual SKUs for each stage of the process (e.g. design, setting, polishing).

Custom Job edit screen showing task, costs, ETA, and deposit fields

Pricing, ETA, and Deposit

1. Tick Price is an Estimate unless both labour and parts costs are confirmed.
2. Enter an Estimated Time of Arrival (ETA).
3. Enter the deposit amount, if applicable.

Before saving, confirm all details are accurate.

Managing Payments

1. Click OK / Save & Close to return to the POS screen.
2. Process the deposit payment using your normal POS procedure.

POS screen showing completed deposit payment

Finding and Managing Custom Jobs

Accessing Custom Job Management

From the Back Office, go to:

Services → Find → Repair/Custom

Back Office navigation: Services → Find → Repair/Custom

Reviewing Custom Jobs

Use the search criteria to locate jobs:

3. On the Find window, go to the General tab and select Custom under Job Type.

Find window — General tab with Custom selected

4. Switch to the Status/Dates tab and enter any additional parameters you need.

Find window — Status/Dates tab

5. Click OK. The results list displays job status and current location in the workflow.

Custom job search results list

You can also review all custom jobs from the customer’s point of sale screen using the Rep/Custm button.

POS screen — Rep/Custm button to view customer’s custom jobs

Adding Parts to a Custom Job

1. In the Custom Job screen, navigate to the Parts tab.
2. Click Add for each part used.

Parts tab — click Add to enter parts for the custom job

For each part, you can enter an existing SKU, or leave the Item Number blank if the part is not in inventory. Enter the Description, Quantity, and Cost and retail price.

New Part entry form

Once you add a part to a task, a popup will appear advising that you are adding an item with a cost and retail value.

Change Price popup

• If you have already given the finalised price to the customer, select No.
• If the customer is waiting for a quote, select Yes to add the values to the final amount.

Important: At least one part must be added to the custom job. This is required to avoid errors when creating valuation certificates or finalising the item.

Completing the Custom Job

To complete a custom job, follow these steps from the Back Office:

1. Go to Services → Repair/Custom and open the completed job.
2. Click Create Item.
3. Assign the Inhouse Supplier and the appropriate Department.

Create Item screen — assign Supplier and Department before saving

Once saved, all tasks are marked complete and the item is ready for customer pickup.

Best Practices

• Always complete both description fields clearly.
• Use estimated pricing unless fully confirmed.
• Add all parts used, even if not stocked.
• Keep job locations updated for production tracking.
• Create valuation certificates only after pickup when customer details are required.

Summary

Custom Jobs in Retail Edge allow jewellers to accurately record, manage, and complete one-off jewellery pieces created to a customer’s specifications. From initial intake at the POS through to manufacturing, stock creation, and final pickup, the process ensures all labour, parts, pricing, and approvals are clearly documented.

By using structured descriptions, task tracking, part allocation, and proper job management in the Back Office, Custom Jobs provide full visibility across the production lifecycle.