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Goldsmith, Silversmith Templates
Contents
Goldsmith, Silversmith Templates
There is a huge number of templates that someone in the Goldsmith, Silversmith role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Goldsmith, Silversmith. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Sales Report
2. Inventory Spreadsheet
3. Purchase Order
4. Production Schedule
5. Customer Order Form
6. Expense Tracker
7. Pricing Catalog
8. Quality Control Checklist
9. Supplier Contact List
10. Marketing Plan
Reports
Reports are often prepared by a Goldsmith, Silversmith to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Sales Report
2. Inventory Report
3. Production Report
4. Profit and Loss Report
5. Customer Feedback Report
6. Supplier Performance Report
7. Marketing Campaign Report
8. Employee Performance Report
9. Material Cost Report
10. Quality Control Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Goldsmith, Silversmith does and how they do it.
1. Inventory Management SOP
2. Jewelry Design SOP
3. Metal Casting SOP
4. Stone Setting SOP
5. Jewelry Repair SOP
6. Polishing and Finishing SOP
7. Quality Control SOP
8. Packaging and Shipping SOP
9. Customer Service SOP
10. Safety and Hazard Control SOP
Presentations
Goldsmith, Silversmith presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Product Showcase Template
2. Client Proposal Template
3. Sales Performance Template
4. Design Inspiration Template
5. Workshop Demonstration Template
Legal Docs
There are several key times when a Goldsmith, Silversmith needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Purchase Agreement Template
2. Non-Disclosure Agreement Template
3. Commission Agreement Template
4. Consignment Agreement Template
5. Intellectual Property Assignment Agreement Template
Health & Safety Templates
Health & Safety templates for a Goldsmith, Silversmith ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Risk Assessment Template
2. Hazard Identification Template
3. Incident Report Template
4. Safety Inspection Checklist Template
5. Personal Protective Equipment (PPE) Assessment Template
Calendars
Setting up Goldsmith, Silversmith calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Production Calendar
2. Sales and Marketing Calendar
3. Inventory Management Calendar
4. Exhibition and Trade Show Calendar
5. Supplier and Vendor Calendar
Invoice Templates
Several types of Goldsmith, Silversmith invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice
2. Purchase Invoice
3. Commission Invoice
4. Repair Invoice
5. Custom Order Invoice
Survey Templates
For a Goldsmith, Silversmith to get insights related to the work they do, they need to send out Goldsmith, Silversmith surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Quality Survey
3. Design Preference Survey
4. Pricing and Value Survey
5. Market Trends Survey
Meeting Agendas
Having premade Goldsmith, Silversmith meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Production Meeting
2. Design and Development Meeting
3. Sales and Marketing Meeting
4. Quality Control Meeting
5. Supplier and Inventory Meeting
Budget Templates
To manage finances well, a Goldsmith, Silversmith would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income Budget Template
2. Expense Budget Template
3. Material Cost Budget Template
4. Labor Cost Budget Template
5. Marketing and Promotion Budget Template
Dashboards
Dashboards are a useful way for a Goldsmith, Silversmith to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Production Efficiency Dashboard
4. Customer Satisfaction Dashboard
5. Financial Analysis Dashboard
Proposal Templates
For bidding or requesting work, a Goldsmith, Silversmith needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Custom Jewelry Design Proposal
2. Jewelry Repair and Restoration Proposal
3. Wholesale Jewelry Manufacturing Proposal
4. Artisanal Silverware Creation Proposal
5. Jewelry Exhibition and Sales Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Goldsmith, Silversmith templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
