Jewellery Templates

Jewellery Templates

There is a huge number of templates that someone in the Jewellery 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 Jewellery. 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. Customer Order Form
5. Price List
6. Employee Schedule
7. Marketing Plan
8. Financial Statement
9. Product Catalogue
10. Performance Evaluation

Reports

Reports are often prepared by a Jewellery 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. Profit and Loss Report
4. Customer Demographics Report
5. Marketing Campaign Performance Report
6. Employee Performance Report
7. Supplier Performance Report
8. Return and Exchange Report
9. Cash Flow Report
10. Trend Analysis 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 Jewellery does and how they do it.

1. Inventory Management SOP
2. Sales Process SOP
3. Customer Service SOP
4. Merchandising SOP
5. Security and Loss Prevention SOP
6. Shipping and Receiving SOP
7. Repair and Maintenance SOP
8. Marketing and Promotions SOP
9. Employee Training and Development SOP
10. Financial Reporting and Analysis SOP

Presentations

Jewellery 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. Sales Performance Report
2. Product Launch Presentation
3. Marketing Campaign Analysis
4. Customer Feedback Presentation
5. Trend Analysis and Forecasting

Legal Docs

There are several key times when a Jewellery 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Sales Agreement Template
4. Lease Agreement Template
5. Purchase Order Template

Health & Safety Templates

Health & Safety templates for a Jewellery ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Risk Assessment Template
2. Fire Safety Checklist Template
3. First Aid Kit Checklist Template
4. Manual Handling Risk Assessment Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Jewellery calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Sales Calendar
2. Marketing Calendar
3. Inventory Calendar
4. Staff Schedule Calendar
5. Events Calendar

Invoice Templates

Several types of Jewellery invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Sales Invoice: This invoice is used to bill customers for the purchase of jewellery items in the retail store.
2. Wholesale Invoice: This invoice is used when selling jewellery items in bulk to other retailers or businesses.
3. Repair Invoice: This invoice is used to bill customers for jewellery repair services provided by the retail store.
4. Custom Order Invoice: This invoice is used when customers place custom orders for personalized jewellery pieces.
5. Consignment Invoice: This invoice is used to bill customers for jewellery items sold on consignment, where the retail store acts as a sales agent for the owner

Survey Templates

For a Jewellery to get insights related to the work they do, they need to send out Jewellery surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Store Experience Survey
4. Market Research Survey
5. Employee Engagement Survey

Meeting Agendas

Having premade Jewellery 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. Sales Performance Review Meeting
2. Product Development Meeting
3. Marketing Strategy Meeting
4. Inventory Management Meeting
5. Staff Training and Development Meeting

Budget Templates

To manage finances well, a Jewellery would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Sales Budget Template
2. Expense Budget Template
3. Cash Flow Budget Template
4. Inventory Budget Template
5. Marketing Budget Template

Dashboards

Dashboards are a useful way for a Jewellery 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. Customer Engagement Dashboard
4. Marketing Campaign Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Jewellery 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. Monthly Sales Promotion Proposal
2. New Product Launch Proposal
3. Marketing Campaign Proposal
4. Store Renovation Proposal
5. Customer Loyalty Program 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 Jewellery 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.