Silversmith Templates

Silversmith Templates

There is a huge number of templates that someone in the 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 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 Order Form
2. Purchase Order Form
3. Inventory Tracking Spreadsheet
4. Production Schedule Template
5. Cost Analysis Spreadsheet
6. Customer Feedback Form
7. Marketing Plan Template
8. Monthly Sales Report
9. Expense Report Template
10. Product Catalog Template

Reports

Reports are often prepared by a 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. Monthly Sales Report
2. Inventory Report
3. Production Efficiency Report
4. Cost Analysis Report
5. Quality Control Report
6. Customer Satisfaction Report
7. Marketing Campaign Performance Report
8. Supplier Performance Report
9. Employee Productivity Report
10. Financial Statement 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 Silversmith does and how they do it.

1. Inventory Management SOP
2. Quality Control SOP
3. Metal Casting SOP
4. Jewelry Design SOP
5. Stone Setting SOP
6. Polishing and Finishing SOP
7. Engraving SOP
8. Packaging and Shipping SOP
9. Customer Service SOP
10. Equipment Maintenance SOP

Presentations

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. Craftsmanship Techniques Template
3. Design Inspiration Template
4. Customer Testimonials Template
5. Sales Performance Template

Legal Docs

There are several key times when a 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. Product Liability Waiver Template
5. Copyright Assignment Agreement Template

Health & Safety Templates

Health & Safety templates for a 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 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. Supplier and Vendor Calendar
5. Exhibition and Trade Show Calendar

Invoice Templates

Several types of Silversmith 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 sale of finished silver products.
2. Purchase Invoice: This invoice is used to record and track the purchases of raw materials and supplies needed for silver crafting.
3. Commission Invoice: This invoice is used to bill clients for custom-made silver pieces or special orders.
4. Repair Invoice: This invoice is used to bill customers for repair services provided for damaged or broken silver items.
5. Shipping Invoice: This invoice is used to document and charge customers for the shipping and handling costs associated with their silver purchases

Survey Templates

For a Silversmith to get insights related to the work they do, they need to send out 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. Market Research Survey
4. Supplier Evaluation Survey
5. Employee Feedback Survey

Meeting Agendas

Having premade 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 Innovation Meeting
3. Sales and Marketing Meeting
4. Quality Control Meeting
5. Supplier and Materials Meeting

Budget Templates

To manage finances well, a 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 Silversmith to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Dashboard
2. Inventory Dashboard
3. Production Dashboard
4. Quality Control Dashboard
5. Financial Dashboard

Proposal Templates

For bidding or requesting work, a 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. Wholesale Order Proposal
3. Jewelry Repair and Restoration Proposal
4. Collaborative Artisan Workshop Proposal
5. Craftsmanship Training 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 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.