JewelersFlow App Support

Dashboard

The Dashboard provides a comprehensive overview of your business:

• Sales revenue tracking (daily, weekly, monthly, yearly)
• Repair revenue tracking
• Layaway and order revenue
• Active repairs, layaways, and orders count
• Total revenue collected
• Low stock alerts
• Recent activity feed
• Universal barcode scanner toolbar button for quick lookups

Tip: Use the time filter in the top right to view different time periods. Sales users see a simplified dashboard with commission tracking.

Customer Management

Manage your customer database efficiently:

• Add, edit, and search customers
• View customer purchase history and repair history
• Store contact information (phone, email, address)
• CSV import/export for bulk operations
• Secure deletion with 4-digit confirmation code

Inventory Management

Track your jewelry inventory:

• Add items with SKU, description, and pricing
• Track quantity and set reorder levels
• Attach product photos
• Barcode scanning for quick item lookup
• Low stock alerts on dashboard
• CSV import/export capabilities

Sales Management

Process sales transactions:

• Create sales with customer assignment
• Add multiple items to a sale
• Automatic tax calculation
• Multiple payment methods (cash, card, check, etc.)
• Print receipts and invoices
• Track payments and balances
• Search and filter sales by date, customer, or sale number

Layaway Management

Handle layaway agreements:

• Create layaway agreements with payment plans
• Track multiple payments over time
• Monitor balance due and payment history
• Complete layaway when fully paid
• Print layaway receipts

Special Orders

Manage custom orders:

• Create special orders for custom pieces
• Track order status and expected delivery dates
• Record deposits and final payments
• Mark orders as completed when received

Repair Management

Track repair jobs from start to finish:

• Create repair tickets with customer information
• Set estimated costs and actual costs
• Track repair status (Received, In Progress, Completed, Picked Up)
• Add repair services with pricing
• Collect payments for repairs
• Print repair receipts and work orders
• Barcode scanning for quick repair lookup
• View in list or grid format

iCloud Sync & CloudKit

Keep your data synchronized across devices:

• Automatic syncing using Apple cloud infrastructure
• Store information syncs across all devices
• User accounts and permissions sync automatically
• All business data (customers, sales, repairs, inventory) syncs via CloudKit
• Secure and reliable cloud storage

Note: Make sure you are signed in to iCloud on your iPhone or iPad for sync to work. Initial sync may take a few minutes depending on data size.

User Management & Permissions

Control access with role-based permissions:

• Admin - Full access to all features and settings
• Manager - Can manage most features but limited settings access
• Sales - Can create sales and view their own commission information

Permissions can be customized per user, including:

• View/edit/delete permissions for each module
• CSV import/export permissions
• Financial reports access
• User management permissions
• Commission payment management

Barcode Scanning

Quick lookup using barcode scanner:

• Universal scanner from Dashboard toolbar
• Scans repair numbers, sale numbers, and inventory SKUs
• Automatically navigates to the matching item
• Works with barcodes and QR codes

CSV Import/Export

Bulk data operations:

• Export customers, sales, repairs, and inventory to CSV
• Import data from CSV files
• Useful for backups and data migration
• Requires appropriate permissions

Printing

Print receipts, invoices, and work orders:

• Print sales receipts
• Print invoices
• Print repair receipts and work orders
• Customize store information in Settings
• Share documents via AirPrint or other methods

Financial Reports

Generate comprehensive financial reports:

• Sales reports by date range (daily, weekly, monthly, yearly)
• Repair revenue reports
• Payment collection reports
• Commission tracking for sales staff
• Print reports for record keeping

Commission Payments

Track and manage commission payments:

• View earned commissions for each sales user
• Record commission payments
• Track outstanding commission balances
• Automatic commission calculations based on monthly sales
• Commission percentage assigned per sales user

Backup & Restore

Protect your data:

• Create manual backups of all app data including Core Data and images
• Restore from backup files
• Automatic iCloud backup via CloudKit
• Export backups for external storage
• Backup location can be in iCloud or local Documents folder

Auto Logout & Security

Enhanced security features:

• Automatic logout after configurable inactivity period
• Enable or disable auto logout in Settings
• Customizable timeout duration
• Activity tracking to prevent accidental logouts during active use

Settings - Store Information

Configure your store details:

• Store name, address, phone, email, and website
• Store logo upload and management
• State tax rate configuration
• Store policies for repairs and sales (displayed on receipts)
• CSV import/export enable/disable toggle
• Receipt header preview
• All store information syncs across devices via iCloud

Settings - Security

Configure app security settings:

• Require login toggle (enable/disable login requirement)
• Auto logout configuration (enable/disable and timeout duration)
• Security questions setup for password recovery
• Set up 3 security questions and answers for password reset
• Auto-logout is paused when actively working in forms

Settings - Login Credentials

Manage your login credentials:

• Change your password
• Password recovery using security questions
• Update username (admin users only)

Settings - Repair Services

Manage repair service types and pricing:

• Add, edit, and delete repair service types
• Set default pricing for each service type
• Service types can be used when creating repair tickets
• Prices can be modified per repair job

Settings - Preset Discounts

Create and manage preset discounts for quick use during sales:

• Add preset discounts with custom names and descriptions
• Set discount type: Percentage or Fixed Amount
• Configure discount value (percentage or dollar amount)
• Activate or deactivate discounts as needed
• Preset discounts can be quickly applied during sales transactions
• Edit, delete, or toggle active status for each preset discount
• All preset discounts sync across devices via CloudKit

Tip: Create common discounts like "10% Off", "Employee Discount", or "Sale Price" to speed up checkout.

Settings - Printing Settings

Configure printer settings:

• Printer type selection (AirPrint, Epson ePOS, Star)
• Connection type (AirPrint, Network/TCP, Bluetooth, USB)
• Network printer address configuration (IP and port)
• Receipt printer style (Thermal 58mm, Thermal 80mm, Standard Receipt)
• AirPrint is recommended for easiest setup

Settings - Jewelers Management

Manage your jewelers database:

• Add, edit, and manage jeweler profiles
• Jeweler types (In-House, Independent)
• Availability status (Available, Busy, Unavailable)
• Assignments management - assign work to jewelers
• Charges Pending Approval - review and approve charges
• Invoices - manage jeweler invoices
• Payments - track payments to jewelers
• Contact information storage (name, email, phone, address)

Note: Jewelers Management requires admin permissions.

Settings - Manage Subscription

View and manage your app subscription:

• View current subscription status and details
• Manage subscription through App Store subscription management
• View subscription expiration date and renewal information
• Access App Store subscription settings

Note: Subscription management is handled through the App Store. Use this section to access subscription settings and view your current subscription status.