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Glossary of Jewlerist Terms
Summary
This glossary defines the terms used consistently across Jewlerist and its Help Center documentation. Using these terms consistently helps avoid confusion and ensures that everyone on a team is talking about the same thing.
Core terms
| Term | Definition |
|---|---|
| Asset | Anything valuable that you need to track in Jewlerist. Assets come in five types: stone, metal lot, jewelry piece, parcel, and component. Every asset has a timeline of events. Do not use "item", "product", or "record" as synonyms. |
| Event | A record of something that happened to an asset: acquiring it, moving it, consuming metal, reserving it, selling it, or correcting a mistake. Events build the history of each asset. Do not use "action" or "log entry". |
| Workspace | The top-level container in Jewlerist. A workspace represents one business or studio. All inventory, contacts, orders, costs, and team members belong to a workspace. Data never crosses workspace boundaries. Do not use "account", "company", or "organisation". |
| Contact | An external party you work with: a customer, vendor, or lab. Contacts are referenced by orders, costs, and payments. Do not use "party" or "counterparty" in user-facing communication. |
| Order | A piece of commercial work: a custom commission, a sale, a repair, or a service. Orders connect contacts, assets, costs, and payments into a single thread. Do not use "sale" or "transaction" in user-facing communication. |
| Cost line | A record of money spent. Cost lines can be direct (linked to a specific asset or order) or overhead (period expenses not allocated to individual pieces). Do not use "expense" for direct costs; reserve "expense" for overhead. |
| Direct cost | A cost linked to a specific asset, order, or design. Examples: the cost of a stone purchased for a commission, casting work sent out for a particular ring. Always use "direct cost", not "variable cost". |
| Overhead | A period expense not allocated to individual pieces. Examples: rent, electricity, software subscriptions, tools. Always use "overhead", not "fixed cost" or "operating expense". |
| Task | A piece of work that needs to happen. Tasks can be assigned to team members and linked to orders, assets, or contacts for context. |
| Member / Team member | A person who belongs to a workspace. Do not use "user", "employee", or "staff member". |
| Owner | The workspace owner role. Owners have full access to everything, including billing and all permissions. Do not use "administrator" or "admin". |
Asset types
| Term | Definition |
|---|---|
| Stone | A single loose gemstone tracked by carats, shape, color, clarity, certificate, and origin. |
| Metal lot | A quantity of precious metal tracked by type, purity, form, and grams. The remaining weight is calculated as metal is consumed. Do not use "metal stock" or "metal inventory". |
| Jewelry piece | A finished or in-progress piece of jewellery such as a ring, necklace, or bracelet. Do not use "piece" or "product" alone. |
| Parcel | A batch of stones tracked together by count, total carats, and shared attributes. Do not use "parcel lot" or "batch of stones". |
| Component | A part used in assembly: a chain, clasp, earring post, or finding. Do not use "part" or "sub-assembly". |
Event kinds
| Term | Definition |
|---|---|
| Acquire | Records that an asset was acquired. Typically the first event on an asset's timeline. |
| Move | Changes an asset's location. |
| Consume | Reduces the quantity of an asset (grams from a metal lot, stones from a parcel). The delta is always negative. |
| Split | Divides an asset into parts. |
| Merge | Combines parts into a single asset. |
| Assign | Changes the responsible team member for an asset. |
| Reserve | Sets aside an asset (or part of it) for a specific order. Reduces available quantity. |
| Unreserve | Releases a reservation, making the quantity available again. |
| Sell | Records that an asset was sold as part of an order. |
| Return | Records that a sold asset was returned. |
| Adjust | A manual correction to quantity or state. |
Order terms
| Term | Definition |
|---|---|
| Order line | A single item or service within an order. Lines can be asset lines (a specific asset being sold), service lines (a service being provided), or design lines (a design being commissioned). |
| Order template | A saved order structure that can be used to create new orders with the same shape. Templates do not have a customer, due date, or quoted total. |
| Outstanding balance | The amount remaining to be paid on an order after all payments have been recorded. |
Payment terms
| Term | Definition |
|---|---|
| Payment | Money received from a customer against an order. Reduces the outstanding balance. |
| Refund | Money returned to a customer. Increases the outstanding balance (or creates a credit). |
| Void | Cancels a payment that was recorded incorrectly. Creates a reversal and restores the outstanding balance. |
Workspace terms
| Term | Definition |
|---|---|
| Base currency | The primary operating currency of a workspace. All foreign-currency transactions are converted to the base currency for reporting. |
| Location | A physical place where assets are stored. Locations can be internal, vendor, client, or unknown. |
| Cost category | A label for organising expenses. Categories are either direct or overhead. |
| Handle | A short identifier for a workspace, used in URLs. |
| Invitation | An email sent to a prospective team member inviting them to join a workspace. |
| Role | The access level of a team member: owner, manager, staff, or viewer. |
| Permission | A specific capability within a workspace (e.g. assets.read, costs.write). Roles come with default permissions; owners can customise them. |
Financial terms
| Term | Definition |
|---|---|
| Exchange rate | The rate used to convert a foreign-currency amount to the workspace base currency. Recorded at the time of each transaction. |
| Tax profile | A configuration that determines how tax is calculated on order lines. |
| VAT | Value Added Tax. Recorded as a rate and calculated amount on orders and costs. |
| Invoice | A formal billing document issued against an order. Includes customer details, order lines, tax, and payment terms. |