# Jewlerist

> Jewlerist is the operational home for independent bench jewelers and small jewelry studios: inventory, production history, orders, costs, payments, and responsibility connected in one calm workspace.

Jewlerist is specialized software designed for independent jewelry makers, custom ateliers, and small-batch production studios. It replaces spreadsheet chaos and disjointed tools with unified tracking of precious materials (metals, loose stones, diamonds), event-sourced production history, custom design workflows, live metal market costing, certified invoicing, and customer orders.

## Core Pages

- [Jewlerist](https://jewlerist.com/): Operational home for jewelry studios: inventory, production history, orders, costs, payments, and responsibility connected in one calm workspace.
- [Pricing](https://jewlerist.com/pricing): Simple, transparent pricing plans (Solo, Atelier, Studio) with a 14-day free trial.
- [Terms of Service](https://jewlerist.com/terms): Terms of service, workspace account agreements, and software subscription terms.
- [Privacy Policy](https://jewlerist.com/privacy): Data protection, tenant isolation privacy, and personal data management policies.
- [Cookie Policy](https://jewlerist.com/cookies): Cookie usage, local storage, and browser storage disclosures.
- [Legal Notices](https://jewlerist.com/legal): Statutory corporate details, imprint, and regulatory contact information.

## Capabilities & Workflows

- **Precious Metals & Stones Inventory**: Track gold, silver, platinum, palladium alloys, loose gemstones, certified diamonds with the 4Cs, findings, and finished assets with precise lot tracking and scrap reclamation.
- **Event-Sourced Production**: Full audit trail for casting, setting, polishing, hallmarking, resizing, and repairs with automatic material consumption.
- **Custom Commission Pipeline**: Follow bespoke jewelry projects from initial design brief and 3D CAD modeling to client milestones and final delivery.
- **Dynamic Costing & Margins**: Calculate accurate margins and prices using live metal market spot rate feeds, stone valuation, and studio labor rates.
- **Certified Invoicing & Fiscal Compliance**: Multi-series document management compliant with Portuguese Tax Authority (AT / SAF-T PT) standards and international accounting rules.
- **Multi-Tenant Studio Workspaces**: Clean workspace boundaries, role-based staff access, and activity feeds.

## Help Center Guides

Step-by-step documentation answering common "how do I..." questions about using Jewlerist. Each guide is also available as raw Markdown by appending `.md` to its URL.

- [All Help Articles](https://jewlerist.com/help): Complete index of user guides.
- [Getting Started with Jewlerist](https://jewlerist.com/help/getting-started): Jewlerist is the operational home for independent jewellers and small jewelry studios. It connects inventory, materials, production history, contacts, orders, costs, payments, tasks, and responsibility in one workspace. This guide explains what Jewlerist is, who it is designed for, and the first steps to recording meaningful work.
- [Understanding Workspaces](https://jewlerist.com/help/understanding-workspaces): A workspace is the top-level container in Jewlerist. It represents one business or studio, and everything you create — assets, contacts, orders, costs, payments, tasks, and team members — belongs to a workspace. Data never crosses workspace boundaries.
- [Adding Your First Assets](https://jewlerist.com/help/adding-your-first-assets): Assets are the core records in Jewlerist. Every stone, metal lot, jewelry piece, parcel, and component in your inventory is an asset. This guide walks through creating your first assets and explains the information that matters most.
- [Asset Types Explained](https://jewlerist.com/help/asset-types-explained): Jewlerist recognises five asset types: stone, metal lot, jewelry piece, parcel, and component. Each type tracks different kinds of inventory with fields appropriate to that kind. Choosing the right type when creating an asset ensures you capture the right information and can work with it correctly.
- [Recording Asset Events](https://jewlerist.com/help/recording-asset-events): Events are how Jewlerist builds the history of each asset. Every action — acquiring a stone, moving a piece, consuming metal from a lot, reserving an item for an order, selling it, or correcting a mistake — is recorded as an event. The timeline of events on each asset is the source of truth for its current state and its complete history.
- [Managing Contacts](https://jewlerist.com/help/managing-contacts): Contacts in Jewlerist represent the external parties you work with: customers who commission or buy jewellery, vendors who supply materials or services, and labs that provide certificates or treatments. Every order, cost, and payment can reference a contact, making contacts the connective tissue between your inventory and your commercial relationships.
- [Creating and Managing Orders](https://jewlerist.com/help/creating-and-managing-orders): An order represents a piece of commercial work: a custom commission, a sale of existing inventory, a repair, or a service. Orders connect contacts, assets, costs, and payments into a single thread, and they are the primary way Jewlerist tracks what you are working on, what it costs, what it sells for, and what remains outstanding.
- [Recording Costs and Expenses](https://jewlerist.com/help/recording-costs-and-expenses): Costs in Jewlerist record money spent: materials purchased, lab work, casting, setting, shipping, or overhead such as rent and electricity. Costs are divided into two types — direct costs (linked to a specific asset or order) and overhead costs (period expenses not allocated to individual pieces). Together, they build the money trail that shows what your work actually costs.
- [Recording Payments](https://jewlerist.com/help/recording-payments): Payments in Jewlerist record money received from customers against orders. Every payment reduces the outstanding balance on an order and creates a corresponding event on the timeline of each asset linked to that order. Payments can be full or partial, and they support multiple payment methods and currencies.
- [Assigning Tasks and Tracking Work](https://jewlerist.com/help/assigning-tasks-and-tracking-work): Tasks in Jewlerist turn orders, production steps, and follow-ups into accountable work items. A task has a title, a description, a priority, a due date, and an assignee. Tasks can be linked to orders, assets, or contacts for context, and they can include checklists, attachments, and comments. Tasks are how you track what needs attention next and who owns it.
- [Setting Up Locations](https://jewlerist.com/help/setting-up-locations): Locations in Jewlerist represent the physical places where assets are stored: your workshop, a safe, a vendor's office, a client's premises, or any other place where inventory might be. Every asset can be assigned a location, and locations help you answer the question "where is this right now?"
- [Customising Event Templates](https://jewlerist.com/help/customising-event-templates): Event templates allow a workspace to define its own vocabulary for asset events. Instead of using only the built-in event kinds (acquire, move, consume, etc.), a studio can create named templates like "Sent to Casting", "QC Passed", or "Stone Set" that match the language and workflow of their workshop. **Note:** Event templates are not yet available in the current version of Jewlerist. This article describes the intended functionality and will be updated when the feature is released.
- [Inviting Team Members](https://jewlerist.com/help/inviting-team-members): Jewlerist workspaces can have multiple team members, each with a role that determines what they can see and do. The workspace owner invites team members by email, assigns them a role, and can customise their permissions. This article explains roles, permissions, and the invitation process.
- [Plans, Billing, and Account Management](https://jewlerist.com/help/plans-billing-and-account-management): Jewlerist workspaces operate under subscription plans that determine which features are available and whether the workspace is writable or read-only. The workspace owner manages billing, subscription status, and plan changes. This article explains how plans work and where to find billing settings.
- [Introduction to Invoicing](https://jewlerist.com/help/introduction-to-invoicing): Jewlerist can turn an order into an invoice. You configure your seller details, jurisdiction, and tax profiles once in workspace settings, then issue invoices directly from an order. Issued documents become permanent records that corrections never modify.
- [Invoicing for Portugal](https://jewlerist.com/help/invoicing-for-portugal): If your workspace sells in Portugal, choose the Portugal jurisdiction in your invoicing settings. Jewlerist then adds a Portuguese seller NIF field, a tax territory selector (mainland, Azores, Madeira), and a choice of how invoices are issued. Jewlerist prepares Portugal-aware documents but is not AT-certified invoicing software.
- [Glossary of Jewlerist Terms](https://jewlerist.com/help/glossary): 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.

## Optional & Extended Context

- [Full Context & Platform Guide](https://jewlerist.com/llms-full.txt): Comprehensive documentation including domain models, event sourcing architecture, Portuguese AT certified fiscal compliance, and jewelry production workflows.