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• INTRODUCTION
  • Jewelry Shopkeeper Described
  • Technical Notes 
  • Manual Orginization
  • Page Numbering Throughout the Manual
  • How to Use the System
  • Using the Manual for Reference
  • Important Note Regarding the Setup Procedures
  • Summary
  • Computer Requirements
    • Hardware Requirements
    • Stationery & Forms
    • Hardware and Software for  support
    • Printers
  • Networking with the Jewelry Shopkeeper
  • Install Jewelry Shopkeeper
    • 1. Check Diskettes
    • 2. Go to Root Directory
    • 3. Start Installation
    • 4. Reboot
    • 5. Starting the Jewelry Shopkeeper Every Day
    • 6. Daily Use
  • Using The Jewelry Shopkeeper
    • Start The System
    • Main Menu
    • Setup Essential Store Information Defaults
    • Watch the Screen for Messages
    • Before You Begin
• CONCEPTS
  • Major Class Code Mnemonic (Optional)
  • Minor Class Code (Optional)
  • SKU Number
  • Style Number
  • Vendor Code
  • Manufacturer Code (Optional)
  • Layaway
  • Special Order
• SALES
  • Description
  • Enter Cash/Charge Account Sales
    • 1. Select from the Menu
    • 2. Used Sale Number
    • 3. Customer Information
    • 4. Enter Date,Dept & Clerk
    • 5. Type in Sku Numbers
    • Sales Options
      • 6. Changing  Tax Status
      • 7. Changing  Sales  Clerk
      • 8. Changing Item Cost
      • 9. Changing Item Regular Retail Price
      • 10. Manager  Override
      • 11. Create an Appraisal
        • Appraisal Video Instruction
      • 12. Enter Item  Locations
      • 13. Delete a Sku from a Sale
      • 14. Search for Items by Style  Number
      • 15. Item Entry Complete
      • 16. Tax Rate
  • Entering Payments
    • 17. Enter Payment Amount
    • 18. Enter Payment Method(s)
    • 19. Accept Payment
    • 20. Changing the Sale Type
    • 21.Printing Receipts
    • 22. Print Charge Account Contract
    • 23. Printing Layaway Contracts
    • 24. Handling Returns and Refunds
    • 25. Handling Exchanges
  • Create Layaway Sales and Repairs
    • 1. Entering a Layaway/Repair
    • 2. Cancel a Layaway/Repair
    • 3. Entering Repairs
    • 4. Updating Repairs
  • Enter Special Orders
    • Special Orders Overview
    • 1. Select from the Menu
    • 2. Enter Purchase Order information
    • 3. Enter Sale Information
    • 4. View Sale Items
    • 5. Enter Payment
    • 6. Enter Payment Method
    • 7. Print Receipt
  • Display Existing Sales
    • 1. Select from the Menu
    • 2. Find Sale by Sale Number
    • 3. Locate Sale by Customer Name or Phone Number
    • 4. View Sale Items
    • 5. Edit Payment
    • 6. Print Receipt
  • Edit an Existing Sale
  • Void a Sale
    • 1. Select from the Menu
    • 2. Void Sale
  • Report Open Layaways
    • 1. Select from the Menu
    • 2. Display or Print
  • Enter Gift Certificate/Credit Slip
    • Adding Gift Certificates
    • 1. Access Gift Certificate Entry
    • 2. Certificate Holder
    • 3. Enter Gift Certificate
    • 4. Payment Method
    • 5. Print Receipt
  • Edit Gift Certificate
    • 1. Select from the Menu
    • 2. Find Certificate by Certificate Number
    • 3. Locate Certificate by Customer Name or Phone Number
    • 4. Enter Corrections
    • 5. Refunding Certificates
  • List Open/Used Credit Slips
    • 1. Access Report
  • Display/Edit a Purged Sale
    • 1. Access Display Option
    • 2. Find Sale by Sale Number
    • 3. Locate Sale by Customer Name or Phone Number
    • 4. Display Sale
    • 5. End Entry
  • Receipt Printing Video
• INVENTORY
  • Description
  • Enter/Edit/Print a Purchase Order
    • 1. Select from the Menu
    • 2. Enter PO Number
    • 3. Enter Vendor
    • 4. Enter PO Information
    • 5. Enter the Purchase Order Items
    • 6. Enter Extended Detail
    • 7. Extended Detail for Stones
    • 8. Assemble-Type Extended Detail
    • 9. Edit or Delete Items
    • 10. Delete an Item
    • 11. Complete Item Entry
    • 12. Print Tags
  • Edit or Print a Purchase Order
    • 1. Select from the Menu
    • 2. Vendor
    • 3. Enter PO Information
  • Receive From a Purchase Order
    • 1. Select from the Menu
    • 2. Vendor
    • 3. Verify Purchase Order Information
    • 4. Enter Invoice Information
    • 4. Enter Received Quantities
    • 5. End Entry
  • Receive Without a Purchase Order
    • 1. Select from the Menu
    • 2. Enter General Invoice Information
    • 3. Enter Items
    • 4.  Enter Extended Detail
    • 6.  Edit or Delete Items
    • 7. End Item Entry
  • Edit a Received Invoice
    • 1. Select from the Menu
  • Print Tags
    • Price Tag Layouts
    • 1. Select Tag Printing from the Menus
    • 2. Choose Which Items You Want Tags For
    • 3. Print Tags for Miscellaneous Skus
    • 4. Print Sample Tags
    • From the tag printing menu, you can choose the Change Tag Layouts option to modify several aspects of how the tags print out.
    • The next screen allows you to fine-tune the positioning of the information on the tags.
  • Display an Item Status
    • 1. Select from the Menu
    • 2. Locate Item by Manufacturer
    • 3. Locate Item by SKU Number
    • 4. View Item Status
    • 5. View Extended Details
  • Return Stock to Vendor
    • 1. Select from the Menu
    • 2. Select Vendor
    • 3. Enter Remarks
    • 4. Enter SKU Number
    • 5. Display Item Information
    • 6. Enter Returned Quantity
    • 7. View Items on the Return Memo
    • 8. Print a Copy
  • Adjust and Transfer Inventory
    • 1. Select from the Menu
    • 2. Add Inventory
    • 3. Change Item Information
    • 4.  Add/Editing Extended Details
    • 5. Add/Edit Extended Detail for Stones
  • Reprice Inventory
    • 1. Select from the Menu
    • 2. Item Selections
    • 3. Exit
  • Enter Existing Inventory
    • A. Video & Spoken Instructions for Enter Existing Inventory
    • B. Video Instructions without sound for Enter Existing Inventory
    • 1. Select from the Menu
    • 2. Enter Date and Location
    • 3. Enter Items
    • 4. Adding Extended Detail
    • 5. Edit a Previous Entry
    • 6. End Entry for Location
  • Assemble & DisAssemble
    • Select from the Menu
    • 1. Describe the New Finished Item
    • 2. Enter the Components
    • 3. Finish Entering Components
    • Add/RemoveComponents
      • 1. Select the Finished Item to be Edited
      • 2. Describing Components Without Taking Inventory out of Stock
      • 3. Finish Entering Components
  • Taking Pictures
    • Picture Taking
    • Taking Pictures Video Instruction
    • Quick Cam 9000 Video Instruction
• REPAIRS
  • Repairs and Custom Work Entry
  • Repairs may only be added from the Sales Menu. 
  • Description
    • 1.Select from the Menu
    • 2.Enter Repair Item
    • 3.Enter Repair Information
    • Note about Entering Repairs
  • Description
    • 1.Verify Screen Display
    • 2.Enter Custom Work Item
    • 3.Detail Menu
    • 4.Description & Instructions
    • 5.Make an Estimate
    • 6.Computer Estimate
    • 7.Cost and Mark-Up
    • 8.Work in Progress
    • 9.Inventory Used
    • 10.Print Job Envelope
    • 11.Quick Status Display
    • 12.Delete This Job
    • 13.Exit
  • Repair & Custom Work Report
    • 1.Select from the Menu
    • 2.Make Selections
  • Display Purged  Repair & Custom Work
    • 1.Select from the Menu
    • 2. Find Job by Job Number
    • 3. Locate Job by Customer
    • 4.Display Job
  • Custom Work Analysis Report
    • 1.Select from the Menu
    • 2.Make Selection
• ACCOUNTS RECEIVABLE
  • Account Receivable Menu
  • Display Customer Status
    • 1.Select from the Menu
    • 2.Select Customer
    • 3.View Customer Status
  • Mid-Month Statement
    • 1.Select from the Menu
    • 2.Select Customer
    • 3.Charge Customer?
    • 4.Display or Print Statement
  • End-of-Month Statements
    • 1.Select from the Menu
    • 2.Set Statement Information
    • 3.Print Statements
  • A/R Aging Report
    • 1.Select from the Menu
    • 2.Make Selections
    • 3.Start Report
  • Past Due Aging Report
    • 1.Select from the Menu
    • 2.Make Selections
    • 3.Start Report
  • Receive/Reverse A/R Payments
    • 1.Select from the Menu
    • 2.Select Customer
    • 3.Enter Payment
    • 4.Enter Payment Method(s)
    • 5.Accept Payment
  • Credit Memo
    • 1.Select from the Menu
    • 2. Select Customer
    • 3.Enter Adjustment
    • 4.Accept Information Entered
  • Debit Memo
    • 1.Select from the Menu
    • 2.Select Customer
    • 3.Enter Adjustment
    • 4.Accept Information Entered
  • Sales & Payments History
    • 1.Select from the Menu
    • 2.Enter Year
    • 3.a)  Select a Range of Customers
    • 3.b)  Select a Single Customer
    • 4.Select Which Sales to Show
    • 5.Display Sale or Payment Detail
• ACCOUNTS PAYABLE
  • Description
    • 1.Select from the Menu
    • 2. Select Vendor for a new Payable
    • 3. Enter General Invoice Information
    • 4. Invoice Total and Payment
    • 5. Edit an Invoice
  • Accounts Payable Reports
    • 1.Select from the Menu
    • 2. List Payables
    • 3. A/P Aging Report
    • 4. Report Payments Made on Invoices
    • 5. Cash Requirements Report
    • Report & Pay Sales Commissions
      • 6a.Select from the Menu
      • 6b.Make Selections
      • 7. Report Returned Merchandise
      • 8. Report Outstanding Purchase Orders
  • Make a Payment to One Vendor
    • 1.Select  from the Menu
    • 2.Check Date and Vendor
    • 3.Enter Check Number
    • 4.Display Invoices
    • 5.Enter Payment
    • 6.Enter Payment on Account
    • 7.Assign Expense Codes
    • 8.Exit
  • Make Payments to Several Vendors
    • 1.Select from the Menu
    • 2.Enter Selection Criteria
    • 3.Choose Invoices to Pay
    • 4.Pay Checks
  • Check Book Transactions
    • 1.Select from the Menu
    • 2. Write a Check
    • 3. Edit a Check
    • 4. Enter a Deposit
    • 5. Edit a Deposit
    • 6. Enter a Misc Transaction
    • 7. Edit a Misc ransaction
    • 8. Enter a General Journal Entry
    • 9.  Edit a General Journal Entry
    • 10. Checkbook and GJ Entry Reports
    • 11. Checkbook Utilities
    • 12. Purge Checkbook
    • 13. Clear a Range of Checks
    • 14. Initialize Bank Account
    • 15. Check Bank Balances
  • Make Payments to Several Vendors
    • 1.Select from the Menu
  • Check Book Reports
• REPORTS
  • Customer Mailing Labels
    • 1.Select from the Menu
    • 2.Choose Customers to Print
    • 3.Start Printing Labels or Create a Mail Merge File
    • 4.Print Zip Code Totals Report
  • Sales Reports
    • 1.Select from the Menu
    • 2. Class Code Year to Date Sales Report
    • 3. Class Code Month to Date Sales Report
    • 4. Select Items Sales Reports
    • 5. Stones Sales Reports
    • 6. Customer Sales Reports
    • 7. Layaway & Special Order Reports
  • Payables Listings & Reports
  • Account Receivable Aging Reports
  • Inventory by Location Report
    • 1.Select from the Menu
    • 2.Make Selections
  • Inventory Reports
    • 1.Select from the Menu
    • 2.Make Selections
  • Taking a Physical Inventory
    • VJS Physical Inventory
    • Barcoding Physical Inventory Counts
    • 1.Enter the Physical Inventory
    • 2.Run the Exception Report or Stop Entering Physical Inventory
  • Extended Detail Inventory Report
    • 1.Select from the Menu
    • 2.Make Selections
    • 3.Start Report
  • Extended Stone Detail Report
    • 1.Select from the Menu
    • 2.Make Selections
  • Assemble & Disassemble Report
    • 1.Select from the Menu
    • 2.Make Selections
  • Customer Histories
    • 1.Select from the Menu
    • 2.Enter Year
    • 3a.Select a Range of Customers
    • 3b.Select a Single Customer
    • 4.Select Which Sales to Show
    • 5.Display Sale or Payment Detail
  • Financial Reports
    • 1.Select from the Menu
    • 2.Select the Report Options
    • Current Assets
    • Income Statement
  • Commissions Reports
  • Assemble & Dissasemble Reports
    • 1.Select from the Menu
    • 2.Select the Report Options
    • 2b.Select the Component Criteria
• CUSTOMER REQUESTS
  • Customer Request/Offer Entry
    • 1. Select from the Menu
    • 2. Select Customer
    • 3. Enter Requests/Offers
    • 4. Edit an Entry
    • 5. End Entry
  • Search Requests for Customer Names
    • 1. Select from the Menu
    • 2. View Customer List
  • DescriptionThis procedure describes the steps necessary to display the status of any inventory item on the system.
  • Cross Check Requested/Offered Items
    • 1. Select from the Menu
    • 2. show Items
  • List Requested/Offerred Items
    • 1. Select from the Menu
    • 2. Print or Display Report
  • Default Codes
    • 1. Select from the Menu
    • 2. Change Defaults
  • Purge Items
    • 1. Select from the Menu
    • 2. Enter Purging Information
    • 3. Start Purge
• MAINTENANCE MENU
  • Customer Maintenance
    • 1.Select from the Menu
    • 2. Add a Customer
    • 3.  Edit a Customer
    • 3b.Select Customer
    • 4. Delete a Customer
    • 4b.Select Customer
    • Edit a charge account customer’s balance
      • 2.Select Customer
    • 6. List Customers
    • 7. Print Customer by Type
    • 8. Assign your own Customer Number
    • 9. Change Format of Names
  • Vendor Maintenance
    • 1.Select from the Menu
    • 2. Add a Vendor
    • 3. Edit a Vendor
    • 4. Delete a Vendor
    • 5, 6 Display   or Print Vendor List
    • 7. Print Vendor Labels
  • Class Code Maintenance
    • 1.Select from the Menu
    • 2. Add/Edit Major Class Code
    • 3.  Add/Edit Minor Class Code
    • 4, 5. Display /Print Major Class Codes
    • 6, 7. Display /Print Minor Class Codes
    • 8. Re-Assign Major Class Code
    • 9. Update Mnemonics
    • 10. Define Major Class Code Groups
  • Clerks Maintenance
    • 1.Select from the Menu
    • 2. Add a Clerk
    • 3. Edit a Clerk
    • 4. Delete a Clerk
    • 5. Display a Clerk List
    • 6. Print a Clerk List
  • Chart of Accounts Maintenance
    • 1.Select from the Menu
    • 1. Enter/Edit Chart of Accounts
    • 3. Browse the Chart of Accounts
    • 4. Set Default Account Numbers
    • 5. Print Chart of Accounts
    • 6. Display Chart of Accounts
  • Cash Register Maintenance
    • 1.Select from the Menu
    • 2. X  Report
    • 3. Z Report
    • 4. X Report from Current Year
    • 5. X Report from Purged Year
    • 6. Record a Paid Out
    • 7. Record a Cash Received
    • 8. Paid Out and Received Report
    • 9. Daily Posting Report
    • 10. Daily Posting Spreadsheet
    • 11.Update To-Date Figures
    • 11. Journal Listing
  • Cleanup Databases
    • 1.Select from the Menu
    • 2.Clean Up Database Files
  • Store Information Defaults
    • 1.Select from the Menu
    • 2. Enter Store Information
    • 3. Enter System Defaults
    • 4. Sales Tax Defaults
    • 5.  Enter Price/Discount Mark Defaults
    • 6.  Customize Sales Receipts
    • 7. Customize Half-Page Sales Receipts
    • 8. Customize Repair Slips
    • 9. Enter Accepted Credit Cards
    • 10. Customize Screen Colors
  • Accounts Receivable Defaults
    • 1.Select from the Menu
    • 2.Set Defaults
  • Printer Redirection
    • 1.Select from the Menu
    • 2.Network Notes
  • Function Keys Defaults
    • 1.Select from the Menu
    • 2.Enter Keystroke Sequence
  • Mont-End Closing
    • 1.Back Up System
    • 2.Select from the Menu
    • 2.Age Payables & Receivables & Add Finance Charges
    • 3. Print Accounts Receivables Statements
    • 4. Reset the Sales Period
  • Purge Databases
    • 1.Select from the Menu
    • 2. Purge Sales
    • 3. Purge Inventory
    • 4. Purge Individual Inventory Items
    • 5. Purge Paid Invoices
    • 6. Purge Credit Slips
    • 7. Purge Purchase Orders
    • 8. Purge Checkbook Transactions
    • 9. Cleanup Purge Files
  • Passwording
    • 1.Select from the Menu
    • Setup Security
  • Backups!
• Manual GMROI Upload
  • Month End GMROI Upload
  • Reviewing the Shared GMROI Results
• APPENDIX
  • Adding Workstations
  • Shopkeeper Hardware
    • Hardware
  • 1. Recording Sales Without Entering All Inventory
  • 2. Customer Returns
  • 3. Customer Exchanges
  • 4. Repairs Supplement
  • 5. Appraisals
  • Restoring Data
  • 6. Data Security
  • Setting up Major Class Codes
    • Class Code Desciption
    • More Class Codes Ideas
    • Minor Class Codes Ideas
    • Retail Jewelers of America Codes
  • X & Z Report Summary
  • Search for Customers
    • A. Search by Customer’s Last Name
    • B. Pick-List
    • C. Adding a New Customer
    • D. Confirm Customer
    • E. Search by Phone Number
    • F. Search by Customer Number
  • Searching fof Sku Numbers
  • Entering Expense Codes
  • Special Main Menu Selections
    • Utilities
  • Backup to Move to New Computer
  • Printer Ports
  • Barcode Tag Setup
    • Step-by-Step Procedure
    • 1. Select Tag Printing from the Menus
    • 2. Select Tag Type
    • 3. Setup Tag Layout
    • Diagram ZU 304
  • Accounting Notes
    • INCOME STATEMENT
      • SALES
        • Gross Inventory Sales Revenue
        • Gross Repairs Revenue
        • Sales Tax Expense
        • Sales Discounts
        • Charge Card Expense
        • Net Sales
      • COST OF GOODS SOLD
        • Opening Inventory Value
        • Non-Itemized Inventory
        • Cost of Goods Purchased
          • Cost of Goods In Depth
        • Freight of Goods Purchased
        • Returned to Vendor this Period
        • Vendor Discounts this Period
        • Goods Available For Sale
        • Closing Merchandise
        • Cost of Goods Sold
      • GROSS MARGIN FROM SALES
      • OPERATING EXPENSES
      • INCOME FROM OPERATIONS
      • OTHER REVENUES & EXPENSES
    • BALANCE SHEET
      • ASSETS
        • Inventory
        • Accounts Receivable
        • Bank Accounts
        • Transferred Asset Accounts
      • LIABILITIES
        • Transferred Liability Accounts
        • Accounts Payable
        • Other Asset & Liability Accounts
        • Long Term Assets & Liability Accounts
        • Listings & Reports screen.
          • Commissions Payable
          • Gift Certificate Liabilities
          • Layaway Liabilities
      • EQUITY
    • Matching the Balance Sheet & Income Statement.
  • Multi Store Topics
    • Sales Tax / Multiple Rates
• Web Store Integration
  • Shipping Addresses
• LGI Sales Export
• Setup IIS (Internet Information Services)