How to create your first valuation
Creating Your First Valuation
Welcome to Jewel Value! This guide will walk you through creating your first jewellery valuation.
Step 1: Navigate to Valuations
Click on Valuations in the sidebar, then click the New Valuation button.
Step 2: Select the Customer
Search your existing customers by name or email and click to select. If the customer isn't in your database yet, use Create new customer — you'll be returned to the wizard after saving. On the same step, choose the item source, valuation purpose, and your store location.
Step 3: Select Item Type
Choose the type of jewellery you're valuing:
- Rings
- Necklaces
- Earrings
- Bracelets
- Watches
- Loose diamonds
- Gemstones
Step 4: Enter Item Details
Depending on the item type, enter the relevant details:
For Diamond Jewelry
- Shape
- Carat weight
- Color grade
- Clarity grade
- Cut grade
- Certification (if available)
For Gemstone Jewelry
- Gemstone type
- Origin
- Treatment
- Carat weight
For All Items
- Metal type and purity
- Hallmarks
- Description
- Retail value
Step 5: Add Photos
Upload clear photos of the item:
- Full item view
- Close-up of any gemstones
- Hallmarks and stamps
- Any distinctive features
Step 6: Submit and Approve
Once all details are entered:
- Review the information on the final step
- Click Submit Valuation — the valuation moves to *Pending Review*
- A manager (or above) approves it from the valuation page
- After approval, click Generate Certificate to create the PDF, then
download it or email it to the customer
Tips for Accurate Valuations
- Always examine items under proper lighting
- Use calibrated measuring tools
- Cross-reference with current market prices
- Include any relevant certifications