Valuation drafts from Shopify orders
Jewel Value can start a draft valuation for each item sold in your Shopify store.
Turn it on
On Integrations > Shopify, switch on Auto-Create Valuations. It's off by default. Default Category — Jewellery, Watch or Gemstone — sets the category of the drafts it creates.
What happens when an order comes in
For each line item in a new order whose product has been synced into Jewel Value, one draft valuation is created with:
- The product title, and the order number, quantity and SKU in the description
- The line item's price as the retail value, and the order date as the purchase date
- The customer's name and email when Shopify includes them; otherwise placeholder details you'll need to replace
Products that haven't been synced yet are skipped — see Syncing products. If Shopify sends the same order notification again, no duplicate valuation is created.
Drafts don't count towards your monthly valuation allowance.
What doesn't happen automatically
- Nothing is emailed to your customer.
- There are no filters by tag, order value or product — every synced product in every new order gets a draft.
- Later edits to the order in Shopify don't change the draft.
Finishing the valuation
Open the draft from Valuations, replace any placeholder customer details, choose the location, check the item details, then submit, approve and generate the certificate as usual. Email it with Email Certificate when you're ready.
If the product didn't already have a linked valuation, the first draft created for it becomes its linked valuation. When you approve that valuation, Jewel Value publishes its certificate link to the product automatically — see Certificate metafields and the product-page block.