Entering item details

Entering Item Details

Step 2 of the new-valuation wizard collects the descriptive metadata that ends up on the certificate.

What's required

• Item title: short summary that appears at the top of the certificate (e.g. "Platinum Diamond Eternity Band")
• Type: the jewellery type — drives template selection
• Condition: New / Excellent / Very Good / Good / Fair / Poor
• Description: free-text 2–3 sentence summary of distinctive features

Optional but encouraged

• Item reference: your internal stock number, if any
• Year of manufacture: useful for vintage pieces
• Country of origin: required for some insurance submissions
• Maker / Designer: brand or named designer

Tips

• Write the description in the customer's voice. Imagine they need to recognise the item from the certificate alone.
• Avoid promotional language. The certificate is a professional document.
• Include any provenance or documentation you've sighted ("Original receipt from Tiffany & Co. dated 2018, sighted").