Understanding valuation types

Valuation Types

Pick the right type up front — it changes which fields the wizard asks for and which appear on the certificate.

Jewellery

Rings, necklaces, earrings, bracelets, pendants, brooches. The wizard collects metal, hallmarks, gemstones and main-stone details (4Cs for diamonds, type/origin for coloured gems).

Watches

Brand, model, reference number, movement, case material, bracelet, condition. Box and papers are tracked as separate fields because they materially affect retail value.

Loose diamonds

Single-stone valuations. Asks for shape, carat, colour, clarity, cut, fluorescence, and lab report number if certified by GIA/IGI/HRD.

Loose gemstones

Coloured stones — sapphire, ruby, emerald, opal, etc. Asks for type, origin (often a 30%+ value driver), treatments, and weight.

Other / Custom

For unusual items — antique pieces, single-purpose pieces — use the freeform Description field plus your own internal item type.

Why it matters

The certificate template is chosen from the valuation type, so categorising correctly means the right legal disclosures and field layout end up on the PDF.