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Jewellery valuation software, from the same record as the piece

A valuation is a document you may have to stand behind years later. What makes that survivable is not the template, it is the record underneath: what you had in your hand, what it weighed, what it was made of, and when you saw it.

Exports to Xero and Sage.

The record comes first

Valuations sit alongside repairs as customer property under bailment, with photographs taken at intake, weights, finenesses and stone detail against the item, and a date that is recorded rather than remembered.

Because it is the same record the workshop uses, a piece that comes back for a repair is the piece you valued, not a new row that happens to look similar.

What we deliberately do not do

Milleso does not publish a metal rate and does not derive a value for you. Rates move weekly and a figure baked into a document is wrong before the customer gets home. The system holds weights, finenesses and treatments, and the valuer values.

What this uses

The modules behind this page, and the plan that opens each. This table is generated from the rule the software enforces, so it cannot advertise something your plan will not open.

Modules used by Jewellery valuation software and the plan that includes each
ModuleWhat it doesFrom
Repairs & valuationsCustomer property held under bailment - never counted as stock.Trade
ClientsBuyers, sellers, trade, consignors and wish lists.Trade
ComplianceAML audit trail, cash thresholds, the investment gold register.Trade

Questions

Does it produce the valuation certificate?
It holds the record the certificate is written from: photographs, weights, finenesses, stones and the date the piece was in front of you. It does not put a price on the piece for you.
How long are valuations kept?
They stay against the client record. Where a compliance duty attaches, retention is six years, which is what the investment gold register requires.

Answers on this

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