Specialty retail

    The jewelry POS that runs inside Salesforce

    Configure jewelry orders, apply pricing and take payments directly in Salesforce. Purchase details, payment history and client information stay connected throughout the sale.

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    A jewelry order in Eposly with the client's purchase history alongside
    Order created on the client record

    Eposly is a Salesforce-native jewelry POS for jewelers whose custom orders run over several visits. Associates configure an order, apply pricing, take a deposit and collect the remaining balance when the piece is ready. The order, payments and purchase details stay connected to the client's Salesforce record, so the team has the full picture when the client returns.

    • Custom orders run across visits on one open order
    • Deposits, part-payments and scheduled card payments in one flow
    • Used by David M Robinson, a European fine jewelry and watch retailer

    At the counter

    What makes selling jewelry different at the counter?

    A jewelry sale carries more than a total.

    Pricing depends on the piece

    Metal, stones, setting and size shape the price, and any adjustment needs a record.

    Custom orders take more than one visit

    A custom order runs from consultation to fitting, sometimes over months.

    Every piece needs a trail

    Serial numbers, certificates and valuations need to stay with the piece and the client.

    Availability matters before the sale

    Associates need to know which pieces are available before promising them to a client.

    The client comes back

    Resizing, cleaning and repairs go faster when the original purchase is at hand.

    Integrations need upkeep

    A connector between a separate POS and Salesforce needs fixing with every Salesforce release and every new store.

    A custom order

    How does Eposly handle a custom jewelry order?

    One open order on the client record, from first consultation to final fitting.

    1. 01

      Open the client

      Past purchases, recorded ring size and preferences are on screen.

    2. 02

      Configure and price

    3. 03

      Take the deposit

    4. 04

      Collect the balance

    5. 05

      Keep the history

    Try the interactive demo →
    The Eposly screen for the selected step

    What does a jewelry business need from its point of sale?

    A jeweler needs to
    How Eposly handles it
    Capability
    Price pieces with several inputs
    Product options and pricing rules set the price, and adjustments are recorded on the order
    Keep high-value items traceable
    Your Salesforce setup can link serial numbers, certificates and valuations to the order and client
    Hold custom orders open
    The order stays open with its deposit until the piece is ready
    Know what is available before you promise it
    Check stock across stores while building the order, with the Inventory module
    Sell with the client's history in view
    Purchases, preferences and open orders on the record during the sale
    See what sells, and who sells it
    Every sale feeds Salesforce reports by piece, client, store and associate
    Start after-sales from the sale
    Your Flows and automations can act on each sale as it's recorded, for example scheduling a cleaning reminder or opening a Service Cloud case for a resize.

    How is precious-metal pricing handled?

    Eposly prices the piece from the product options and pricing rules in your Salesforce catalog. If you price from live metal rates, your Salesforce implementation can connect to the metal-price feed or pricing system you already use. Associates can apply permitted adjustments, and the final price is recorded on the order.

    Payments

    How do customers pay for jewelry?

    • Ready-to-wear pieceCard, cash, gift card, pay later with Klarna or a split, in one step.
    • Custom or bridal orderDeposit at order, balance at collection.
    • Balance between visitsPay-by-link for part or all of the amount due.
    • Scheduled card payments on a high-value pieceNewA recurring schedule on the client's saved card that stops once the piece is paid off. Each payment is recorded against the order.
    Setting up scheduled card payments on a client's saved card in EposlySchedule details: frequency, start date and amount per paymentConfirmation that the payment schedule is active
    Eposly is transforming our business. Enabling retail stores to connect better with customers and allow us to meet critical distributor KPIs.
    Jo Cameron, Digital Transformation Lead, DMR
    David M Robinson

    A European fine jewelry and watch retailer, selling on iPad with an integrated card machine and connected cash register on Salesforce Sales and Service Cloud.

    5.0 on Salesforce AppExchange
    Read the David M Robinson story →

    Where does jewelry fit within specialty retail?

    Jewelers share the core pattern of specialty retail: an assisted sale to a known client, priced in the conversation and paid over time.

    Main industry pageSpecialty retail POSBack to specialty retail →If you also sell watchesAuthorized watch retailersLearn more →Considered salesPremium fashion and designer boutiquesLearn more →Configured ordersFurnitureLearn more →

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    Questions buyers ask

    Does Eposly work with our existing inventory?

    With the Inventory module, associates see stock and availability across stores from Salesforce while building the order. If your stock lives in another system, it can be connected to Salesforce as part of the implementation.

    How much setup does jewelry pricing need?

    Your products, options and pricing rules are set up in your Salesforce catalog during implementation. If you price from live metal rates, your Salesforce implementation can connect to the metal-price feed or custom pricing system you already use.

    How does Eposly connect to repairs and after-sales?

    Eposly records the sale, the selected options and the payments in Salesforce. A repair order can start a Service Cloud process from the original order or payment, so your service team works from the purchase history.

    Do we need middleware to connect a POS to Salesforce?

    No. Eposly runs inside your Salesforce org, so there's no connector between a separate POS and Salesforce to maintain through Salesforce releases or new stores. Card payments are authorised through the connected PCI-compliant payment gateway.

    Can we use purchase history in Marketing Cloud campaigns?

    Yes. Orders and payments are Salesforce records, so your Salesforce setup can make purchase history available to Marketing Cloud for clienteling campaigns, such as anniversary reminders or new-collection previews.

    Does Eposly replace a jewellery-specific system?

    Eposly runs the sale, custom orders and payments inside Salesforce, on the client record. Certificates, memo stock and marketplace listings stay in the systems built for them, and your inventory, ERP and ecommerce systems can stay in place alongside it.

    Bring your jewelry sales into Salesforce

    Custom orders, deposits and balances on one client record, across every visit.

    Try the interactive demoRead the David M Robinson story →Talk to us →