---
title: "Jewelry POS for Salesforce: Custom Orders | Eposly"
url: https://eposly.io/industries/specialty-retail/jewelry
description: "Jewelry POS that runs inside Salesforce. Configure the piece, take a deposit on a custom order and collect the balance on the client record."
lang: en-GB
---

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.

Try the interactive demo (https://eposly.io/demos/interactive-eposly-demo)

Image: A jewelry order in Eposly with the client's purchase history alongside (https://eposly.io/images/industries/jewellers/jewelers-01-hero-step1-open-client.png)

Order created on the client record

Eposly brings jewelry sales and payments directly into Salesforce. 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.

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 → (https://eposly.io/demos/interactive-eposly-demo)

Image: The Eposly screen for the selected step (https://eposly.io/images/industries/jewellers/jewelers-01-hero-step1-open-client.png)

## 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

Configuration and Pricing →: https://eposly.io/product/capabilities/configuration-pricing

Keep high-value items traceable

Your Salesforce setup can link serial numbers, certificates and valuations to the order and client

Transaction Execution →: https://eposly.io/product/capabilities/transaction-execution

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

Multi-location POS →: https://eposly.io/product/capabilities/multi-location-pos

Sell with the client's history in view

Purchases, preferences and open orders on the record during the sale

Assisted Sales →: https://eposly.io/product/capabilities/assisted-sales

See what sells, and who sells it

Every sale feeds Salesforce reports by piece, client, store and associate

Intelligence →: https://eposly.io/product/capabilities/intelligence

### 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, Eposly connects to the tools you already use, such as a metal-price feed or your own pricing system. Associates can apply permitted adjustments, and the final price is recorded on the order.

Payments

## How do customers pay for jewelry?

- **Ready-to-wear piece**Card, cash, gift card or a split, in one step.
- **Custom or bridal order**Deposit at order, balance at collection.
- **Balance between visits**Pay-by-link for part or all of the amount due.
- **Scheduled card payments on a high-value pieceNew **A recurring schedule on the client's saved card that stops once the piece is paid off. Each payment is recorded against the order.

How payments work in Eposly →: https://eposly.io/products/payments
Recurring payments in Salesforce →: https://eposly.io/blog/recurring-payments-in-salesforce

Image: Setting up scheduled card payments on a client's saved card in Eposly (https://eposly.io/images/industries/jewellers/jewelers-06-payments-recurring-setup.png)
Image: Schedule details: frequency, start date and amount per payment (https://eposly.io/images/industries/jewellers/jewelers-07-payments-schedule-details.png)
Image: Confirmation that the payment schedule is active (https://eposly.io/images/industries/jewellers/jewelers-08-payments-plan-created.png)

> 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

Image: David M Robinson (https://eposly.io/images/industries/jewellers/logo-david-m-robinson.svg)

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 → (https://eposly.io/customers/david-m-robinson)

## 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 page**Specialty retail POS**Back to specialty retail →: https://eposly.io/industries/specialty-retail
If you also sell watches**Authorized watch retailers**Learn more →: https://eposly.io/industries/specialty-retail/watch-retailer-pos
Considered sales**Premium fashion and designer boutiques**Learn more →: https://eposly.io/industries/specialty-retail/luxury-fashion-pos
Configured orders**Furniture**Learn more →: https://eposly.io/industries/specialty-retail/furniture

Jewelry POS one-pager

## Take this page to your team

The key points from this page in one document to share with your team.

By downloading, you agree to our privacy policy (https://eposly.io/privacy).

## 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, Eposly connects to the pricing tool you already use, such as a metal-price feed or a custom pricing system.

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.

## Bring your jewelry sales into Salesforce

See how a point of sale runs inside Salesforce.

Try the interactive demo: https://eposly.io/demos/interactive-eposly-demo
Read the David M Robinson story →: https://eposly.io/customers/david-m-robinson
Talk to us →: https://eposly.io/contact

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