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Zoho for jewellery and retail businesses
Jewellery and retail run on footfall, trust and stock that is worth a lot per gram. We connect customer enquiries, savings schemes, stock, billing and accounts so owners see every store clearly.
What usually goes wrong
Savings schemes in registers
Monthly instalments tracked by hand, with maturity and redemption disputes.
Stock by weight and purity
Gross weight, net weight, stone value and karat rarely tally across stores.
Old-gold exchange off the books
Exchange values calculated separately from the final bill.
Walk-ins never followed up
Customers who enquire but don't buy are forgotten.
Store-by-store blind spots
Owners can't compare sales and stock across branches.
Loyalty without data
Repeat customers aren't recognised or rewarded consistently.
The process, step by step in Zoho
Each step is a stage in Zoho, with automation and visibility at every handover.
How Zoho fits jewellery and retail
Jewellery and retail businesses run on stock accuracy, quick billing and repeat customers. In Zoho, every piece or SKU, every sale and every customer sits in one system, so the counter, the stores and accounts work from the same numbers.
What you track in Zoho
- Items and tags
- Each SKU or piece with weight, purity, making charge and tag or barcode number.
- Stock by location
- Quantities per showroom, counter and warehouse, with transfers between them.
- Customers
- Purchase history, occasions and preferences for follow-up and loyalty.
- Schemes and advances
- Gold saving schemes, advance bookings and instalments linked to the customer.
- Sales and exchanges
- Invoices, returns, exchanges and old-gold purchases recorded against the item.
Compliance and local rules
- GST invoices with HSN codes, and e-invoicing where your turnover requires it
- Hallmark unique ID (HUID) recorded against each piece
- UAE VAT invoices for stores in the Emirates
Decide before you start
- Whether prices follow the daily gold rate or a fixed MRP
- How old-gold exchange and purchase are valued
- Which billing setup the counters will use
- Who approves discounts, and up to what limit
A typical Zoho setup
Zoho CRM for customers and enquiries, a Zoho Creator module for savings schemes and old-gold exchange, Zoho Inventory or a custom stock module for weight-based items, and Zoho Books for billing and GST.
Automation
- Instalment reminders on WhatsApp
- Scheme maturity alerts
- Birthday and anniversary offers
- Daily store sales summary to owners
Integration
- Billing counters and barcode printers
- WhatsApp Business
- Payment gateways for scheme instalments
Reporting
- Sales by store, category and purity
- Scheme collections and liabilities
- Stock aging and movement
Related work
Paint retailer replaces a 40-year-old legacy system with Zoho Creator and Zoho Books
- Problem
- In-house software built over four decades could not keep up with new hardware, changing statutory rules or the need for access from anywhere. Customers buying custom colours received two invoices.
- What we built
- A Zoho Creator app for purchasing, QR-coded stock, multi-channel orders, picking and colour dispensing, connected to Zoho Books for invoicing and accounts.
- Result
- Sales staff save about two hours a day, the store closes around 6:30–7:00 PM instead of 8:30–9:00 PM, and each customer gets one invoice.
Organic food online store connects Shopify to Zoho CRM to follow up on abandoned carts
- Problem
- Social media and abandoned-cart leads were not captured, and follow-ups, orders, invoices, feedback and reports were manual.
- What we built
- Zoho Flow linking Shopify to Zoho CRM, SalesIQ chat, automated emails, Books and Inventory for orders and invoices, Survey for feedback and dashboards.
- Result
- Leads from social media, chat and abandoned carts reach one CRM, and orders and invoices are sent from the customer record.
Has OHO Solutions worked with jewellery businesses?
Yes. Clients include Safa Gold & Diamonds and Sunny Diamonds, and we have designed gold savings scheme systems connected to Zoho CRM.
Can Zoho handle stock by weight and karat?
Standard apps handle item and batch stock; weight, purity and stone details are usually modelled in a Zoho Creator module connected to billing.
Can Zoho handle daily gold rate pricing?
Yes, with a rate table. The day's rate is entered once and prices are calculated from weight, purity and making charge, usually in a Zoho Creator module connected to Zoho Books.
Can every store see the same stock?
Yes. Zoho Inventory keeps stock per location, so transfers, sales and returns update every store's view.
Have a similar business challenge?
Talk to us about your processes. We'll show you how they could run on Zoho.