Software Feature Manufacturer Wholesaler Retailer
Inventory management Mainly raw material tracking is essential, but tracking semi-finished and finished jewelry is also important. Tracking finished products is key, though some companies handle assembly, so tracking semi-products and stones/diamonds is also important. Tracking finished products is crucial. Repairs may require tracking raw materials like metals and diamonds.
Product management BOM tracking is especially important to monitor costs accurately. BOM is not always necessary, as manufacturers typically handle this. BOM becomes important if there’s in-house production; setup becomes similar to that of a manufacturer.
Cost management Highly important and complex: includes raw material prices and labor costs. Less critical, as costs are often based on manufacturer pricing plus margin. Wholesale-style cost calculations often suffice, unless custom orders require full cost breakdowns.
Sales order management Important when deciding whether to fulfill from stock or produce. Custom orders may start as job orders instead of SOs. Key for assessing whether orders can be fulfilled from stock or need PO to manufacturers. Not critical, but some systems generate SO automatically after each sale to improve traceability.
Price quoting Very important; partners often expect quotes before approving production. Relevant only if accepting made-to-order requests. Crucial for custom orders. Complexity often leads to reliance on individuals; a good system can replace this dependency.
Invoicing / Financials Important: detailed invoices often needed with cost breakdowns. Important with customer-specific pricing structures. Important but usually simpler.
Job order management Essential for detailed workflow tracking. Rarely needed unless internal assembly exists. Workflow is simple. Necessary if in-house workshop and high volume of custom/repair orders exist.
Repair order management Important if repairs are offered. Workflow varies by type and volume of jobs. Not a focus unless returns under warranty require simple repair workflows. Important if repairs are offered. Workflow depends on whether repairs are in-house or outsourced.
Casting tree management Important for high-volume operations. Not necessary. Usually not relevant.
Purchasing Important but may be skipped if tracked elsewhere. Essential for tracking backordered items and ensuring forecasting and flow. Important for automating purchasing of items and gemstones.
Consignment Only relevant if the company produces own styles and tries to sell them. Crucial for wholesale models relying on consignment to support buyers. Important for tracking incoming consignment, especially from whom and with what deadlines.
Vendor management Moderately important. System works without it. Very important for vendor communication. Important for interacting with diamond dealers, wholesalers, and manufacturers.
CRM Important but relatively simple. Sometimes supports custom pricing. Important but relatively simple. Sometimes supports custom pricing. Important and more marketing-oriented.
Online store integration B2B customer portal more important than public-facing store. Storefront relevant only if there are B2C clients. B2B portal is also important here. Front-end catalog needed; pricing visible after login. Online store integration is critical. Shopify is popular and integrates well with inventory systems.
Reporting Job order-related reports, cost and loss reporting are vital. Stock and forecasting reports are key. COGS, inventory, forecasting, and cost/loss reports are all significant.
Customer portal Very important. Allows transparent, 24/7 access for partners to orders and information. Critical. Catalog access with variations, attributes, and customer-specific pricing is needed. Less important, but portals may include B2C e-commerce features – enabling headless commerce separation of frontend and backend.