Modules · Memos

Right now, $ 18,400 of your stock is sitting in someone else's safe.

It's yours, it isn't paid for, and you can't sell it. A memo is the one thing in a jewelry business that sits in two places at once, on your books and in a trade client's showcase, and it's where stock figures quietly stop being true.

Out on memo can't be sold twice Kept lines become a sale in one click
Outgoing memo
M-204 · Marlow Jewellers
On memo
Sent
Tue 14 May
Due back
Fri 17 May
Value out
$ 5,230
Diamond ring · 18k
RG-2890 · 1 of 1
Keeping$ 2,890
Pearl earrings
ER-0890
To return$ 890
Gold chain · 50 cm
CH-1450
To return$ 1,450
1 kept · 2 back on the shelf
Signed memo form on file
Convert kept to sale
One click: $ 2,890 becomes a sale, $ 2,340 returns to stock.
Why memos are different

Stock you own, can't sell, and haven't been paid for.

A sale is simple: the piece leaves, the money arrives. A memo is the awkward middle. The parcel is gone from the case but still on your balance sheet, still on your insurance, and still sellable according to your stock report, which is how the same piece gets promised to two buyers.

Run on sticky notes it works until it doesn't: a parcel nobody chased, a stocktake that won't reconcile, an insurance claim for something that was never in the building. A memo needs to be a record, not a favour you remember.

And it runs both ways: what you send out to retailers, designers and trade buyers, and what suppliers send in to you on approval. Opposite directions, same discipline.

Where your stock actually is
Today
On the shelf, yours to sell
214 pieces
$ 412,800
Out on memo with trade clients
7 memos · yours, insured by you, not sellable
$ 18,400
In from suppliers on approval
5 memos · in your safe, not your asset
$ 12,650
Three different kinds of "in stock". Most systems have one number, and it's wrong.

Memo stock is held apart from owned stock in your figures, and it isn't offered on your webshop either, so what you can sell, what you're liable for, and what you own stay three separate answers.

Both directions

Parcels going out. Parcels coming in.

Both are first-class here, because a shop does both in the same week and they fail in opposite ways. One risks a parcel never coming home, the other risks you counting a supplier's stock as your own. Memos that are already open come across with the rest of your data migration, so nothing in flight gets lost on the way in.

Outgoing
Out to a trade client, on memo

A retailer wants three of your pieces in their own window for a fortnight. A designer takes a parcel to a fair. A trade buyer needs the stones on their own bench before they commit. All of that is ordinary business, and all of it is worth doing, as long as what doesn't sell comes back.

A signed memo form, printed as a PDF, with the pieces, the values and the date they're due back
Photos of every piece as it left, for the same reason a repair gets photographed at intake
Convert what's kept into a sale in one click, and the rest returns to stock in the same action
Bulk return for when the parcel comes back whole and none of it stayed
The failure mode this prevents: a piece that quietly became a gift, because nobody wanted to chase a good account.
Incoming
In from a supplier, on approval

A parcel arrives so you can show pieces you haven't bought. Sell one and you owe for it, keep one and you've bought it, and the rest goes back. Until then it sits in your safe and it is not your money, which is exactly what your stock figures need to know.

Booked in against the supplier with a return deadline, not dropped into inventory
A decision per line: kept, sold, to return, returned, because a parcel is rarely one answer
Held apart from your own stock in every figure you report on, including the valuation at year end
Return shipping labels generated for whatever goes back
The failure mode this prevents: counting a supplier's parcel as your own inventory, and finding out at year end.
Incoming memo
M-198 · Aurora Gem Supply
On approval
Received
8 May
Return by
22 May
Not your asset
$ 9,340
Sapphire ring
SK-12
Kept · buying it
Diamond studs
DS-7 · sold to A. Janssens
Sold · owed
Emerald necklace
EM-3
To return
1 kept · 1 sold · 1 to return
Print return label
Three answers on one parcel

A supplier parcel is never one decision.

You buy the sapphire because it suits your case. You sell the studs before the deadline, so now you owe for them. The emerald goes back. Three lines, three different consequences, and each one has to reach the right place on its own.

Kept Becomes owned stock, and a purchase invoice to settle with the supplier.
Sold The client's sale is a normal one. Behind it, the supplier is owed and the line closes against the memo.
ReturnedLeaves your safe with a shipping label, and a record that it went.

Until every line has an answer the memo stays open, which is the only reliable way to remember that a supplier is still waiting on an emerald.

Deadlines

Nobody wants to chase a good account for a parcel.

That reluctance is where memo losses actually come from: not theft, awkwardness. A week passes, then a month, and asking gets harder the longer you leave it. So the system does the remembering, and the conversation happens on day four while it's still nothing.

Memos needing attention3 overdueView all 12 active
Memo
With
Value out
Due back
Status
M-176
$ 4,100
Belmont Jewellers · trade
$ 4,100
2 Apr
6 weeks late
M-181
$ 3,280
Verona Gem Supply · supplier
$ 3,280
30 Apr
2 weeks late
M-190
$ 1,890
Fairfield Design Studio · trade
$ 1,890
9 May
4 days late
M-204
$ 5,230
Marlow Jewellers · trade
$ 5,230
17 May
Due Friday
Sorted by how long, not by date

Six weeks late reads differently from four days late, and it should be the first thing you see.

Value out, in the same row

$ 4,100 outstanding for six weeks is a different phone call from $ 200. The list lets you make that judgement before you pick up.

A reminder, or a task for someone

Turn a due date into an automatic message, or a task on the person who knows the account.

How much of your stock is out of the building?

Most jewelers can name the pieces but not the number. Book a demo and we'll set up both flows with your own stock: one out to a trade client, one in from a supplier.

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