How To Organize Customer Data for a Jewelry Business

In jewelry businesses, it is always important that you know each and every customer that purchases a specific item of jewelry. This will make filing income taxes as well as customer data a breeze for you. You will need all of their information when you do inventory, so it is best to keep your customer data organized. There are many things to consider when organizing customer data for a jewelry business. In fact, it can be quite a challenging job, especially if you have no prior experience in keeping track of sales in the jewelry business. However, there are some tips you can learn in order to organize all of your data properly and safely.

Here are some tips on how to organize customer data for a jewelry business:

Organize the whole business. Firstly, you will have to tag all of the jewelry you have available in the store. Keep a small notebook and a database in your computer for all of the jewelry you have. Make sure to include the size, make, and description of the product. If possible, you can even include a picture in your file, so you will know which kind of jewelry is which. Also, start printing out order forms which will include the following: the name/tag of the jewelry, the customer’s name, billing address, mailing address, date and time of sale, as well as the salesperson. This way, you can keep track of everything that happens during a sale. The order slips should be placed in a folder in an orderly manner.

Keep a small logbook. Use the order form to see the details of the jewelry and the sale. Transfer all of the information and details into your logbook. This way, all of the information is coordinated in one place. However, you need to guard the logbook very securely because it might get lost. Order forms can easily be torn or misplaced, and it is important that you always have a copy of your sales.

Input all of the details you find in the order slip and the log book in your computer as well. To do this, you can simply use Microsoft Excel. You can build templates to make inputting data easier and more efficient. This step is to make sure that even if you lose or damage your logbook, you still have a copy of the sales in your jewelry store. It is always best to back up this file whenever it is updated.

Make a file for all of your customers. This not only lets you know who your clients are but it also enables you to send out useful information to them. You can send them notifications in case there are any special offers in the jewelry store. It is an easy way to get to know the business even further.

Organizing your customer data for your jewelry business is not that hard. With these simple tips, you’ll get the ball rolling in no time.


Share this article!

Follow us!

Find more helpful articles: