Free format · no sign-up
Jewellery estimate format
A clear written estimate for a customer who is still deciding or has placed an order: weight, today's rate, making charges, stones and the estimated GST, with the date the rate applies to. Print it, save it as a PDF, or download it for Excel.
What is a jewellery estimate?
A jewellery estimate, or quotation, tells the customer what a piece will cost at today's rate: weight × rate per gram for the purity, plus making and stone charges, with GST shown as an estimate. It is not a tax invoice and carries no GSTIN or invoice number, and it should say the date the rate applies to, because the final bill is made at the rate on the day of purchase or as booked on the order.
Print blank keeps your shop's name and leaves the rest empty, for pads. In the print window, choose Save as PDF to keep a copy. Figures for illustration; confirm tax rates with your accountant.
How to fill the jewellery estimate format
- 1Enter your shop's details once.
- 2Write the customer's name and mobile and the estimate number and date.
- 3Add each piece with its expected net weight, purity, today's rate and making charge.
- 4Keep GST on to show the customer the full expected price, or switch it off for a metal-and-making estimate.
- 5Print or share the PDF. If the customer books, record the advance and the booked rate on the order.
FAQ
Frequently asked questions
Is an estimate the same as a kacha bill?
No. An estimate tells the customer the expected price before they buy. A sale has to be billed on a tax invoice; an estimate cannot replace it.
Should the estimate include GST?
It is clearer for the customer to see the full expected price, so show GST at 3% as an estimate. Switch it off if you only want to quote metal and making.
Can the rate be held for the customer?
That is your shop's decision. If you agree to hold the rate, write it on the customer's order with the advance taken; Infovion JMS keeps a booked rate on the order and bills at it on delivery.
Related
More for jewellers
Stop writing bills by hand
Infovion JMS makes these bills, girvi receipts, vouchers and karigar slips from your stock and records, and keeps every balance right. Book a free demo call.