Jewelry Store Inventory Valuation Checklist
Ensure accurate jewelry valuations and minimize loss with our Jewelry Store Inventory Valuation Checklist. Protect your precious assets, optimize insurance coverage, and streamline your inventory process - perfect for appraisals, audits, and maintaining a healthy bottom line.
This Template was installed 4 times.
Initial Assessment & Preparation
Preparing for the inventory valuation process.
Inventory Valuation Start Date
Number of Employees Involved
Brief Description of Inventory Scope
Valuation Method
Previous Inventory Report (if available)
Estimated Time to Complete Initial Assessment
Diamond Grading & Documentation
Detailed assessment and recording of diamond characteristics.
Carat Weight (cts)
Cut Grade
Color Grade
Clarity Grade
Cut Proportions (Depth %)
Polish Grade
Symmetry Grade
Notes/Comments
Diamond Certificate (if available)
Gemstone Identification & Valuation
Identifying and valuing all gemstones present.
Gemstone Type
Detailed Description (Color, Clarity, Cut, Carat)
Carat Weight (ct)
Estimated Value ($)
Treatment (if any)
Gemstone Photo(s)
Notes/Additional Details
Metal Valuation (Gold, Silver, Platinum)
Calculating the value of precious metals used in jewelry.
Gold Weight (Troy Ounces)
Silver Weight (Troy Ounces)
Platinum Weight (Troy Ounces)
Gold Purity (Karat)
Silver Purity (Fine Silver %)
Current Gold Spot Price ($/Troy Oz)
Current Silver Spot Price ($/Troy Oz)
Current Platinum Spot Price ($/Troy Oz)
Jewelry Style & Design Assessment
Evaluating the craftsmanship, design complexity, and overall appeal of each piece.
Estimated Craftsmanship Score (1-10)
Overall Design Aesthetic
Estimated Design Complexity (1-5)
Detailed Description of Design Elements
Precious Metal Purity (if applicable)
Estimated Retail Value (Based on design)
Any Unique Design Features?
Market Research & Pricing Comparison
Comparing your jewelry's pricing to current market values and competitor listings.
Comparable Item Price (High)
Comparable Item Price (Low)
Retailer Type (Comparable Item)
Notes on Pricing Strategy
Screenshot of Comparable Listing
Market Condition
Condition & Repair Assessment
Identifying any damage, wear, or required repairs to each item.
Overall Condition
Detailed Condition Notes
Metal Wear/Tarnish?
Number of Missing Stones (if any)
Description of Repair Needed (if any)
Clasp Functionality?
Photos of Damage/Repair Needs (Optional)
Record Keeping & Documentation
Ensuring accurate record-keeping of all valuation data.
Item Count
Unique Item Description Notes
Valuation Date
Estimated Replacement Cost
Valuation Method
Supporting Photos/Documents
Appraiser Name (if applicable)
Detailed Valuation Notes
Insurance & Appraisal Review
Reviewing any existing appraisals or insurance documentation.
Date of Last Appraisal
Appraiser's Name & Credentials
Summary of Previous Appraisal Findings
Copy of Previous Appraisal Document
Is Current Insurance Coverage Adequate?
Insurance Coverage Amount (USD)
Notes Regarding Appraisal Discrepancies
Final Valuation & Summary
Calculating the total inventory value and generating a summary report.
Total Inventory Value (USD)
Total Number of Items
Valuation Date
Valuation Method Used
Summary of Key Findings
Accuracy Level
Supporting Documentation (e.g., appraisal reports)
Valuer's Signature
Inventory Management Solution Screen Recording
See how ChecklistGuro's inventory management solution can streamline your business! This screen recording demonstrates key features for tracking stock, managing orders, and optimizing your warehouse. Learn how to take control of your inventory today! #inventorymanagement #checklistguro #bpm #businessprocessmanagement #stockcontrol
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