TAKE IN PROCEDURE
A jeweller should have a take-in procedure to ensure clear communication, accurate documentation, and customer satisfaction. This process helps verify ownership, document the condition of the item, and outline the requested repairs. It minimizes the risk of misunderstandings, protects against potential disputes, and ensures that each piece is returned in its correct condition. A well-defined take-in procedure also streamlines operations, enhances professionalism, and builds trust with customers.
1. Record customer details
- Collect essential information such as name, contact numbers, and address, and possibly email.
- Obtain a mobile number maybe used for sending text notifications when the repair is ready for payment and collection
2. Visual inspection
- The jeweller may use a loupe to examine the item and note any defects. A loupe is a small magnifying glass.
- The jeweller should advise you of their findings and any significant defects that may affect the repair quality and/or cost of the repair. Note: if dirt build-up may prevent a full inspection.
- Things that may be noted include loose, chipped, broken or missing stones; condition of claws such as worn or broken; cracks in ring shanks or bezels; worn links on necklaces or bracelets; wear on pendant bails; or tension in a tongue of a box clasp.
3. Description of the piece
- The jeweller will write a description of the item, including but not limited to the metal and stones. These are typically only referred to by colour. For example, yellow metal with 1 white stone, rather than a gold ring with a diamond.
- They should also note:
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- Any hallmarks
- Ring size and setting style
- For pearls, the number, length, size and clasp description.
- For chains, the style, weight, length, colour, clasp type and marking on the links or clasp.
- Detailed descriptions help ensure the right piece is returned after cleaning and polishing.
4. Requests from customer
- The jeweller should clearly document what the customer wants to be done.
- If you decline a suggested repair, the jeweller should note this.
5. Sketch or photograph
- The jeweller include a sketch of the item or take a photograph
6. Establish cost and timeline
- The jeweller may ask when if there is a deadline to have the item back; this may effect the cost.
- The jeweller may give a quote on the spot, or contact you at a later date with a quote once they have confirmed parts' availability and/or cost.
7. Customer Acknowledgment
- The customer should review the information, sign the acknowledgment, and be provided with a copy of the take-in document.
- The customer should return the copy when collecting the repaired item, which should also be signed for. Take a photo of the copy for your own records.