Customer Wishlists

A wishlist records the pieces a customer would like. Two people are usually involved: she comes in and picks a few things she’d love, and when her husband, her mother or a friend comes in to buy her a gift, the list tells them what to buy. It works just as well for one person — the shopper who narrowed three settings down to one and wants to think about it.

A wishlist is not a hold

These are different tools and it matters which you reach for:

• Wishlist — she’d like this. Nobody has committed to buying it, and the piece stays for sale to anyone. Adding to a wishlist changes nothing about availability.
• Hold For (the On Hold status) — don’t sell this. Someone intends to buy this exact piece. Set it on the item itself, and the piece is spoken for.

If a customer says “hold that for me,” use Hold For. If she says “I love that,” use the wishlist.

Adding a piece

On any jewelry, diamond, colored-stone, pearl or watch page, the header has an Add to wishlist button.

1. Click Add to wishlist.
2. Pick the customer.
3. Add an optional note — “considering for engagement ring, wants a matching band”, “for John’s 50th”.
4. Save.

The piece appears on that customer’s Wishlist tab. The same piece can’t land on one customer’s list twice — JewelTrak tells you it’s already there rather than creating a duplicate.

Whose list does a gift go on? The person who’ll wear it. A wife shopping for her husband’s watch belongs on his wishlist with a note saying who’s buying — that’s where anyone will think to look.

A customer’s wishlist

/contacts/[id] → the Wishlist tab. Each row shows the stock number, type, description, status, your note, the date it was added, and a Remove button.

Is the piece still available?

A wishlist stays put when a piece leaves — the interest is still worth knowing about, and it’s a reason to call about something similar. So a list built up over months will hold pieces that are gone, and the Status column says which.

Nothing in the column means it’s in stock and you can sell it. Anything else, check before you promise it:

• On Memo — out on approval with someone else. Still sellable, just not in the case.
• On Hold — someone has asked you to keep it.
• Sold — gone.
• Returned / Return pending — going back to the vendor (pending means it’s still here, on an open return receipt).
• Scrapped / Scrap pending — being broken up.
• Deleted — the item record was removed from inventory.
• Unavailable — it shows neither in stock nor on memo. Open the item to see why.

It’s the same status the piece shows on its own inventory list, so the two can’t disagree.

Everyone’s wishlists at once

Sales → Wishlists lists every customer’s wishlist together, newest first, so you don’t have to remember which customer to open. Search by customer name or stock number.

It’s built as a call list rather than a report: each row carries who wants the piece, what it is, their note, and a phone and email button so you can reach them without leaving the page. Use it when a piece comes back into stock, when one drops in price, or when you’re working birthday and anniversary follow-ups.

Sending a wishlist to someone

Reports → Price List → Start from a wishlist loads a customer’s wishlist as the starting selection, which you then trim, add to, and send or print like any price list.

Anything not currently sellable is left out, and JewelTrak tells you how many — so a list never goes out offering a piece you can’t supply. There’s no separate “print the wishlist” button because it would produce this same document, and two ways of making one document eventually disagree.

Removing a piece

The Remove button on each row is one click, with no confirmation — the piece can always be added back. If someone’s taste changes, clear it out.

What gets logged

Every addition is written to the audit log, so you can see who added a piece and when.

Not there yet

• The customer adding to her own wishlist — today staff add on her behalf
• A link she can send to whoever is buying her gift
• Bulk-add from a list page (it’s detail-page only)
• “On a wishlist but not bought in 90 days” as a follow-up filter
• Emailing a customer when a piece on their wishlist drops in price

Say if any of those would earn their place.

See also

• Birthday & Anniversary Reminders — the natural moment to work a wishlist