Diamond Price List & Quotes

The Diamond Price List does two jobs in one tool:

1. Sales-floor / inventory view — filter your diamond stock by shape, color, clarity, carat range, lab-grown vs natural, and store. See $/ct, %/Rap, total, lab, and measurements at a glance. Print, Excel, or CSV the result.
2. Customer quote send — check the rows you want, click Email Selected, and send a branded PDF quote with the lab certificates attached as separate PDFs.

Live at Reports → Diamond Price List. Anchored to Price 1 (the wholesale tier the Rap-discount calculation is meaningful against — this isn’t configurable).

Filter the list

The filter row at the top of the report:

• Search — type a stock # or keyword. Numeric values prefix-match StockID; text values match across description, stone type, shape, color, clarity, and notes.
• Store — for multi-store users. Default is “all stores” you have permission to see.
• Shape / Color / Clarity — populated from the diamonds you actually have in stock, not a fixed list.
• Carat min / max — tightens to a size range.
• Type — Natural, Lab-grown, or All.
• Include — In-stock only, or in-stock + on-memo (default).
• Sort by — Stock ID, Carats, or Price; ascending or descending.

Click Apply to refresh. Filter state is encoded in the URL, so you can bookmark a frequently-used filter (“all GIA rounds 1.0-1.5ct G-VS”). Search and dropdown filters compose — narrow with shape + carat range first, then type a stone type or color in search to refine further.

Print, Excel, CSV, Email

Same toolbar as every other report:

• Print / PDF — uses your browser’s print dialog. Pick “Save as PDF” as the destination if you want a file.
• Excel / CSV — server-side export of the current filter; filenames include the date.
• Email (toolbar) — emails the filtered list to a recipient. Use this for “send me everything you have” requests.

Email Selected (the dealer workflow)

For “send me a quote on these specific stones”:

1. Filter to the candidates. Use the dropdowns and search to narrow — e.g., “Oval, 1.0-1.5 ct, GIA”. Then either:
   • Cherry-pick: check individual rows.
   • Take everything that matched: click the header checkbox above the rows to select all filtered diamonds at once.
2. Selection persists across filter changes — if you switch from “Oval” to “Round”, your already-checked Oval stones stay in the basket. Use the “Show selected only” toggle in the action bar to review your basket without losing the filter.
3. Click Email Selected (n) above the table. The button shows the count.
4. Pick a customer (auto-fills their email + adds “Prepared for” header) or type a recipient directly. Add a CC, subject, and a personal note if you want.
5. Leave “Attach lab certificates” checked (default on). The system fetches each selected diamond’s most recent certificate from storage and attaches it as a separate PDF.
6. Click Send Email.

You’ll get a confirmation. If any certificates were missing or unreachable, the dialog tells you exactly how many of the requested certs landed in the email.

What’s in the quote PDF

Each row shows: Stock # · Shape · Size · Color · Clarity · Lab · $/Ct · %/Rap · Total · Measurements. A summary line at the bottom shows total diamond count, total carats, and total value. Branded with your store logo, address, and “Quotes valid 30 days unless otherwise noted” footer.

Total carats and total value at the bottom; no per-line discount or fee logic — this is a quote, not an invoice.

%/Rap explained

The %/Rap column is computed dynamically against the stone’s stored RapNet price-per-carat:

%/Rap = ((Price1PerCt − RapNetPerCt) / RapNetPerCt) × 100

Negative numbers (red) mean below Rap (typical wholesale). Positive numbers (green) mean a premium over Rap (rare or specialty stones). Blank if the stone has no Rap reference price on file.

This is why the report is anchored to Price 1 — that’s the price the Rap discount is meaningful against. Showing %/Rap next to a Price 2/3/Retail tier would be misleading because those carry retail markup that has nothing to do with Rap.

Audit & permissions

• Viewing the report: requires the Reports permission.
• Sending an email: writes an audit row with action emailed_diamond_quote capturing recipient, stockIds, customer, and how many certs were requested + actually attached.
• Cost / margin columns are not on this report — gross-profit visibility is in the dedicated Gross Profit report.

Tips

• Bookmark filtered URLs for recurring searches: “GIA rounds 1.5-2.0 G-VS lab”.
• Drop down to Print before emailing if a customer wants the list in a non-email format (e.g. WhatsApp screenshots).
• Setting column shows the jewelry stock # for stones currently mounted in a piece — those still appear in the diamond list because they exist as stones in your DB. Skip them when sending a quote unless you mean to offer the unmount.
• Multi-page sends — the PDF page-breaks safely and re-draws the table header on each page.