Set Stones (stones mounted in jewelry / watches)

The short version

On a jewelry or watch detail page, scroll to the Set Stones card. Two ways to add a stone:

• + Combine Loose Stone — pick an existing stone from your loose inventory. The stone’s quantity is consumed; its cert (if any) stays attached and shows up on the parent item’s memo / invoice prints.
• + Add Stone Manually ▾ — pick a category (White Diamond, Fancy Diamond, Colored Stone, or Pearl), then type the stone’s details directly. The form only shows the fields that matter for that category — no Fancy Color on a ruby, no Color / Clarity / Ct Wt on a pearl.

Once added, click any manual-entry row to edit it. Combined-from-inventory rows are locked snapshots — the ↶ icon reverses the combine and restores the loose stone to inventory.

Picking a stone category

The dropdown next to + Add Stone Manually decides which fields the form will show:

Category	Type defaults to	Ct Wt	Shape	Color	Clarity	Fancy Color
White Diamond	Diamond	✅	✅	✅	✅
Fancy Diamond	Diamond	✅	✅		✅	✅
Colored Stone	(blank — type the species)	✅	✅	✅
Pearl	Pearl		✅	✅

Pearls are measured in mm or momme, not carats — that’s why Ct Wt is hidden for them. Pearls also don’t grade for clarity. Fancy diamonds intentionally hide the standard D-Z Color slot in favor of the Fancy Color field (e.g. “Fancy Vivid Yellow”).

If you pick the wrong category mid-form, click the Switch category link in the form’s category banner to cancel and re-open the picker.

Combining a loose stone

Use this when the stone you’re mounting is already tracked in your loose-stone inventory.

1. Click + Combine Loose Stone on the Set Stones card
2. Search by stock number, shape, color, or clarity — pick the stone
3. Optional: check Center Stone if it’s the focal stone
4. Click Combine

What happens behind the scenes:

• The loose stone’s quantity is decremented (the unit is “consumed” into the jewelry)
• The stone’s cert (if any) stays in stonecertificates keyed on the original loose stock ID — the link follows through setstones.StoneStockID
• The parent jewelry’s cost basis picks up the stone’s purchase cost as an additional cost on the jewelry item (so GP math works correctly when the piece sells)

To reverse, click the ↶ icon on the row. The stone goes back to loose inventory at its original quantity and the additional-cost row is removed.

Adding a stone manually

Use this for stones you don’t track separately — typically melee or small side stones — and for any mounted stone where you have a cert but no loose-inventory record.

1. Click + Add Stone Manually ▾ and pick the category
2. Fill in the basics — the form only shows the fields that apply to your chosen category
3. Approximate weight (≈ toggle) — click the small ≈ button inside the Ct Wt input to mark the weight as approximate (estate / antique pieces where the stone can’t be removed for an exact reading). When on, the input suffix shows ct* and the stone’s row in the table renders the weight with a trailing *. A legend at the bottom of the Set Stones table explains the symbol when any row uses it.
4. Attach a cert — three buttons in the cert row (desktop / web only — hidden on mobile/PWA, which is read-only for cert work):
   • Look up — type or paste a cert number into Cert #, pick the lab, then click. For GIA, the system fetches the report, fills in Shape / Color / Fancy Color / Clarity / Carat Weight, and downloads + stores the cert PDF. Other labs aren’t supported yet — enter the cert details manually and use Load or Scan.
   • Load — upload a PDF or image (JPG / PNG) of the cert from your device.
   • Scan — capture the cert directly from your scanner via JS Print Manager. The scanner is configured in Settings → My Settings.
5. Cert cost prompt — right after a successful GIA Lookup, a small prompt opens: Add cost for certificate to additional costs. Type the amount paid + press Enter (or click Add Cost) to add it to the parent jewelry item’s additional costs. Skip dismisses without recording. Re-running GIA later (e.g. after a recut) opens the prompt again so a new charge can be recorded against the same cert. An empty amount with Add Cost shows “Amount is required.”
6. Click Save

After save, the row in the Set Stones table shows the lab name with a small ↗ icon — click it to open the cert PDF in a new tab. The cert PDF also rides along automatically when you email or print a memo containing this jewelry item (see Memo Certificates for the prompt).

Editing a setstone later

Click any manual-entry row — the row highlights and an edit form opens below it (and scrolls into view). Adjust whatever you need, including re-running Look up if a recert was issued, or Load / Scan to attach a cert that was issued after the stone was first added. Click Save.

The edit form figures out the category from the saved row and shows the same per-category fields as the add form (no Fancy Color on a Ruby, no Ct Wt on a pearl, etc.).

Combined-from-inventory rows aren’t editable — they’re a snapshot of the loose stone at the moment of combine. To change anything, reverse the combine (↶ icon), edit the loose stone, then re-combine.

Working with an attached certificate

Once a cert PDF is attached (via Look up, Load, or Scan), an action bar appears under the cert row in the edit form:

• View — open the PDF in a new tab.
• Email — open your mail client with the cert # in the subject and the PDF URL in the body.
• Share — uses the OS native share sheet (iOS / Android / desktop). Falls back to a Copy link / Email / Open menu when the Web Share API isn’t available. Sends a single link — no double-pasting in WhatsApp or iOS Messages.
• Remove cert (desktop only) — clears the cert from this set stone. The actual delete is staged until you click Save on the surrounding form, matching the loose-stone cert workflow.

The lab badge in the row’s Lab column also shows a ↗ icon when a cert is attached — click it for a quick View without opening the edit form.

Capturing cost (optional)

Most set stones are part of the parent item’s purchase price, so there’s nothing extra to capture. For stones added beyond that — for example, you bought a ring and later sourced a side stone separately — check Stone added beyond original purchase (capture cost) on the form. Two fields appear:

• Cost / Ct — entered as whole dollars (no decimals). The $ prefix is visual only.
• Total — live preview = Ct Wt × Cost/Ct, in whole dollars.

On Save, the captured cost is written to the parent item’s Additional Costs panel (source = stone_combine), where it stays editable. Toggling the checkbox off and saving clears that additional-cost row.

Tips

• “Combine Loose Stone” is right when the stone has its own loose-inventory record (typical for diamonds and cert’d colored stones).
• “Add Stone Manually” is right for melee, accent stones, and any stone certified after it was mounted.
• If you click Look up without picking a lab or entering a cert number, the form tells you which one is missing — earlier versions silently did nothing.
• Cert cost is captured ONLY through the post-GIA-download prompt — there’s no Cost field on the form itself. Existing cert costs (recorded earlier) live on the parent jewelry’s Additional Costs panel; edit them there.
• Set stones intentionally don’t carry the rich cert metadata that loose stones do (no inscription, comments, orientation, etc.). They’re already mounted; that detail isn’t needed.
• Scan needs JS Print Manager running on the same machine and a scanner picked in My Settings. On the PWA / mobile the cert section is read-only — capture certs from the desktop / web app where the printer + scanner integrations live.